Relationship Manager II

6 days ago


San Jose, California, United States City National Bank Full time
Job Summary

We are seeking a highly skilled and experienced 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 client's 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 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 client's needs by drawing insights from data to provide sound financial advice and conducting discovery activities with existing clients to grow current book.
  • 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.
  • 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 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
  • Banking products for personal and 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.
  • 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.
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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