Relationship Manager I: Grow Personal & Small Biz

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

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Fertility benefits

Career development resources

Job summary

City National Bank in San Francisco is seeking a Relationship Manager I to acquire small business and personal clients while deepening existing relationships. You will act as a trusted advisor, connecting client needs to CNB products and services, and executing a disciplined business development plan.

You’ll manage a client portfolio, drive cross-selling, deliver exceptional service, and collaborate across CNB and GRM teams to grow deposits and loans.

Qualifications

• Bachelor's Degree or equivalent.
• Minimum 3 years of direct sales experience.
• Minimum 3 years of experience in a financial institution.
• Must be in good standing under Safe Act and licensed or able to be registered.

Responsibilities

• Acquire and deepen client relationships to become the main bank for clients.
• Manage a portfolio and deepen relationships through cross-selling.
• Deliver an exceptional, consistent client experience and resolve escalations.
• Develop banking acumen and collaborate with SME colleagues and CNB teams.
• Capture client needs and provide tailored financial advice and solutions.
• Ensure policy compliance and effective risk management in decisions.

Skills

Sales experience

Financial institution experience

Regulatory compliance knowledge

Education

Bachelor's Degree or equivalent

Job description

City National Bank in San Francisco is seeking a Relationship Manager I to acquire small business and personal clients while deepening existing relationships. You will act as a trusted advisor, connecting client needs to CNB products and services, and executing a disciplined business development plan.

You’ll manage a client portfolio, drive cross-selling, deliver exceptional service, and collaborate across CNB and GRM teams to grow deposits and loans.