Relationship Banker

RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branchProvides expertise in all aspects of providing exemplary client serviceSuccessfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resourcesWorks with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunitiesProvides accurate and timely responses to client inquiries to ensure retention of existing profitable clientsDevelops new clients through referral sources and business development calling effortsActively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectivesResponsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunitiesWhat you will do Acts as a champion for clients and colleagues providing exemplary servicePartners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clientsAssist clients with their branch banking transactions as needed and directed by branch managementSuccessful completion of Relationship Banker "RB" On-boarding Workshops and effective application of subsequent educational tools and resources Functions as part of a cohesive unit to support service, and is responsible for assisting with the operational integrity of the branch as defined by management and bank policyFully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk managementResponsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and servicesCalls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectivesManages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segmentsInteracts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client serviceRepresents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriateEnsures 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 managedResponsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposesMaintains collaboration with all sales partnersComplies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.gBank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)Must-Have Minimum 2 years of direct sales experience requiredMinimum 1 year experience in a banking environment requiredMinimum 2 years of basic computer experience (e.gMicrosoft Word, Excel, Outlook) requiredMust 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 ActSkills and Knowledge Working knowledge of Bank operations, policies and procedures, and regulatory complianceGeneral knowledge of Bank products and servicesGood interpersonal, verbal and written communication skillsAbility to organize and prioritize workGood problem solving skillsMust remain in good standing under the Safe ActCompensation Starting base salary: $22.27 - $33.43 per hourExact compensation may vary based on skills, experience, and locationThis 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 classificationIt is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this jobBenefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleaguesGet an inside look at our Benefits and PerksINCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusionAll 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 personalSince day one we've always gone further than the competition to help our clients, colleagues and community flourishCity 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 todayCity National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companiesLI-MD #CA-MD

Created: 2024-11-07