Relationship Manager Senior - Deposits - City National Bank

RELATIONSHIP MANAGER SENIOR - DEPOSITS WHAT IS THE OPPORTUNITY? The Deposits Relationship Manager develops and manages relationships across the different Specialty Banking business units
This key position is responsible for actively meeting the Cash Management needs of both existing clients and prospective clients by presenting a variety of Deposits and Treasury Management product solutions as well as facilitating the effective cross-selling of the bank's entire product portfolio in consultation with product experts from throughout the bank
The Deposits Relationship Manager will be expected to deploy both consultative and responsive selling techniques as situationally required
The Relationship Manager is responsible for the continued profitable growth of the assigned portfolio through active calling efforts, service and referrals
Adeptly identifying and promoting solutions to customer needs and maintaining an active calling program is essential for success
This position requires a high level of relationship management, communication, presentation and influencing skills and experience
The position may approve transactions within it's delegated authority
What you will do Develop Deposit Relationships from both new bank clients and existing Non-Deposit clients
Identify business opportunities for Specialty Banking teams from existing customers, a network of referral sources, and other professionals in the industry
Develop a strong understanding of company, industry, business and needs to assist in client calling efforts
Collaborate with CNB’s Treasury Management Sales Team to market CNB’s suite of Treasury products and services
Monitor and analyze relationship results and deposit account activities
Determine client profitability
Make recommendations regarding accounts to be further developed or eliminated
Maintain awareness of competitive products, practices, rates and changes in market conditions
Negotiate transactions; prices Specialty Banking depository products and services to capitalize on cross-selling opportunities while ensuring profitability standards are maintained
Coordinate inter-departmental client service as necessary
Define client service responsibilities amongst different business units and coordinate product and service delivery of all Bank products
Ensure compliance with Bank policy and regulatory requirements
Exercise sound credit and risk judgment in approving transactions
Ensures the quality of all business introduced to the Bank
Selectively represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate
Input referrals into MyReferrals from Specialty Banking colleagues to other units
Input referral updates as needed
Review division quarterly referral payout reports for accuracy
Select administrative responsibilities and inter-departmental committee assignments
Complete all bank required training courses
Must-Have* Bachelor's Degree or equivalent Minimum 6 years of experience in relationship management of Deposits based clients/portfolio in a financial services company Minimum 4 years of product sales and new business development in a financial services company Skills and Knowledge Consultative selling expertise for common Commercial Banking products and services including but not limited to: Deposits, Treasury Management, Commercial AP and Credit Cards, Foreign Exchange and Letters of Credit
History of delivering exemplary client service and successful multitasking in a high volume environment
Exceptional interpersonal, verbal, and written communication skills
Ability to work both autonomously or in teams as situationally required
Must be available to respond to client service requests at all times
Job expectations will include some weekend and off-hours client service as needed
Willingness to travel to the East Coast and the Bay Area as needed
Familiarity with Private Equity and/or General Asset Management Industry
Proficiency with technology platforms including but not limited to Salesforce, Business Suite, Seismic and Tableau
Knowledge of Specialty Banking policies and procedures, in addition to CNB’s general policies and procedures
Compensation Starting base salary: $101,231 - $172,355 per year
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*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
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INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion
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 law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.