Relationship Banker

City National Bank; Walnut Creek (CA); On-site; USD 30,679 - 46,053; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition Reimbursement

Time off (vacation, sick)

Family planning benefits

Career Mobility

Employee Resource Groups

Job summary

City National Bank in Walnut Creek, CA seeks a Relationship Banker to drive branch sales and deliver best-in-class service while supporting the branch's operational integrity.

You will develop new clients through referrals and outside calls, nurture existing relationships in business, professional, and Preferred Banking segments, and promote CNB solutions with accuracy and integrity.

Qualifications

• Minimum 2 years of direct sales experience.
• Minimum 1 year experience in a banking environment.
• Minimum 2 years of basic computer experience (e.g. Word, Excel, Outlook).

Responsibilities

• Acts as a champion for clients and colleagues providing exemplary service.
• Assist clients with branch banking transactions as needed.
• Complete RB onboarding Workshops and apply educational tools and resources.
• Support the operational integrity of the branch as defined by management and bank policy.
• Profile clients during the new account process and identify cross-sell opportunities.
• Call on prospects and existing clients to determine financial needs and develop a relationship plan.
• Manage an active client relationship portfolio and expand existing relationships.
• Ensure compliance with all Bank policies and regulatory requirements.

Skills

Direct sales experience

Banking experience

Basic computer skills

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

RELATIONSHIP BANKER

WHAT IS THE OPPORTUNITY?

Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. 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. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities.

WHAT WILL YOU DO?

• Acts as a champion for clients and colleagues providing exemplary service. Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
• Assist clients with their branch banking transactions as needed and directed by branch management.
• Successful completion of Relationship Banker "RB" On-boarding Workshops and effective application of subsequent educational tools and resources
• Functions as part of a cohesive unit to support service, and is responsible for assisting with the operational integrity of the branch as defined by management and bank policy.
• 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.
• Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.
• Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments.
• Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
• Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
• 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.
• Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes.
• Maintains collaboration with all 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 2 years of direct sales experience required.
• Minimum 1 year experience in a banking environment required.
• Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.

Additional Qualifications

• 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.
• 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.
• Must remain in good standing under the Safe Act.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

Benefits

• 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.