Strategic Banking Relationship Manager

City National Bank; San Francisco (CA); On-site; USD 65,000 - 104,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Career development

Generous time away

Diverse health and family benefits

Recruitment support

Employee resource groups

Job summary

City National Bank is seeking a Relationship Manager I in San Francisco to acquire and deepen client relationships, managing a portfolio of personal and small business clients. You will act as a trusted advisor, offering financial solutions and coordinating CNB products and services to meet client needs.

The role emphasizes proactive business development, cross-selling, risk management, and delivering exemplary service within CNB’s community presence.

Qualifications

• Bachelor's Degree or equivalent.
• Minimum 3 years of direct sales experience.
• Minimum 3 years of experience in a financial institution.
• Must be in good standing under Safe Act and registered/licensed with the NMLS or able to be registered under Safe Act.

Responsibilities

• 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 and collaboration with CNB internal teams.
• Deliver an exceptional and consistent client experience – meet client needs, resolve escalations, and ensure consistent delivery of services.
• Increase banking acumen and sales practices through collaboration with SME colleagues and internal training.
• Capture holistic view of client needs and provide sound financial advice based on data and discovery with existing clients.
• Maintain awareness of policies, procedures, and risk, staying within lending authorities and bank policies.
• Partner with CNB ecosystem to connect clients with the right CNB partners.
• Communicate clearly with clients and bank staff to convey CNB's value proposition.
• Actively network and represent the Bank in the community.
• Comply with regulatory requirements including BSA, KYC, CRA, Fair Lending, and Code of Conduct.
• Build relationships through best practices, networking, and professional activities.
• Collaborate with GRM and other divisions to win business and progress toward shared goals.
• Practice effective listening to understand client needs and provide tailored advice.
• Adapt to changing client needs and manage ambiguity.
• Self-organize to deliver a consistent and exceptional client experience.
• Maintain professionalism befitting Preferred clients such as corporate executives.

Skills

Direct sales

Relationship building

Financial advisory

Networking

Regulatory knowledge

Education

Bachelor's Degree or equivalent

Job description

City National Bank is seeking a Relationship Manager I in San Francisco to acquire and deepen client relationships, managing a portfolio of personal and small business clients. You will act as a trusted advisor, offering financial solutions and coordinating CNB products and services to meet client needs.

The role emphasizes proactive business development, cross-selling, risk management, and delivering exemplary service within CNB’s community presence.