Client Officer

CLIENT OFFICER 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 2 years experience in a banking environment required

Minimum 2 years of basic computer experience (e.g

Microsoft Word, Excel, Outlook) 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 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

Compensation Starting base salary: $22.27 - $33.43 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

LI-MD #CA-MD