Senior Client Experience & Branch Operations Lead

City National Bank; Santa Clarita (CA); On-site; USD 34,000 - 51,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) Matching

Tuition reimbursement

Generous time away benefits

Fertility support programs

Career mobility support

Employee resource groups

Job summary

City National Bank is seeking a Senior Client Officer at the Valencia Branch to support the Client Manager in supervising branch operations, service delivery, and internal sales activities.

You will assist in interviewing candidates, training staff in product cross-sell opportunities, and ensure compliance with banking regulations. The role emphasizes client service, risk management, and collaboration with internal partners.

Qualifications

• Minimum 3 years of direct sales experience required.
• Minimum 3 years experience in a banking environment required.
• Minimum 2 years of supervisory experience in branch operations required
• SAFE Act Registration must be in good standing and registered/licensed under NY or must be able to be registered under Safe Act

Responsibilities

• Supervise and assist Client Manager in branch operations, client service, and internal sales activities.
• Maintain compliance with regulations and manage colleague schedules and workflow.
• Provide product knowledge and cross-sell training to staff and identify referral opportunities.
• Develop colleagues, provide coaching, feedback, and training on regulatory procedures and bank policies.
• Handle new accounts processes including profiling clients and cross-selling CNB products.

Skills

Direct sales experience

Banking experience

Supervisory experience

Regulatory compliance knowledge

Job description

City National Bank is seeking a Senior Client Officer at the Valencia Branch to support the Client Manager in supervising branch operations, service delivery, and internal sales activities.

You will assist in interviewing candidates, training staff in product cross-sell opportunities, and ensure compliance with banking regulations. The role emphasizes client service, risk management, and collaboration with internal partners.