Relationship Manager I

Overview
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, provides financial advice, and consistently connects client needs with CNB's products and service offerings. Maintains a clearly defined business development plan that incorporates disciplined sales and service practices. Focuses on acquisition of new relationships and retention and expansion of existing ones within the assigned client portfolio, working with other CNB areas to ensure exemplary service. Metrics of success include acquisition of new personal and small business clients, deposit and fee income growth, loan and line volume, risk management mitigation, and qualitative sales, networking, and community presence activities that represent City National with polished professionalism. Must be in good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and be registered/licensed with the Nationwide Mortgage Licensing System and Registry or able to register under the Safe Act.

Responsibilities

Acquire and deepen client relationships – generate new business and consumer client relationships within assigned segments and expand relationships to become the client’s main bank option.

Manage a portfolio of existing clients and deepen relationships through cross‑selling; develop and maintain internal CNB relationships to facilitate service issues and opportunities.

Deliver an exceptional and consistent client experience – ensure needs are met, escalations are resolved appropriately, and delivery is centered on key client needs.

Improve sales and banking acumen through continuous development and collaboration with SME colleagues and internal training.

Capture a holistic view of client needs – draw insights from data to provide sound financial advice and conduct discovery activities to grow deposits, investments, and credit.

Maintain awareness of policies and procedures, stay within lending authorities, ensure decisions align with bank policies, and manage associated risk.

Partner collaboratively – introduce clients to the right partners in the CNB ecosystem and champion the Global Relationship Management approach.

Interact professionally with all levels of bank personnel and clients, demonstrating a commitment to quality client service.

Maximize client contact by networking, community participation, and representing the bank in civic and industry organizations.

Comply with all bank operational, credit policies, and regulatory requirements such as BSA, KYC, CRR, Fair Lending, and Code of Conduct.

Practice client centricity and relationship management – understand client realities, empathize with challenges, and steward relationships with tailored advice and solutions.

Engage in business development – nurture existing relationships, create new connections, and win new business through best practices and networking.

Collaborate with PBB (GRM) and other divisions to win business and achieve shared goals.

Communicate effectively, listening to understand needs and conveying CNB products’ value proposition.

Utilize critical thinking to analyze situations and translate insights into informed decisions.

Adapt to ambiguity and pivot quickly to advise clients as needed.

Organize and prioritize activities using tools and best practices to deliver consistent, exceptional service.

Maintain professionalism, conducting business in a polished manner suitable for preferred clients such as corporate executives.

Required Qualifications

Bachelor’s Degree or equivalent.

Minimum 3 years direct sales experience.

Minimum 3 years experience in a financial institution.

Additional Qualifications

Deep knowledge of CNB’s personal and business banking products, particularly for preferred clients.

Strong understanding of regulatory and compliance environment, including CIP and KYC.

Awareness of economic conditions and their impact on clients.

Ability to review financial statements and advise accordingly.

Negotiation skills to balance bank and client interests.

Knowledge of CNB policies, procedures, and regulatory obligations.

Compensation
Starting base salary: $65,296 – $104,304 per year. Compensation may vary based on skills, experience, and location. Eligible for bonus and/or commissions.

Benefits

Comprehensive healthcare coverage (Medical, Dental, Vision), effective the first of the month following start.

Generous 401(k) company matching contribution.

Career development via tuition reimbursement and internal training resources.

Valued time away benefits: vacation, sick, and volunteer time.

Specialized health and family planning benefits, including fertility benefits and support programs for cancer, diabetes, and musculoskeletal conditions.

Career mobility support from a dedicated recruitment team.

Colleague Resource Groups supporting networking and community engagement.

Equal Opportunity
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged. 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. It is unlawful in Massachusetts to require or administer a lie‑detector test as a condition of employment. The position is open until filled.

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