Senior Banking Relationship Advisor

City National Bank; Whittier, Northern (CA, KY); Hybrid; USD 79,000 - 126,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) matching contribution

Tuition reimbursement

Career development resources

Job summary

City National Bank is seeking a Senior Relationship Manager to acquire and deepen small business and personal client relationships, acting as a trusted advisor. You will manage a portfolio, expand across CNB products, and collaborate with internal teams to ensure exceptional service and growth.

A strong sales background and regulatory awareness are essential. You will engage in community networking, represent the bank professionally, and help clients achieve financial goals with tailored

Qualifications

• Bachelor's degree or equivalent.
• Minimum 5 years of direct sales experience.
• Minimum 5 years of experience in a financial institution.
• Must be Safe Act-registered or eligible for registration.

Responsibilities

• Acquire and deepen client relationships; generate new business and consumer relationships within assigned segments.
• Manage a portfolio of existing clients and expand cross-sell opportunities within CNB.
• Deliver an exceptional client experience with issue resolution and consistent service quality.
• Develop banking acumen and sales practices through collaboration and training resources.
• Capture holistic client needs and provide sound financial advice and product solutions.
• Adhere to policies, procedures and regulatory requirements; manage risk effectively.
• Collaborate with CNB partners to meet client needs and progress toward shared goals.
• Maximize client contact through networking and community involvement.

Skills

Direct sales

Relationship management

Negotiation

Networking

Regulatory compliance

Education

Bachelor's degree or equivalent

Job description

City National Bank is seeking a Senior Relationship Manager to acquire and deepen small business and personal client relationships, acting as a trusted advisor. You will manage a portfolio, expand across CNB products, and collaborate with internal teams to ensure exceptional service and growth.

A strong sales background and regulatory awareness are essential. You will engage in community networking, represent the bank professionally, and help clients achieve financial goals with tailored