Preferred Banking RM

City National Bank; Charlotte (NC); On-site; USD 79,000 - 126,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Career development

Paid time off

Family planning benefits

Recruitment support

Employee resource groups

Job summary

City National Bank is seeking a Preferred Banking Relationship Manager to cultivate affluent client relationships and drive growth through outbound and inbound sales efforts. You will build networks with COIs, referrals, and digital leads while partnering with Middle Market, CRE Banking, and other divisions.

The role emphasizes relationship development, cross-selling, and strong knowledge of financial markets, credit policies, and bank operations. A Safe Act compliance mindset is required.

Qualifications

• Bachelor's degree or equivalent.
• 7+ years direct sales experience required.
• 7+ years of experience in a financial institution required.
• 7+ years of new accounts with a strong focus on business development experience required.
• Must be in good standing under Safe Act and registered or eligible for registration.

Responsibilities

• Outside Sales: source and originate new banking and wealth relationships through professional relationships and referrals.
• Develop and manage Preferred Banking client relationships with owners, principals, executives, and employees of related Banking relationships.
• Manage existing clients and deepen relationships via cross-selling and internal CNB collaboration.
• Participate in relationship reviews to identify opportunities and develop individualized plans.
• Monitor client financials using performance metrics and report on results to clients and colleagues.
• Track personal performance goals and results for reporting purposes.

Skills

Outside Sales

High net worth clients

Communication skills

Education

Bachelor's Degree or equivalent

Tools

Excel

PowerPoint

FINRA Series 7 & 63 licenses

Job description

Preferred Banking, Relationship Manager

WHAT IS THE OPPORTUNITY?

The Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking relationships through outbound and inbound sales efforts, including, but not limitedto:establishing relationships with centers of influence (COIs), developing internal and external client referrals, pursuing qualified digital marketing leads and other channels. This role works alongside dedicated andclosely-alignedcross divisional partners throughout the enterprise includingMiddle Market, Specialty &Commercial Real Estate Bankingthroughacollaborative partnership.Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (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.

WHAT WILL YOU DO?

• Outside Sales: Individually source and originate new banking and wealth relationships primarily through professional relationships and referrals (example: realtors, attorneys, CPAs, business managers, financial advisors) that fit within the banks overarching financial strategy
• Develops and managesPreferredBanking client relationships with the owners, principals, executive managers and employeesofMiddle Market, Specialty &Commercial Real Estate Bankingrelationships
• Manage existing clients and actively deepen client relationships through cross-selling efforts. Develop and maintain relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects
• Participate inrelationshipreviews withother team members to identify and prioritize new opportunitieswith prospects orwithin existing client book, and jointly develop individualized plans to execute on those opportunities
• Keep current on client’s financial informationthrough the use ofkey performance metrics at the individual client and aggregate portfolio level. Leverage key metrics to prospect for new opportunities, develop new sales tactics, and report on performance to clients and colleagues.
• Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Bachelor's Degree or equivalent
• Minimum 7 years of direct sales experience required.
• Minimum 7 years of experience in a financial institution required.
• Minimum 7 years of new accounts with a strong focus on business development experience required
• Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (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

• Understanding of various phases of sales management, including planning, goal setting, project/time management and selling techniques.
• Demonstrated outside sales abilities with affluent and high net-worth client segments
• Strong understanding of financial markets and all products and services applicable tohigh net worthclients.
• Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
• Strong interpersonal, verbal, and written communication skills
• Proficient in technical skills particularly with excel and power point
• CFP designation or equivalent training highly desirable
• FINRA Series 7and 63 securities licensespreferred.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including 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 other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• 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.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or 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. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. 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.