Relationship Associate Senior - PBB

City National Bank; Beverly Hills (CA); On-site; USD 25,000 - 38,000; Full time

Benefits offered by this job

Comprehensive health plans

401(k) matching

Career development

Paid time off

Fertility and wellness benefits

Career mobility support

Employee resource groups

Job summary

City National Bank in Beverly Hills is seeking a Relationship Associate Senior to service clients daily, handle branch operations, and advise on CNB products. You will assist with cash handling, new accounts, and cross-selling opportunities while maintaining high service standards.

The role requires strong client service skills, attention to regulatory compliance, and collaboration with sales partners to meet branch sales and service goals.

Qualifications

• Minimum 1 year of cross-selling experience.
• Minimum 2 years customer service experience.
• Minimum 2 years of cash handling experience.
• Minimum 2 years of basic computer experience (e.g. Word, Excel, Outlook).

Responsibilities

• Acts as a champion for clients and colleagues, providing exemplary service and promoting suitable CNB solutions.
• Service client transactions and uphold branch operational integrity per policy.
• Fully handle new accounts processes, including maintenance, service requests, and risk management.
• Profile clients during the new account process and identify cross-sell opportunities for CNB products.
• Collaborate with sales partners to build and maintain client relationships and referrals.
• Ensure compliance with all bank policies and regulatory requirements.

Skills

Cross-selling

Customer service

Cash handling

Basic computer skills

Job description

RELATIONSHIP ASSOCIATE SENIOR - PBB

Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering requests, works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Will support internal sales activities including recognizing referral/sales opportunities and making appropriate product/service recommendations. Will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives.

WHAT WILL YOU DO?

• Acts as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
• Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities.
• Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
• Supports sales colleagues to build and maintain branch client relationships. Works with business partners and y deliver solutions in order to maintain and grow client relationships. Recognizes and recommends cross-selling opportunities to maximize banking office profitability. 
• Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
• Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
• Maintains collaboration with the City Loan Center (“CLC”) and sales partners.
• Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Minimum 1 year of cross-selling experience required.
• Minimum 2 years customer service experience required.
• Minimum 2 years of cash handling experience required.
• Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, and Outlook) required.

Additional Qualifications

• Working knowledge of Bank operations, policies and procedures and regulatory compliance.
• General knowledge of Bank products and services.
• Good interpersonal, verbal and written communication skills.
• Ability to organize and prioritize work.
• Good problem solving skills.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location.

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 foster 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.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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