Relationship Manager II

6 hours ago

Beverly Hills, California, United States City National Bank Full time
Job Title: Relationship Manager II

Overview:

As a Relationship Manager II at City National Bank, you will play a critical role in acquiring and deepening client relationships, generating new business and consumer client relationships within assigned client segments, and expanding relationships to become our clients' main bank option.

Key Responsibilities:
  • Acquire and deepen client relationships through cross-selling efforts and develop relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
  • Deliver an exceptional and consistent client experience, ensuring client needs are met, escalations are resolved appropriately, and consistent delivery 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, leveraging internal training resources, and required job family curriculum.
  • Capture a holistic view of clients' needs, drawing insights from data to provide sound financial advice (strategies, products/solutions) and conduct discovery activities with existing clients to grow current book.
  • Business and Risk Management: maintain awareness of updates to policies and procedures, stay within delegated lending authorities, and ensure 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.
  • Partnering with a collaborative mindset, partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
  • Interact in an effective and professional manner with all levels of Bank personnel, corporate, and bank clients, demonstrating commitment to quality client service.
  • Maximize client contact, networking, and being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business, and industry-related organizations, and other professional activities as appropriate.
  • Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements.
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; or must be able to be registered under the Safe Act.
Skills and Knowledge:
  • Banking Products for Personal & Business clients: deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients.
  • Regulatory/Compliance: strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC).
  • Economic Environment: understanding of the economic environment and its impact on clients.
  • Personal & Business Financials: review financial statements to fully understand a client's financial health and advise accordingly.
  • Negotiation: ability to maintain a profitable relationship, balancing bank and client needs.
  • Policy & Procedures: knowledge of CNB's policies, procedures, and regulatory obligations.
Compensation:

Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

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