RELATIONSHIP MANAGER ASSOCIATE-SPECIALTY BANKINGWHAT IS THE OPPORTUNITY?
Assoc Relationship Manager is responsible for monitoring and maintaining a portfolio of client relationships. The role supports the Sr. Relationship Manager ("RM") and various team members of the Specialty Banking business segments as needed. Provide day-to-day servicing of the assigned portfolio and performing specific operational responsibilities. This position is responsible for actively meeting the Specialty Banking Deposits needs of both existing clients and prospective clients by presenting product solutions and providing responsive and exemplary service. Requires thorough knowledge of the bank's products and services with emphasis on servicing complex business clients banking needs. Works independently and functions as a liaison between client, RM and other banking units.
WHAT WILL YOU DO?
- Call on existing or prospective clients to discuss and promote Bank products and services in order to establish a total client banking relationship. Discuss opportunities and general business conditions; may assist in forecasting clients credit and other banking needs to develop solutions to serve their financial needs. Partner with internal product specialists, as necessary.
- Negotiate transactions; prices Specialty Banking depository products and services to ensure profitability to CNB.
- Ensure conformance with Bank policy and regulatory requirements. Exercise sound credit and risk judgment in recommending and approving transactions. Ensures the quality of all business introduced to the Bank.
- Interface and partner with other Bank departments as necessary. Define responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolve all client needs and any internal issues.
- Monitor and analyze relationship results and deposit account activities. Determine client profitability. Make a recommendation regarding accounts to be further developed or eliminated.
- Coordinate with various departments, working with the appropriate staff departments to resolve issues.
- Relationship in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential
- Pro-actively identifies, develops and builds NEW profitable relationships with clients consistent with the objectives of Specialty Banking and CNB to retain and deepen client relationships.
- Actively works with existing clients and develops prospects consistent with the Specialty Banking business strategy to expand existing relationships and deposits to the Bank
- Meetings, following-up and coordinating resources, administration and managerial tasks, participating and contributing expertise in meaningful bank task force committees, competing all bank required training courses.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*- Bachelor's Degree or equivalent
- Minimum 2 years of experience in relationship management of Deposits based clients/portfolio in a financial services company or related experience
- Minimum 2 years of experience with bank products and services required
Additional Qualifications- Solid understanding of all CNB products and services applicable to target client segment.
- Must be available to respond to clients in a timely manner and available for out of state client time difference.
- Solid knowledge of Specialty Banking policies and procedures, and Bank operations & operating policies and procedures.
- Effective sales and marketing abilities.
- Capable of working well independently and in teams.
- Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. Strong interpersonal, verbal, and written communication skills.
- Excellent risk management knowledge
- Excellent organizational and analytical skills.
WHAT'S IN IT FOR YOU?CompensationStarting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
