Relationship Banker
City National Bank | San Jose, CA | Posted 7/18/2014
JOB DESCRIPTION



Exempt/Non Exempt:  Non-Exempt

Regular/Temporary:  Regular

Shift:  Day

Work Schedule:  M-F 8-5



This person is responsible for contribution 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. This position develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. They are an expert in all aspects of providing exemplary client service and assisting clients with any transaction. They actively engage in completing all cashiering requests, work with clients to ensure inquiries/issues are resolved, and to analyze client needs for cross-sell opportunities. They provide accurate and timely responses to client inquiries to ensure retention of existing profitable 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. Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities.

• *Minimum 2 years of direct sales experience required.
• *Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) 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.
• Working knowledge of Bank operations, policies and procedures and regulatory compliance preferred.
• General knowledge of Bank products and services preferred.
• Strong interpersonal, verbal and written communication skills.
• Ability to organize and prioritize work.
• Good problem solving skills.

*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

City National Bank is an Equal Opportunity/Affirmative Action Employer, M/F/D/V.

Note: This 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.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

*LI-KV1


JOB REQUIREMENTS

 

JOB SNAPSHOT

Company: City National Bank
Job Type: Banking
Employee Type: Full-Time
Required Experience: Not Specified
Base Pay: N/A
Other Pay: N/A
Manages Others: Not Specified
Required Education: Not Specified
Industry: Banking - Financial Services
Location: San Jose, CA (map it!Map it!)
COMPANY OVERVIEW


THE CITY NATIONAL DIFFERENCE
Be part of a team that takes pride in a strong service culture.

At City National, our team of colleagues delivers specialized and highly personal services to entrepreneurs, professionals, their businesses and their families. Relationships are more important than statistics. Results are more important than swagger. Hard work and dedication are rewarded. Learn More

www.cnb.com/careers



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