Client Partner
ClifyXSan Mateo, CA, United StatesFocus on the core content of the job post.Remove extra metadata, navigation elements, and any non-essential information.Keep the formatting clean and consistent. Show more
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:
Competencies:
Required Qualifications*
Additional Qualifications
What's in it for you?
Compensation
Starting base salary: $59,467 - $94,975 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 including:
About Us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
Inclusion and Equal Opportunity Employment
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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