Senior SMB Relationship Manager (Remote)

City National Bank

Tallahassee (FL)

On-site

USD 87,000 - 139,000

Full time

6 days ago
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Benefits offered by this job

Healthcare coverage
401(k) matching
Tuition reimbursement
Generous time off

Job summary

City National Bank is seeking a Relationship Manager SR I to acquire and manage small business and personal relationships across a broad national geography. The role emphasizes collaboration with RBC USWM Financial Advisors to deliver CNB capabilities and provide tailored financial guidance.

Ideal candidates bring 10+ years of direct sales and financial institution experience, with a strong focus on client service, risk-aware decision making, and cross-functional teamwork.

Qualifications

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

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 and education.
  • Manages a portfolio of existing clients and deepens relationships through cross-selling with RBC USWM Financial Advisor and SME colleagues.
  • Deliver an exceptional and consistent client experience, meeting needs and resolving escalations.
  • Capture client needs, draw insights from data, and provide sound financial advice.

Skills

Relationship management
Sales experience
Communication
Financial services knowledge

Education

Bachelor's Degree or equivalent

Job description

City National Bank is seeking a Relationship Manager SR I to acquire and manage small business and personal relationships across a broad national geography. The role emphasizes collaboration with RBC USWM Financial Advisors to deliver CNB capabilities and provide tailored financial guidance.

Ideal candidates bring 10+ years of direct sales and financial institution experience, with a strong focus on client service, risk-aware decision making, and cross-functional teamwork.

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