Senior Relationship Manager

3 weeks ago


New York, New York, United States City National Bank Full time
Job Summary

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.

  • New York, New York, United States TD Bank Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with our commercial banking clients, providing them with tailored financial solutions to meet their needs.Key...


  • New York, New York, United States TD Bank Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with our commercial banking customers, providing them with tailored financial solutions to meet their...


  • New York, New York, United States Bank of America Full time

    Job Title: Senior Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in commercial banking. As a Senior Relationship Manager, you will be responsible for managing a portfolio of clients and delivering tailored financial solutions to meet their needs.Key Responsibilities:Manage a...


  • New York, New York, United States HSBC Full time

    Senior Relationship Manager Job DescriptionAt HSBC, we're committed to helping our customers achieve their financial goals. As a Senior Relationship Manager, you'll play a critical role in building and maintaining relationships with our Ultra High Net Worth (UHNW) clients in the Southern Cone region.Key Responsibilities:Develop and execute strategies to...


  • New York, New York, United States Neuberger Berman Group LLC Full time

    Job Summary:The Senior Relationship Manager will lead the overall relationship management strategy, approach, and execution across the Private Asset Management team, focusing on the largest and most complex relationships, the highest potential relationships, and the at-risk relationships.The ideal candidate will develop and lead a methodical approach to...


  • New York, New York, United States City National Bank Full time

    Job Title: Senior Relationship ManagerAt City National Bank, we are seeking a highly skilled and experienced Senior Relationship Manager 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 driving revenue growth.Key...


  • New York, New York, United States ACG Resources Full time

    Job OverviewWe are seeking a highly skilled Senior Relationship Manager to join our team at ACG Resources. This is a dynamic financial institution where your expertise will shape the future of our client relationships.The ideal candidate will have a strong track record in originating and executing cross-border transactions, with exceptional credit analysis...


  • New York, New York, United States City National Bank Full time

    **ROLE SUMMARY**The Senior Relationship Manager is responsible for developing and managing relationships with clients across various business units. This key position requires actively meeting the cash management needs of existing and prospective clients by presenting deposits and treasury management product solutions. The Relationship Manager will be...


  • New York, New York, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at City National Bank. 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 driving revenue growth.Key ResponsibilitiesDevelop and execute a business...


  • New York, New York, United States Insight Global Full time

    About the Role:The Senior Client Relationship Manager will be responsible for managing and growing key client accounts within the Banking, Financial Services, and Insurance (BFSI) domain. This role requires a deep understanding of IT consulting services and the BFSI industry to effectively drive client engagement, satisfaction, and business growth.Key...


  • New York, New York, United States Alteryx Full time

    About the RoleWe're seeking a seasoned professional to drive revenue retention and growth through proactive account management and strategic renewal planning. As a Senior Relationship Manager, you'll be responsible for nurturing existing customer relationships, identifying upsell opportunities, and developing tailored renewal strategies to ensure timely...


  • New York, New York, United States BSE Global Full time

    Job Title: Senior Client Relationship ManagerBSE Global, a multifaceted sports and entertainment business, seeks a Senior Client Relationship Manager to join its Membership Services team. As a key member of the team, you will be responsible for building and maintaining strong relationships with season ticket members, driving client retention and revenue...


  • New York, New York, United States City National Bank Full time

    Job DescriptionOverview:As a Senior Corporate Relationship Manager at City National Bank, you will be responsible for developing and managing relationships with major market corporate clients in the healthcare industry. Your primary goal will be to present a variety of product solutions to client needs, provide responsive and quality service, and manage...


  • New York, New York, United States City National Bank Full time

    Job SummaryWe are seeking a Senior Relationship Manager to join our team at City National Bank. As a key member of our sales team, 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...


  • New York, New York, United States JSR Tech Consulting Full time

    We are a global leader in visual content, partnering with Fortune 500 clients to leverage technology and meet their unmet needs. We seek a skilled Senior Client Relationship Manager to lead our Account management initiatives in the US territory, focusing on nurturing and expanding our existing client relationships.Key ResponsibilitiesProactively manage and...


  • New York, New York, United States ADP Full time

    Job Title: Senior Client Relationship ManagerThis is a virtual position that requires a strong relationship manager to develop and maintain effective relationships with top-tier clients in the retirement plan services industry. The ideal candidate will have a deep understanding of the client's business needs and be able to provide expert guidance on ADP's...


  • New York, New York, United States Goldman Sachs Full time

    Join Our TeamAt Goldman Sachs, we're committed to helping our clients achieve their financial goals. As a Senior Relationship Manager in our Asset & Wealth Management division, you'll play a critical role in building and maintaining strong relationships with our clients.Our team is dedicated to providing exceptional service and expertise to our clients, and...


  • New York, New York, United States Fidelity Investments Full time

    Job Summary:Fidelity Investments is seeking a skilled Wealth Management Senior Relationship Manager to provide exceptional client service and relationship management expertise. As a key member of the Wealth Management team, you will be responsible for managing a book of clients and delivering a white-glove service and relationship experience through...


  • New York, New York, United States Fidelity Information Services Full time

    About the RoleWe are seeking a Senior Client Relationship Manager to join our team at Fidelity Information Services. As a key member of our client-facing team, you will be responsible for building and maintaining high-level relationships with our strategic clients.Key Responsibilities:Strategically focused and responsible for client satisfaction, maintaining...


  • New York, New York, United States Webster Bank Full time

    Job SummaryWe are seeking a highly motivated and experienced Banking Center Senior Relationship Banker to join our team at Webster Bank. As a key member of our banking center, you will be responsible for achieving sales, service, and operational goals while providing exceptional customer service.Key ResponsibilitiesAssist the Banking Center Manager in...