Remote Senior Relationship Manager, Small Business Banking

City National Bank; Annapolis (MD); Remote; USD 87,000 - 139,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Fertility benefits & family planning

Job summary

City National Bank is seeking a Relationship Manager Senior I to acquire and manage small business and personal relationships across a national scope. The role collaborates with RBC USWM Financial Advisors to deliver CNB capabilities, educate advisors, and drive qualified client introductions while expanding deposits, loans, and fee income.

The position emphasizes relationship-building, risk management, and cross-functional collaboration with internal partners to deliver tailored financial

Qualifications

• Bachelor’s Degree or equivalent.
• Minimum 10 years of direct sales experience.
• Minimum 10 years of experience in a financial institution.
• Banking products knowledge for Personal and Business clients.
• Regulatory/compliance knowledge (CIP and KYC).
• Understanding of the economic environment and client financial health.
• Ability to review financial statements and provide sound advice.
• Strong negotiation and policy/procedural knowledge.

Responsibilities

• Acquire and facilitate new small business and personal relationships while managing a portfolio of existing clients to achieve sales goals (deposits, lending and fee income).
• Develop a defined strategy for engaging RBC USWM Financial Advisors for client introductions, education and follow-up.
• Manage a portfolio of existing clients and deepen relationships through cross-selling with RBC USWM Financial Advisor and SME colleagues.
• Deliver an exceptional, consistent client experience and resolve escalations while aligning with CNB policies.
• Improve banking acumen and sales practices through collaboration and internal training resources.
• Capture holistic client needs and provide sound financial advice based on data insights.
• Maintain awareness of policies and regulatory requirements, stay within lending authorities, manage risk.
• Interact professionally with CNB and RBC personnel and external clients to foster trust and referrals.
• Represent the Bank in civic and industry activities as appropriate.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Direct sales experience

Financial services experience

Negotiation

Client relationship management

Communication & presentation

Regulatory knowledge (KYC/CIP)

Education

Bachelor's degree or equivalent

Job description

City National Bank is seeking a Relationship Manager Senior I to acquire and manage small business and personal relationships across a national scope. The role collaborates with RBC USWM Financial Advisors to deliver CNB capabilities, educate advisors, and drive qualified client introductions while expanding deposits, loans, and fee income.

The position emphasizes relationship-building, risk management, and cross-functional collaboration with internal partners to deliver tailored financial