What are the responsibilities and job description for the Relationship Manager Associate position at City National Bank?
Relationship Manager Associate - Southeast Middle Market
WHAT IS THE OPPORTUNITY?
Assists in the development and management of middle market relationships corporate clients with revenues typically greater than $200 million in the Food & Beverage business segment in the Southeast Territory. This may be accomplished through proactive direct calling efforts, attendance at various F&B tradeshows and coordination with various centers of influence (law firms, accountants, etc). Provides responsive, quality support to senior F&B coverage officer(s) in the creation of internal credit documentation as well as external, client facing materials. Assists with various ad-hoc projects at the direction of the senior F&B coverage officer(s) and / or F&B Group Head when needed.
WHAT WILL YOU DO?
- Supports the senior F&B coverage officer(s) in the identification and development of profitable relationships with prospective and existing customers consistent with the objectives of the bank
- Proactively calls on prospective clients in the Southeast region to assist in the business development efforts of senior F&B coverage officer(s)
- Maintains an active database of prospective clients and updates internal CRM tools as appropriate
- Develops a network of Centers of Influence (CoIs) to assist in business development efforts
- Conducts client profitability analysis utilizing bank CRM tools
- Under the direction of the senior F&B coverage officer(s), creates internal credit screening memos and external client-facing materials
- Attends and participates in prospective / existing client meetings at the request of the senior F&B coverage officer(s)
- Responds timely to existing customer inquiries and requests, coordinating with the senior F&B coverage officer(s) and other bank colleagues as needed
- Assists in due diligence, KYC and client onboarding processes
- Conducts industry research and attends various industry tradeshows
- Maintains awareness of competitive products, practices, rates and changes in market conditions
- Completes all required training in a timely manner
- Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers
- Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
WHAT'S IN IT FOR YOU?
Benefits and Perks
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
- Bachelor's Degree or equivalent
- Minimum 2 years of financial services experience required.
- Minimum 2 years of credit experience required
Additional Qualifications
- Strong interpersonal, verbal, and written communication skills
- Willingness to cold call on prospective clients and help the senior coverage officer(s) grow the Southeast market
- Sound credit analysis and financial modeling skills with a solid understanding of financial statements and accounting concepts
- Good understanding of bank products and services applicable to target client segment.
- Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
- Demonstrated sales and marketing abilities.
- Capable of working well independently and in teams.
- Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
- Must be able to work autonomously in exercising sound decision making commensurate with experience and responsibility.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $87,027 - $138,965 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:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
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.
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.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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Salary : $87,027 - $138,965