Senior Relationship Manager – Small Biz & Wealth

City National Bank; Florida; Remote; USD 87,000 - 139,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Career development

Job summary

City National Bank is seeking a senior Relationship Manager to acquire and manage a national portfolio of small business and personal clients. This role operates primarily remotely, collaborating with RBC USWM Financial Advisors to educate them on CNB capabilities and facilitate qualified client introductions.

You will drive new business development, deepen existing relationships, and ensure exemplary service while adhering to CNB policies and regulatory requirements.

Qualifications

• Bachelor's Degree or equivalent
• Minimum 10 years of direct sales experience
• Minimum 10 years of experience in a financial institution

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 Advisors and SME colleagues
• Deliver an exceptional and consistent client experience, ensuring needs are met, escalations resolved, and delivery is aligned to client needs
• Improve banking acumen and sales practices through collaboration with SME colleagues and training resources
• Capture holistic view of client needs and draw insights to provide sound financial advice and solutions
• Maintain awareness of policies, procedures and regulatory requirements and ensure risk is managed effectively
• Interact professionally with CNB and RBC personnel and clients to foster trust and service quality
• Represent the Bank in external engagements and professional activities as appropriate
• Complies with all Bank policies and regulatory requirements including BSA, KYC, CRA and Fair Lending

Job description

City National Bank is seeking a senior Relationship Manager to acquire and manage a national portfolio of small business and personal clients. This role operates primarily remotely, collaborating with RBC USWM Financial Advisors to educate them on CNB capabilities and facilitate qualified client introductions.

You will drive new business development, deepen existing relationships, and ensure exemplary service while adhering to CNB policies and regulatory requirements.