16 часов назад
Client Officer (Banking)
22 - 33$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Officer (Banking): Supporting branch operations, client service, internal sales activities, and colleague development with an accent on regulatory compliance, risk management, and cross-selling bank products. Focus on maintaining operational integrity, coaching banking colleagues, identifying referral opportunities, and managing new account services.
Location: In Office in Inglewood, California, United States
Salary: $22.27–$33.43 per hour, plus eligibility for bonuses and/or commissions.
Company
is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada.
What you will do
- Support branch operations, client transactions, cash handling, workflow, scheduling, certifications, and operational reviews.
- Maintain branch operational integrity and help ensure compliance with regulations, bank policies, and legal requirements.
- Deliver client service, support client retention, and recommend appropriate banking products and services.
- Promote cross-selling and identify referral opportunities to achieve branch sales and profitability goals.
- Coach, mentor, motivate, and support banking office sales and service colleagues.
- Manage new account opening, account maintenance, service requests, client profiling, risk management, and loss prevention.
Requirements
- At least 3 years of direct sales experience.
- At least 2 years of experience in a banking environment.
- At least 2 years of basic computer experience, including Microsoft Word, Excel, and Outlook.
- Must be in good standing under the Safe Act and registered/licensed with the Nationwide Mortgage Licensing System and Registry, or eligible for registration.
- Knowledge of bank policies, procedures, products, services, regulatory compliance, and audit procedures.
- Strong communication, organization, prioritization, and problem-solving skills.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal upskilling and training resources.
- Vacation, sick, and volunteer time.
- Health and family planning benefits, including fertility and cancer, diabetes, and musculoskeletal support programs.
- Career mobility support and colleague resource groups.
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