Jobs
>
Irvine

    Relationship Manager Senior - Irvine, United States - City National Bank

    City National Bank
    City National Bank Irvine, United States

    3 days ago

    Default job background
    Description

    RELATIONSHIP MANAGER SENIOR
    WHAT IS THE OPPORTUNITY?


    This person is responsible for motivating, coaching, directing, and managing the branch sales process including establishing goals and objectives and monitoring results.

    This includes results from both the Relationship Managers who report to them, their own portfolio growth and development, and referrals and cross-sells from the service team.

    Managing each Relationship Manager includes making sure each has a clearly defined business development plan that is consistently applied incorporating a disciplined sales and service practices focused on retention and expansion of existing relationships and acquisition of new relationships.

    In addition they will be responsible for development and growth of their own client portfolio.
    This person will actively work with other areas of CNB to ensure exemplary service for clients.

    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.

    Must remain in good standing under the Safe Act.

    Personal and Business Banking Division


    As a member of City National's Personal & Business Banking group, you will have the opportunity to make a real difference through a signature client experience.

    Our branch network delivers proactive advice and high-level financial solutions with a Global Relationship ManagementTM model that most banks extend only to larger businesses and high-net-worth families.

    Our tailored solutions address the financial needs of individuals, organizations and small to mid-sized businesses with an array of products and services, from simple to complex.

    What you will do

    Responsible for developing new clients through referrals and extensive calling efforts. Motivate and offer sales assistance to other branch colleagues in support of branch goals and objectives. Responsible for tracking the sales efforts and reporting results to Management. Develop strong partnerships with center of influences in and around the community.

    Manages a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.

    Responsible for the ongoing management of sales colleagues reporting to this position.

    Coach and develop sales colleagues to ensure sales success including reinforcement of colleague skills and behaviors, sharing strategies, and accompanying on joint calls to clients and prospects.

    This also includes review of sales activities and results, and provides additional sales development training as needed.

    Develops and executes sales strategies, branch marketing plan and business development programs. Monitors, evaluates, recommends and implements adjustments to program to ensure achievement of goals. With Branch Manager, customizes individual branch plan to meet local market needs.


    Provides coaching and training in support of colleague development with emphasis on sales effectiveness achieved through implementation of sound business development plan.

    Accompanies colleagues on client/prospect calls to help them enhance their calling skills.


    Calls on and collaborates with client 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.

    Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities.


    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 liaison with city loan center.


    Motivates direct reports and creates an environment within the branch that empowers the staff to provide the support for this person to actively solicit new profitable business.

    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.).

    Must-Have*Minimum 5 years of direct sales experience required.

    Minimum 5 years of experience in a financial institution required.

    Minimum 5 years of management 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

    Comprehensive knowledge of bank products and services.

    Understanding of various phases of sales management, including planning, goal setting, project/time management and selling techniques.

    Accomplished sales skills.

    Strong business development skills.

    Good managerial skills with emphasis on planning and organization.

    Excellent interpersonal, verbal and written communication skills.

    Strong motivational and leadership skills

    Strong knowledge of operations, regulatory compliance and banking regulations preferred.

    Strong computer skills.

    Compensation

    Starting base salary:
    $78,970 - $126,140 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 ) .


    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.

    #CA-DH
  • Altus Group

    Senior Manager, Real Property Tax

    5 days ago

    Altus Group Irvine, United States Temps plein

    Catégorie d'emploi: · Finance et comptabilité Gamme des niveaux de rémunération : · $102, $239,560.00 Clause de non-responsabilité : L'échelle de salaire de base représente le bas et le haut de l'échelle de rémunération du Groupe Altus pour ce poste dans le lieu de travail pr ...

  • Insight Global

    Senior Data Manager

    5 days ago

    Insight Global Irvine, United States

    Senior Data Manager · Direct Hire/Permenent · M-F Onsite in Irvine, California · Salary 150k-160k · Must-haves · Proven experience in data management and AI integration. · Strong leadership and project management skills. · Excellent analytical and problem-solving abilities. · Pr ...

  • GHD

    Senior Construction Manager

    4 weeks ago

    GHD Irvine, United States

    Bring your curiosity and determination to make a positive impact on the future of transport, and we'll help you go all the way · Join our team of globally connected specialists to help solve complex transport challenges and experience groundbreaking projects from idea to delive ...

  • GLOVIS America, Inc.

    Senior Manager

    2 weeks ago

    GLOVIS America, Inc. Irvine, United States

    Job Details · Job Location · Irvine Headquarters - Irvine, CA · Position Type · Full Time · Education Level · 4 Year Degree · Travel Percentage · Up to 25% · Job Shift · 1st · Job Category · Business Development · Description · About Hyundai GLOVIS America Inc. · GLOVIS ...

  • Brown and Caldwell

    Senior Project Manager

    4 days ago

    Brown and Caldwell Irvine, United States Full time

    Brown and Caldwell (BC) has an opportunity for a senior level engineer with experience managing and executing work involving projects for the water and wastewater industry. You will have an essential role in our Southern California (SoCal) Area business and client connections, ba ...

  • BJs Restaurant & Brewhouse

    Senior Kitchen Manager

    2 weeks ago

    BJs Restaurant & Brewhouse Irvine, United States

    BJ's Restaurant & Brewhouse Jamboree Road [Kitchen Supervisor] As a Kitchen Manager at BJ's Restaurant & Brewhouse, you'll: Be responsible for managing all functions of the restaurant during opening, mid or closing shifts; Perform key responsibilities include hiring, managing, su ...

  • GLOVIS America, Inc.

    Senior Manager

    4 weeks ago

    GLOVIS America, Inc. Irvine, United States

    Job Details · Job Location · Irvine Headquarters - Irvine, CA · Position Type · Full Time · Education Level · 4 Year Degree · Travel Percentage · Rarely · Job Shift · 1st · Job Category · Business Development · Description · About Hyundai GLOVIS America Inc. · GLOVIS ...

  • GLOVIS America, Inc.

    Senior Manager

    1 week ago

    GLOVIS America, Inc. Irvine, United States

    Job Details · Job Location · Irvine Headquarters - Irvine, CA · Position Type · Full Time · Education Level · 4 Year Degree · Travel Percentage · None · Job Shift · 1st · Job Category · Information Technology · Description · About Hyundai GLOVIS America Inc. · GLOVIS Ame ...

  • Camden Kelly Corporation

    Senior DNS Product Manager

    3 days ago

    Camden Kelly Corporation Irvine, United States

    Are you passionate about ensuring the Internet remains secure and globally stable? Do you have a rich background in product management and are looking for the next step to elevate your career in a globally renowned organization? If so, this could be the golden opportunity you've ...

  • Medtronic

    Senior Engineering Program Manager

    1 week ago

    Medtronic Irvine, United States

    Career That Changes Lives · As a Senior Engineering Program Manager, you will lead an extended operations team and work closely with cross-functional stakeholders to assess strategic partnerships for life-saving medical device products. Key responsibilities include managing a te ...

  • 330779353 CoreLogic Solutions, LLC

    Senior Technical Project Manager

    2 weeks ago

    330779353 CoreLogic Solutions, LLC Irvine, United States Full time

    Description · : Join this hybrid-remote team of Principal Security professionals and enjoy an opportunity to grow within an Enterprise Organization. The Senior Technical Project Manager will lead various initiatives to implementation. This highly visible role will allow the tac ...

  • KPMG-UnitedStates

    Tax Manager or Senior Manager, Operating Partnerships

    3 weeks ago

    KPMG-UnitedStates Irvine, United States

    Business Title:Tax Manager or Senior Manager, Operating Partnerships & CorporationsRequisition Number: Function:Tax Services · Area of Interest:State:CA · City:San Diego · Description: · At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firm ...

  • AbbVie

    Senior Manager of Clinical Innovation

    2 weeks ago

    AbbVie Irvine, United States Full time

    Job Description · Innovation is a team sport and Allergan Aesthetics, an AbbVie company, wants you to join our team Allergan Aesthetics is a global leader in the medical aesthetics industry. We create breakthrough products and technologies for our patients and providers that driv ...

  • Inari Medical

    Senior Manager, Commodity Management

    4 weeks ago

    Inari Medical Irvine, United States

    · The Senior Manager of Commodity Management will be responsible and accountable for developing company strategy and execution for all indirect procurement, risk management and category management supplier initiatives. This position partners with supply chain management, technic ...

  • Inari Medical

    Senior Manager, Commodity Management

    1 week ago

    Inari Medical Irvine, United States

    · The Senior Manager of Commodity Management will be responsible and accountable for developing company strategy and execution for all indirect procurement, risk management and category management supplier initiatives. This position partners with supply chain management, technic ...

  • KPMG

    Manager or Senior Manager, Managed Services

    20 hours ago

    KPMG Irvine, United States

    Business Title: Manager or Senior Manager, Managed Services · Requisition Number: · Function: Tax Services · Area of Interest: · State: CA · City: Irvine · Description: · At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy ...

  • Regal Executive Search, LLC

    Senior Tax Manager

    2 weeks ago

    Regal Executive Search, LLC Irvine, United States

    Senior Tax Manager About the Company Full service accounting and consulting firm and has been one of the top 25 CPA firms in Orange County over the last 30 years as rated by the Orange County Business Journal. Our professionals possess a wide range o Tax Manager, Tax, Manager, Bu ...

  • RENPHO

    Senior Affiliate and Partnership Manager

    1 week ago

    RENPHO Irvine, United States

    Why RENPHO? · We are a leading smart wellness brand offering valued and high-quality lifestyle innovations that enhance users' health and fitness. With our diverse wellness ecosystem, we empower over 10 million households worldwide to embrace a simplified, smart, and healthy life ...

  • Regal Executive Search, LLC

    Senior Tax Manager

    4 weeks ago

    Regal Executive Search, LLC Irvine, United States

    Senior Tax Manager/ Director - Nonprofit We are seeking a Nonprofit Senior Tax Manager or Director. Position Requirements: Desire to become a tax partner in the Not-For-Profit area at a leading regional CPA firm CPA/ MBT (MST) or CPA/ JD/ LLM More th Tax, Director, Manager, Senio ...

  • Arrowmac

    Senior Product Development Manager

    3 weeks ago

    Arrowmac Irvine, United States

    Do you have a passion for creating amazing consumer products? Are you a leader who thrives in a fast-paced, cross-functional environment? If so, we want to hear from you · We are seeking a highly motivated and experienced Sr. Product Development Manager to join our manufacturing ...