RELATIONSHIP MANAGER II – Whittier Branch
WHAT IS THE OPPORTUNITY?
Responsible for acquiring small business and personal clients, and for deepening existing relationships, with the intent of integrating both business and personal clients. Acts as a trusted strategic advisor, providing financial advice and consistently connecting client needs with CNB's products and service offerings. Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. Focuses on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and actively works with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. The person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under the 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. Must remain in good standing under the Safe Act. WHAT WILL YOU DO?
Acquire & deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option. Manage a portfolio of existing clients and actively deepen client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects. Deliver an exceptional and consistent client experience – ensure client needs are met, escalations resolved appropriately, and consistent delivery centered on client needs. Improve sales and banking acumen – continuously develop stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products/solutions); conduct discovery activities with existing clients to grow current book (deposits, investments, credit). Business and risk management – stay aware of updates to policies and procedures, operate within delegated lending authorities, ensure decisions align with bank policies and regulations, and manage associated risk. Partner with a collaborative mindset – meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management approach. Interact professionally with all levels of bank personnel, corporate and bank clients, demonstrating commitment to quality client service. Maximize client contact – network and be visible in the community, representing the Bank by participating in outside civic and community affairs, business and industry organizations, and other professional activities as appropriate. Comply fully with all Bank operational and credit policies and procedures as well as regulatory requirements (e.g., Bank Secrecy Act, Know Your Customer, Community Reinvestment Act, Fair Lending Practices, Code of Conduct).
Client centricity and relationship management – understand a client’s realities and growth ambitions, empathize with challenges, earn trust, and steward the relationship through advice and solutions tailored to their evolving focuses. Business development – nurture existing client relationships, create new connections and win new business through best practices, networking, and building relationships. Collaboration – collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals. Communication – listen to understand client needs and articulate CNB products’ value proposition. Critical thinking – analyze situations and translate them into insights for informed decisions and tailored advice for each client’s situation. Adaptability – manage ambiguity and pivot to advise clients as necessary. Self-organization and effectiveness – use tools and best practices to prioritize activities and deliver a consistent and exceptional client experience. Professionalism – conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives. WHAT DO YOU NEED TO SUCCEED?
Required Qualifications* Bachelor’s Degree or equivalent Minimum 5 years of direct sales experience Minimum 5 years of experience in a financial institution Must be in good standing under the 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 Additional Qualifications Banking products for personal and business clients – deep knowledge of CNB’s offerings for preferred, personal, or small business clients Regulatory and compliance – strong understanding of the regulatory environment, including CIP and KYC Economic environment – understanding of the economic environment and its impact on clients Personal and business financials – ability to review financial statements and advise accordingly Negotiation – ability to maintain a profitable relationship balancing bank and client needs Policy and procedures – knowledge of CNB’s policies, procedures and regulatory obligations 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 Generous 401(k) company matching contribution Career development through tuition reimbursement and other training resources Valued time away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility support 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 information after reviewing this description. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued. We are an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other protected status by law. It is unlawful in Massachusetts to require a lie detector test as a condition of employment. An employer who violates this law shall be subject to penalties. This description represents basic qualifications; applications are accepted on an ongoing basis until filled. Reporting into a CNB location is an essential function of the job.
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WHAT IS THE OPPORTUNITY?
Responsible for acquiring small business and personal clients, and for deepening existing relationships, with the intent of integrating both business and personal clients. Acts as a trusted strategic advisor, providing financial advice and consistently connecting client needs with CNB's products and service offerings. Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. Focuses on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and actively works with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. The person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under the 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. Must remain in good standing under the Safe Act. WHAT WILL YOU DO?
Acquire & deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option. Manage a portfolio of existing clients and actively deepen client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects. Deliver an exceptional and consistent client experience – ensure client needs are met, escalations resolved appropriately, and consistent delivery centered on client needs. Improve sales and banking acumen – continuously develop stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products/solutions); conduct discovery activities with existing clients to grow current book (deposits, investments, credit). Business and risk management – stay aware of updates to policies and procedures, operate within delegated lending authorities, ensure decisions align with bank policies and regulations, and manage associated risk. Partner with a collaborative mindset – meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management approach. Interact professionally with all levels of bank personnel, corporate and bank clients, demonstrating commitment to quality client service. Maximize client contact – network and be visible in the community, representing the Bank by participating in outside civic and community affairs, business and industry organizations, and other professional activities as appropriate. Comply fully with all Bank operational and credit policies and procedures as well as regulatory requirements (e.g., Bank Secrecy Act, Know Your Customer, Community Reinvestment Act, Fair Lending Practices, Code of Conduct).
Client centricity and relationship management – understand a client’s realities and growth ambitions, empathize with challenges, earn trust, and steward the relationship through advice and solutions tailored to their evolving focuses. Business development – nurture existing client relationships, create new connections and win new business through best practices, networking, and building relationships. Collaboration – collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals. Communication – listen to understand client needs and articulate CNB products’ value proposition. Critical thinking – analyze situations and translate them into insights for informed decisions and tailored advice for each client’s situation. Adaptability – manage ambiguity and pivot to advise clients as necessary. Self-organization and effectiveness – use tools and best practices to prioritize activities and deliver a consistent and exceptional client experience. Professionalism – conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives. WHAT DO YOU NEED TO SUCCEED?
Required Qualifications* Bachelor’s Degree or equivalent Minimum 5 years of direct sales experience Minimum 5 years of experience in a financial institution Must be in good standing under the 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 Additional Qualifications Banking products for personal and business clients – deep knowledge of CNB’s offerings for preferred, personal, or small business clients Regulatory and compliance – strong understanding of the regulatory environment, including CIP and KYC Economic environment – understanding of the economic environment and its impact on clients Personal and business financials – ability to review financial statements and advise accordingly Negotiation – ability to maintain a profitable relationship balancing bank and client needs Policy and procedures – knowledge of CNB’s policies, procedures and regulatory obligations 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 Generous 401(k) company matching contribution Career development through tuition reimbursement and other training resources Valued time away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility support 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 information after reviewing this description. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued. We are an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other protected status by law. It is unlawful in Massachusetts to require a lie detector test as a condition of employment. An employer who violates this law shall be subject to penalties. This description represents basic qualifications; applications are accepted on an ongoing basis until filled. Reporting into a CNB location is an essential function of the job.
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