Strategic Relationship Manager - SMB & Personal Banking

Socket.dev; Carlsbad (CA); On-site; USD 72,000 - 115,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) matching

Tuition Reimbursement

Time Away benefits

Career Mobility support

Colleague Resource Groups

Job summary

City National Bank seeks a Relationship Manager II to acquire and deepen client relationships in both personal and small business segments. You will act as a trusted advisor, connect client needs with CNB products, and drive a disciplined sales and service practice within a defined development plan.

You will manage a portfolio, cross-sell solutions, and partner with internal teams to ensure exemplary service, risk management, and community engagement while growing deposits, loans and fee income.

Qualifications

• Bachelor's Degree or equivalent.
• Minimum 5 years of direct sales experience required.
• Minimum 5 years of experience in a financial institution required.
• Must be in good standing under Safe Act and registered/licensed with NMLS or eligible for registration.
• Must be registered/licensed with NMLS or able to register under Safe Act.

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 and collaboration with CNB internal teams.
• Deliver an exceptional and consistent client experience - meet needs, resolve escalations, and provide consistent delivery.
• Grow banking acumen and sales practices through collaboration with SME colleagues and training resources.
• Capture holistic view of client needs - use data to provide sound financial advice and conduct discovery with clients to grow deposits, investments, and credit.

Skills

Relationship management

Sales

Communication

Negotiation

Client service

Education

Bachelor's Degree or equivalent

Job description

City National Bank seeks a Relationship Manager II to acquire and deepen client relationships in both personal and small business segments. You will act as a trusted advisor, connect client needs with CNB products, and drive a disciplined sales and service practice within a defined development plan.

You will manage a portfolio, cross-sell solutions, and partner with internal teams to ensure exemplary service, risk management, and community engagement while growing deposits, loans and fee income.