Relationship Manager II

Overview

RELATIONSHIP MANAGER II

WHAT IS THE OPPORTUNITY?

Responsible for acquiring small business and personal clients, and for deepening existing relationships, with the intent of integrating both business and personal clients. They will act as a trusted strategic advisor, providing financial advice and consistently connecting client needs with CNB's products and service offerings. They will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice.

They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success 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, risk management, and the qualitative sales, networking, and community presence activities that represent City National with polished professionalism.

This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under the Safe Act and must be registered/licensed with the Nationwide Mortgage Licensing System and Registry (NMLS); or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.

WHAT WILL YOU DO?

• Acquire and deepen client relationships—generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option.
• Manage a portfolio of existing clients and actively deepen client relationships through cross‑selling efforts. Develop and maintain relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
• Deliver an exceptional and consistent client experience—ensure client needs are met, escalations resolved appropriately, and consistent delivery centered on key areas of client needs.
• Improve sales and banking acumen—commit to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
• Capture holistic view of client needs—draw insights from data to provide sound financial advice (strategies, products/solutions); conduct discovery activities with existing clients to grow current book (deposits, investments, credit).
• Business and risk management—maintain awareness of updates to policies and procedures, stay within delegated lending authorities, ensure decisions are consistent with Bank policies and applicable regulations, and manage risk.
• Partnering with a collaborative mindset—partner to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
• Interacts professionally with all levels of Bank personnel, corporate and bank clients, demonstrating commitment to quality client service.
• Maximize client contact—networking and visibility in the community, representing the Bank by participating in outside civic and community affairs, business and industry organizations, and other professional activities as appropriate.
• Complies with all Bank Operational and Credit policies and procedures as well as regulatory requirements (e.g., Bank Secrecy Act, Know Your Customer, Community Reinvestment Act, Fair Lending Practices, Code of Conduct).
• Client centricity and relationship management—understand a client’s realities and growth ambitions, empathize with challenges, earn trust, and steward the relationship through advice and solutions tailored to their evolving focuses.
• Business development—nurture existing client relationships, create new connections, and win new business through best practices, networking and relationship building.
• Collaboration—collaborate with partners in PBB (GRM) and other divisions to win business and find the best home for the client while progressing toward shared goals.
• Communication—listen actively and openly to…