Senior Relationship Banker Preferred Banking

City National Bank • New York, NY

152d • $25 - $41

About The Position

The Senior Relationship Banker in Preferred Banking is responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. This role provides expertise in all aspects of exemplary client service, successfully completing Onboarding Workshops and utilizing all relevant Relationship Banker education tools and resources. The banker works with clients to resolve inquiries/issues and analyzes client needs for cross-sell opportunities. They provide accurate and timely responses to client inquiries to ensure retention of existing profitable clients and develop new clients through referral sources and business development calling efforts. The banker actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives, focusing on finding, identifying, and developing new clients in targeted segments including business and professional segments, and Preferred Banking through proactive outside calling efforts and cultivating strong partnerships with centers of influence in the community for referral opportunities.

Requirements

• Associate's Degree.
• Minimum 3 years of direct sales experience required.
• Minimum 2 years of experience in a banking environment required.
• Minimum 3 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
• 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.

Nice To Haves

• Working knowledge of Bank operations, policies and procedures, and regulatory compliance.
• Working 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.
• Assists clients with their branch banking transactions as needed and directed by branch management.
• Successfully completes RB Onboarding Workshops and effectively applies subsequent educational tools and resources.
• Functions as part of a cohesive unit to support service and assists with the operational integrity of the branch as defined by management and bank policy.
• Delivers all components related to new accounts, including account maintenance, service requests, and risk management.
• Profiles clients during the new account process and actively identifies cross-sell opportunities of CNB products and services.
• Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan.
• Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships.
• Interacts effectively and professionally with all levels of Bank personnel, corporate and bank clients.
• Represents the Bank by participating in outside civic and community affairs, business and industry-related organizations.
• Ensures decisions are consistent with all Bank policies and procedures and applicable regulations.
• Tracks individual performance goals and results in a timely and accurate manner for reporting purposes.
• Maintains collaboration with all sales partners.
• Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements.

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
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees