Client Officer Senior

Royal Bank of CanadaWashington, DC
102d$24 - $36

About The Position

The Client Officer Senior position at the Washington DC Branch involves assisting the Client Manager in supervising operations, client service, and internal sales activities. The role includes monitoring compliance with operational procedures, planning colleague schedules, and participating in the interviewing and training of new colleagues. The individual will support internal sales activities, provide training on product and cross-sell opportunities, and make recommendations to clients based on interactions.

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

  • Function as part of a cohesive unit to service client transactions and uphold operational integrity.
  • Execute daily processes including cash handling responsibilities.
  • Support, develop, motivate, and coach banking office sales/service colleagues.
  • Act as an expert in risk management and loss prevention.
  • Partner with the Client Manager in completing, monitoring, and auditing branch certifications and operational reviews.
  • Manage and prioritize daily activities to meet all deadlines.
  • Provide exemplary service to clients and colleagues.
  • Promote and facilitate cross-selling of bank services to meet branch sales and referral goals.
  • Work with business partners to deliver solutions and maintain client relationships.
  • Profile clients during the new account process and identify cross-sell opportunities.

Benefits

  • Starting base salary: $24.46 - $36.69 per hour.
  • Eligible for bonus and/or commissions.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service