Relationship Banker
2 months ago
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: $24.49 - $36.78 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-MD #LI-MD
-
Relationship Banker
7 days ago
New York, New York, United States Five Star Bank Full timeJob SummaryWe are seeking a highly motivated and experienced Relationship Banker to join our team at Five Star Bank. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, providing them with expert advice and guidance on our financial products and services.Key ResponsibilitiesDevelop and...
-
Relationship Banker
3 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and helping them navigate the complexities of personal finance.Key...
-
Relationship Banker
2 weeks ago
New York, New York, United States City National Bank Full timeJob SummaryCity National Bank is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, identifying and pursuing new business opportunities, and providing exceptional customer service.Key ResponsibilitiesDevelop and maintain a portfolio of...
-
Relationship Banker
4 weeks ago
New York, New York, United States City National Bank Full timeJob Title: Relationship BankerAt City National Bank, we're committed to delivering exceptional client experiences and driving business growth. As a Relationship Banker, you'll play a critical role in building and maintaining strong relationships with our clients, identifying new business opportunities, and providing tailored financial solutions to meet their...
-
Relationship Banker
1 month ago
New York, New York, United States NBT Bank Full timeJob SummaryWe are seeking a skilled Relationship Banker to join our team at NBT Bank. As a Relationship Banker, you will be responsible for delivering exceptional customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customers' needs are met.Key ResponsibilitiesProcess daily...
-
Relationship Banker
3 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional...
-
Relationship Banker
3 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional...
-
Relationship Banker
1 month ago
New York, New York, United States City National Bank Full timeJob Title: Relationship BankerAt City National Bank, we're committed to delivering exceptional client service and building long-lasting relationships with our clients. As a Relationship Banker, you'll play a key role in achieving this goal by providing personalized banking solutions and expert advice to our clients.Key Responsibilities:Develop and maintain...
-
Relationship Banker
1 week ago
New York, New York, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.The Relationship Banker (SAFE) will be responsible for building relationships with customers, identifying opportunities for offering a full range of Wells Fargo retail banking deposit and credit...
-
Relationship Banker
7 days ago
New York, New York, United States Pioneer Savings Bank Full timeJob SummaryThe Relationship Banker will be responsible for establishing and deepening client relationships by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. This includes delivering quality customer service, consultatively recommending bank products and services, and collaborating with business partners to...
-
Relationship Banker
1 week ago
New York, New York, United States Bank of America Full timeJob Summary:We are seeking a skilled 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 include accurately...
-
Relationship Banker
2 weeks ago
New York, New York, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expertise. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer service.Key...
-
Relationship Banker
1 week ago
New York, New York, United States M&T Bank Full timeJob Summary:As a Relationship Banker at M&T Bank, you will play a key role in identifying customers' needs and providing proactive sales solutions. You will specialize in our branch customer experience, managing lobby interactions, servicing, and sales for retail and business customers.Key Responsibilities:Identify financial needs of customers and present...
-
Relationship Banker
1 week ago
New York, New York, United States M&T Bank Full timeJob Summary:As a Relationship Banker at M&T Bank, you will play a key role in building and maintaining strong relationships with our customers. You will be responsible for identifying customer needs and providing proactive sales solutions through customer outreach and referrals. Your goal will be to grow the business by identifying sales opportunities with...
-
Relationship Banker
2 weeks ago
New York, New York, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer...
-
Relationship Banker
1 week ago
New York, New York, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, understanding their needs, and providing solutions to meet those needs.You will also be...
-
Relationship Banker
4 days ago
New York, New York, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored solutions to meet their unique financial needs.Key...
-
Citizens Relationship Banker
3 days ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens is seeking a highly skilled and customer-focused Citizens Relationship Banker to join our team. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and delivering exceptional customer service.Key ResponsibilitiesDevelop...
-
Relationship Banker
1 week ago
New York, New York, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Relationship Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, identifying opportunities for offering a full range of Wells Fargo retail banking deposit and...
-
Relationship Banker
1 week ago
New York, New York, United States Wells Fargo Full timeAbout this RoleWells Fargo is seeking a Relationship Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division.Key ResponsibilitiesBuild relationships with customers and understand their needsIdentify opportunities to offer a full range of Wells Fargo retail banking deposit and credit products and servicesAnalyze...
