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Relationship Manager I

2 months ago

Sunnyvale, California, United States City National Bank Full time
Job Summary

We are seeking a highly skilled and experienced Relationship Manager I to join our team at City National Bank. As a key member of our sales team, you will be responsible for acquiring and deepening client relationships, generating new business and consumer client relationships, and expanding relationships to become our client's main bank option.

Key Responsibilities
  • Acquire and deepen client relationships through cross-selling efforts and developing relationships within the internal CNB community.
  • Deliver an exceptional and consistent client experience by ensuring client needs are met, escalations are resolved appropriately, and consistent delivery is centered on key areas of client needs.
  • Improve sales and banking acumen through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
  • Capture a holistic view of client's needs by drawing insights from data to provide sound financial advice and conducting discovery activities with existing clients to grow current book.
  • Partner with a collaborative mindset to meet client needs by introducing them to the right partner in the CNB ecosystem and championing the Global Relationship Management (GRM) approach.
Requirements
  • Bachelor's Degree or equivalent.
  • Minimum 3 years of direct sales experience required.
  • Minimum 3 years of experience in a financial institution required.
  • Deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients.
  • Strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance.
  • Ability to maintain a profitable relationship, balancing bank and client needs.
What We Offer

At City National Bank, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. We offer a competitive salary range of $65,296 - $104,304 per year, with the potential for bonus and/or commissions. We are an equal opportunity employer committed to diversity and inclusion, and 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.