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6 дней назад

Client Officer (Banking)

22 - 33$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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. Focus on managing daily banking processes, identifying product opportunities, coaching sales and service colleagues, and maintaining operational integrity.

Location: In office at 400 North Roxbury Drive, Beverly Hills, California, US 90210

Salary: $22.27–$33.43 per hour, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services institution and a subsidiary of Royal Bank of Canada, serving clients, colleagues, and communities through banking products and services.

What you will do

  • Support the Client Manager with branch operations, client service, internal sales activities, scheduling, and workflow management.
  • Execute daily banking processes, including cash handling, new accounts, account maintenance, service requests, and client profiling.
  • Monitor branch compliance, certifications, operational reviews, audit procedures, risk management, and loss prevention.
  • Promote bank products and services, identify cross-selling and referral opportunities, and support client retention and relationship growth.
  • Support, coach, mentor, and develop banking office sales and service colleagues.
  • Partner with colleagues and business units to deliver appropriate solutions and meet branch sales and referral goals.

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.
  • SAFE Act registration in good standing, or eligibility to be registered under the SAFE Act and the Nationwide Mortgage Licensing System and Registry.
  • Knowledge of bank policies, procedures, products, services, regulatory compliance, and audit procedures.
  • Strong communication, organization, prioritization, problem-solving, and interpersonal 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 and internal upskilling and training resources.
  • Vacation, sick, and volunteer time.
  • Health and family planning benefits, including fertility and chronic condition support programs.
  • Career mobility support and colleague resource groups.

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