Senior Client & Branch Sales Leader

City National Bank; California; On-site; USD 34,000 - 51,000; Full time

Benefits offered by this job

Healthcare coverage (Medical, Dental,

401(k) matching

Tuition reimbursement

Time off - vacation/sick

Career development resources

Networking and ERGs

Job summary

City National Bank is seeking a Senior Client Officer at the Valencia Branch to supervise operations, support client service, and drive internal sales activities. You will ensure regulatory compliance, manage staff development, and enhance cross-sell opportunities with CNB products.

The role emphasizes client-focused service, risk management, and collaboration with the Client Manager to deliver seamless banking experiences and achieve branch goals.

Qualifications

• Minimum 3 years of direct sales experience.
• Minimum 3 years experience in a banking environment.
• Minimum 2 years of supervisory experience in branch operations.
• SAFE Act Registration must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and registered/licensed with the Nationwide Mortgage Licensing System and Registry; or able to be registered under the Safe Act.

Responsibilities

• Functions as part of a cohesive unit to service client transactions and uphold branch operational integrity, including cash handling and coaching staff.
• Acts as a champion for clients, promoting solutions and cross-selling to meet branch goals.
• Promotes cross-selling and partners with business units to grow client relationships and profitability.
• Mentors and develops colleagues, provides regulatory guidance, and trains staff on procedures and bank policies.
• Handles new accounts processes, including profiling clients and identifying cross-sell opportunities.

Skills

Sales experience

Supervisory experience

Regulatory knowledge

Communication skills

Organizational skills

Job description

City National Bank is seeking a Senior Client Officer at the Valencia Branch to supervise operations, support client service, and drive internal sales activities. You will ensure regulatory compliance, manage staff development, and enhance cross-sell opportunities with CNB products.

The role emphasizes client-focused service, risk management, and collaboration with the Client Manager to deliver seamless banking experiences and achieve branch goals.