Senior Relationship Banker- Preferred Banking

City National Bank; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Relationship Banker to enhance their Preferred Banking sales efforts. This role involves maintaining exceptional service levels, developing new client relationships, and ensuring operational integrity. You will work closely with various partners across divisions to achieve sales and operational goals. The ideal candidate will bring a strong sales background, excellent communication skills, and a commitment to client satisfaction. This position offers a dynamic work environment where your contributions will directly impact the success of the team and the satisfaction of clients in a fast-paced banking landscape.

Benefits

Bonus and Commissions

Health Insurance

Retirement Plans

Paid Time Off

Professional Development

Flexible Working Hours

Qualifications

• 3+ years of direct sales experience and 2+ years in a banking environment.
• Strong communication and analytical skills are essential for success.

Responsibilities

• Support sales efforts and manage operational responsibilities for banking functions.
• Assist in client inquiries and ensure retention of profitable clients.

Skills

Sales Experience

Risk Management Knowledge

Interpersonal Skills

Analytical Skills

Microsoft Office Suite

Communication Skills

Organizational Skills

Time Management Skills

Technological Aptitude

Education

Associate's Degree

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

SENIOR RELATIONSHIP BANKER, PREFERRED BANKING

WHAT IS THE OPPORTUNITY?

This position is responsible for contributing to overall Preferred Banking sales efforts, maintaining best in class service levels for their teams, and assisting with the operational integrity of the Preferred Banking Strategy. 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 strategy 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. 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. Responsible for providing leadership in conjunction with the Personal & Business Integration Manager in achieving sales and operational goals and objectives and includes responsibilities for management of clerical, administrative, reporting, validation, and compliance, in conjunction with operational segments as needed based on assignment and market opportunity. Works in partnership with partners across service, operations, and sales located across several different divisions in the United States. May also help oversee the risk management associated with the operational aspects of Preferred Bankers relationship management and transaction processing for the portfolio supported. Provides a variety of administrative and staff support services to an organizational unit. Performs a variety of administrative and clerical duties, which may include word processing, scheduling meetings, maintaining calendars, maintaining reports and other pertinent data. Supports management with ensuring internal sales and leadership updates, reports, administrative requirements, and deadlines for the Preferred Banking team are met.

WHAT WILL YOU DO?

• Assists Preferred Banking Relationship Managers and Team Leads:
  -with overall salesforce management, workflow updates, pipeline management, and colleague reporting & correspondence
  -with operational responsibilities for a variety of regular and recurring operational and banking functions to support existing portfolios and clients
  -with communicating upcoming commitments and responsibilities and follow up as necessary with both partners and clients
  -to manage Preferred Banking internal communications/reporting to multiple divisions within CNB
• Ensure execution of the following recurring:
  -Salesforce Data
  -Sales Validation Reports
  -Scorecard Validation Reports
• Assists the Preferred Banking Relationship Managers with policies, procedures, systems, and reporting.
• May assist in budget preparation and control activities.
• May assist in preparation and control of records, statistics, and reports regarding operations, & personnel changes.
• May administer various programs, projects, and / or processes specific to the operating unit served.
• May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities, and operations.
• Assists Preferred Banking Cross LOB Integration Manager with administrative, research, and reporting tasks.
• May maintain up-to-date operational knowledge of account trends by reviewing various reports daily.
• May ensure early identification and proper escalation of potential risk to appropriate level of authority.
• Communicates with executives and line management to gather and convey relevant information.
• May include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner
• Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
• Implement operational improvements, to execute best practices in structuring efficient work flow

WHAT DO YOU NEED TO SUCCEED

Must-Have*

• Associate's Degree or equivalent experience
• Minimum 3 years of direct sales experience required.
• Minimum 2 years of experience in a banking environment required.
• Minimum 3 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.

Skills and Knowledge

• Excellent risk management knowledge.
• Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
• Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
• Excellent analytical skills.
• Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
• Strong technological aptitude
• Strong written and oral communication
• Excellent organizational and time management skills
• Strong interpersonal skills and ability to multitask in a fast paced environment
• Pleasant and professional demeanor at all times with great attention to detail

COMPENSATION
Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

*To be considered for this position you must meet at least these basic qualifications

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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. Get an inside look at our Benefits and Perks.

ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

*City National Bank does business in Miami and the state of Florida as CN Bank.

For more information about City National, visit cnb.com.

EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct.READ MORE

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at [phone]. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.