Relationship Banker -Virtual Concierge - City National Bank
Work From Home, CA
About the Job
RELATIONSHIP BANKER -VIRTUAL CONCIERGE
WHAT IS THE OPPORTUNITY?
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. 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 branch to ensure attainment of branch 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. 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
+ Acts as a champion for clients and colleagues providing exemplary service. Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
+ Assist clients with their branch banking transactions as needed and directed by branch management.
+ Successful completion of Relationship Banker "RB" On-boarding Workshops and effective application of subsequent educational tools and resources
+ Functions as part of a cohesive unit to support service and is responsible for assisting with the operational integrity of the branch as defined by management and bank policy.
+ Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling 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 that specifies ways in which products and services can meet their business or personal objectives.
+ Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments.
+ Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
+ Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
+ Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
+ Responsible for tracking 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 (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
+ This position is responsible for contributing to overall branch sales efforts, maintaining first-in-class service levels for their branch, and all aspects of operational integrity for the branch and colleagues.
+ Will assist the Client Officer/Client Manager in coordinating branch operations workflow to ensure exemplary client service and adherence to established policies and procedures.
+ Provide assistance as needed in different positions in every area of the branch operations, including new accounts.
+ May train and provide guidance to less experienced Client Services Specialists.
+ Provide exemplary client service and assist clients with any transaction.
+ Engage in completing all cashiering requests, work with clients to ensure inquiries/issues are resolved, and analyze client needs for cross-sell opportunities.
+ Provide accurate and timely responses to client inquiries to ensure retention of existing profitable clients.
+ Develop new clients through referral sources and business development calling efforts.
+ Actively engage in the sales process of the branch to ensure attainment of branch 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.
+ Assists the Client Officer/Client Manager in coordinating branch operations workflow to ensure exemplary client service and adherence to established policies and procedures.
+ Provides assistance as needed in different positions in every area of the branch operations, including new accounts.
+ Can handle more complex issues.
+ At this level, colleagues have and are further developing branch operations knowledge such as regulations, bank policies and practices.
+ May train and provide guidance to less experienced Client Services Specialists.
Must-Have*
+ Bachelor's Degree or equivalent
+ Minimum 2 years of direct sales experience required.
+ Minimum 1 year experience in a banking environment required.
+ Minimum 2 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.
Skills and Knowledge
+ Working knowledge of Bank operations, policies and procedures, and regulatory compliance.
+ General knowledge of Bank products and services.
+ Good interpersonal, verbal and written communication skills.
+ Ability to organize and prioritize work.
+ Good problem solving skills.
Compensation
Starting base salary: $22.27 - $33.43 per hour. 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 be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
#CA-DH
WHAT IS THE OPPORTUNITY?
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. 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 branch to ensure attainment of branch 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. 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
+ Acts as a champion for clients and colleagues providing exemplary service. Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
+ Assist clients with their branch banking transactions as needed and directed by branch management.
+ Successful completion of Relationship Banker "RB" On-boarding Workshops and effective application of subsequent educational tools and resources
+ Functions as part of a cohesive unit to support service and is responsible for assisting with the operational integrity of the branch as defined by management and bank policy.
+ Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling 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 that specifies ways in which products and services can meet their business or personal objectives.
+ Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments.
+ Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
+ Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
+ Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
+ Responsible for tracking 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 (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
+ This position is responsible for contributing to overall branch sales efforts, maintaining first-in-class service levels for their branch, and all aspects of operational integrity for the branch and colleagues.
+ Will assist the Client Officer/Client Manager in coordinating branch operations workflow to ensure exemplary client service and adherence to established policies and procedures.
+ Provide assistance as needed in different positions in every area of the branch operations, including new accounts.
+ May train and provide guidance to less experienced Client Services Specialists.
+ Provide exemplary client service and assist clients with any transaction.
+ Engage in completing all cashiering requests, work with clients to ensure inquiries/issues are resolved, and analyze client needs for cross-sell opportunities.
+ Provide accurate and timely responses to client inquiries to ensure retention of existing profitable clients.
+ Develop new clients through referral sources and business development calling efforts.
+ Actively engage in the sales process of the branch to ensure attainment of branch 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.
+ Assists the Client Officer/Client Manager in coordinating branch operations workflow to ensure exemplary client service and adherence to established policies and procedures.
+ Provides assistance as needed in different positions in every area of the branch operations, including new accounts.
+ Can handle more complex issues.
+ At this level, colleagues have and are further developing branch operations knowledge such as regulations, bank policies and practices.
+ May train and provide guidance to less experienced Client Services Specialists.
Must-Have*
+ Bachelor's Degree or equivalent
+ Minimum 2 years of direct sales experience required.
+ Minimum 1 year experience in a banking environment required.
+ Minimum 2 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.
Skills and Knowledge
+ Working knowledge of Bank operations, policies and procedures, and regulatory compliance.
+ General knowledge of Bank products and services.
+ Good interpersonal, verbal and written communication skills.
+ Ability to organize and prioritize work.
+ Good problem solving skills.
Compensation
Starting base salary: $22.27 - $33.43 per hour. 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 be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
#CA-DH
Source : City National Bank