Relationship Advisor I – Personal & Small Business Growth

City National Bank; Palo Alto (CA); On-site; USD 65,296 - 104,304; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Generous 401(k) company matching contribution

Career Development opportunities

Job summary

City National Bank is seeking a Relationship Manager I in Palo Alto, California. This role requires acquiring, deepening, and managing client relationships, focusing on small business and personal clients. Candidates must have a minimum of 3 years in direct sales and a Bachelor’s Degree.

The position offers a competitive salary ranging from $65,296 to $104,304 a year and is eligible for bonuses. The ideal candidate will exhibit strong sales and negotiation skills, while also providing financial advice to clients.

Qualifications

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

Responsibilities

• Acquire & deepen client relationships.
• Manage a portfolio of existing clients.
• Deliver an exceptional & consistent client experience.

Skills

Sales experience

Client relationship management

Financial advising

Negotiation skills

Education

Bachelor’s Degree or equivalent

Job description

City National Bank is seeking a Relationship Manager I in Palo Alto, California. This role requires acquiring, deepening, and managing client relationships, focusing on small business and personal clients. Candidates must have a minimum of 3 years in direct sales and a Bachelor’s Degree.

The position offers a competitive salary ranging from $65,296 to $104,304 a year and is eligible for bonuses. The ideal candidate will exhibit strong sales and negotiation skills, while also providing financial advice to clients.