City National Bank · 1 day ago
Relationship Manager Senior
City National Bank is a subsidiary of Royal Bank of Canada, focused on helping clients, colleagues, and communities flourish. The Relationship Manager Senior is responsible for acquiring and deepening small business and personal client relationships while acting as a trusted strategic advisor to connect client needs with the bank's products and services.
BankingFinanceFinancial Services
Responsibilities
Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option
Manage 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 prospects
Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs
Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum
Capture holistic view of client’s needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit
Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. 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
Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach
Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service
Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate
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.)
Client Centricity & Relationship Management - to understand a client’s realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses
Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships
Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals
Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products’ value proposition
Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client’s individual situation
Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary
Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience
Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives
Qualification
Required
Bachelor's Degree or equivalent
Minimum 5 years of direct sales experience required
Minimum 5 years of experience in a financial institution 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
Preferred
Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients
Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
Economic Environment - understanding of the economic environment and its impact on clients
Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly
Negotiation - ability to maintain a profitable relationship, balancing bank and client needs
Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations
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
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 CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
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