City National Bank · 2 hours ago
Client Officer
San Jose, CA
Full-time
Onsite
Mid Level
$22.27/hr - $33.43/hr
3+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on helping clients, colleagues, and communities flourish. The Client Officer assists the Client Manager in supervising branch operations and client service, while also supporting internal sales activities and coaching staff to enhance client relationships.
BankingFinanceFinancial Services
Responsibilities
Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch
Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow
May assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team
Supports internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with
Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy
Understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities
Supports, develops, motivates, and coaches banking office sales/service colleagues
Is one of the experts in risk management and loss prevention
Partners with the CM in completing, monitoring and auditing branch certifications and operational reviews
Utilizes an organized approach to manage and prioritize daily activities to meet all 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 in order to meet established branch sales and referral goals
Works with business partners to deliver solutions in order to maintain and grow client relationships
Recognizes and recommends cross-selling opportunities to maximize banking office profitability
Supports and partners with the CM to proactively develop colleagues to achieve results and accurately assess strengths
Provides feedback, mentoring, and opportunities for development to help colleagues achieve their full potential
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
Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services
Qualification
Required
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
Preferred
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
Benefits
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
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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Venture Capital Firms
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