Relationship Associate Senior - PBB jobs in United States
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City National Bank · 2 weeks ago

Relationship Associate Senior - PBB

City National Bank is a subsidiary of Royal Bank of Canada, focusing on providing exceptional client relationships and financial services. The Relationship Associate Senior will be responsible for delivering exemplary client service, managing operational tasks, and identifying cross-sell opportunities to enhance client retention and branch profitability.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Acts as a champion for clients and colleagues providing exemplary service
Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients
Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy
This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities
Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management
Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services
Supports sales colleagues to build and maintain branch client relationships
Works with business partners to deliver solutions in order to maintain and grow client relationships
Recognizes and recommends cross-selling opportunities to maximize banking office profitability
Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service
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
Maintains collaboration with the City Loan Center (“CLC”) 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.)

Qualification

Cross-selling experienceCustomer service experienceCash handling experienceBasic computer skillsBank operationsInterpersonal skillsVerbal communicationWritten communicationOrganizational skillsProblem solving skills

Required

Minimum 1 year of cross-selling experience required
Minimum 2 years customer service experience required
Minimum 2 years of cash handling experience required
Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, and Outlook) required

Preferred

Working knowledge of Bank operations, policies and procedures and regulatory compliance
General knowledge of Bank products and services
Good interpersonal, verbal and written communication skills
Ability to organize and prioritize work
Good problem solving skills

Benefits

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

Company

City National Bank

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City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.

H1B Sponsorship

City National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Howard Hammond
CEO City National Bank
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Fiyaz Khan
Senior Vice President, Structured Products
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Company data provided by crunchbase