Relationship Banker

1 month ago

Newport Beach CA United States City National Bank Full time

RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch

Provides expertise in all aspects of providing exemplary client service

Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources

Works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities

Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients

Develops new clients through referral sources and business development calling efforts

Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives

Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities

What you will do Acts as a champion for clients and colleagues providing exemplary service

Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients

Assist clients with their branch banking transactions as needed and directed by branch management

Successful completion of Relationship Banker "RB" On-boarding Workshops and effective application of subsequent educational tools and resources Functions as part of a cohesive unit to support service, and is responsible for assisting with the operational integrity of the branch as defined by management and bank policy

Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management

Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services

Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives

Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments

Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service

Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate

Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed

Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes

Maintains collaboration with all sales partners

Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g

Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)

Must-Have* Minimum 2 years of direct sales experience required

Minimum 1 year experience in a banking environment required

Minimum 2 years of basic computer experience (e.g

Microsoft Word, Excel, Outlook) required

Skills and Knowledge Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act

Working knowledge of Bank operations, policies and procedures, and regulatory compliance

General knowledge of Bank products and services

Good interpersonal, verbal and written communication skills

Ability to organize and prioritize work

Good problem solving skills

Must remain in good standing under the Safe Act

Compensation Starting base salary: $22.27 - $33.43 per hour

Exact compensation may vary based on skills, experience, and location

This job is eligible for bonus and/or commissions

*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification

It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues

Get an inside look at our Benefits and Perks

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal

Since day one we've always gone further than the competition to help our clients, colleagues and community flourish

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today

City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies

CA-DH

  • Relationship Banker

    4 weeks ago

    Davenport, IA, United States Old National Bank Full time

    Overview: Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our...

  • Relationship Banker

    3 weeks ago

    Davenport, IA, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities...

  • Relationship Banker

    2 months ago

    Davenport, IA, United States Old National Bank Full time

    Overview:Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our...

  • Relationship Banker

    1 week ago

    Ann Arbor, MI, United States Old National Bank Full time

    Overview: Is this your next job Read the full description below to find out, and do not hesitate to make an application. Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients...

  • Relationship Banker

    1 month ago

    Ann Arbor, MI, United States Old National Bank Full time

    Overview:Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly.Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our...

  • Relationship Banker

    3 hours ago

    Pompano Beach, United States Synovus Full time

    Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize financial needs and t Relationship Banker, Relationship, Banker, Operations, Customer Service, Sales

  • Relationship Banker

    1 week ago

    Palo Alto, CA, United States Comerica Bank Full time

    Relationship Banker What we can offer you: Career Growth -- promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance...

  • Relationship Banker

    1 month ago

    Cary, IL, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Relationship Banker

    2 weeks ago

    Lockport, IL, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its "Different Approach, Better Results" philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Relationship Banker

    2 months ago

    Worcester, MA, United States UniBank Full time

    Opportunity Overview: We have a Unique opportunity to join our team as a full-time Relationship Banker based in our new Worcester Branch location, coming soon across from Polar Park! We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who thrives in a position where delivering...

  • Relationship Banker

    2 weeks ago

    Kenosha, WI, United States Wintrust Financial Full time

    Job DescriptionWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer....

  • Relationship Banker

    2 weeks ago

    Milwaukee, WI, United States Wintrust Financial Full time

    Job DescriptionWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer....

  • Relationship Banker

    7 days ago

    Lake Worth Beach, United States Wells Fargo Full time

    Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing req Relationship Banker, Relationship Manager, Relationship, Banker, Customer Experience, Financial

  • Relationship Banker

    1 month ago

    West Palm Beach, United States First Horizon Bank Full time

    Location: On site at location listed in job posting  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Branch Relationship Banker

    1 month ago

    Fresno, CA, United States California Bank & Trust Full time

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...

  • Float Relationship Banker

    2 weeks ago

    Round Lake Beach, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Financial Relationship Banker

    1 week ago

    Washington, DC, United States Huntington Full time

    Financial Relationship Banker Registered Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our...

  • Relationship Banker

    3 weeks ago

    Pewaukee, WI, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Float Relationship Banker

    1 week ago

    Round Lake Beach, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Float Relationship Banker

    1 week ago

    Round Lake Beach, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...