Client Officer Senior

City National Bank • Santa Monica, CA

19h

About The Position

Assists the Client Manager in supervising and participating in branch operations, client service, and internal sales activities. Monitors operational procedures for regulatory compliance and helps plan colleague schedules and internal workflow. May assist with interviewing prospective colleagues and providing development training to the internal sales and service team. Supports internal sales through product and cross-sell opportunity training, identifying referrals and sales opportunities, and recommending appropriate products and services to clients.

Works as part of a cohesive team to service client transactions and uphold branch operational integrity under management direction and bank policy. Executes daily processes, including cash handling, and supports, develops, motivates, and coaches banking office sales and service colleagues. Helps manage risk and prevent losses, partners with the Client Manager on branch certifications and operational reviews, and organizes daily work to meet deadlines.

Advocates for clients and colleagues by providing exemplary service. Partners with colleagues across the bank to support client retention and promote appropriate solutions. Facilitates cross-selling to meet branch sales and referral goals, works with business partners to maintain and grow client relationships, and identifies opportunities to improve banking office profitability.

Partners with the Client Manager to develop colleagues, assess strengths, provide feedback and mentoring, and support development. Instructs colleagues on regulatory procedures, bank policies, legal requirements, and banking standards. Handles all components of new accounts, including account maintenance, service requests, risk management, client profiling, and identifying cross-sell opportunities.

Requirements

• Minimum 3 years of direct sales experience.
• Minimum 3 years of experience in a banking environment.
• Minimum 2 years of supervisory experience in branch operations.
• Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and registered or licensed with the Nationwide Mortgage Licensing System and Registry, or able to be registered under the SAFE Act.
• Strong knowledge of bank policies, 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

• Assist the Client Manager in supervising branch operations, client service, internal sales activities, colleague schedules, and workflow.
• Maintain operational procedures and compliance with regulations, management direction, and bank policy.
• Execute daily branch processes, including appropriate cash handling, and uphold operational integrity.
• Support, develop, motivate, and coach banking office sales and service colleagues.
• Support risk management and loss prevention; partner with the Client Manager on branch certifications and operational reviews.
• Organize and prioritize daily activities to meet deadlines.
• Provide exemplary service and support client retention by promoting appropriate solutions.
• Promote and facilitate cross-selling to meet branch sales and referral goals and grow client relationships.
• Identify sales, referral, and cross-selling opportunities and recommend appropriate products and services.
• Partner with the Client Manager to assess colleague strengths, provide feedback and mentoring, and support development.
• Instruct colleagues on regulatory procedures, bank policies, legal requirements, and banking standards.
• Deliver all components of new account processes, including account maintenance, service requests, risk management, client profiling, and cross-selling.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental, and Vision plans, available the first of the month following the start date.
• Generous 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Fertility benefits and cancer, diabetes, and musculoskeletal support programs.
• Career mobility support from a dedicated recruitment team.
• Colleague Resource Groups for networking and community engagement.
• Eligible for bonus and/or commissions.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed