Client Relationship Manager

7 days ago

Las Vegas, Nevada, United States City National Bank Full time
Job Summary

As a Client Relationship Manager at City National Bank, you will be responsible for retaining and growing client relationships through high-touch service and delivering investment analysis, financial planning, and customized credit solutions to individuals and families within a specific region. You will partner with Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients, and be responsible for profitable growth within the portfolio assigned.

Key Responsibilities

Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly
Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments
Utilize planning capabilities and proactively offer customized solutions to all clients
Identify new opportunities by deepening and broadening existing relationships
Participate with CNB team on sales calls
Help Banker facilitate pre-brief and de-brief meetings
Assume primary responsibility for on-boarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions
Lead coordination with all partners to ensure a smooth and seamless on-boarding process
Manage relationships with the Private Banker and client team in planning, delivery, and regular review with clients, including the obtaining of information to complete the 360 reviews
Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience
Proactively communicate with clients about current conditions in the financial markets and necessary adjustments and discuss/recommend changes to their existing solution set
Ensure full client team is coordinated on communication
Work closely with Credit Team members in analyzing the financial needs of clients and monitoring their ongoing financial and personal circumstances to make adjustments or take action accordingly
Ensure that required financial information is received in a timely manner and coordinate the preparation of loan documents and subsequent signing
Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients
Work with the Private Banker and rest of Client Team to ensure preparation of all presentation and review materials
For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients
Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation, and review asset management and brokerage account statements with clients
Discuss changes to strategies with the CNS IO
Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilitates)
Communicate in a timely and productive manner with clients and with all risk areas, especially the credit team when there is a borrowing relationship
Ensure renewal, covenant monitoring, and related documents are received in a timely manner
Ensure the bank has a current Investment Policy Statement that is aligned with the client's objectives
Maintain all appropriate training and continuing education requirements for licenses and certifications

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