Sales Support Officer II Relationship Team

City National Bank; Los Angeles (CA); Hybrid; USD 54,000 - 86,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Family planning benefits

Career mobility support

Colleague resource groups

Job summary

City National Bank is seeking a Sales Support Officer II to back the Relationship Teams across the sales cycle and post-sales process. The role includes onboarding support, documentation review, and guidance on product usage to ensure client satisfaction.

The candidate should have 3+ years in banking operations or sales support, with strong Microsoft Office skills and a four-year degree preferred. On-site work is required with comprehensive benefits and growth opportunities.

Qualifications

• Minimum of 3 plus years of general banking experience or equivalent training.
• Minimum of 3 plus years of Microsoft Office Suite (Excel, PowerPoint, etc.).
• Minimum of 3 plus years of Sales Support or Operations experience.

Responsibilities

• Assist Relationship Teams in developing and preparing relationship reviews, new account packages, and service requests.
• Provide in-office phone sales support, ensuring completeness of new account information and documentation.
• Attend division meetings and back up on-site sales calls when scheduled.
• Maintain positive relationships and support business development and client retention efforts.
• Present product information at meetings and conduct line-training as needed.
• Support special projects and ensure compliance with regulatory requirements and policies.

Skills

General banking experience

Microsoft Office Suite

Sales Support

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

SALES SUPPORT OFFICER II RELATIONSHIP TEAM

WHAT IS THE OPPORTUNITY?

This position provides comprehensive support and backup to the Relationship Teams in all areas of the sales cycle and post-sales process. Support includes review of all new account documentation, submission of new account packages, and request for services. This position as it relates to the client onboarding process includes ownership of the request for new products, ensuring proper set up in accordance with regulatory and service standards. Provides technical support and practical guidance to colleagues, firms and clients concerning product usage and functionality and ensuring client satisfaction.

WHAT WILL YOU DO?

• Assists Relationship Teams in the development and preparation of relationship reviews, new account packages, and requests for additional services. Assists with delivery and submission of complete new account packages and maintenance requests.
• Provides in-office phone sales support for the assigned colleagues, firms and clients. Activities generally include, but are not limited to, reviewing new account information sheets for completeness, ensuring all required documentation is received, collecting any missing information and/or documentation when possible, and escalating any possible high risk activities and/or clients for review/approval.
• Attend division operations and team meetings and contribute as appropriate. Assist Relationship Teams as backup for on-site sales calls as schedule permits.
• Maintains positive relationships with all units within the bank by providing product/service information and supporting the line divisions business development and client retention efforts.
• May attend annual relationships and risk review meetings to present product/service information or conduct line-training activities at the request of relationships teams as schedule permits.
• Participates on special projects as requested. Supports sales objectives that are consistent with overall division objectives. Maintains an awareness of all current regulatory requirements, policies and procedures and heightened standards requirements.
• Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Minimum of 3 plus years of general banking experience or equivalent training
• Minimum of 3 plus years of Microsoft Office Suite (Excel, PowerPoint, etc.)
• Minimum of 3 plus years of Sales Support or Operations experience

Additional Qualifications

• Preferred degree from a four year college or university with concentration in a discipline directly related to the financial services industry or equivalent job experience.
• Sufficient experience in the banking industry showing an understanding of basic banking operations
• Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software.
• Strong written and verbal communications skills.
• Ability to gather, arranges, compile, interpret, analyze, summarize and evaluate information and data to formulate conclusions and recommended actions.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

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 including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.