Client Experience Manager — Banking Branch

City National Bank; Oakland (CA); On-site; USD 59,467 - 94,975; Full time

Benefits offered by this job

Healthcare coverage (medical, dental,

Job summary

City National Bank in Oakland seeks a Manager - Client to lead branch sales, mentor the client service team, and uphold first-class service standards across the branch. You will drive client relationships, oversee risk management and regulatory compliance, coach staff, and coordinate with partners to identify cross-sell opportunities while building a high performing team.

This role emphasizes building a strong local client base, external business development for new branches when needed, and

Qualifications

• Minimum 4 years direct client service experience required.
• Minimum 4 years experience in a banking environment required.
• Minimum 3 years of supervisory or management experience required.
• Excellent knowledge of bank policies and regulatory compliance.

Responsibilities

• Guide colleagues to achieve results; conduct annual reviews and provide coaching.
• Champion client service; partner with branches to retain clients.
• Support sales management; identify cross-sell opportunities and drive activities.
• Ensure operational integrity and regulatory compliance across the branch.
• Lead external business development for new branch opportunities when needed.

Skills

Client service

Team leadership

Sales ability

Regulatory compliance

Banking products knowledge

Coaching & development

Communication skills

Problem solving

Job description

City National Bank in Oakland seeks a Manager - Client to lead branch sales, mentor the client service team, and uphold first-class service standards across the branch. You will drive client relationships, oversee risk management and regulatory compliance, coach staff, and coordinate with partners to identify cross-sell opportunities while building a high performing team.

This role emphasizes building a strong local client base, external business development for new branches when needed, and