6 дней 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. 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
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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