Client Officer

City National Bank•Beverly Hills, CA

1d•Onsite

About The Position

Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective 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. Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities. In addition, supports, develops, motivates, and coaches banking office sales/service colleagues. Is one of the experts in risk management and loss prevention. Partners with the CM 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. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients. Promotes and facilitates cross-selling of bank services to existing and potential clients in order to meet established branch sales and referral goals. Works with business partners to deliver solutions in order to maintain and grow client relationships. Recognizes and recommends cross-selling opportunities to maximize banking office profitability. Supports and partners with the CM to proactively develop colleagues to achieve results and accurately assess strengths. Provides feedback, mentoring, and opportunities for development to help colleagues achieve their full potential. Provides instructions and information to colleagues on regulatory procedures, bank policies, legal requirements and other banking standards. Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.

Requirements

Minimum 3 years of direct sales experience required.
Minimum 2 years experience in a banking environment required.
Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
Good knowledge of Bank policies and 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

Supervises and participates in operations, client service, and internal sales activities of the branch.
Monitors and maintains operations procedures for compliance to regulations.
Plans and administers colleague schedules and internal workflow.
Assists the Client Manager in interviewing prospective new colleagues and providing development training for the internal sales/service team.
Supports internal sales activities including providing product and cross-sell opportunity identification training to staff.
Recognizes referral/sales opportunities from the team and makes appropriate product/service recommendations to clients.
Services client transactions and upholds the operational integrity of the branch.
Executes all functions of daily processes, including appropriate cash handling.
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.
Manages and prioritizes daily activities to meet all deadlines.
Acts as a champion for clients and colleagues providing exemplary service.
Partners with CNB colleagues to support client retention objectives and promotes appropriate solutions.
Promotes and facilitates cross-selling of bank services to existing and potential clients.
Works with business partners to deliver solutions to maintain and grow client relationships.
Recognizes and recommends cross-selling opportunities to maximize banking office profitability.
Supports and partners with the Client Manager to develop colleagues and assess strengths.
Provides feedback, mentoring, and development opportunities to colleagues.
Provides instructions and information to colleagues on regulatory procedures, bank policies, legal requirements, and banking standards.
Delivers all components related to new accounts, including account maintenance, service requests, and risk management.
Profiles clients during the new account process and identifies cross-sell opportunities.

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

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