Client Experience Leader, Banking & Cross-Sell

City National Bank; El Segundo (CA); Hybrid; USD 33,000 - 45,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Time off

Fertility benefits

Family planning programs

Career mobility

Networking groups

Job summary

City National Bank is seeking a Client Officer to support the Client Manager in operations, client service, and internal sales at the branch level. The role emphasizes risk management, regulatory compliance, staff coaching, and cross-selling CNB products to deepen client relationships.

Responsibilities include supervising daily processes, maintaining records, supporting interview and training activities, and delivering exceptional client service.

Qualifications

• Minimum 3 years of direct sales experience.
• Minimum 2 years' experience in a banking environment.
• Minimum 2 years of basic computer experience (Word, Excel, Outlook) required.
• SAFE Act Registration in good standing or eligible for registration with Nationwide Mortgage Licensing System

Responsibilities

• Serves as part of the branch team to service client transactions and uphold operational integrity.
• Coaches banking office staff on sales/service and risk management practices.
• Promotes cross-selling of CNB products and services to grow client relationships.
• Supports the Branch Manager in developing colleagues and ensuring regulatory compliance.
• Handles new account processes, including profiling clients and identifying cross-sell opportunities.

Skills

Direct sales experience

Banking experience

Computer skills (Word/Excel/Outlook)

SAFE Act Registration

Job description

City National Bank is seeking a Client Officer to support the Client Manager in operations, client service, and internal sales at the branch level. The role emphasizes risk management, regulatory compliance, staff coaching, and cross-selling CNB products to deepen client relationships.

Responsibilities include supervising daily processes, maintaining records, supporting interview and training activities, and delivering exceptional client service.