City National Bank · 3 hours ago
Relationship Manager Sr_RBC
City National Bank is a subsidiary of Royal Bank of Canada, founded in 1954 to serve entrepreneurs. The Relationship Manager Sr_RBC is responsible for acquiring and managing small business and personal relationships, collaborating with RBC USWM Financial Advisors to provide financial advice and ensure exceptional client service.
BankingFinanceFinancial Services
Responsibilities
Acquire and facilitate new small business and personal relationships while managing a portfolio of existing clients to achieve sales goals (deposits, lending and fee income), while effectively managing sales and credit pipelines
Develop a defined strategy for engaging RBC USWM Financial Advisors (and other internal and external partners) for client introductions, education and follow-up to ensure fully qualified client introductions
Manages a portfolio of existing clients and actively deepens client relationships through cross-selling efforts, often with the RBC USWM Financial Advisor and other SME relationship colleagues
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 and leveraging internal training resources
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, credit, services
Business & Risk Management – maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensure 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
Interacts in an effective and professional manner with all levels of CNB and RBC personnel, corporate and bank clients demonstrating commitment to quality client service
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
Represents 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.)
Responsible for an intermediate to large-sized business banking portfolio with moderate to high complexity
Accountable for portfolio growth including loans, deposits, and fee income
The focus of the position is on one or more of the following areas: maintains existing customers, new business development, credit judgment, and loan structuring
Customers tend to have complicated lending requirements often involving term loan agreements or revolving credit lines
Monitors accounts to identify potential credit problems and assure proper loan documentation
Portfolio range typically $20-40MM
Qualification
Required
Bachelor's Degree or equivalent
Minimum 10 years of direct sales experience required
Minimum 10 years of experience in a financial institution required
Preferred
Banking Products for Personal and Business clients - deep knowledge of CNB's offering, particularly those catered to 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
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 obligation
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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