Relationship Associate - PBB at City National Bank
Woodland Hills, CA 91367
About the Job
RELATIONSHIP ASSOCIATE - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation
Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction
Actively engages in completing all cashiering requests, works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities
Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients
Will support internal sales activities including recognizing referral/sales opportunities and making appropriate product/service recommendations
Will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives
What you will do 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.)
Must-Have* Minimum 1 year of customer service experience required
Minimum 1 year of cash handling experience required
Minimum 1 year of basic computer experience (e.g
Microsoft Word, Excel, and Outlook) required
Skills and Knowledge General 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
Compensation Starting base salary: $16.66 - $25.02 per hour
Exact compensation may vary based on skills, experience, and location
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024
Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C
and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets
City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves
*City National Bank does business in Miami and the state of Florida as CN Bank
For more information about City National, visit cnb.com
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct
READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process
Please contact us via email or leave a message at
These contact methods are dedicated to applicants whose disability prevents them from successfully applying online
Only messages left for this purpose will be returned
Responses may take up to two business days.
Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction
Actively engages in completing all cashiering requests, works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities
Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients
Will support internal sales activities including recognizing referral/sales opportunities and making appropriate product/service recommendations
Will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives
What you will do 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.)
Must-Have* Minimum 1 year of customer service experience required
Minimum 1 year of cash handling experience required
Minimum 1 year of basic computer experience (e.g
Microsoft Word, Excel, and Outlook) required
Skills and Knowledge General 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
Compensation Starting base salary: $16.66 - $25.02 per hour
Exact compensation may vary based on skills, experience, and location
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024
Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C
and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets
City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves
*City National Bank does business in Miami and the state of Florida as CN Bank
For more information about City National, visit cnb.com
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct
READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process
Please contact us via email or leave a message at
(213) 673-9139
These contact methods are dedicated to applicants whose disability prevents them from successfully applying online
Only messages left for this purpose will be returned
Responses may take up to two business days.
