Relationship Banker

2 weeks ago


Newport Beach, United States City National Bank Full time
RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch
Provides expertise in all aspects of providing exemplary client service
Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources
Works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities
Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients
Develops new clients through referral sources and business development calling efforts
Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives
Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities
What you will do Acts as a champion for clients and colleagues providing exemplary service
Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients
Assist clients with their branch banking transactions as needed and directed by branch management
Successful completion of Relationship Banker "RB" On-boarding Workshops and effective application of subsequent educational tools and resources Functions as part of a cohesive unit to support service, and is responsible for assisting with the operational integrity of the branch as defined by management and bank policy
Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management
Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services
Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives
Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments
Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service
Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate
Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed
Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes
Maintains collaboration with all sales partners
Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g
Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)
Must-Have* Minimum 2 years of direct sales experience required
Minimum 1 year experience in a banking environment required
Minimum 2 years of basic computer experience (e.g
Microsoft Word, Excel, Outlook) required
Skills and Knowledge Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act
Working knowledge of Bank operations, policies and procedures, and regulatory compliance
General knowledge of Bank products and services
Good interpersonal, verbal and written communication skills
Ability to organize and prioritize work
Good problem solving skills
Must remain in good standing under the Safe Act
Compensation Starting base salary: $22.27 - $33.43 per hour
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
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
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' 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
#CA-DH

  • Newport Beach, California, United States Banc of California, N.A. Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Banker to join our team at Banc of California, N.A. The ideal candidate will have a strong background in customer service and relationship building, with a focus on delivering exceptional financial solutions to our clients.Key Responsibilities:Provide exceptional customer service by handling...


  • Newport, Kentucky, United States Fifth Third Full time

    Position Overview:The Client Relationship Banker role is designed to deliver a superior customer experience by fostering, nurturing, and strengthening enduring connections with both current and potential clients.Key Responsibilities:This role encompasses the following duties:Executing teller transactions with precision and efficiency.Providing personalized...

  • Relationship Banker

    5 days ago


    Newport News, Virginia, United States Bank of America Full time

    Job Summary:We are seeking a skilled and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Engage clients in the lobby to educate and...

  • Relationship Banker

    3 days ago


    Newport News, Virginia, United States Bank of America Full time

    Job Summary:We are seeking a skilled and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Your key responsibilities will...

  • Relationship Banker

    3 days ago


    Virginia Beach, Virginia, United States Bank of America Full time

    Job Summary:We are seeking a skilled and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key Responsibilities:Engage with clients...

  • Relationship Banker

    3 days ago


    Palm Beach Gardens, Florida, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage...


  • Newport, New Hampshire, United States Bar Harbor Bank & Trust Full time

    Bar Harbor Bank & Trust provides a competitive compensation package, including medical, dental, vision, and life insurance, paid holidays, a 401(k) plan, paid time off, performance incentives, and opportunities for professional development. As an independent community banking institution, Bar Harbor Bank & Trust is dedicated to assisting its customers,...

  • Relationship Banker

    9 hours ago


    West Palm Beach, Florida, United States Synovus Full time

    Job Summary:Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize their financial needs and goals. Provides expert advice and guidance on financial products and services to meet their...

  • Personal Banker

    7 hours ago


    West Palm Beach, Florida, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Personal Banker to join our team. As a Personal Banker, you will play a critical role in building and maintaining strong relationships with our customers, providing them with personalized financial solutions and exceptional customer service.Key ResponsibilitiesCustomer Relationship Building:...

  • Personal Banker

    3 days ago


    Newport, Kentucky, United States PNC Financial Services Group Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at PNC Financial Services Group. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesCustomer Acquisition and Retention: Acquire and deepen the...

  • Relationship Banker

    5 days ago


    Boynton Beach, Florida, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key...

  • Relationship Banker

    3 days ago


    Delray Beach, Florida, United States Bank of America Full time

    Job DescriptionJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Your...

  • Relationship Banker

    3 days ago


    Delray Beach, Florida, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key...


  • Huntington Beach, California, United States Coldwell Banker Full time

    Job OverviewColdwell Banker is seeking highly motivated and enthusiastic individuals to join our team as Real Estate Agents in Huntington Beach, California.We are committed to providing our agents with the best training, tools, and support to help them succeed in their careers.Key ResponsibilitiesClient Representation: Represent home sellers and buyers in...

  • Relationship Banker

    4 days ago


    Palm Beach Gardens, Florida, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key...

  • Relationship Banker

    4 days ago


    West Palm Beach, Florida, United States Bank of America Full time

    Job DescriptionJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...


  • Crystal Beach, FL , USA, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly motivated and customer-focused Relationship Banker I to join our team. As a Relationship Banker I, you will play a critical role in providing exceptional customer service, building strong relationships with our customers, and contributing to the growth and success of our bank.Key...


  • Long Beach, California, United States Banc of California Full time

    Job Summary:We are seeking a highly skilled and experienced Relationship Banker and Customer Service Representative to join our team at Banc of California. As a key member of our branch team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Provide personalized service...


  • Manhattan Beach, California, United States Banc of California Full time

    About the Role:Banc of California, a leading bank holding company, is seeking a highly skilled Senior Relationship Banker to join its team. As a Senior Relationship Banker, you will be responsible for providing exceptional service to customers by handling their financial needs in an efficient, friendly, and professional manner.Key Responsibilities:Support...


  • Virginia Beach, Virginia, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional customer service, and helping them achieve their financial goals.Key...