Senior Relationship Manager
3 weeks ago
As a Senior Relationship Manager at City National Bank, you will be responsible for acquiring and deepening client relationships, generating new business and consumer client relationships within assigned client segments, and expanding relationships to become our client's main bank option.
Key Responsibilities
• Acquire and deepen client relationships through cross-selling efforts and developing and maintaining 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 is 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, leveraging internal training resources, and required job family curriculum.
• Capture a holistic view of clients' needs by drawing insights from data to provide sound financial advice and conducting discovery activities with existing clients to grow current book.
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 and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry.
Preferred Qualifications
• Deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients.
• Strong 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. The company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
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