4 дня 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 banking product recommendations. Focus on managing daily branch workflows, coaching sales and service colleagues, identifying cross-selling opportunities, and maintaining operational integrity.
Location: In office at 1180 Broadway, Oakland, California, US 94706
Salary: $22.27–$33.43 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 the Client Manager in branch operations, client service, internal sales activities, and workflow management.
- Maintain operational procedures, branch certifications, audits, compliance controls, cash handling, and loss-prevention practices.
- Coach, motivate, mentor, and support banking office sales and service colleagues.
- Promote bank products, identify referral and cross-selling opportunities, and recommend suitable solutions to clients.
- Manage new-account activities, including account maintenance, service requests, client profiling, and risk management.
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 with Microsoft Word, Excel, and Outlook.
- 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, 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 training and upskilling resources.
- Vacation, sick, and volunteer time benefits.
- Health and family planning programs, including fertility and condition-specific support.
- Career mobility support and colleague resource groups.
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