City National Bank · 16 hours ago
Client Manager Senior– Preferred Banking
Los Angeles, CA
Full-time
Onsite
Senior Level, Lead/Staff
$72K/yr - $115K/yr
8+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on providing exceptional banking services. The Client Manager Senior for Preferred Banking is responsible for contributing to sales efforts, maintaining high service levels for clients, and managing client relationships to ensure operational integrity and compliance with bank policies.
BankingFinanceFinancial Services
Responsibilities
Support Preferred Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly
Partner with Preferred Banking in profiling across the full spectrum of the needs of personal and business integration target segments. Utilize planning capabilities and proactively offer customized solutions to all clients
Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients
Participate with CNB team on sales calls. Help Banker facilitate pre-brief and de-brief meetings
Assume primary responsibility for on-boarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions. Lead coordination with all partners to ensure a smooth and seamless on-boarding process. May assist in completing KYCs for new clients/entities/loans
Manage relationships with the Preferred Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews
Ensures products and sales/services training is completed to provide clients with appropriate solutions
This job is responsible for providing diverse and confidential administrative support, including extensive calendar management
Maintain up-to-date knowledge of account trends by reviewing various reports on a daily basis
Ensure early identification and proper escalation of potential risk to appropriate level of authority
May train and assist other employees
Responsible for the operational integrity of Preferred Banking. Is the expert in risk management and loss prevention. Completes, monitors and audits, PBRM certifications and operational reviews. Ensures regulatory compliance and effectively communicates and implements changes to policy and procedure
Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn’t upset when things are up in the air; doesn’t have to finish things before moving on; can manage risk
Is good at establishing clear directions; sets stretching objectives; distributes workflow appropriately; lays out work in well-planned and organized manner; maintains two-way dialogue with others on work results; brings out the best in people; is a clear communicator
Qualification
Required
Bachelor's Degree or equivalent
Minimum 8 years' experience in client service, banking operations or banking relationship management support required
Minimum 8 years' experience in a banking or financial services environment required
Minimum 8 years of experience with bank products and services (e.g. deposits, wealth management, cash management, international, etc.) required
Preferred
Excellent risk management knowledge
Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels
Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires)
Excellent analytical skills
Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook)
Strong technological aptitude
Strong written and oral communication
Excellent organizational and time management skills
Strong interpersonal skills and ability to multitask in a fast paced environment
Pleasant and professional demeanor at all times with great attention to detail
Benefits
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
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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