Relationship Banker

4 weeks ago

Walnut Creek, California, United States City National Bank Full time

Job Summary

We are seeking a skilled Relationship Banker to join our team at City National Bank. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.

Key Responsibilities

  • Contribute to overall branch sales efforts and maintain best-in-class service levels
  • Assist with operational integrity of the branch and provide expertise in client service
  • Analyze client needs for cross-sell opportunities and develop new clients through referral sources and business development calling efforts
  • Act as a champion for clients and colleagues, providing exemplary service and partnering with City National Bank colleagues to support client retention objectives
  • Assist clients with branch banking transactions and complete Relationship Banker On-boarding Workshops and educational tools and resources

Requirements

  • 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
  • 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

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 page.

Equal Opportunity Employer

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.

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