Relationship Manager I

1 week ago

Sunnyvale, California, United States City National Bank Full time
About the Role

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 organization, you will be responsible for acquiring and deepening client relationships, generating new business, and expanding existing relationships to become our clients' main bank option.

Key Responsibilities
  • Client Acquisition and Relationship Management: Acquire and deepen client relationships, generate new business, and expand existing relationships to become our clients' main bank option.
  • Portfolio Management: Manage a portfolio of existing clients and actively deepen client relationships through cross-selling efforts.
  • Client Experience: 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.
  • Sales and Banking Acumen: 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.
  • 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.
  • Partnership and Collaboration: Partner with a collaborative mindset to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
  • Client Centricity and Relationship Management: Understand a client's realities and growth ambitions, empathize with their challenges, earn trust, and steward the relationship through advice and solutions catered to their unique and evolving focuses.
  • Business Development: Nurture existing client relationships, create new connections, and win new business through best practices, networking, and building relationships.
  • Collaboration and Communication: Collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
  • Critical Thinking and Adaptability: Analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation.
  • Self-Organization and Effectiveness: Use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
  • Professionalism: Conduct business in a highly proficient, polished manner fitting expectations of preferred clients such as corporate executives.
Requirements
  • Education: Bachelor's Degree or equivalent.
  • Experience: Minimum 3 years of direct sales experience required. Minimum 3 years of experience in a financial institution required.
Skills and Knowledge
  • Banking Products: Deep knowledge of CNB's offering, particularly those catered to preferred, personal, or small business clients.
  • Regulatory and 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 and 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 and Procedures: Knowledge of CNB's policies, procedures, and regulatory obligations.

  • Relationship Manager I

    10 minutes 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...

  • Senior Client Relationship Manager

    2 weeks ago

    Sunnyvale, California, United States ASE US Inc Full time

    Senior Client Relationship Manager Job DescriptionSUMMARY:Assist the Sales Manager in the growth of client accountsManage the revenue pipeline for customersFacilitate technical assistance as neededKEY RESPONSIBILITIES:Respond to client inquiries promptlyGather essential information from clients or suppliersCollaborate effectively within a teamComprehend...

  • Senior Client Relationship Manager

    2 weeks ago

    Sunnyvale, California, United States ASE US Inc Full time

    Job OverviewJob Reference: Req. 481POSITION SUMMARY: In the role of Senior Client Relationship Manager, you will collaborate closely with the Senior Sales Manager to proactively cultivate new business opportunities and enhance engagement strategies with both prospective and current clients. Additionally, you will provide support to the Senior Director of...

  • Biocompatibility Program Manager I

    5 days ago

    Sunnyvale, California, United States BCforward Full time

    Job SummaryBCforward is seeking a highly skilled Biocompatibility Program Manager I to join our team. As a Biocompatibility Program Manager I, you will be responsible for ensuring the biocompatibility of our products throughout the development process.Key ResponsibilitiesBiocompatibility Review and Testing: Conduct thorough reviews of analytical testing...

  • Senior Juridisk Manager i Legal Services

    2 weeks ago

    Sunnyvale, California, United States Basico Full time

    Brænder du for at anvende din juridiske ekspertise i forskellige sektorer?Som Senior Manager hos Basico vil du få muligheden for at udnytte og videreudvikle din juridiske viden i et dynamisk miljø. Din rolle vil centrere sig om at omdanne juridiske rådgivninger til praktiske og håndterbare løsninger i samarbejde med vores team inden for Legal...

  • Senior Juridisk Manager i Legal Services

    2 weeks ago

    Sunnyvale, California, United States Basico Full time

    Brænder du for at anvende og udvikle din juridiske ekspertise i forskellige sektorer som en del af virksomhedens juridiske fundament? Har du lyst til at omdanne juridiske anbefalinger til konkrete og håndterbare løsninger sammen med vores Legal Services-team? Så er du den, vi søger. Som Senior Manager hos Basico vil din primære opgave være at...

  • Senior Juridisk Manager i Legal Services

    2 weeks ago

    Sunnyvale, California, United States Basico Full time

    Er du klar til at anvende og udvikle din juridiske ekspertise i forskellige sektorer som en del af virksomhedens juridiske funktion? Har du lyst til at omsætte juridiske retningslinjer til konkrete og håndterbare løsninger sammen med vores Legal Services-team? Så er du den, vi søger.Som Senior Manager hos Basico vil din primære opgave være at...

  • Client Relationship Specialist

    13 hours ago

    Sunnyvale, California, United States Charles Schwab Full time

    About the RoleYour opportunity to make a meaningful impact in the financial services industry awaits at Charles Schwab. As a Client Relationship Specialist, you will play a critical role in delivering exceptional client experiences and driving the operational success of our local branch. Under the guidance of your Client Relationship Manager and Branch...

  • Senior Juridisk Manager i Legal Services

    2 weeks ago

    Sunnyvale, California, United States Basico Full time

    Er du klar til at udnytte din juridiske ekspertise i en dynamisk forretningsverden? Som Senior Manager i Legal Services hos Basico vil du få muligheden for at anvende og udvikle din juridiske viden på tværs af forskellige industrier. Din rolle vil være at omdanne juridiske rådgivninger til konkrete og håndterbare løsninger i samarbejde med vores...

  • Senior Juridisk Manager i Legal Services

    2 weeks ago

    Sunnyvale, California, United States Basico Full time

    Er du klar til at anvende din juridiske ekspertise i en dynamisk forretningsverden? Som Senior Manager i Legal Services hos Basico vil du få muligheden for at styrke din juridiske viden og anvende den i forskellige brancher. Du vil være en del af et dedikeret team, der arbejder på at omsætte komplekse juridiske problemstillinger til praktiske løsninger....

  • Program Manager I

    5 days ago

    Sunnyvale, California, United States Spectraforce Technologies Full time

    Job Summary:The Service Management and Operations Group (SMOG) at Spectraforce Technologies is seeking a highly skilled Program Manager I - New Product Introduction to lead the successful launch of Reality Labs (RL) products. This role requires a strong project management background, collaboration with cross-functional teams, and a deep understanding of...

  • Client Relationship Specialist

    1 day ago

    Sunnyvale, California, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesAssist Client Relationship Managers and Branch Managers in...

  • Client Relationship Manager

    2 weeks ago

    Sunnyvale, California, United States JACKLYN DINH - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a proactive and client-oriented individual? Do you thrive in a dynamic environment where you can interact with clients? If so, a position with JACKLYN DINH - State Farm Agent may be an excellent fit for you. Our agency focuses exclusively on State Farm insurance and financial service offerings.Key Responsibilities:Utilize...

  • Purchasing Coordinator I

    2 weeks ago

    Sunnyvale, California, United States Winmaxcorp Full time

    Procurement Specialist ICompany: WinmaxcorpPosition Overview:The Procurement Specialist is tasked with overseeing the supply of service components for designated categories. The ideal candidate will exhibit high energy and a tactical approach to execution while being a collaborative team member. This role necessitates a blend of purchasing and supplier...

  • Client Relationship Manager

    2 weeks ago

    Sunnyvale, California, United States JACKLYN DINH - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a proactive and client-oriented individual? Do you thrive in a dynamic environment? If so, a role with JACKLYN DINH - State Farm Agent may be the perfect fit for you. Our agency specializes in offering a range of State Farm insurance and financial service products.Key Responsibilities:Utilize a customer-centric,...

  • Client Relationship Manager

    2 weeks ago

    Sunnyvale, California, United States JACKLYN DINH - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in environments where you interact with clients? If so, a career with JACKLYN DINH - State Farm Agent may be the perfect fit for you. As a representative of State Farm, you will be focused on promoting a range of insurance and financial service offerings.Key...

  • Supply Chain Buyer I

    2 weeks ago

    Sunnyvale, California, United States Winmaxcorp Full time

    Procurement Specialist ICompany: WinmaxcorpPosition Overview:The Procurement Specialist is tasked with overseeing the supply of service components for designated product categories. The ideal candidate will be a dynamic and proactive professional, adept at tactical execution and collaboration within a team environment. This role necessitates a blend of...

  • Business Development Manager

    9 hours ago

    Sunnyvale, California, United States PNC Full time

    Job SummaryPNC is seeking a skilled Relationship Manager I - Business Banker to join our Business Banking organization in Sunnyvale, CA. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, and manage the on-going sales cycle to optimize the cash flow of our business customers.Key...

  • SAP Financial Control Specialist

    2 weeks ago

    Sunnyvale, California, United States Galaxy i technologies Inc Full time

    Join Our Team as a SAP Financial Control SpecialistPosition Overview:We are seeking experienced SAP Financial Control Specialists to enhance our finance team. This role involves significant expertise in SAP FICO, focusing on the design and configuration of financial modules.Key Responsibilities:Utilize your SAP FI knowledge with 5-10 years of...

  • Public Safety Officer I

    4 days ago

    Sunnyvale, California, United States City of Sunnyvale, CA Full time

    Job SummaryThe City of Sunnyvale, CA is seeking a highly skilled and dedicated Public Safety Officer I to join our team. As a Public Safety Officer I, you will be responsible for performing a wide range of public safety work involving the protection of life and property, including law enforcement, crime prevention, fire suppression, rescue, and emergency...