Client Officer Senior

City National Bank • Beverly Hills, CA

100d • $24 - $36

About The Position

The Client Officer Senior assists the Client Manager in supervising and participating in the operations, client service, and internal sales activities of the branch. This role involves monitoring and maintaining operations procedures for compliance with regulations, planning and administering colleague schedules and internal workflow. The Client Officer Senior may assist the Client Manager in interviewing prospective new colleagues and providing development training for the internal sales/service team. This person will support internal sales activities, including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with.

Requirements

• Minimum 3 years of direct sales experience required.
• Minimum 3 years experience in a banking environment required.
• Minimum 2 years of supervisory experience in branch operations required.
• Strong knowledge of Bank policies and procedures and regulatory compliance.
• Good knowledge of Bank products and services.
• Working knowledge of Bank audit procedures.
• Strong interpersonal, verbal and written communication skills.
• Ability to organize and prioritize work.
• Strong problem solving skills.
• Strong computer skills.

Responsibilities

• Functions as part of a cohesive unit to service client transactions and uphold the operational integrity of the branch as defined by management and bank policy.
• Executes all functions of daily processes, including appropriate cash handling responsibilities.
• Supports, develops, motivates, and coaches banking office sales/service colleagues.
• Acts as an expert in risk management and loss prevention.
• Partners with the Client Manager in completing, monitoring, and auditing branch certifications and operational reviews.
• Utilizes an organized approach to manage and prioritize daily activities to meet all deadlines.
• Acts as a champion for clients and colleagues providing exemplary service.
• Promotes and facilitates cross-selling of bank services to existing and potential clients to meet established branch sales and referral goals.
• Works with business partners to deliver solutions to maintain and grow client relationships.
• Recognizes and recommends cross-selling opportunities to maximize banking office profitability.
• Provides feedback, mentoring, and opportunities for development to help colleagues achieve their full potential.
• Delivers all components related to new accounts, including account maintenance, service requests, and risk management.
• Profiles clients during the new account process and actively identifies cross-sell opportunities of CNB products and services.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
• Generous 401(k) company matching contribution.
• Career Development through Tuition Reimbursement and other internal upskilling and training resources.
• Valued Time Away benefits including vacation, sick and volunteer time.
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs.
• Career Mobility support from a dedicated recruitment team.
• Colleague Resource Groups to support networking and community engagement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees