Manager Branch II

City National Bank•Oxnard, CA

About The Position

The Manager Branch II is responsible for managing a portfolio of personal and business clients and the overall success of the assigned branch. The Branch Manager leads and coaches direct reports, provides regular feedback and development support, and maintains high standards for risk management and compliance. The role contributes to market and regional strategy and advises clients on financial needs as a trusted strategic advisor. The position directs branch activities toward sales, client service, credit quality, and risk-management goals. It develops new and existing client relationships through active outreach, referrals, solution-oriented service, and coordination with appropriate business partners. The manager is responsible for branch staffing, role clarity, colleague retention and development, and a polished professional presence in the community. Success measures include acquiring personal and small-business clients; growing deposits, fee income, and loan and line volume, including CRA-eligible funding; and maintaining effective risk mitigation. The manager must be in good standing under the SAFE Act and registered or licensed with the Nationwide Mortgage Licensing System and Registry, or be eligible to register under the SAFE Act. The position must remain in good standing under the SAFE Act.

Requirements

  • Bachelor’s degree or equivalent knowledge of Generally Accepted Accounting Principles.
  • At least 5 years of branch management or supervisory experience in a branch environment.
  • At least 5 years of experience performing lending and business-development activities.
  • Must be in good standing under the SAFE Act or able to be registered under the SAFE Act.
  • Must be registered or licensed with the Nationwide Mortgage Licensing System and Registry.
  • Deep knowledge of City National Bank offerings for personal and small-business clients.
  • Superior understanding of the regulatory environment and the ability to manage risk and ensure compliance.
  • Ability to explain and demonstrate understanding of the economic environment and its impact on clients.
  • Strong knowledge of CNB policies, procedures, regulatory obligations across product offerings, and servicing processes.
  • Ability to review personal and business financial statements and tax returns to advise clients and support branch colleagues.
  • Expertise in Salesforce CRM, including managing sales-team utilization expectations.
  • Ability to use Microsoft Office and other key software tools.
  • Strong client relationship-management, business-development, collaboration, communication, networking, adaptability, project and change-management, leadership, and coaching capabilities.

Responsibilities

  • Manage a portfolio of personal and business clients and take responsibility for overall branch success.
  • Coach and develop direct reports, provide regular feedback, and handle day-to-day people management, including recruitment, support, and training.
  • Acquire new client relationships and deepen existing relationships through business development, networking, referrals, and client advice.
  • Lead by example and foster a proactive business-development culture within the branch.
  • Maintain current knowledge of bank policies and procedures and train branch staff to adhere to them.
  • Balance sales performance, client profitability, relationship-building, fee collection, and compliance; address risk and compliance gaps.
  • Partner with colleagues and business units to connect clients with appropriate services and champion the Global Relationship Management approach.
  • Maintain strong relationships with key branch clients to support retention.
  • Ensure client needs are met, escalations are resolved appropriately, and service is consistently delivered.
  • Develop banking knowledge and sales practices through collaboration with subject-matter experts and use of internal training and required curriculum.
  • Comply with bank operational and credit policies, procedures, and regulatory requirements, including BSA, Know Your Client, CRA, fair lending practices, and the Code of Conduct.
  • Plan, control, and direct branch personnel and activities to achieve sales, client-service, credit-quality, and risk-management goals.
  • Promote the bank’s products and solutions, make active calls and solicit referrals, and refer business to the appropriate segment or business partner.
  • Retain colleague talent, develop colleagues for future success, and ensure branch positions are functional and staff understand their roles and responsibilities.
  • Build a professional community presence and represent City National in the market.
  • Collaborate with senior management on market sales strategy and with PBB subject-matter experts and other divisions to win business and identify the best-fit services for clients.
  • Use Salesforce CRM to support sales-team utilization expectations and navigate Microsoft Office and other key tools.

Benefits

  • Medical, dental, and vision coverage available the first of the month following the start date.
  • Generous 401(k) company matching contribution.
  • Tuition reimbursement and internal upskilling and training resources.
  • Vacation, sick, and volunteer time.
  • Fertility benefits and cancer, diabetes, and musculoskeletal support programs.
  • Career mobility support from a dedicated recruitment team.
  • Colleague Resource Groups for networking and community engagement.
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