Relationship Associate Senior - PBB

City National Bank • Santa Monica, CA

21h • Onsite

About The Position

The primary responsibility of this role is to work directly with clients on a daily basis, handling all areas of client service, operational tasks, and sales consultation. The Relationship Associate Senior is an expert in providing exemplary client service and assisting clients with any branch transaction. They actively engage in completing cashiering requests, work with clients to ensure inquiries/issues are resolved, and analyze client needs for cross-sell opportunities. This role provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. The Associate will support internal sales activities, including recognizing referral/sales opportunities and making appropriate product/service recommendations. They will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives.

Requirements

• Minimum 1 year of cross-selling experience required.
• Minimum 2 years customer service experience required.
• Minimum 2 years of cash handling experience required.
• Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, and Outlook) required.
• Working knowledge of Bank operations, policies and procedures and regulatory compliance.
• General knowledge of Bank products and services.
• Good interpersonal, verbal and written communication skills.
• Ability to organize and prioritize work.
• Good problem-solving skills.

Responsibilities

• 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.
• Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy.
• Understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities.
• Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management.
• Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
• Supports sales colleagues to build and maintain 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.
• Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
• Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
• Maintains collaboration with the City Loan Center (“CLC”) and sales partners.
• Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

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: Senior
• Education Level: No Education Listed