Senior Relationship Banking Specialist

7 days ago


Burlingame, California, United States City National Bank Full time

The Senior Relationship Banking Specialist at City National Bank plays a vital role in driving overall branch sales efforts, maintaining exceptional service standards, and ensuring the operational integrity of the branch. This position demands expertise in delivering outstanding client service across all aspects.

Main Responsibilities:
  • Clients First
    • Act as a champion for clients, providing exceptional service that exceeds expectations.
  • Collaborate with colleagues to support client retention objectives and offer tailored solutions.
  • Assist clients with branch banking transactions as needed, under the guidance of branch management.
  • Demonstrate proficiency in managing new accounts, account maintenance, service requests, and risk management.
  • Build strong relationships with prospects and existing clients to identify their financial needs and develop a relationship development plan.
  • Nurture an active portfolio of client relationships, focusing on expanding existing connections and acquiring new qualified relationships.
Requirements:
  • At least 3 years of direct sales experience.
  • A minimum of 2 years of experience within a banking environment.
  • A minimum of 3 years of basic computer skills (e.g., Microsoft Word, Excel, Outlook).
Compensation:

Estimated starting salary: $28.38 - $43.51 per hour. Exact compensation may vary based on skills, experience, and location. This role is eligible for bonus and/or commissions.



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