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Senior Relationship Manager - Deposits

City National Bank
San Francisco, CA, United States
$101.2K-$172.4K a year
Full-time

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

Get an inside look at our Benefits and Perks

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.

6 days ago
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