Strategic Relationship Advisor: Personal & SMB Banking

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

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Vacation and volunteer time

Fertility benefits

Career mobility and training

Job summary

City National Bank is actively seeking a Relationship Manager I to acquire small business and personal clients and deepen existing relationships. You will act as a trusted advisor, connect client needs with CNB products, and work with CNB teams to ensure exemplary service.

You will manage a portfolio, drive cross-selling, and uphold risk and regulatory standards while delivering a polished client experience in accordance with CNB 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 & 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 deepens client relationships through cross-selling efforts.
• Deliver an exceptional & consistent client experience – ensure client needs are met, escalations resolved appropriately, & a consistent delivery centered on client needs.
• Improve Banking Acumen – develop stronger banking acumen and sales practices through collaboration with SME colleagues and internal training.
• Capture holistic view of client’s needs – provide sound financial advice and conduct discovery activities to grow deposits, investments, credit.

Education

Bachelor's Degree or equivalent

Tools

Sales process

Relationship management

Job description

City National Bank is actively seeking a Relationship Manager I to acquire small business and personal clients and deepen existing relationships. You will act as a trusted advisor, connect client needs with CNB products, and work with CNB teams to ensure exemplary service.

You will manage a portfolio, drive cross-selling, and uphold risk and regulatory standards while delivering a polished client experience in accordance with CNB policies.