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Business Community Strategy & Initiatives Manager
Business Community Strategy & Initiatives Manager-March 2024
San Francisco
Mar 31, 2026
About Business Community Strategy & Initiatives Manager

  BUSINESS STRATEGY & INITIATIVES MANAGER- PBB COMMUNITY BANKING

  WHAT IS THE OPPORTUNITY?

  This position is supporting all strategic and tactical business initiatives in execution surrounding the growth and success of Business Community Banking, which may include projects related to sales, service, marketing, technology, and others as identified. Develops and maintains models, analytics, processes and tools to inform performance analysis, identify new optimization opportunities, and support business decisions, track financial results of the optimization efforts. The incumbent will serve as key contact for all partners and stakeholders and works closely with project team(s) and directly or indirectly provides representation on committees, task forces and project teams as assigned. The position will also be responsible to serve as the subject matter expert to such initiatives.

  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 you will do

  Support Head of Business Community Banking in execution on initiatives and expansion of Business Community Banking team within PBB, manage sales support staff, support recruiting efforts, and onboarding of new colleagues. Ensure processes are integrated to support client service and to ensure their ongoing needs are met.

  Business Community Banking verticals include CRA, SBA, Small Business, Special Purpose Credit Program for Small Business, CFPB 1071 rule and business product enhancements.

  Work closely with project team(s) as new processes are developed. Take the lead on partnering with risk and compliance in documenting and creating policies and procedures to successfully execute the processes and ongoing initiatives.

  Develop models and tools for key performance indicators (KPI) analysis of such initiatives.

  Performs analysis to identify and quantify new profitability optimization opportunities, including revenue and efficiencies

  Leads design and execution of optimization initiatives in close collaboration with business partners

  Leads change management activities related to profitability optimization including socialization of concepts, communication with leadership teams across the bank, trainings

  Prepares and delivers executive level presentations to inform business decisions

  Prioritize, lead, and manage projects as assigned.

  Manages professional services activities related to optimization projects incl. scoping work, oversight of projects and deliverables

  Develop presentations for internal and external meetings that are compelling, concise, and graphical to convey message.

  Manages the data mart associated with analysis of client profitability, product economics, financial performance, impact of strategic initiatives

  Collaborates with product managers, segment owners, pricing managers on strategic programs

  Must-Have*

  Bachelor's Degree Business, Economics, Finance, Accounting, a related field or equivalent experience

  10+ Years experience in the Financial Services industry

  3+ Years experience in project management and leadership

  7+ Years experience in small business and/or business banking

  Skills and Knowledge

  Colleague typically has four to five years relevant experience with some project lead or three years supervisory experience.

  Strong Project Management and Communication

  Interpersonal/teamwork skills and effective working with all levels in the organization

  Tactical execution and organizational/planning skills

  Excellent presentation skills

  Possesses leadership and negotiation skills

  Experience supporting/working in a financial sales environment

  Ability to analyze/solve problems and identify opportunities

  Minimum 3 years of basic computer experience required (e.g. MS Access, Word, Excel, Outlook, Project and PowerPoint)

  Compensation

  Starting base salary: $127,626 - $237,014 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 (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .

  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 be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

  #CA-MD

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