Strategic Relationship Advisor

4 weeks ago


Los Angeles, California, United States City National Bank Full time
Job Summary

City National Bank is seeking a highly skilled Strategic Relationship Advisor to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.

Key Responsibilities

* Acquire and deepen client relationships through cross-selling efforts and strategic planning
* 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 centered on key areas of client needs
* Improve sales and banking acumen 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 strategies

Requirements

* Bachelor's Degree or equivalent
* Minimum 5 years of direct sales experience required
* Minimum 5 years of experience in a financial institution required

Preferred Qualifications

* Strong knowledge of banking products and services, particularly those catered to preferred, personal, or small business clients
* Deep understanding of the regulatory environment CNB operates in to manage risk and ensure compliance
* Ability to maintain a profitable relationship, balancing bank and client needs

About City National Bank

City National Bank is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment, and trust services in select markets. We are dedicated to strengthening communities and making a positive impact in the lives of our clients and employees.

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