Relationship Manager II
City National Bank, Westlake Village, CA, United States
RELATIONSHIP MANAGER II
Westlake Village Branch
WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients and deepening existing relationships with the intent of integrating both business and personal clients. Act as a trusted strategic advisor, providing financial advice and consistently connecting client needs with CNB products and services. Focus on acquisition of new relationships as well as retention and expansion of existing relationships in the portfolio, while working with other areas of CNB to ensure exemplary client service. Key success metrics include acquisition of new personal and small business clients, deposit and fee income growth, loan and line volume, risk management, and community presence activities that generate volume and represent City National with polished professionalism.
WHAT WILL YOU DO?
Acquire and deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become the client’s main bank option.
Manage a portfolio of existing clients and actively deepen relationships through cross‑selling efforts.
Develop and maintain 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 are resolved appropriately, and delivery is centered on key 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 a holistic view of client needs – draw insights from data to provide sound financial advice (strategies, products/solutions); conduct discovery activities to grow deposits, investments, and credit.
Business and risk management – maintain awareness of policy updates, stay within delegated lending authorities, and ensure decisions are consistent with bank policies, procedures, and regulations.
Partnering with a collaborative mindset – introduce clients to the right partner in the CNB ecosystem and champion the Global Relationship Management (GRM) approach.
Interact in an effective and professional manner 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 through civic and community affairs and professional activities.
Comply fully with all bank operational and credit policies, procedures, and regulatory requirements (e.g., BSA, KYC, CCRA, Fair Lending, 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 with tailored advice.
Business development – nurture existing relationships, create new connections, and win new business through best practices, networking, and relationship building.
Collaboration – work with partners in PBB (GRM) and other divisions to win business and find the best fit for clients, progressing toward shared goals.
Communication – actively, openly, and effectively listen to understand client needs and communicate CNB products’ value proposition.
Critical thinking – analyze situations, translate insights into informed decisions, and provide tailored advice for each client’s needs.
Adaptability – manage ambiguity and pivot quickly to advise clients as necessary.
Self‑organization and effectiveness – use tools and best practices to prioritize activities and deliver consistent, 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 of 5 years of direct sales experience
Minimum of 5 years of experience in a financial institution
Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and registered/licensed with the Nationwide Mortgage Licensing System and Registry, or able to register under the Safe Act.
Additional Qualifications
Deep knowledge of CNB’s personal and business offerings, particularly for preferred, personal, or small business clients.
Strong understanding of the regulatory environment, including CIP and KYC.
Understanding of the economic environment and its impact on clients.
Ability to review financial statements and assess client financial health.
Negotiation skills to maintain profitable relationships while balancing bank and client needs.
Knowledge of CNB policies, procedures, and regulatory obligations.
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 – 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 internal upskilling and training resources.
Valued time away benefits including vacation, sick, and volunteer time.
Specialized health and family planning benefits including fertility and cancer, diabetes, and musculoskeletal support programs.
Career mobility support from a dedicated recruitment team.
Colleague resource groups to support networking and community engagement.
About Us Since its founding in 1954, City National Bank has gone further than the competition to help clients, colleagues, and communities flourish. A subsidiary of Royal Bank of Canada, City National continues a legacy of integrity, community, and unparalleled client relationships.
Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged, making us a better company and employer. We are an equal opportunity employer; all qualified applicants receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or any 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. 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 IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients and deepening existing relationships with the intent of integrating both business and personal clients. Act as a trusted strategic advisor, providing financial advice and consistently connecting client needs with CNB products and services. Focus on acquisition of new relationships as well as retention and expansion of existing relationships in the portfolio, while working with other areas of CNB to ensure exemplary client service. Key success metrics include acquisition of new personal and small business clients, deposit and fee income growth, loan and line volume, risk management, and community presence activities that generate volume and represent City National with polished professionalism.
WHAT WILL YOU DO?
Acquire and deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become the client’s main bank option.
Manage a portfolio of existing clients and actively deepen relationships through cross‑selling efforts.
Develop and maintain 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 are resolved appropriately, and delivery is centered on key 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 a holistic view of client needs – draw insights from data to provide sound financial advice (strategies, products/solutions); conduct discovery activities to grow deposits, investments, and credit.
Business and risk management – maintain awareness of policy updates, stay within delegated lending authorities, and ensure decisions are consistent with bank policies, procedures, and regulations.
Partnering with a collaborative mindset – introduce clients to the right partner in the CNB ecosystem and champion the Global Relationship Management (GRM) approach.
Interact in an effective and professional manner 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 through civic and community affairs and professional activities.
Comply fully with all bank operational and credit policies, procedures, and regulatory requirements (e.g., BSA, KYC, CCRA, Fair Lending, 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 with tailored advice.
Business development – nurture existing relationships, create new connections, and win new business through best practices, networking, and relationship building.
Collaboration – work with partners in PBB (GRM) and other divisions to win business and find the best fit for clients, progressing toward shared goals.
Communication – actively, openly, and effectively listen to understand client needs and communicate CNB products’ value proposition.
Critical thinking – analyze situations, translate insights into informed decisions, and provide tailored advice for each client’s needs.
Adaptability – manage ambiguity and pivot quickly to advise clients as necessary.
Self‑organization and effectiveness – use tools and best practices to prioritize activities and deliver consistent, 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 of 5 years of direct sales experience
Minimum of 5 years of experience in a financial institution
Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and registered/licensed with the Nationwide Mortgage Licensing System and Registry, or able to register under the Safe Act.
Additional Qualifications
Deep knowledge of CNB’s personal and business offerings, particularly for preferred, personal, or small business clients.
Strong understanding of the regulatory environment, including CIP and KYC.
Understanding of the economic environment and its impact on clients.
Ability to review financial statements and assess client financial health.
Negotiation skills to maintain profitable relationships while balancing bank and client needs.
Knowledge of CNB policies, procedures, and regulatory obligations.
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 – 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 internal upskilling and training resources.
Valued time away benefits including vacation, sick, and volunteer time.
Specialized health and family planning benefits including fertility and cancer, diabetes, and musculoskeletal support programs.
Career mobility support from a dedicated recruitment team.
Colleague resource groups to support networking and community engagement.
About Us Since its founding in 1954, City National Bank has gone further than the competition to help clients, colleagues, and communities flourish. A subsidiary of Royal Bank of Canada, City National continues a legacy of integrity, community, and unparalleled client relationships.
Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged, making us a better company and employer. We are an equal opportunity employer; all qualified applicants receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or any 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. 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