City National Bank · 1 day ago
Senior Client Manager
Carlsbad, CA
Full-time
Onsite
Mid, Senior Level
$72K/yr - $115K/yr
5+ years expCity National Bank is a subsidiary of Royal Bank of Canada, known for its commitment to client relationships and community service. The Senior Client Manager will contribute to branch sales efforts, manage operational integrity, and lead the internal sales/service team to achieve exemplary service levels.
BankingFinanceFinancial Services
Responsibilities
Proactively guides colleagues and teams to achieve results, accurately assesses strengths and develops needs of colleagues; provides feedback, mentoring, helpful counsel and opportunities for development to help colleagues achieve their full potential. Ensures products and sales/services training is completed to provide clients with appropriate solutions. Responsible for managing and conducting annual reviews for the internal sales/service team
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
Supports sales/service colleagues, RM’s, and managers in building and maintaining 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. Leads and manages internal sales process including outbound calling efforts, client site visits, create opportunities with existing portfolio and works with internal partners for new opportunities
Responsible for the operational integrity of the branch. Is the expert in risk management and loss prevention. Completes, monitors and audits branch certifications and operational reviews. Ensures regulatory compliance and effectively communicates and implements changes to policy and procedure
Develop and train all service colleagues to actively participate in sales activity. Stays focused on critical importance of sales and understands and supports the daily efforts necessary to be successful. Works diligently with sales manager to create effective communication with branch – allocating the time/energy within the service team to support prioritized sales strategies
Qualification
Required
Minimum 5 years of direct client service experience required
Minimum 5 years experience in a banking environment required
Minimum 5 years of supervisory or management experience required
Preferred
Excellent knowledge of Bank policies and procedures and regulatory compliance
Excellent knowledge of Bank audit procedures
Excellent knowledge of Bank products and services
Excellent interpersonal, verbal and written communication skills
Excellent organizational and time management skills and ability to prioritize work
Excellent problem solving skills
Strong, demonstrated leadership and team building 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
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
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
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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