City National Bank
MANAGER - CLIENT SENIOR
WHAT IS THE OPPORTUNITY?
The Client Manager is responsible for contributing to overall branch sales efforts, maintaining first‑in‑class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. They hire, develop, and coach branch internal sales/service colleagues, providing motivation and direction to achieve exemplary service levels when working with or for the client in problem resolution. The role supports internal sales activities by developing product knowledge with their team, training/leading the sales/service team to recognize referral and sales opportunities, and making appropriate product/service recommendations consistently. Working directly with the branch manager they lead with a team approach in meeting the sales goals for the entire branch. They also support the branch manager and relationship managers in building and maintaining client relationships, including joint client calls as needed. The Manager provides expertise in risk management and loss prevention policies and procedures, monitoring and auditing the office for compliance. For de novo branches, they engage in external business development: managing the internal sales/service process (outbound calling, client/prospect site visits, cross‑sell opportunities with existing portfolio) and working with internal partners for new opportunities; acquiring new business and personal client relationships, and facilitating direct reports’ achievement of new client acquisition and cross‑sell goals.
WHAT WILL YOU DO? COLLEAGUE MANAGEMENT Proactively guides colleagues and teams to achieve results, assesses strengths, develops needs, and provides feedback, mentoring, and opportunities for development. Ensures products and sales/services training is completed to provide clients with appropriate solutions and manages annual reviews for the internal sales/service team.
CLIENT SERVICE Acts as a champion for clients and colleagues, providing exemplary service. Partners with colleagues in all divisions to support client retention objectives and promotes solutions appropriate to clients.
SALES MANAGEMENT & SUPPORT Supports sales/service colleagues, relationship managers, and managers in building and maintaining branch client relationships. Works with business partners to deliver solutions to maintain and grow relationships, recommends cross‑selling opportunities to maximize profitability, and leads the internal sales process (outbound calling, client site visits, creating opportunities with existing portfolio, and working with partners for new opportunities).
OPERATIONS Responsible for the operational integrity of the branch. Expert in risk management and loss prevention, completing, monitoring, and auditing branch certifications and operational reviews and ensuring regulatory compliance while communicating and implementing changes to policy and procedure.
BUILDING EFFECTIVE TEAMS Blends people into teams when needed, creating strong morale, sharing wins, fostering dialogue, and letting people finish and be responsible for their work.
CLIENT FOCUS Dedicated to meeting expectations and requirements of internal and external clients, using client information for product and service improvements, and establishing effective relationships that earn trust and respect.
DEALING WITH AMBIGUITY Effectively copes with change, shifts gears comfortably, decides and acts without a full picture, tolerates uncertainty, and manages risk.
DECISION QUALITY Makes good decisions based on analysis, wisdom, experience, and judgment, and is sought for advice and solutions.
DIRECTING OTHERS Establishes clear directions, sets stretching objectives, distributes workflow, organizes work, maintains dialogue, and brings out the best in people.
HIRING AND STAFFING Has a nose for talent, hires strong people and assembles a talented staff.
INTERPERSONAL SAVVY Relates well to all kinds of people, builds rapport, uses diplomacy, and can diffuse high‑tension situations comfortably.
MANAGERIAL COURAGE Provides current, direct, complete, and actionable feedback, faces problems quickly, and takes corrective action when necessary.
PRIORITY SETTING Focuses on what’s important, zeros in on the critical few, and eliminates roadblocks.
SALES MANAGEMENT STRATEGIES Develops and trains colleagues to participate in sales activity, supports critical sales efforts, and collaborates with the sales manager to allocate time/energy within the service team.
DRIVE FOR RESULTS Consistently exceeds goals, is top‑performing, and pushes self and others for results.
WHAT DO YOU NEED TO SUCCEED? Required Qualifications*
Minimum 5 years of direct client service experience required.
Minimum 5 years experience in a banking environment required.
Minimum 5 years of supervisory or management experience required.
Additional Qualifications
Excellent knowledge of Bank policies and procedures and regulatory compliance.
Excellent knowledge of Bank audit procedures.
Excellent knowledge of Bank products and services.
Excellent interpersonal, verbal and written communication skills.
Excellent organizational and time management skills and ability to prioritize work.
Excellent problem solving skills.
Strong, demonstrated leadership and team building skills.
WHAT'S IN IT FOR YOU? Compensation Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US Since day one we’ve always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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WHAT WILL YOU DO? COLLEAGUE MANAGEMENT Proactively guides colleagues and teams to achieve results, assesses strengths, develops needs, and provides feedback, mentoring, and opportunities for development. Ensures products and sales/services training is completed to provide clients with appropriate solutions and manages annual reviews for the internal sales/service team.
CLIENT SERVICE Acts as a champion for clients and colleagues, providing exemplary service. Partners with colleagues in all divisions to support client retention objectives and promotes solutions appropriate to clients.
SALES MANAGEMENT & SUPPORT Supports sales/service colleagues, relationship managers, and managers in building and maintaining branch client relationships. Works with business partners to deliver solutions to maintain and grow relationships, recommends cross‑selling opportunities to maximize profitability, and leads the internal sales process (outbound calling, client site visits, creating opportunities with existing portfolio, and working with partners for new opportunities).
OPERATIONS Responsible for the operational integrity of the branch. Expert in risk management and loss prevention, completing, monitoring, and auditing branch certifications and operational reviews and ensuring regulatory compliance while communicating and implementing changes to policy and procedure.
BUILDING EFFECTIVE TEAMS Blends people into teams when needed, creating strong morale, sharing wins, fostering dialogue, and letting people finish and be responsible for their work.
CLIENT FOCUS Dedicated to meeting expectations and requirements of internal and external clients, using client information for product and service improvements, and establishing effective relationships that earn trust and respect.
DEALING WITH AMBIGUITY Effectively copes with change, shifts gears comfortably, decides and acts without a full picture, tolerates uncertainty, and manages risk.
DECISION QUALITY Makes good decisions based on analysis, wisdom, experience, and judgment, and is sought for advice and solutions.
DIRECTING OTHERS Establishes clear directions, sets stretching objectives, distributes workflow, organizes work, maintains dialogue, and brings out the best in people.
HIRING AND STAFFING Has a nose for talent, hires strong people and assembles a talented staff.
INTERPERSONAL SAVVY Relates well to all kinds of people, builds rapport, uses diplomacy, and can diffuse high‑tension situations comfortably.
MANAGERIAL COURAGE Provides current, direct, complete, and actionable feedback, faces problems quickly, and takes corrective action when necessary.
PRIORITY SETTING Focuses on what’s important, zeros in on the critical few, and eliminates roadblocks.
SALES MANAGEMENT STRATEGIES Develops and trains colleagues to participate in sales activity, supports critical sales efforts, and collaborates with the sales manager to allocate time/energy within the service team.
DRIVE FOR RESULTS Consistently exceeds goals, is top‑performing, and pushes self and others for results.
WHAT DO YOU NEED TO SUCCEED? Required Qualifications*
Minimum 5 years of direct client service experience required.
Minimum 5 years experience in a banking environment required.
Minimum 5 years of supervisory or management experience required.
Additional Qualifications
Excellent knowledge of Bank policies and procedures and regulatory compliance.
Excellent knowledge of Bank audit procedures.
Excellent knowledge of Bank products and services.
Excellent interpersonal, verbal and written communication skills.
Excellent organizational and time management skills and ability to prioritize work.
Excellent problem solving skills.
Strong, demonstrated leadership and team building skills.
WHAT'S IN IT FOR YOU? Compensation Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US Since day one we’ve always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#J-18808-Ljbffr