Client Officer Senior at City National Bank
Westlake Village, CA
About the Job
CLIENT OFFICER SENIOR WHAT IS THE OPPORTUNITY? 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
What you will do 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
Must-Have* 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 Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act
Skills and Knowledge 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
Compensation Starting base salary: $24.46 - $36.69 per hour
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024
Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C
and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets
City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves
*City National Bank does business in Miami and the state of Florida as CN Bank
For more information about City National, visit cnb.com
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct
READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process
Please contact us via email or leave a message at
These contact methods are dedicated to applicants whose disability prevents them from successfully applying online
Only messages left for this purpose will be returned
Responses may take up to two business days.
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
What you will do 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
Must-Have* 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 Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act
Skills and Knowledge 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
Compensation Starting base salary: $24.46 - $36.69 per hour
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024
Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C
and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets
City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves
*City National Bank does business in Miami and the state of Florida as CN Bank
For more information about City National, visit cnb.com
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct
READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process
Please contact us via email or leave a message at
(213) 673-9139
These contact methods are dedicated to applicants whose disability prevents them from successfully applying online
Only messages left for this purpose will be returned
Responses may take up to two business days.
