Financial Relationship Developer

3 days ago


Palo Alto, California, United States City National Bank Full time

**About the Role**

This position is responsible for developing and maintaining relationships with commercial clients in the assigned business segment and geographic areas. As a Financial Relationship Developer at City National Bank, you will present product solutions to client needs, provide responsive service, and approve transactions within delegated authority.

The ideal candidate will have a strong understanding of all products and services applicable to the target client segment and be able to work well independently and in teams. This role requires excellent sales and marketing abilities, including cross-selling skills, as well as superior client relationship skills.

Key responsibilities include:

  • Developing and managing relationships with commercial clients
  • Presenting product solutions to client needs
  • Providing responsive service
  • Approving transactions within delegated authority

Salary Range: $92,114 - $156,880 per year, with potential bonus and commission opportunities. The salary range is based on experience and location.

Required Skills and Qualifications:

  • Bachelor's degree or equivalent required
  • Minimum 3 years of lending experience required
  • Minimum 3 years of credit experience required
  • Good understanding of all products and services applicable to the target client segment
  • Strong interpersonal, verbal, and written communication skills


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