City National Bank
Relationship Manager I
City National Bank
Overview Responsible for acquiring small business and personal clients, deepening existing relationships, and integrating both business & personal clients. Acts as a trusted strategic advisor, providing financial advice and consistently connecting client needs with CNB's products and service offerings. Maintains a clear business development plan, focusing on acquisition of new relationships as well as retention and expansion of existing relationships, while collaborating with other areas of CNB to ensure exemplary client service.
Key Success Metrics
Acquisition of new personal and small business clients
Deposit and fee income growth from new and existing portfolios
Loan and line volume (including CRA‑eligible fundings)
Risk management mitigation
Qualitative sales, networking, and community presence activities
Eligibility Must be in good standing under the Safe Act and registered/licensed with the Nationwide Mortgage Licensing System and Registry (or be able to be registered under the Safe Act). Must remain in good standing under the Safe Act.
Responsibilities
Acquire & deepen client relationships by generating new business and consumer client relationships within assigned client segments.
Manage a portfolio of existing clients and deepen relationships through cross‑selling.
Deliver an exceptional & consistent client experience, ensuring client needs are met and escalations resolved.
Improve sales and banking acumen through continuous development with SME colleagues and internal training.
Provide holistic financial advice by drawing insights from data and conducting discovery activities.
Maintain awareness of policy updates, remain within delegated lending authorities and manage risk effectively.
Partner with internal stakeholders to meet client needs and champion the Global Relationship Management approach.
Communicate professionally with all levels of bank personnel and clients.
Maximize client contact through community networking and external professional organizations.
Comply fully with Bank operational, credit policies, and all regulatory requirements.
Client centricity: understand client realities, empathize, build trust, and steward the relationship.
Business development: nurture existing clients, create new connections, and win new business.
Collaborate with partners in PBB (GRM) and other divisions to win business.
Communicate effectively, listen actively, and convey CNB products’ value proposition.
Apply critical thinking to translate insights into tailored advice.
Adapt manage ambiguity and pivot quickly to advise clients.
Self‑organization: prioritize activities to deliver consistent client experience.
Professionalism: conduct business with polish and high proficiency.
Required Qualifications
Bachelor’s Degree or equivalent.
Minimum 3 years of direct sales experience.
Minimum 3 years of experience in a financial institution.
Additional Qualifications
Deep knowledge of CNB’s product offerings for personal, preferred, and small‑business clients.
Strong understanding of regulatory environment, including CIP and KYC.
Understanding of the economic environment and its impact on clients.
Ability to review financial statements to assess client health.
Negotiation skills balancing bank and client needs.
Knowledge of CNB’s policies, procedures, and regulatory obligations.
Compensation Starting base salary: $65,296 – $104,304 per year. Specific compensation may vary based on skills, experience, and location. Eligible for bonus and/or commissions.
Benefits and Perks
Comprehensive healthcare coverage (medical, dental, vision) starting month after hire.
Generous 401(k) company matching contribution.
Career development through tuition reimbursement and internal training.
Time‑off benefits including vacation, sick, and volunteer time.
Specialized health and family planning benefits (fertility, cancer, diabetes support).
Career mobility support from a dedicated recruitment team.
Colleague resource groups for networking and community engagement.
About City National Bank Founded in 1954 by entrepreneurs for entrepreneurs, City National Bank has a legacy of integrity, community, and unparalleled client relationships. It is a subsidiary of the Royal Bank of Canada.
Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment valuing diversity. It is an equal‑opportunity employer; all qualified applicants will receive consideration without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics.
Application Guidance To be considered, you must meet the required qualifications. Careers.cnb.com accepts applications on an ongoing basis until the position is filled.
Job Details
Seniority level: Not Applicable
Employment type: Full‑time
Job function: Sales and Business Development
Industry: Banking
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Overview Responsible for acquiring small business and personal clients, deepening existing relationships, and integrating both business & personal clients. Acts as a trusted strategic advisor, providing financial advice and consistently connecting client needs with CNB's products and service offerings. Maintains a clear business development plan, focusing on acquisition of new relationships as well as retention and expansion of existing relationships, while collaborating with other areas of CNB to ensure exemplary client service.
Key Success Metrics
Acquisition of new personal and small business clients
Deposit and fee income growth from new and existing portfolios
Loan and line volume (including CRA‑eligible fundings)
Risk management mitigation
Qualitative sales, networking, and community presence activities
Eligibility Must be in good standing under the Safe Act and registered/licensed with the Nationwide Mortgage Licensing System and Registry (or be able to be registered under the Safe Act). Must remain in good standing under the Safe Act.
Responsibilities
Acquire & deepen client relationships by generating new business and consumer client relationships within assigned client segments.
Manage a portfolio of existing clients and deepen relationships through cross‑selling.
Deliver an exceptional & consistent client experience, ensuring client needs are met and escalations resolved.
Improve sales and banking acumen through continuous development with SME colleagues and internal training.
Provide holistic financial advice by drawing insights from data and conducting discovery activities.
Maintain awareness of policy updates, remain within delegated lending authorities and manage risk effectively.
Partner with internal stakeholders to meet client needs and champion the Global Relationship Management approach.
Communicate professionally with all levels of bank personnel and clients.
Maximize client contact through community networking and external professional organizations.
Comply fully with Bank operational, credit policies, and all regulatory requirements.
Client centricity: understand client realities, empathize, build trust, and steward the relationship.
Business development: nurture existing clients, create new connections, and win new business.
Collaborate with partners in PBB (GRM) and other divisions to win business.
Communicate effectively, listen actively, and convey CNB products’ value proposition.
Apply critical thinking to translate insights into tailored advice.
Adapt manage ambiguity and pivot quickly to advise clients.
Self‑organization: prioritize activities to deliver consistent client experience.
Professionalism: conduct business with polish and high proficiency.
Required Qualifications
Bachelor’s Degree or equivalent.
Minimum 3 years of direct sales experience.
Minimum 3 years of experience in a financial institution.
Additional Qualifications
Deep knowledge of CNB’s product offerings for personal, preferred, and small‑business clients.
Strong understanding of regulatory environment, including CIP and KYC.
Understanding of the economic environment and its impact on clients.
Ability to review financial statements to assess client health.
Negotiation skills balancing bank and client needs.
Knowledge of CNB’s policies, procedures, and regulatory obligations.
Compensation Starting base salary: $65,296 – $104,304 per year. Specific compensation may vary based on skills, experience, and location. Eligible for bonus and/or commissions.
Benefits and Perks
Comprehensive healthcare coverage (medical, dental, vision) starting month after hire.
Generous 401(k) company matching contribution.
Career development through tuition reimbursement and internal training.
Time‑off benefits including vacation, sick, and volunteer time.
Specialized health and family planning benefits (fertility, cancer, diabetes support).
Career mobility support from a dedicated recruitment team.
Colleague resource groups for networking and community engagement.
About City National Bank Founded in 1954 by entrepreneurs for entrepreneurs, City National Bank has a legacy of integrity, community, and unparalleled client relationships. It is a subsidiary of the Royal Bank of Canada.
Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment valuing diversity. It is an equal‑opportunity employer; all qualified applicants will receive consideration without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics.
Application Guidance To be considered, you must meet the required qualifications. Careers.cnb.com accepts applications on an ongoing basis until the position is filled.
Job Details
Seniority level: Not Applicable
Employment type: Full‑time
Job function: Sales and Business Development
Industry: Banking
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