Salesforce Administrator

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The Salesforce Administrator is responsible to ensure that City National's ecosystem is effective in meeting the business needs within the Division. The position will provide both strategic as well as day to day oversight over the configuration and management of the Salesforce instance, best practice recommendations, implementation of various bi-directional integrations and advanced workflows etc. This position will work closely with business management and stakeholders, business analysts and users within a fast growing environment to ensure the enterprise solution is built for scale and delivery of key insights.

Wealth Management Division: City National Rochdale
As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.


  • Serve as the internal SME during the Implementation phase of Salesforce CRM. Work closely with executive stake holders, implementation partner, various internal IT and business teams and other 3rd party vendors to deliver a fully functioning CRM platform based on business requirements.
  • Analyze implications of customizations within Salesforce and ensure adoption of best practices and standardized procedures.
  • Configure and deploy Salesforce within the Division and provide ongoing administration and support post implementation, including user setup, profiles and roles, security, amend existing accounts, fields, record types, page layouts and data validations. Troubleshoot for business users, and configure the system as needed to adapt to business needs.
  • Research, recommend and implement various Salesforce-based solutions along with integrations with third party apps and in-house applications including enterprise ETL and data integration frameworks, mobile device management as well as information security encryption broker solutions.
  • Manage regular system maintenance and data cleansing activities, and proactively drive improvements to Salesforce and data governance strategies.
  • Assist end users with process, workflows, and develop and create custom reports & dashboards within Salesforce.
  • Develop and implement training for new users as well as encourage existing users to use the system on a daily basis with best practices in mind. Keep materials up-to-date and communicate future Salesforce releases and enhancements.
  • Keep abreast of industry updates, new releases, and best practices. Review white papers and other Application exchange products that will ease business challenges.



  • Bachelor's Degree
  • Minimum 4 years of experience as a Administrator
  • Minimum 3 years of experience in the financial services industry

Skills and Knowledge

  • Salesforce Certified Administrator (ADM201) preferred
  • Solid understanding of Salesforce best practices
  • Demonstrated ability to configure objects, fields, formulas, emails, triggers, workflows reports including dashboard and analytics
  • Excellent verbal and written communications skills
  • Strong analytical skills to respond to requested changes and identify customizations
  • Excellent project management skills with experience in Agile methodologies
  • Working knowledge of SQL, APEX classes and triggers, APIs is preferred

*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.


We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.

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Technology we use

  • Engineering
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Austin, TX

What are City National Bank Perks + Benefits

City National Bank Benefits Overview

We strive to be the best at whatever we do, and that includes the benefits and perks we offer our colleagues.

We understand that colleagues have different needs. As a result, we look to offer a holistic program to support and address physical, emotional, financial and social needs.

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
Our 11 Colleague Resource Groups (CRGs) help colleagues deepen their relationships and knowledge at work, encouraging more people to connect, learn and celebrate with each other.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Coverage generally begins on the first day of the month following employment, and colleagues are able to cover spouses, domestic partners and/or dependent children.
Life Insurance
When you become eligible for CNB Benefits, the company will provide you with basic life insurance equal to 1½ times your annual base salary, up to a maximum of $100,000 of coverage – at no cost to
Wellness Programs
Mental Health Benefits
Colleagues have access to a number of mental health resources including the Employee Assistance Program (EAP), a free, confidential counseling service (also available to eligible family members).
Retirement & Stock Options Benefits
401(K) Matching
Pretax and Roth 401(k) - the company matches 60% of the first six percent of eligible pay a colleague contributes each pay period. Match dollars are immediately vested.
Company Equity
Colleagues share in the success of the company through employer profit-sharing contributions based, in part, on the change in the company’s net profit from the prior year.
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Remote Work Program
Family Medical Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Time allotted for learning
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