Client Officer Senior

City National Bank • Santa Clarita, CA

5d • Onsite

About The Position

The Senior Client Officer assists the Client Manager in supervising branch operations, client service, and internal sales activities. The role helps maintain compliance with regulations and bank procedures, administers colleague schedules and workflow, and may assist with interviewing and training colleagues. The position supports branch sales by developing staff product and cross-selling knowledge, identifying referral opportunities, and recommending appropriate products and services to clients.

The Senior Client Officer helps uphold branch operational integrity and performs daily branch processes, including cash handling. The role supports and coaches banking office colleagues, contributes expertise in risk management and loss prevention, and partners with the Client Manager on certifications, operational reviews, and audits. It also provides exemplary service to clients and colleagues, supports client retention, and promotes solutions that help grow client relationships and meet branch sales and referral goals.

The position supports colleague development through feedback, mentoring, and training on regulatory procedures, bank policies, legal requirements, and banking standards. It must be fully functional in new-account activities, including account maintenance, service requests, client profiling, and risk management, while identifying opportunities to cross-sell City National Bank products and services.

Requirements

• At least 3 years of direct sales experience.
• At least 3 years of experience in a banking environment.
• At least 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/licensed with the Nationwide Mortgage Licensing System and Registry, or be able to register 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

• Support the Client Manager in supervising branch operations, client service, and internal sales activities.
• Monitor branch procedures for compliance with regulations and administer colleague schedules and internal workflow.
• Support staff training on products and cross-selling, identify referral opportunities, and recommend appropriate products and services to clients.
• Execute daily branch processes, including appropriate cash handling, and uphold operational integrity under management direction and bank policy.
• Support, develop, motivate, and coach banking office sales and service colleagues.
• Contribute to risk management and loss prevention, and partner with the Client Manager on branch certifications, operational reviews, and audits.
• Organize and prioritize daily activities to meet deadlines.
• Provide exemplary service to clients and colleagues and support client retention by promoting appropriate solutions.
• Facilitate cross-selling and work with business partners to maintain and grow client relationships and meet branch sales and referral goals.
• Help develop colleagues, assess strengths, provide feedback and mentoring, and offer development opportunities.
• Instruct colleagues on regulatory procedures, bank policies, legal requirements, and banking standards.
• Handle new-account functions, including account maintenance, service requests, risk management, client profiling, and identifying cross-sell opportunities.

Benefits

• Medical, dental, and vision plans available the first of the month following the start date.
• 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