City National Bank · 1 day ago
Sales Support Officer III Relationship Team
Beverly Hills, CA
Full-time
Onsite
Mid Level
$31.39/hr - $50.14/hr
4+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focusing on providing exceptional financial services. The Sales Support Officer III will support Relationship Teams throughout the sales cycle and post-sales process, ensuring client satisfaction and compliance with regulatory standards.
BankingFinanceFinancial Services
Responsibilities
Assists Relationship Teams in the development and preparation of relationship reviews, new account packages, and requests for additional services. Assists with delivery and submission of complete new account packages and maintenance requests
Provides in-office phone sales support for the assigned colleagues, firms and clients. Activities generally include, but are not limited to, reviewing new account information sheets for completeness, ensuring all required documentation is received, collecting any missing information and/or documentation when possible, and escalating any possible high risk activities and/or clients for review/approval
Attend division operations and team meetings and contribute as appropriate. Assist Relationship Teams as backup for on-site sales calls as schedule permits
Maintains positive relationships with all units within the bank by providing product/service information and supporting the line divisions business development and client retention efforts
May attend annual relationships and risk review meetings to present product/service information or conduct line-training activities at the request of relationships teams as schedule permits
Participates on special projects as requested. Supports sales objectives that are consistent with overall division objectives. Maintains an awareness of all current regulatory requirements, policies and procedures and heightened standards requirements
Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)
Qualification
Required
Minimum of 4 plus years of general banking experience or equivalent training
Minimum of 4 plus years of Microsoft Office Suite (Excel, PowerPoint, etc.)
Minimum of 4 plus years of Sales Support or Operations experience
Preferred
Preferred degree from a four year college or university with concentration in a discipline directly related to the financial services industry or equivalent job experience
Sufficient experience in the banking industry showing an understanding of basic banking operations
Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software
Strong written and verbal communications skills
Ability to gather, arranges, compile, interpret, analyze, summarize and evaluate information and data to formulate conclusions and recommended actions
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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