Relationship Manager Associate Tech Banking

City National Bank • Los Angeles, CA

8d • Onsite

About The Position

The Associate Relationship Manager is responsible for monitoring and maintaining a portfolio of client relationships. The role supports the Sr. Relationship Manager (RM) and various team members of the Specialty Banking business segments as needed. This position provides day-to-day servicing of the assigned portfolio and performs specific operational responsibilities. The role is responsible for actively meeting the Specialty Banking Deposits needs of both existing clients and prospective clients by presenting product solutions and providing responsive and exemplary service. It requires thorough knowledge of the bank's products and services with an emphasis on servicing complex business clients' banking needs. The Associate Relationship Manager works independently and functions as a liaison between the client, RM, and other banking units.

Requirements

• Bachelor's Degree or equivalent
• Minimum 2 years of experience in relationship management of Deposits based clients/portfolio in a financial services company or related experience
• Minimum 2 years of experience with bank products and services required
• Solid understanding of all CNB products and services applicable to target client segment.
• Must be available to respond to clients in a timely manner and available for out of state client time difference.
• Solid knowledge of Specialty Banking policies and procedures, and Bank operations & operating policies and procedures.
• Effective sales and marketing abilities.
• Capable of working well independently and in teams.
• Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
• Strong interpersonal, verbal, and written communication skills.
• Excellent risk management knowledge
• Excellent organizational and analytical skills.

Responsibilities

• Call on existing or prospective clients to discuss and promote Bank products and services in order to establish a total client banking relationship.
• Discuss opportunities and general business conditions; may assist in forecasting clients credit and other banking needs to develop solutions to serve their financial needs.
• Partner with internal product specialists, as necessary.
• Negotiate transactions; prices Specialty Banking depository products and services to ensure profitability to CNB.
• Ensure conformance with Bank policy and regulatory requirements.
• Exercise sound credit and risk judgment in recommending and approving transactions.
• Ensures the quality of all business introduced to the Bank.
• Interface and partner with other Bank departments as necessary.
• Define responsibilities and coordinates objectives for all product areas in a relationship or transaction.
• Resolve all client needs and any internal issues.
• Monitor and analyze relationship results and deposit account activities.
• Determine client profitability.
• Make a recommendation regarding accounts to be further developed or eliminated.
• Coordinate with various departments, working with the appropriate staff departments to resolve issues.
• Manage workflow to match client needs, risk control and maximize cross selling potential for relationships in the portfolio that may contain numerous accounts requiring extensive operational expertise.
• Pro-actively identifies, develops and builds NEW profitable relationships with clients consistent with the objectives of Specialty Banking and CNB to retain and deepen client relationships.
• Actively works with existing clients and develops prospects consistent with the Specialty Banking business strategy to expand existing relationships and deposits to the Bank.
• Attend meetings, follow-up, and coordinate resources, administration and managerial tasks.
• Participate and contribute expertise in meaningful bank task force committees.
• Complete all bank required training courses.

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: Entry Level