Client Growth & Service Lead – Banking Ops

City National Bank; Sunnyvale (CA); On-site; USD 31,000 - 46,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Time away benefits

Fertility benefits

Career mobility

Networking groups

Job summary

City National Bank is seeking a Client Officer to support the Client Manager in supervising branch operations, client service, and internal sales activities. You will help maintain regulatory compliance, manage colleague schedules, and coach staff to deliver superior service and accurate processing of transactions.

You’ll promote cross-selling of CNB products, identify referral opportunities, and provide training on product knowledge to the internal sales/service team, while ensuring risk

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).
• SAFE Act Registration; Must be in good standing under the Safe Act and registered/licensed with NMLS or able to be registered under the Safe Act.

Responsibilities

• Functions as part of a cohesive unit to service client transactions and maintain operational integrity, including cash handling responsibilities.
• Champions for clients and colleagues, promoting solutions and retaining client relationships.
• Promotes cross-selling of CNB services to meet branch sales and referral goals.
• Develops colleagues through feedback, mentoring, and training to achieve results.
• Delivers all components of new accounts processing, including risk management and cross-sell opportunities.

Skills

Sales experience

Interpersonal skills

Communication skills

Regulatory awareness

Education

SAFE Act Registration

Tools

Microsoft Word

Excel

Outlook

Job description

City National Bank is seeking a Client Officer to support the Client Manager in supervising branch operations, client service, and internal sales activities. You will help maintain regulatory compliance, manage colleague schedules, and coach staff to deliver superior service and accurate processing of transactions.

You’ll promote cross-selling of CNB products, identify referral opportunities, and provide training on product knowledge to the internal sales/service team, while ensuring risk