Client Officer Senior

WHAT IS THE OPPORTUNITY?

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 prospective 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 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, upholding the operational integrity of the branch as defined by management and bank policy. Understands and executes all functions of daily processes, including appropriate cash handling responsibilities. Supports, develops, motivates, and coaches banking office sales/service colleagues. Expert in risk management and loss prevention. Partners with the CM in completing, monitoring and auditing branch certifications and operational reviews.
• Acts as a champion for clients and colleagues, providing exemplary service. Partners with CNB colleagues across all bank divisions 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 established branch sales and referral goals. Works with business partners to deliver solutions that maintain and grow client relationships. Recognizes and recommends cross‑selling opportunities to maximize bank office profitability.
• Supports and partners with the CM to proactively develop colleagues, achieve results and assess strengths. Provides feedback, mentoring and development opportunities. Gives instruction on regulatory procedures, bank policies, legal requirements and other banking standards.
• Fully functional in delivering all new account components, including account maintenance, service requests and risk management. Profiles clients appropriately during the new account process and actively identifies cross‑sell opportunities for CNB products and services.

• Minimum 3 years of direct sales experience.
• Minimum 3 years of experience in a banking environment.
• Minimum 2 years of supervisory experience in branch operations.
• Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and registered/licensed with the Nationwide Mortgage Licensing System and Registry; or able to be registered under the Safe Act.

• Strong knowledge of bank policies, procedures and regulatory compliance.
• Good knowledge of bank products and services.
• Working knowledge of bank audit procedures.
• Strong interpersonal, verbal and written communication skills.
• Ability to organize and prioritize work.
• Strong problem‑solving skills.
• Strong computer skills.

Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience and location. Eligible for bonus and/or commissions.

• 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.

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. 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.

This position will remain open until filled.