Strategic Banking Relationship Manager

University of Rochester; United States; On-site; USD 65,000 - 104,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Career development

Job summary

City National Bank in the United States seeks an experienced Business Development and Banking Advisor to acquire and deepen both personal and small business client relationships. You will act as a trusted advisor, cross-sell CNB products, and work within risk guidelines to deliver exemplary service.

Responsibilities include managing a client portfolio, expanding relationships, and representing CNB in the community while maintaining compliance with banking regulations and internal policies.

Qualifications

• Bachelor's degree or equivalent.
• Minimum 3 years of direct sales experience.
• Minimum 3 years of experience in a financial institution.

Responsibilities

• Acquire and deepen client relationships and expand to become main bank.
• Manage a portfolio of existing clients and deepen relationships through cross-selling.
• Deliver an exceptional client experience with timely resolutions and consistent service.
• Improve banking acumen and sales practices through collaboration and training.
• Draw insights from data to provide sound financial advice and solutions.
• Maintain awareness of policies, procedures and regulatory requirements.
• Partner with CNB ecosystem to meet client needs and drive business.
• Communicate professionally with clients and colleagues at all levels.
• Network in the community and represent CNB in industry activities.

Skills

Direct sales

Cross-selling

Financial advisory

Negotiation

Client relationship management

Networking

Education

Bachelor's Degree or equivalent

Job description

City National Bank in the United States seeks an experienced Business Development and Banking Advisor to acquire and deepen both personal and small business client relationships. You will act as a trusted advisor, cross-sell CNB products, and work within risk guidelines to deliver exemplary service.

Responsibilities include managing a client portfolio, expanding relationships, and representing CNB in the community while maintaining compliance with banking regulations and internal policies.