Strategic Relationship Manager for SMB & Personal Clients

City National Bank; Newport Beach (CA); On-site; USD 72,000 - 115,000; Full time

Benefits offered by this job

Comprehensive healthcare

401(k) company matching

Tuition reimbursement

Career development

Time away benefits

Networking and community engagement

Job summary

City National Bank is seeking a Relationship Manager II in Newport Beach to acquire small business and personal clients while deepening existing relationships. You will act as a trusted advisor, linking client needs to CNB products and services, with a focus on growth and risk management.

You will manage client portfolios, collaborate across CNB teams, and strive to deliver exceptional service while building a strong local presence in the community.

Qualifications

• Bachelor's degree required or equivalent.
• Minimum 5 years of direct sales experience.
• Minimum 5 years of experience in a financial institution.
• Must be registered/licensed under Safe Act or able to register.
• Covers CNB's regulatory and compliance expectations.

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, coordinating with CNB internal teams to address service opportunities.
• Deliver an exceptional and consistent client experience, ensuring needs are met and escalations resolved.
• Develop banking acumen and sales practices through collaboration with SME colleagues and training resources.
• Capture holistic view of client needs and provide tailored sound financial advice.

Skills

Sales experience

Relationship management

Cross-selling

Financial advisory

Networking

Education

Bachelor's Degree or equivalent

Tools

CRM software

Job description

City National Bank is seeking a Relationship Manager II in Newport Beach to acquire small business and personal clients while deepening existing relationships. You will act as a trusted advisor, linking client needs to CNB products and services, with a focus on growth and risk management.

You will manage client portfolios, collaborate across CNB teams, and strive to deliver exceptional service while building a strong local presence in the community.