Job Description

Overview:

RELATIONSHIP BANKER SENIOR PREFERRED BANKING

WHAT IS THE OPPORTUNITY?

responsible for contributing to overall Preferred Banking sales efforts, maintaining best in class service levels for their teams, and assisting with the operational integrity of the Preferred Banking Strategy. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. 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. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the strategy to ensure attainment of branch and individual goals and objectives. 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.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.Responsible for providing leadership in conjunction with the Personal & Business Integration Manager in achieving sales and operational goals and objectives and includes responsibilities for management of clerical, administrative, reporting, validation, and compliance, in conjunction with operational segments as needed based on assignment and market opportunity. Works in partnership with partners across service, operations, and sales located across several different divisions in the United States. May also help oversee the risk management associated with the operational aspects of Preferred Bankers relationship management and transaction processing for the portfolio supported. Provides a variety of administrative and staff support services to an organizational unit. Performs a variety of administrative and clerical duties, which may include word processing, scheduling meetings, maintaining calendars, maintaining reports and other pertinent data. Supports management with ensuring internal sales and leadership updates, reports, administrative requirements, and deadlines for the Preferred Banking team are met.

WHAT WILL YOU DO?

• Assists Preferred Banking Relationship Managers and Team Leads:
• with overall salesforce management, workflow updates, pipeline management, and colleague reporting & correspondence
• with operational responsibilities for a variety of regular and recurring operational and banking functions to support existing portfolios and clients
• with communicating upcoming commitments and responsibilities and follow up as necessary with both partners and clients
• to manage Preferred Banking internal communications/reporting to multiple divisions within CNB
• Ensure execution of the following recurring:
• Salesforce Data
• Sales Validation Reports
• Scorecard Validation Reports
• Assists the Preferred Banking Relationship Managers with policies, procedures, systems, and reporting.
• May assist in budget preparation and control activities
• May assist in preparation and control of records, statistics, and reports regarding operations, & personnel changes
• May administer various programs, projects, and / or processes specific to the operating unit served
• May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities, and operations
• Assists Preferred Banking Cross LOB Integration Manager with administrative, research, and reporting tasks
• May maintain up-to-date operational knowledge of account trends by reviewing various reports daily.
• May ensure early identification and proper escalation of potential risk to appropriate level of authority.
• May train and assist other employees
• Communicates with executives and line management to gather and convey relevant information
• May include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner
• Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
• Implement operational improvements, to execute best practices in structuring efficient work flow

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Bachelor's Degree or equivalent
• Minimum 8 years’ experience in client service, banking operations or banking relationship management support required.
• Minimum 8 years’ experience in a banking or financial services environment required
• Minimum 8 years’ of experience with bank products and services (e.g. deposits, wealth management, cash management, international, etc.) required.

Additional Qualifications

• Excellent risk management knowledge.
• Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
• Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
• Excellent analytical skills.
• Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
• Strong technological aptitude
• Strong written and oral communication
• Excellent organizational and time management skills
• Strong interpersonal skills and ability to multitask in a fast paced environment
• Pleasant and professional demeanor at all times with great attention to detail

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

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 including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks .

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us .

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job Tags

Hourly pay, Full time, Work at office, Remote work,

Similar Jobs