Client Officer

Overview CLIENT OFFICER – WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participating in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for regulatory compliance; plans and administers colleague schedules and internal workflow. May assist the Client Manager in interviewing prospective new colleagues and providing development training for the internal sales/service team. Supports internal sales activities including product cross-sell opportunity identification training, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with. Responsibilities Functions as part of a cohesive unit to service client transactions and uphold the operational integrity of the branch. Understands and can execute all daily processes, including cash handling responsibilities. Supports, develops, motivates, and coaches banking office sales/service colleagues. Serves as an expert in risk management and loss prevention. Partners with the Client Manager in completing, monitoring, and auditing branch certifications and operational reviews. Uses an organized approach to manage and prioritize daily activities to meet deadlines. Acts as a champion for clients and colleagues, providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients. Promotes and facilitates cross-selling of bank services to existing and potential clients to meet branch sales and referral goals. Works with business partners to deliver solutions to maintain and grow client relationships. Recognizes and recommends cross-selling opportunities to maximize branch profitability. Supports and partners with the Client Manager to develop colleagues, assess strengths, provide feedback, mentoring, and opportunities for development. Provides instructions and information to colleagues on regulatory procedures, bank policies, legal requirements, and other banking standards. Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Appropriately profiles clients during the new account process and actively identifies cross-sell opportunities of CNB products and services. What you need to succeed Required Qualifications* Minimum 3 years of direct sales experience required. Minimum 2 years experience in a banking environment required. Minimum 2 years of basic computer experience (e.g., Microsoft Word, Excel, Outlook) required. Must be in good standing under the Safe Act and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry; or must be able to be registered under the Safe Act. Additional Qualifications Good knowledge of bank policies and procedures and regulatory compliance. Working knowledge of bank products and services. General knowledge of bank audit procedures. Strong interpersonal, verbal and written communication skills. Ability to organize and prioritize work. Good problem solving skills. What’s in it for you? Compensation Starting base salary: $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks 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 About Us Since day one we have 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 About Us. Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued. 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. Careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #J-18808-Ljbffr