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Relationship Manager II

1 month ago


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

We are seeking a highly skilled Relationship Manager II to join our team at City National Bank. As a key member of our organization, you will be responsible for acquiring and deepening client relationships, generating new business and consumer client relationships, and expanding relationships to become our clients' 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 by continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues and leveraging internal training resources.
  • Capture a holistic view of clients' needs by drawing insights from data to provide sound financial advice and conducting discovery activities with existing clients to grow current business.
  • 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 5 years of direct sales experience required.
  • Minimum 5 years of experience in a financial institution 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.

Preferred Qualifications:

  • 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.
  • Understanding of the economic environment and its impact on clients.
  • Ability to maintain a profitable relationship, balancing bank and client needs.

About City National Bank:

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.