Banking Relationship Manager I

City National Bank; Oakland (CA); On-site; USD 65,000 - 104,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) plan

Tuition reimbursement

Paid time off

Career development

Job summary

City National Bank in Oakland, CA is seeking a Relationship Manager I to acquire and deepen small business and personal client relationships, acting as a trusted advisor and aligning client needs with CNB solutions. You will manage a portfolio, expand services, and collaborate across CNB to deliver exceptional service.

The role emphasizes disciplined sales, client-centric advice, and strong risk awareness, with a focus on growth, deposits, and overall client satisfaction in a dynamic banking

Qualifications

• Minimum 3 years of direct sales experience.
• Minimum 3 years of experience in a financial institution.

Responsibilities

• Acquire and deepen client relationships; generate new business and consumer client relationships within assigned segments.
• Manage a portfolio of existing clients and deepen relationships through cross-selling.
• Deliver an exceptional and consistent client experience with timely resolutions and policy-aligned service.

Skills

Direct sales experience

Relationship management

Financial advisory

Education

Bachelor's Degree or equivalent

Job description

City National Bank in Oakland, CA is seeking a Relationship Manager I to acquire and deepen small business and personal client relationships, acting as a trusted advisor and aligning client needs with CNB solutions. You will manage a portfolio, expand services, and collaborate across CNB to deliver exceptional service.

The role emphasizes disciplined sales, client-centric advice, and strong risk awareness, with a focus on growth, deposits, and overall client satisfaction in a dynamic banking