Strategic Relationship Manager - Personal & Small Business

City National Bank; Pleasanton (CA); On-site; USD 65,296 - 104,304; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) company matching

Career Development through Tuition Reimbursement

Valued Time Away benefits

Job summary

City National Bank, located in Pleasanton, California, seeks a Relationship Manager I to acquire and deepen relationships with small business and personal clients. The candidate will develop a business development plan, provide tailored financial advice, and actively collaborate with various teams. Required qualifications include a Bachelor's Degree and a minimum of 3 years of sales and financial institution experience. This full-time position offers a salary between $65,296 and $104,304, along with comprehensive benefits and a performance bonus.

Qualifications

• Minimum 3 years of direct sales experience required.
• Minimum 3 years of experience in a financial institution required.

Responsibilities

• Acquire & deepen client relationships and manage a portfolio of existing clients.
• Deliver an exceptional client experience and ensure all client needs are met.
• Engage in business development and networking to create new business opportunities.

Skills

Sales experience

Client relationship management

Financial advisory

Risk management

Negotiation

Education

Bachelor's Degree or equivalent

Job description

City National Bank, located in Pleasanton, California, seeks a Relationship Manager I to acquire and deepen relationships with small business and personal clients. The candidate will develop a business development plan, provide tailored financial advice, and actively collaborate with various teams. Required qualifications include a Bachelor's Degree and a minimum of 3 years of sales and financial institution experience. This full-time position offers a salary between $65,296 and $104,304, along with comprehensive benefits and a performance bonus.