Preferred Banking RM - City National Bank
San Jose, CA
About the Job
*PREFERRED BANKING RM*
WHAT IS THE OPPORTUNITY?
Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk and is responsible for profitable growth of their portfolio. 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.
What you will do
* Business Development
* Partner with Commercial and Specialty Banking Relationship Managers to gain introductions into companies CNB banks to identify and develop new personal client relationships
* Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty banking to generate referrals and leads.
* Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings
* Participate in community and other events, during or after business hours, in support of Commercial and Specialty Banking Division and to generate opportunities
* Relationship Management
* Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets Ensure full client team is coordinated on communication.
* Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
* As appropriate, ensure that financial plans are developed and maintained with the support of Financial Advisor partner.
* Ensure that regular, tailored investment and relationships reviews occur between client team and client.
* Risk Management, Credit Quality, and Compliance
* Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities).
* Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship.
* Maintain all appropriate training and continuing education requirements for licenses and certifications.
*Must-Have
* Bachelor's Degree or equivalent
* Minimum 7 years of direct sales experience required.
* Minimum 7 years of experience in a financial institution required.
* Minimum 5 years of new accounts with a strong focus on business development experience 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
*Skills and Knowledge*
* Demonstrated sales abilities with affluent and high net-worth client segments
* Strong understanding of financial markets and all products and services applicable to high net worth clients.
* Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
* Strong interpersonal, verbal, and written communication skills
* Proficient in technical skills particularly with excel and power point
* CFP designation or equivalent training highly desirable
* FINRA Series 7and 63 securities licenses preferred.
*Compensation*
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our [ Benefits and Perks](https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf).
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
WHAT IS THE OPPORTUNITY?
Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk and is responsible for profitable growth of their portfolio. 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.
What you will do
* Business Development
* Partner with Commercial and Specialty Banking Relationship Managers to gain introductions into companies CNB banks to identify and develop new personal client relationships
* Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty banking to generate referrals and leads.
* Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings
* Participate in community and other events, during or after business hours, in support of Commercial and Specialty Banking Division and to generate opportunities
* Relationship Management
* Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets Ensure full client team is coordinated on communication.
* Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
* As appropriate, ensure that financial plans are developed and maintained with the support of Financial Advisor partner.
* Ensure that regular, tailored investment and relationships reviews occur between client team and client.
* Risk Management, Credit Quality, and Compliance
* Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities).
* Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship.
* Maintain all appropriate training and continuing education requirements for licenses and certifications.
*Must-Have
* Bachelor's Degree or equivalent
* Minimum 7 years of direct sales experience required.
* Minimum 7 years of experience in a financial institution required.
* Minimum 5 years of new accounts with a strong focus on business development experience 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
*Skills and Knowledge*
* Demonstrated sales abilities with affluent and high net-worth client segments
* Strong understanding of financial markets and all products and services applicable to high net worth clients.
* Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
* Strong interpersonal, verbal, and written communication skills
* Proficient in technical skills particularly with excel and power point
* CFP designation or equivalent training highly desirable
* FINRA Series 7and 63 securities licenses preferred.
*Compensation*
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our [ Benefits and Perks](https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf).
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
Source : City National Bank