Relationship Manager Associate Deposits CRE Job Listing at City National Bank in New York, NY (Job ID 10459)

Description

RELATIONSHIP MANAGER ASSOCIATE DEPOSITS CRE
WHAT IS THE OPPORTUNITY? This key position is responsible for actively meeting the Treasury Services Deposits needs of both existing clients and prospective clients by presenting a variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall relationship and is responsible for the continued profitable growth of the assigned portfolio through active calling efforts, service and referrals. Adeptly identifying and promoting solutions to customer needs and maintaining an active calling program is essential for success. This position requires a high level of relationship management, communication, presentation and influencing skills and experience. The position may approve transactions within delegated authority.
What you will do

• Focus to develop New Deposit Relationships. Prepare a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identify business opportunities and solicits referrals for Treasury Services or other Bank products or services from existing customers, a network of referral sources, and other professionals in the industry.
• Develop a strong understanding of company, industry, business and needs to assist in client calling efforts. Set objectives for each relationship in terms of revenue/deposit contribution, etc.
• Call on existing or prospective clients to discuss and promote Treasury Services and other Bank products and services in order to establish a total client banking relationship. Discuss opportunities and general business conditions; may assist in forecasting clients' Treasury Services, credit and other banking needs to develop solutions to serve their financial needs. Partner with product specialists, as necessary.
• Negotiate transactions; prices Treasury Services products and services Utilizing approved pricing models as set by Treasury Services Deposits to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager.
• Ensure conformance with Bank policy and regulatory requirements. Exercise sound credit and risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank.
• Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB.
• 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 account activities. Determine client profitability. Make a recommendation regarding accounts to be further developed or eliminated. Prepare reports for management including providing monthly expense reports with proper detail.
• Monitor portfolio for quality, risk and adherence to policy. Work with the appropriate staff departments to resolve issues.
• Maintain awareness of competitive products, practices, rates and changes in market conditions.
• Analyze problem areas and meets with client to develop solutions to minimize loss exposure.
• Relationship in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential.
• NEW Business Calling Effort: Pro-actively identifies, develops and builds NEW profitable relationships with clients consistent with the objectives of Treasury Services and the Bank to retain and deepen client relationships.
• RETENTION Calling Efforts: Actively works with existing clients and develops prospects consistent with the Treasury Service business strategy to expand existing relationships and deposits to the Bank
• Regularly update Salesforce with opportunities, client communications, and events. Track sales goals by entering and reviewing progress in Me@CNB at least quarterly. Additionally, log referrals into MyReferrals as needed

Must-Have*

• Bachelor's Degree or equivalent
• Minimum 2 years financial services experience

Skills and Knowledge

• Strong interpersonal, verbal, and written communication skills.
• Excellent organizational and analytical skills
• Capable of working well independently and in teams.

Compensation Starting base salary: $71,869 - $114,797 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.
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

*City National Bank does business in Miami and the state of Florida as CN Bank.

For more information about City National, visit cnb.com.
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. 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 the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.

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