Manager - Client Senior

City National Bank • San Diego, 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/prospect site visits, cross-sell opportunities, and acquisition of new business and client relationships.

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
• 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

• Proactively guides colleagues and teams to achieve results, accurately assesses strengths and develops needs of colleagues; provides feedback, mentoring, helpful counsel and opportunities for development to help colleagues achieve their full potential.
• Ensures products and sales/services training is completed to provide clients with appropriate solutions.
• Responsible for managing and conducting annual reviews for the internal sales/service team.
• Acts as a champion for clients and colleagues providing exemplary service.
• Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
• Supports sales/service colleagues, RM’s, and managers in building and maintaining branch client relationships.
• Works with business partners to deliver solutions in order to maintain and grow client relationships.
• Recognizes and recommends cross-selling opportunities to maximize banking office profitability.
• Leads and manages internal sales process including outbound calling efforts, client site visits, create opportunities with existing portfolio and works with internal partners for new opportunities.
• Responsible for the operational integrity of the branch.
• Is the expert in risk management and loss prevention.
• Completes, monitors and audits branch certifications and operational reviews.
• Ensures regulatory compliance and effectively communicates and implements changes to policy and procedure.
• Develop and train all service colleagues to actively participate in sales activity.
• Stays focused on critical importance of sales and understands and supports the daily efforts necessary to be successful.
• Works diligently with sales manager to create effective communication with branch – allocating the time/energy within the service team to support prioritized sales strategies.

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