Strategic Relationship Advisor – Banking Growth

City National Bank; Newport Beach (CA); Hybrid; USD 72,000 - 115,000; 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 Newport Beach, CA seeks a Relationship Manager II to acquire small business and personal clients while deepening existing relationships, acting as a trusted advisor with tailored financial solutions.

You will deploy a disciplined sales and service plan, collaborate with CNB teams, and represent CNB with polished professionalism while managing risk and regulatory requirements.

Qualifications

• Bachelor's Degree or equivalent.
• Minimum 5 years of direct sales experience.
• Minimum 5 years of experience in a financial institution.
• Must be registered/licensed with the Nationwide Mortgage Licensing System and Registry; or must be able to be registered under the Safe Act.

Responsibilities

• Acquire and 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 actively deepen relationships through cross-selling efforts.
• Deliver an exceptional and consistent client experience – ensure client needs are met, escalations resolved appropriately, and consistent delivery centered on key areas of client needs.
• Improve Sales & Banking Acumen – develop stronger banking acumen and sales practices through collaboration with SME colleagues and training.
• Capture holistic view of client’s needs – draw insights from data to provide sound financial advice; conduct discovery activities with existing clients to grow deposits, investments, and credit.
• Business & Risk Management – stay within lending authorities and ensure compliance with policies and regulations.

Skills

Sales

Relationship management

Financial advisory

Networking

Communication

Negotiation

Client service

Compliance

Education

Bachelor's degree or equivalent

Job description

City National Bank in Newport Beach, CA seeks a Relationship Manager II to acquire small business and personal clients while deepening existing relationships, acting as a trusted advisor with tailored financial solutions.

You will deploy a disciplined sales and service plan, collaborate with CNB teams, and represent CNB with polished professionalism while managing risk and regulatory requirements.