Senior Client Officer & Branch Sales Lead

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

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Fertility benefits

Career mobility support

Employee resource groups

Job summary

City National Bank's Santa Monica branch seeks a Senior Client Officer to support the Client Manager in supervising operations, client service, and internal sales. You will help schedule staff, train colleagues, and ensure regulatory compliance across procedures.

You will promote CNB products, identify cross-sell opportunities, and coach the team to meet branch goals while maintaining risk controls and accurate account processing.

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 or eligible for registration.

Responsibilities

• Supervise and assist client service and internal sales activities of the branch.
• Maintain operations procedures for regulatory compliance and risk management.
• Identify cross-sell opportunities and provide product/service recommendations.
• Develop and coach staff; participate in interviewing and training.
• Ensure new accounts processing, maintenance, and risk controls are followed.

Skills

Direct sales

Banking experience

Supervisory experience

SAFE Act registered

Job description

City National Bank's Santa Monica branch seeks a Senior Client Officer to support the Client Manager in supervising operations, client service, and internal sales. You will help schedule staff, train colleagues, and ensure regulatory compliance across procedures.

You will promote CNB products, identify cross-sell opportunities, and coach the team to meet branch goals while maintaining risk controls and accurate account processing.