Senior Relationship Associate
Company: City National Bank
Posted on: February 13, 2020
RELATIONSHIP ASSOCIATE SENIOR - 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. _x000d_ _x000d_
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
Personal and Business Banking Division
As a member of City National's Personal & Business Banking group,
you will have the opportunity to make a real difference through a
signature client experience. Our branch network delivers proactive
advice and high-level financial solutions with a Global
Relationship Management------ model that most banks extend only to
larger businesses and high-net-worth families. Our tailored
solutions address the financial needs of individuals, organizations
and small to mid-sized businesses with an array of products and
services, from simple to complex.
WHAT WILL YOU 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
- 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
- Maintains collaboration with the City Loan Center ("CLC") and
- 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.).
WHAT DO YOU NEED TO SUCCEEDMust-Have*
- Minimum 1 year of cross-selling experience required.
- Minimum 2 years customer service experience required.
- Minimum 2 years of cash handling experience required.
- Minimum 2 years of basic computer experience (e.g. Microsoft
Word, Excel, and Outlook) required.
Skills and Knowledge
- Working knowledge of Bank operations, policies and procedures
and regulatory compliance._x000d_
- General knowledge of Bank products and services._x000d_
- Good interpersonal, verbal and written communication
- Ability to organize and prioritize work._x000d_
- Good problem solving skills._x000d_
*To be considered for this position you must meet at least these
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.
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
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. Equal Opportunity
Employer Minorities/Women/Protected Veterans/Disabled
Keywords: City National Bank, Burbank , Senior Relationship Associate, Other , Burbank, California
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