City National Bank - Client Officer - Oakland

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. They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team. This person will support 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.

The Client Officer role, is perfect for someone who thrives in a collaborative environment, brings great expertise in handling complex transactions and is able to maintain great client experience while achieving all operational objectives.

If you or someone in your network would be a great fit, I'd would love to connect. Feel free to reach out or apply!