Affluent Banking Relationship Manager

City National Bank; Irvine (CA); On-site; USD 78,970 - 126,140; Full time

Benefits offered by this job

Healthcare coverage (medical, dental,視

401(k) matching

Tuition reimbursement

Paid time off

Fertility benefits

Career mobility

Employee resource groups

Job summary

City National Bank is seeking a Preferred Banking Relationship Manager in Irvine, CA to cultivate affluent client relationships through outbound and inbound sales efforts, leveraging COIs, referrals, and digital leads. You will collaborate with Middle Market, Specialty & Commercial Real Estate Banking teams to expand the client base.

The role requires a strong sales background within financial services, excellent communication skills, and relevant licenses or eligibility.

Qualifications

• Bachelor's degree or equivalent required.
• Minimum 7 years of direct sales experience.
• Minimum 7 years in a financial institution.
• Minimum 7 years of new accounts with business development experience.
• Safe Act registration or eligibility to register.

Responsibilities

• Outside Sales: source and originate new banking and wealth relationships with COIs and referrals.
• Develops and manages Preferred Banking client relationships with owners and executives.
• Manage existing clients and deepen relationships through cross-selling.
• Participate in relationship reviews to identify opportunities and develop plans.
• Track client financial information using performance metrics at individual and portfolio levels.
• Leverage metrics to prospect for new opportunities and report performance.

Skills

Interpersonal skills

Verbal communication

Written communication

Sales abilities

Education

Bachelor's Degree or equivalent

FINRA Series 7/63 licenses

CFP designation or equivalent training

Tools

Excel

PowerPoint

Job description

City National Bank is seeking a Preferred Banking Relationship Manager in Irvine, CA to cultivate affluent client relationships through outbound and inbound sales efforts, leveraging COIs, referrals, and digital leads. You will collaborate with Middle Market, Specialty & Commercial Real Estate Banking teams to expand the client base.

The role requires a strong sales background within financial services, excellent communication skills, and relevant licenses or eligibility.