Senior Relationship Manager: Banking & Advisory Lead

City National Bank; Beverly Hills (CA); Vor Ort; USD 79.000 - 126.000; Vollzeit

Benefits dieser Stelle

Healthcare

401(k) matching

Tuition Reimbursement

Generous time off

Fertility benefits

Career mobility

Diversity & inclusion programs

Zusammenfassung

City National Bank in Beverly Hills is seeking a Senior Relationship Manager to acquire small business and personal clients, deepen existing relationships, and align client needs with CNB products. You will drive a disciplined sales and service practice, expand portfolios, and work with CNB partners to ensure exemplary service while maintaining strong risk management.

The role emphasizes client-centric relationship management, collaboration across CNB teams, and active community engagement in a

Qualifikationen

• Bachelor's Degree or equivalent.
• Minimum 5 years of direct sales experience.
• Minimum 5 years of experience in a financial institution.
• Must be in good standing under Safe Act and registered/licensed with NMLS.
• Must be registered/licensed with NMLS.

Aufgaben

• Acquire & deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option.
• Manage a portfolio of existing clients and deepen relationships through cross-selling while coordinating with CNB teams.
• Deliver an exceptional, consistent client experience and resolve escalations.
• Develop banking acumen and sales practices through collaboration with SME colleagues and training resources.
• Provide holistic financial insights and advice based on client needs and data analysis.
• Maintain awareness of policies and lending authorities; ensure risk-based decisions align with CNB policies.
• Collaborate with CNB teams to meet client needs and progress toward shared goals.
• Represent CNB professionally in the community and networks to grow visibility and opportunities.

Kenntnisse

Sales experience

Relationship management

Financial advisory

Client service

Negotiation

Ausbildung

Bachelor's Degree or equivalent

Tools

CNB systems knowledge

Jobbeschreibung

City National Bank in Beverly Hills is seeking a Senior Relationship Manager to acquire small business and personal clients, deepen existing relationships, and align client needs with CNB products. You will drive a disciplined sales and service practice, expand portfolios, and work with CNB partners to ensure exemplary service while maintaining strong risk management.

The role emphasizes client-centric relationship management, collaboration across CNB teams, and active community engagement in a