Manager - Client Senior

City National Bank • Los Angeles, CA

10d • Onsite

About The Position

The Client Manager is responsible for contributing to overall branch sales efforts, maintaining first-in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. This role involves hiring, development, and coaching of branch internal sales/service colleagues, providing motivation and direction to achieve exemplary service levels, and supporting internal sales activities. The Client Manager will also work directly with the branch manager to meet sales goals, support client relationships through joint calls, and provide expertise in risk management and loss prevention. For de novo branches, the Client Manager will engage in external business development. The role leads and manages the internal sales/service process, including outbound calling, client site visits, cross-sell opportunities, and acquisition of new business.

Requirements

• Minimum 5 years of direct client service experience required.
• Minimum 5 years' experience in a banking environment required.
• Minimum 5 years of supervisory or management experience required.
• SAFE Act Registration; 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.

Nice To Haves

• Excellent knowledge of Bank policies and procedures and regulatory compliance.
• Excellent knowledge of Bank audit procedures.
• Excellent knowledge of Bank products and services.
• Excellent interpersonal, verbal and written communication skills.
• Excellent organizational and time management skills and ability to prioritize work.
• Excellent problem-solving skills.
• Strong, demonstrated leadership and team building skills.

Responsibilities

• Contribute to overall branch sales efforts.
• Maintain first-in class service levels for their branch.
• Ensure all aspects of operational integrity for the branch and colleagues.
• Responsible for hiring, development, and coaching of branch internal sales/service colleagues.
• Provide motivation and direction to colleagues to achieve exemplary service levels.
• Support internal sales activities including developing product knowledge with their team.
• Train/lead the sales/service team to recognize referral and sales opportunities and making appropriate product/service recommendations.
• Work directly with the branch manager to lead with a team approach in meeting the sales goals for the entire branch.
• Support branch manager and RM(s) in building and maintaining their client relationships including making joint client calls as needed.
• Provide expertise in risk management and loss prevention policies and procedures.
• Monitor and audit their respective office for compliance with risk management and loss prevention policies and procedures.
• Ensure regulatory compliance and colleague adherence to CNB policies and procedures.
• Engage in external business development activity in support of building a baseline of business for new branches (for de novo branches).
• Lead and manage the internal sales/service process including outbound calling efforts, client/prospect site visits, cross-sell opportunities with existing portfolio, and works with internal partners for new opportunities.
• Acquire new business and personal client relationships for either their portfolio or transfer to other sales colleagues if appropriate.
• Facilitate their direct reports achievement of new client acquisition and cross-sell goals.
• Proactively guide colleagues and teams to achieve results.
• Accurately assess strengths and develop needs of colleagues.
• Provide feedback, mentoring, helpful counsel and opportunities for development to help colleagues achieve their full potential.
• Ensure products and sales/services training is completed to provide clients with appropriate solutions.
• Manage and conduct annual reviews for the internal sales/service team.
• Act as a champion for clients and colleagues providing exemplary service.
• Partner with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promote solutions appropriate to clients.
• Support sales/service colleagues, RM’s, and managers in building and maintaining branch client relationships.
• Work with business partners to deliver solutions in order to maintain and grow client relationships.
• Recognize and recommend cross-selling opportunities to maximize banking office profitability.
• Responsible for the operational integrity of the branch.
• Act as the expert in risk management and loss prevention.
• Complete, monitor and audit branch certifications and operational reviews.
• Ensure regulatory compliance and effectively communicate and implement changes to policy and procedure.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed