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Manager - Client Senior

$71.87k - $114.8k

City National Bank

MANAGER - CLIENT SENIOR

WHAT IS THE OPPORTUNITY

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. They are responsible for hiring, development, and coaching of branch internal sales/service colleagues. This role supports internal sales activities, develops product knowledge with their team, and trains the sales/service team to recognize referral and sales opportunities and make appropriate product/service recommendations on a consistent basis. The Manager works directly with the branch manager to lead the team in meeting branch sales goals, supports branch manager and RM(s) in building client relationships, and provides expertise in risk management and loss prevention policies. For de‑novo branches, the Client Manager engages in external business development to build a baseline of business for the new branch, including outbound calling, client visits, cross‑sell opportunities, and acquisition of new business.

WHAT WILL YOU DO

COLLEAGUE MANAGEMENT – Proactively guides colleagues and teams to achieve results, accurately assesses strengths and develops needs of colleagues; provides feedback, mentoring, helpful counsel and opportunities for development. Ensures products and sales/services training is completed. Responsible for managing and conducting annual reviews for the internal sales/service team. CLIENT SERVICE – Acts as a champion for clients and colleagues, providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and promotes solutions appropriate to clients. SALES MANAGEMENT & SUPPORT – Supports sales/service colleagues, RM’s, and managers in building and maintaining branch client relationships. Recognizes and recommends cross‑selling opportunities to maximize banking office profitability. Leads and manages internal sales process including outbound calling, client site visits, and creation of opportunities. OPERATIONS – Responsible for the operational integrity of the branch. Expert in risk management and loss prevention. Completes, monitors and audits branch certifications and operational reviews and ensures regulatory compliance. BUILDING EFFECTIVE TEAMS – Blends people into teams, creates strong morale, fosters open dialogue, and defines success in terms of the whole team. CLIENT FOCUS – Dedicated to meeting the expectations and requirements of clients; uses client information for improvements. DEALING WITH AMBIGUITY – Effectively copes with change, shifts gears comfortably, and makes decisions without the total picture. DECISION QUALITY – Makes good decisions based on analysis, wisdom, experience, and judgment. DIRECTING OTHERS – Establishes clear directions, sets stretching objectives, and distributes workflow appropriately. HIRING AND STAFFING – Hires the best people, assembles talented staff, and is not afraid of selecting strong candidates. INTERPERSONAL SAVVY – Builds rapport with all kinds of people and can diffuse high‑tension situations. MANAGERIAL COURAGE – Provides actionable feedback, faces people problems directly, and takes corrective action when necessary. PRIORITY SETTING – Focuses on what is important and eliminates roadblocks. SALES MANAGEMENT STRATEGIES – Develops and trains all service colleagues to actively participate in sales activity. DRIVE FOR RESULTS – Exceeds goals, is a top performer, and pushes for results.

WHAT DO YOU NEED TO SUCCEED

Required Qualifications Minimum 5 years of direct client service experience. Minimum 5 years experience in a banking environment. Minimum 5 years of supervisory or management experience. Additional Qualifications Excellent knowledge of Bank policies and procedures and regulatory compliance. Excellent knowledge of Bank audit procedures. Excellent knowledge of Bank products and services. Excellent interpersonal, verbal and written communication skills. Excellent organizational and time management skills and ability to prioritize work. Excellent problem solving skills. Strong, demonstrated leadership and team building skills. Compensation Starting base salary: $71,869 - $114,797 per year. Compensation may vary based on skills, experience, and location. This role is eligible for bonus and/or commissions. Benefits and Perks 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. Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged. 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 protected basis. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #J-18808-Ljbffr City National Bank

Vacancy posted 3 days ago
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