Relationship Mgr Sr
Company: City National Bank
Location: Long Beach
Posted on: November 21, 2022
RELATIONSHIP MANAGER SENIOR
WHAT IS THE OPPORTUNITY?
This person is responsible for motivating, coaching, directing, and
managing the branch sales process including establishing goals and
objectives and monitoring results. This includes results from both
the Relationship Managers who report to them, their own portfolio
growth and development, and referrals and cross-sells from the
service team.Managing each Relationship Manager includes making
sure each has a clearly defined business development plan that is
consistently applied incorporating a disciplined sales and service
practices focused on retention and expansion of existing
relationships and acquisition of new relationships. In addition
they will be responsible for development and growth of their own
client portfolio.This person will actively work with other areas of
CNB to ensure exemplary service for clients. 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. Must remain in
good standing under the Safe Act.
Personal and Business Banking Division
As a member of City National's Personal & Business Banking group,
you will have the opportunity to make a real difference through a
signature client experience. Our branch network delivers proactive
advice and high-level financial solutions with a Global
Relationship Management--- model that most banks extend only to
larger businesses and high-net-worth families. Our tailored
solutions address the financial needs of individuals, organizations
and small to mid-sized businesses with an array of products and
services, from simple to complex.
WHAT WILL YOU DO?
- Responsible for developing new clients through referrals and
extensive calling efforts. Motivate and offer sales assistance to
other branch colleagues in support of branch goals and objectives.
Responsible for tracking the sales efforts and reporting results to
Management. Develop strong partnerships with center of influences
in and around the community.
- Manages a portfolio of existing clients and actively deepens
client relationships through cross-selling efforts. Develops and
maintains relationships within the internal CNB community to
facilitate service issues and opportunities for clients and
- Responsible for the ongoing management of sales colleagues
reporting to this position. Coach and develop sales colleagues to
ensure sales success including reinforcement of colleague skills
and behaviors, sharing strategies, and accompanying on joint calls
to clients and prospects. This also includes review of sales
activities and results, and provides additional sales development
training as needed.
- 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.
- Provides coaching and training in support of colleague
development with emphasis on sales effectiveness achieved through
implementation of sound business development plan. Accompanies
colleagues on client/prospect calls to help them enhance their
- Calls on and collaborates with client 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.
- Maintains an awareness of marketplace products, practices,
rates and changes to ensure branch capitalizes on competitive
- 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
- Responsible for tracking individual performance goals and
results in a timely and accurate manner for reporting
- Maintains liaison with city loan center.
- Motivates direct reports and creates an environment within the
branch that empowers the staff to provide the support for this
person to actively solicit new profitable business.
- 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.).
WHAT DO YOU NEED TO SUCCEED
- Minimum 5 years of direct sales experience required.
- Minimum 5 years of experience in a financial institution
- Minimum 5 years of management 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
Skills and Knowledge
- Comprehensive knowledge of bank products and services.
- Understanding of various phases of sales management, including
planning, goal setting, project/time management and selling
- Accomplished sales skills.
- Strong business development skills.
- Good managerial skills with emphasis on planning and
- Excellent interpersonal, verbal and written communication
- Strong motivational and leadership skills
- Strong knowledge of operations, regulatory compliance and
banking regulations preferred.
- Strong computer skills.
Starting base salary: $78,970 - $126,140 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
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.
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
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 drive phenomenal growth today. City National is a
subsidiary of Royal Bank of Canada, one of North America's leading
diversified financial services companies.
Equal Opportunity Employer Minorities/Women/Protected
Keywords: City National Bank, Long Beach , Relationship Mgr Sr, Other , Long Beach, California
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