Branch Manager Trainee

C
City National Bank


Relationship Manager Senior - Full-time
City National Bank • West Hollywood, CA, United States • via Snagajob
18 hours ago
Full–time
Apply on Snagajob
Job highlights
Identified by Google from the original job post
Qualifications
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
Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience
6 more items(s)
Benefits
Starting base salary: $78,+70 - $126,140 per year
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
1 more items(s)
Responsibilities
Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients
They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings
Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice
24 more items(s)
Job description
*RELATIONSHIP MANAGER SENIOR*

WHAT IS THE OPPORTUNITY?

Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for 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.

What you will do
• Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client's main bank option.
• Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
• Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
• Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
• Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
• Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
• Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
• Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
• Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
• Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
• Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
• Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
• Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
• Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products' value proposition.
• Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation.
• Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary.
• Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
• Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.
• Must-Have**
• Bachelor's Degree or equivalent
• Minimum 5 years of direct sales experience required.
• Minimum 5 years of experience in a financial institution 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.
• Skills and Knowledge*
• Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients.
• Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
• Economic Environment - understanding of the economic environment and its impact on clients.
• Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly.
• Negotiation - ability to maintain a profitable relationship, balancing bank and client needs.
• Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations
• Compensation*

Starting base salary: $78,+70 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
• *To be considered for this position you must meet at least these basic qualifications*

The 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.
• 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. Get an inside look at our [ Benefits and Perks](https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-4+1b-a625-3ab7a0fd+a65.pdf).

ABOUT CITY NATIONAL

City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $+2.03 billion in assets as of April 30, 2024. Founded in 1+54, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $+6.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
• City National Bank does business in Miami and the state of Florida as CN Bank.

For more information about City National, visit [cnb.com](https://www.cnb.com/).
• EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*

City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. [READ MORE](https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/1/15+726e0-aeb1-4058-+052-d7a2d6+626b8.pdf)

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via [email](mailto:TalentAcquisition@cnb.com) or leave a message at (213) 673-+13+. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Report this listing
City National Bank
Glassdoor
3.2/5
+24 reviews
Indeed
3.6/5
268 reviews
Payscale
3.4/5
68 reviews
cnb.com
More jobs at City National Bank
See web results for City National Bank

TD


Branch Manager Trainee
TD • Ontario, CA, United States • via LinkedIn
16 hours ago
Full–time
Apply on LinkedIn
Apply on Explosive Hirings
Job highlights
Identified by Google from the original job post
Qualifications
Undergraduate degree and/or over 5 years of relevant experience
Completion of Branch Compliance Officer (BCO) and IFIC or CSC Course
A strategic thinker with extensive knowledge of advanced investing and credit processes, policies, programs, and systems to provide tactical direction to senior leadership
5 more items(s)
Benefits
$76,800 - $115,200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues
The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs
5 more items(s)
Responsibilities
We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers
At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact
15 more items(s)
Job description
Work Location:

Orleans, Ontario, Canada

Hours:

37.5

Line Of Business:

Personal & Commercial Banking

Pay Details:

$76,800 - $115,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Job Description:

Do you thrive in leading a medium-sized team to initiate great customer conversations and create a pleasant and positive customer experience? Can you provide your mentorship, subject matter expertise and support in achieving business results while adhering to internal policies, practices, and processes? As Branch Manager Trainee, strive for excellence and execute with speed, raising the bar around you.

A Typical Day At Work Might Look Like:
• Mentor the team on advice-giving strategies on banking solutions to improve the overall customer experience and financial confidence
• Promote TD's image and goodwill within the community by participating in community events
• Enhance customer experience by understanding their financial needs and providing appropriate solutions
• Act as the highest point of escalation for the branch to ensure customer issues are handled in the best course of action and participate in the resolution of reported matters when required
• Oversee complex branch administrative duties for mutual funds, real estate secured credit, and other compliance-related issues
• Ensure overall employee scheduling is optimal
• Develop and implement business development strategies within the budget and communicate results to the team to meet business objectives
• Ensure accuracy of all customer transactions as per TD's policies to achieve operational excellence
• Mentor the team on offering One TD solutions and building lasting relationships with customers
• Liaise with Wealth and Business Banking to stay updated with processes, emerging issues, and industry regulations
• Cultivate a positive and customer-focused work environment that builds productivity, innovation, operational improvement, and professionalism

Job Requirements:
• Undergraduate degree and/or over 5 years of relevant experience
• Completion of Branch Compliance Officer (BCO) and IFIC or CSC Course
• A strategic thinker with extensive knowledge of advanced investing and credit processes, policies, programs, and systems to provide tactical direction to senior leadership
• Proficiency in software tools including MS Office, and internet application
• Strong communication skills to liaise with customers, employees, and cross functional teams
• A thorough and accurate decision maker who can exercise discretion and judgement skills when working with confidential information
• A dedicated and committed leader who can make an impact on the team and positively influence them and achieve results with effective negotiation, problem-solving and communication skills

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than +5,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec Only):

Sans Objet

United States
California
Ontario Show on map Get directions