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⏰ Full-time

Client Officer

City National Bank
Location 📍 Santa Monica, United States
Posted 📅 June 12, 2026
Work Type ⏰ Full-time

Position Overview

*CLIENT OFFICER*
 
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. 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.
 
WHAT WILL YOU DO?
* 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. Th...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Santa Monica, United States