Manager Branch III

MANAGER BRANCH III WHAT IS THE OPPORTUNITY?

Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ensuring the branch maintains high standards for risk and compliance, as well as contribute to the market and regional strategy.

From the sales and relationship management perspective, will assist clients to meet their financial needs, providing sound financial advice and acting as a trusted strategic advisor. Responsible for all functions of assigned branch with particular emphasis on managing a client-driven sales and service environment. This may be accomplished through active calling efforts and referrals from existing clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy by referring new business to the appropriate segment/business partner.

In addition to, plans, controls and directs the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible for all aspects of his or her assigned branch(es) ensuring that all positions are fully functional and aware of individual roles and responsibilities, while also working to retain colleague talent and develop colleagues for further success.

Key measures of success will include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.

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.

• People leadership & talent development – coach team to deliver meaningful interactions with clients and identifying development and growth opportunities; fulfil day-to-day people management responsibilities (e.g., recruitment, general support, training etc.).
• Acquire & deepen client relationships – generate new client relationships, and deepen existing client relationships; provide senior support and act as a role model to lead by example & foster a proactive business development culture within the branch.
• Business & Risk Management – remain updated on CNB’s policies and procedures & train branch staff to ensures adherence; foster a strong sales environment, balancing compliance.
• Balancing priorities – coach team to price business and collect fees, maintaining balance of sales results, client profitability and relationship building; address risk / compliance gaps.
• Partnering with a collaborative mindset – partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach; maintain strong relationships with key branch clients to ensure retention.
• Deliver an exceptional & consistent client experience – ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
• Improve Sales & Banking Acumen – committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
• 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.)
• KEY CAPABILITIES
• Client Centricity & Relationship Management – to understand a client’s realities and…