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Senior Technology Relationship Manager

2 months ago

Palo Alto, California, United States City National Bank Full time
Job Summary

We are seeking a highly skilled and experienced Relationship Manager to join our team at City National Bank. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with commercial clients in assigned business segments and geographic areas.

Key Responsibilities
  • Develop and execute relationship plans to achieve revenue growth and portfolio profitability
  • Present product solutions to client needs and provide responsive, quality service
  • Approve transactions within delegated authority and manage overall relationship profitability and portfolio risk
  • Identify and promote solutions to customer needs and maintain an active calling program
  • Work with customers and develop prospects consistent with the credit culture of the bank
  • Develop relationships and support other CNB departments and colleagues to provide customers and prospects with solutions
  • Participate in internal and external community activities as a representative of CNB
  • Prepare relationship plans and calling schedules for each client or prospect
  • Identify business opportunities and solicit referrals of other Bank products or services
  • Develop a strong understanding of company, industry, business, and needs to assist in customer calling efforts
  • Negotiate transactions and price loan products within targeted rate of return
  • Exercise sound credit and risk judgment in approving transactions
  • Represent the Bank by actively participating in outside civic and community affairs, business, and industry-related organizations
  • Interface with other Bank departments as necessary
  • Monitor and analyze relationship results and account activities
  • Determine client profitability and make recommendations regarding accounts to be further developed or eliminated
Requirements
  • Bachelor's Degree or equivalent
  • Minimum 5 years of lending experience required
  • Minimum 5 years of credit experience required
  • Good understanding of all products and services applicable to target client segment
  • Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures
  • Demonstrated sales and marketing abilities
  • Good credit analysis and accounting skills
  • Capable of working well independently and in teams
  • Strong interpersonal, verbal, and written communication skills
  • Strong demonstrated sales and marketing abilities including cross-selling skills
  • Superior client relationship skills
Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues.

Get an inside look at our Benefits and Perks.

About City National

We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues, and community flourish.

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community, and unparalleled client relationships continues to drive phenomenal growth today.

City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.