City National Bank
City National Bank proudly offers services, tools and technology that put our people and communities first.
Remote

Relationship Manager I -Virtual Concierge

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Employer Provided Salary: $65,296-$104,304 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.

RELATIONSHIP MANAGER I -VIRTUAL CONCIERGE
WHAT IS THE OPPORTUNITY?
Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act).
What you will do

  • Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities.
  • Responsible for managing a portfolio of both business and personal relationships with an emphasis on proactive client profiling to deepen relationships by developing solutions and cross selling additional needs based products and services
  • Develops and executes sales strategies, branch marketing plan and business development programs. Monitors, evaluates, recommends and implements adjustments to program to ensure achievement of goals. With Branch Manager, customizes individual branch plan to meet local market needs.
  • Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.
  • Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments.
  • Ensures timely collection of financial documents, prepares competent Business Information Transmittal for new and renewing credit
  • Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities.
  • Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
  • Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
  • Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
  • Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes.
  • Maintains collaboration with city loan center and sales partners.
  • Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
  • Participates in the business development plan.
  • Maintains strong working knowledge of sales and bank products and services.
  • Maintains a general understanding of the credit process.


Must-Have*

  • Bachelor's Degree or equivalent
  • Minimum 3 years of direct sales experience required.
  • Minimum 3 years of experience in a financial institution required.
  • Minimum 2 years of new accounts with a strong focus on business development experience required.
  • Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.


Skills and Knowledge

  • Comprehensive knowledge of bank products and services.
  • Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.
  • Accomplished sales skills and working knowledge of consumer & business lending; understanding of business credit & underwriting; and actively managing a portfolio of discerning clients.
  • Excellent business development and client relationship skills.
  • Excellent interpersonal, verbal and written communication skills.
  • Strong motivational and leadership skills
  • Experience in developing and executing sales strategies, branch marketing and business development.
  • Understanding of various phases of sales management, including planning, goal setting and selling techniques.
  • Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities.
  • Strong knowledge of operations, regulatory compliance and banking regulations preferred.
  • Customizes individual branch plan to meet local market needs.
  • Strong computer skills.


Compensation
Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*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.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
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.
ABOUT CITY NATIONAL
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 be at the heart of our company 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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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.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated 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 insurance
Vision insurance
Health insurance
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
Financial & Retirement
401(K)
401(K) matching
Pretax and Roth 401(k) - the company matches 75% of the first six percent of eligible pay a colleague contributes each pay period. Match dollars are immediately vested.
Performance bonus
Some positions may be eligible for bonus and/or commissions.
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Vacation & Time Off Benefits
Paid volunteer time
Paid holidays
Paid sick days
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours

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