Relationship Manager II

City National Bank • Solana Beach, CA

73d • $71,869 - $114,797

About The Position

The Relationship Manager II is responsible for acquiring small business and personal clients, deepening existing relationships, and integrating both business and personal clients. Acting as a trusted strategic advisor, the manager provides financial advice and connects client needs with CNB's products and services. The role includes a clearly defined business development plan, focusing on the acquisition of new relationships and the retention and expansion of existing ones. Success is measured by the acquisition of new clients, deposit and fee income growth, loan and line volume, and effective risk management. The manager must comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and remain in good standing under the Safe Act.

Requirements

• Bachelor's Degree or equivalent.
• Minimum 5 years of direct sales experience.
• Minimum 5 years of experience in a financial institution.
• Must be in good standing under the Safe Act and registered with the Nationwide Mortgage Licensing System and Registry.

Nice To Haves

• Deep knowledge of CNB’s banking products for personal and business clients.
• Strong understanding of the regulatory environment to manage risk and ensure compliance.
• Understanding of the economic environment and its impact on clients.
• Ability to review financial statements to understand a client’s financial health.
• Negotiation skills to balance bank and client needs.
• Knowledge of CNB’s policies, procedures, and regulatory obligations.

Responsibilities

• Acquire and deepen client relationships by generating new business and consumer client relationships.
• Manage a portfolio of existing clients and deepen relationships through cross-selling efforts.
• Deliver an exceptional and consistent client experience by ensuring client needs are met.
• Improve sales and banking acumen through collaboration and training.
• Capture a holistic view of client needs and provide sound financial advice.
• Maintain awareness of updates to policies and procedures and ensure compliance.
• Network and represent the bank in community and professional activities.
• Comply with all bank operational and credit policies and regulatory requirements.
• Understand client realities and growth ambitions to earn trust and steward relationships.
• Nurture existing client relationships and create new connections through best practices.
• Collaborate with partners to win business and progress towards shared goals.
• Listen actively to understand client needs and convey CNB products' value proposition.
• Analyze situations to provide tailored advice for each client's individual situation.
• Manage ambiguity and adapt to advise clients as necessary.
• Prioritize activities to deliver a consistent and exceptional client experience.
• Conduct business in a polished manner fitting expectations of preferred clients.

Benefits

• Comprehensive healthcare coverage including Medical, Dental, and Vision plans.
• Generous 401(k) company matching contribution.
• Career Development through Tuition Reimbursement and internal training resources.
• Valued Time Away benefits including vacation, sick, and volunteer time.
• Specialized health and family planning benefits.
• Career Mobility support from a dedicated recruitment team.
• Colleague Resource Groups for networking and community engagement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees