1 день назад
Client Officer Senior (Banking)
24 - 46$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Officer Senior (Banking): Supporting branch operations, client service, internal sales activities, and colleague supervision with an accent on regulatory compliance, risk management, and cross-selling banking products. Focus on coaching branch colleagues, maintaining operational integrity, managing new-account processes, and identifying client referral opportunities.
Location: In office at 20 Pacifica, Irvine, California, US 92618
Salary: $24.46–$36.69 per hour, plus eligibility for bonus and/or commissions.
Company
is a banking institution founded in 1954 and a subsidiary of Royal Bank of Canada.
What you will do
- Support branch operations, client transactions, cash handling, workflow management, and operational reviews.
- Coach, motivate, and develop banking office sales and service colleagues.
- Promote bank products, identify cross-selling and referral opportunities, and support client retention.
- Assist with new-account opening, account maintenance, service requests, client profiling, and risk management.
- Provide guidance on regulatory procedures, bank policies, legal requirements, and banking standards.
Requirements
- At least 3 years of direct sales experience.
- At least 3 years of experience in a banking environment.
- At least 2 years of supervisory experience in branch operations.
- Must be in good standing under the SAFE Act and registered or licensed with the Nationwide Mortgage Licensing System and Registry, or eligible for registration.
- Knowledge of bank policies, products, regulatory compliance, and audit procedures.
- Strong communication, organization, problem-solving, computer, and prioritization skills.
Culture & Benefits
- Medical, dental, and vision coverage available from the first day of the month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement, training, and internal upskilling resources.
- Vacation, sick, and volunteer time.
- Specialized health and family-planning benefits, colleague resource groups, and career mobility support.
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