Manager - Client - La Palma, United States - City National Bank

City National Bank

Verified Company

La Palma, United States

3 days ago

Posted by:

Mark Lane

beBee recruiter

Description

Overview:

MANAGER - CLIENT

WHAT IS THE OPPORTUNITY?

The Client manager 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.

Responsible for hiring, development, and coaching of branch internal sales/service colleagues

Provide the motivation and direction to colleagues to achieve exemplary service levels when working with or for the client in problem resolution
Support internal sales activities including developing product knowledge with their team, and train/lead the sales/service team to recognize referral and sales opportunities and making appropriate product/service recommendations on a consistent basis. Work directly with the branch manager to lead with a team approach in meeting the sales goals for the entire branch. Working with internal sales/service team, will also support branch manager and RM(s) in building and maintaining their client relationships including making joint client calls as needed
Provide expertise in risk management and loss prevention policies and procedures and are responsible for monitoring and auditing their respective office for compliance with these policies and procedures. Ensure regulatory compliance and colleague adherence to CNB policies and procedures are being met.

For de novo branches the Client Manager will be engaged in some level of external business development activity in support of building a baseline of business for the new branch including:
o Leads and manages the internal sales/service process including outbound calling efforts, client/prospect site visits, cross-sell opportunities with existing portfolio, and works with internal partners for new opportunitieso Acquisition of new business and personal client relationships for either their portfolio or transfer to other sales colleagues if appropriateo Facilitate their direct reports achievement of new client acquisition and cross-sell goals

What you will do

COLLEAGUE MANAGEMENT
Proactively guides colleagues and teams to achieve results, accurately assesses strengths and develops needs of colleagues; provides feedback, mentoring, helpful counsel and opportunities for development to help colleagues achieve their full potential. Ensures products and sales/services training is completed to provide clients with appropriate solutions. Responsible for managing and conducting annual reviews for the internal sales/service team.
CLIENT SERVICE
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.
SALES MANAGEMENT & SUPPORT
Supports sales/service colleagues, RM's, and managers in building and maintaining branch client relationships. Works with business partners to deliver solutions in order to maintain and grow client relationships. Recognizes and recommends crossselling opportunities to maximize banking office profitability. Leads and manages internal sales process including outbound calling efforts, client site visits, create opportunities with existing portfolio and works with internal partners for new opportunities.
OPERATIONS
Responsible for the operational integrity of the branch. Is the expert in risk management and loss prevention. Completes, monitors and audits branch certifications and operational reviews. Ensures regulatory compliance and effectively communicates and implements changes to policy and procedure.
Competencies
BUILDING EFFECTIVE TEAMS
Blends people into teams when needed: creates strong morale and spirit in his/her team: shares wins and successes: fosters open dialogue; lets people finish and be responsible for their work, defines success in terms of the whole team; creates a feeling of belonging in the team.
CLIENT FOCUS
Is dedicated to meeting the expectations and requirements of internal and external clients; gets firsthand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with clients and gains their trust and respect.
DEALING WITH AMBIGUITY
Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can manage risk.
DECISION QUALITY
Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment: sought out by others for advice and solutions.
DIRECTING OTHERS
Is good at establishing clear directions; sets stretching objectives; distributes workflow appropriately; lays out work in wellplanned and organized manner; maintains twoway dialogue with others on work results; brings out the best in people; is a clear communicator.
HIRING AND STAFFING