Client Officer

City National Bank • Sunnyvale, CA

7d • Onsite

About The Position

The Client Officer assists the Client Manager in supervising and participating in branch operations, client service, and internal sales activities. The role monitors operational procedures for regulatory compliance and helps plan colleague schedules and internal workflow. The Client Officer may assist with interviewing prospective colleagues and providing development training for the internal sales and service team.

The position supports internal sales by training colleagues to identify product and cross-sell opportunities, recognizing referrals and sales opportunities, and recommending appropriate products and services to clients. It also helps maintain branch operational integrity, supports and coaches banking office colleagues, and partners with the Client Manager on risk management, loss prevention, certifications, and operational reviews.

The Client Officer provides exemplary service to clients and colleagues, promotes client retention, and facilitates cross-selling to meet branch sales and referral goals. The role supports colleague development through feedback, mentoring, and guidance on regulatory procedures, bank policies, legal requirements, and banking standards. It is fully functional in new-account processes, including account maintenance, service requests, client profiling, and risk management.

Requirements

• At least 3 years of direct sales experience.
• At least 2 years of experience in a banking environment.
• At least 2 years of basic computer experience, such as Microsoft Word, Excel, and Outlook.
• Must be in good standing under the SAFE Act and registered/licensed with the Nationwide Mortgage Licensing System and Registry, or able to be registered under the SAFE Act.
• Good knowledge of bank policies, procedures, and regulatory compliance.
• Working knowledge of bank products and services.
• General knowledge of bank audit procedures.
• Strong interpersonal, verbal, and written communication skills.
• Ability to organize and prioritize work.
• Good problem-solving skills.

Responsibilities

• Participate in branch operations and client service while upholding operational integrity and bank policy.
• Execute daily branch processes, including appropriate cash handling.
• Support, develop, motivate, and coach banking office sales and service colleagues.
• Partner with the Client Manager on branch certifications, operational reviews, risk management, and loss prevention.
• Organize and prioritize daily activities to meet deadlines.
• Provide exemplary service and promote client retention by working with colleagues across bank divisions.
• Promote and facilitate cross-selling to meet branch sales and referral goals, and recommend appropriate products and services.
• Work with business partners to maintain and grow client relationships and maximize banking office profitability.
• Help develop colleagues, assess strengths, provide feedback and mentoring, and support their professional development.
• Provide colleagues with guidance on regulatory procedures, bank policies, legal requirements, and banking standards.
• Handle new-account processes, including account maintenance, service requests, client profiling, risk management, and identification of cross-sell opportunities.
• Monitor operational procedures for regulatory compliance and help plan colleague schedules and workflow.
• Support internal sales activities by training staff to identify product, cross-sell, referral, and sales opportunities.

Benefits

• Medical, dental, and vision coverage available the first of the month following the start date.
• Generous 401(k) company matching contribution.
• Tuition reimbursement and other 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: Mid Level
• Education Level: No Education Listed