Home
/
Account Management
/
Relationship Manager I
Relationship Manager I-December 2024
Newport Beach
Dec 25, 2025
About Relationship Manager I

  RELATIONSHIP MANAGER I

  WHAT IS THE OPPORTUNITY?

  Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act).

  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

  Responsible 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 opportunities.Responsible for managing a portfolio of both business and personal relationships with an emphasis on proactive client profiling to deepen relationships by developing solutions and cross selling additional needs based products and servicesDevelops and executes sales strategies, branch marketing plan and business development programs. Monitors, evaluates, recommends and implements adjustments to program to ensure achievement of goals. With Branch Manager, customizes individual branch plan to meet local market needs.Calls 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 objectives.Manages 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 segments.Ensures timely collection of financial documents, prepares competent Business Information Transmittal for new and renewing creditMaintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities.Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.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 managed.Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes.Maintains collaboration with city loan center and sales partners.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.).

  Must-Have

  Bachelor's Degree in Business Administration, Accounting, Finance or related discipline preferred.Minimum 3 years of direct sales experience required.Minimum 3 years of experience in a financial institution required.Minimum 2 years of new accounts with a strong focus on business development experience required.

  Skills and Knowledge

  Must 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 Act.Comprehensive knowledge of bank products and services.Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.Accomplished sales skills and working knowledge of consumer & business lending; understanding of business credit & underwriting; and actively managing a portfolio of discerning clients.Excellent business development and client relationship skills.Excellent interpersonal, verbal and written communication skills.Strong motivational and leadership skillsExperience in developing and executing sales strategies, branch marketing and business development.Understanding of various phases of sales management, including planning, goal setting and selling techniques.Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities.Strong knowledge of operations, regulatory compliance and banking regulations preferred.Customizes individual branch plan to meet local market needs.Strong computer skills.

  Compensation

  Starting base salary: $65,296 - $104,304 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.

  #CA-DH

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Account Manager - North Indiana - Neuropsychiatry
Job Description About This Role Biogen is searching for a collaborative, strategic, and results-oriented Neuropsychiatry Account Manager that will provide support for the launch of a new medication f
TECHNICAL ACCOUNT MANAGER - MAJORS
About Netskope Today, there's more data and users outside the enterprise than inside, causing the network perimeter as we know it to dissolve. We realized a new perimeter was needed, one that is buil
Principal Success Architect
Company Description At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else ca
VIP Account Manager, Indiana
ABOUT FANDUEL FanDuel Group (FanDuel) is an innovative sports-tech entertainment company that is changing the way consumers engage with their favorite sports, teams, and leagues. The premier gaming d
Account Manager (Hybrid)
Address: USA-MA-Quincy-1385 Hancock Street Store Code: Media Partnerships (5119981) What's Our Dish Announced in May 2018, Peapod Digital Labs (PDL) is an Ahold Delhaize USA company that powers the e
Senior Associate, Revenue Operations
Headway’s mission is a big one - to build a new mental health care system everyone can access. We’ve built technology that helps people find great therapists with the first software-enabled national
Customer Operations Analyst
About Us Riskified empowers merchants and shoppers to realize the full potential of eCommerce by making it safe, accessible, and frictionless. Our global team helps the world’s most-innovative eComme
Partner Lead
Overview Partner Manager - Software Location: Birmingham, Dorking, Lichfield, Leicester or Chesterfield UK We are seeking an experienced Entrepreneurial SaaS Partner Lead with a focus on Microsoft Bu
Account Manager- Commercial General Industry- Central
Account Manager - OA09HN Associate Account Manager - OA10FN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here m
Account Manager
Conductor is the world’s leading SEO platform, helping businesses accelerate organic traffic and revenue growth. Our technology helps marketers create powerful content to drive high-quality traffic a
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved