Relationship Manager I

2 months ago

Sunnyvale, California, United States City National Bank Full time
{"Job Summary": "We are seeking a highly skilled Relationship Manager I to excel in client relationships, provide exceptional service, and drive business growth.

Key Responsibilities:

• Acquire and deepen client relationships by generating new business and consumer client relationships within assigned client segments

• Manage a portfolio of existing clients and actively deepen client relationships through cross-selling efforts

• Develop and maintain relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects

• 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, 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

• 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

• Partnering with a collaborative mindset by 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 by 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

Requirements:

• Bachelor's Degree or equivalent

• Minimum 3 years of direct sales experience required

• Minimum 3 years of experience in a financial institution required

• Strong knowledge of banking products for personal and business clients, regulatory/compliance, economic environment, personal and business financials, negotiation, policy and procedures

Compensation:

• Starting base salary: $65,296 - $104,304 per year

• Exact compensation may vary based on skills, experience, and location

• This job is eligible for bonus and/or commissions

About City National:

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. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.

Inclusion and Equal Opportunity Employment:

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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