Relationship Banker Senior Preferred Banking

City National Bank • Los Angeles, CA

7d • $26 - $41

About The Position

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 Preferred Banking 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. 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 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.

Requirements

• 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.

Nice To Haves

• 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

Responsibilities

• Manage the Preferred Banking Portfolio Book: analyses/activities on the total book of business, segments of the Cross divisional partnership, and Preferred Banking client portfolios.
• Track existing clients and specific actions to expand portfolio ensuring products and services are appropriate for each client.
• Manage and deepen client portfolio by identifying deposit growth opportunities, cross-selling appropriate products, and expanding relationships through PBRM referrals and new business development.
• Serves as a portfolio manager for assigned relationships, ensuring clients are align to the correct segment and line of business while supporting transition between segments when appropriate.
• Partners with Preferred Relationship Managers to drive relationship expansion strategies, retention initiatives and overall client profitability.
• Participate in client meetings, virtual calls, internal strategy sessions, and select in-person events to strengthen relationships and uncover new opportunities.
• Act as a key support resource in relationship planning, pipeline management, and execution of deposit and relationship growth objectives.
• Assists Preferred Banking Relationship Managers and Team Leads:
• with overall salesforce management, workflow updates, pipeline management, and colleague reporting & correspondence
• with sales and operational responsibilities for a variety of regular and recurring operational and banking functions to support existing client portfolios and oversight focused on relationship development, client engagement, and service delivery.
• with communicating upcoming commitments and responsibilities and follow up as necessary with both partners and clients
• manage Preferred Banking internal communications/reporting to multiple divisions within CNB
• Ensure seamless integration of personal and business relationships.
• Ensure execution of the following recurring:
• Salesforce Data
• Sales Validation Reports
• Scorecard Validation Reports
• 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 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
• 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
• Communicates with executives and line management to gather and convey relevant information

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: Mid Level
• Number of Employees: 5,001-10,000 employees