KEY CAPABILITIES

• 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, develop new long-term profitable relationships to win new business through best practices, networking and building relationships.
• Collaboration - collaborate with senior management to develop a market sales strategy; partner with PBB SMEs and other divisions to win business and find the home of best fit for a client.
• Communication - demonstrate strong active listening skills with colleagues and clients alike; able to translate a complex problem into a succinct plan of action.
• Networking - ability to network with intent, build a strong presence in the community / market to build the brand and attract the target clientele.
• Adaptability - manage ambiguity, embrace change, and be able to quickly pivot to support branch team as how to navigate a dynamic corporate environment.
• Project & Change Management - ability to balance conflicting priorities, using strong time management and organizational skills, ensuring branch focus on evolving key goals and initiatives.
• Leadership - influence the branch team to succeed and champion the branch in the community.
• People Development / Coaching - identify and nurture colleagues’ potential, facilitate growth, and retain top talent for CNB; deliver constructive feedback effectively & coach to address unique needs.

ADDITIONAL QUALIFICATIONS

• Banking Products for Personal & Small Business clients - deep knowledge of CNB’s offerings
• Regulatory / Compliance - superior understanding of the regulatory environment CNB operates in to manage risk and ensure compliance
• Economic Environment - ability to articulate and demonstrate an understanding of the economic environment and its impact on clients
• CNB Policies & Procedures - strong knowledge of CNB’s policies, procedures & regulatory
• obligations across product offerings; strong understanding of servicing processes
• Personal & Small Business Financials - reviewing financial statements / tax returns of both individuals and businesses to be able to advise clients and support branch colleagues
• Expertise in Salesforce CRM, including managing sales team to Salesforce utilization expectations
• General Software Skills - ability to navigate Microsoft Office & other key tools

ABOUT US

Since day one we’ve always gone further than the competition to help our clients, colleagues and communities’ flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

• People leadership & talent development - coach team to deliver meaningful interactions with clients and identifying development and growth opportunities; fulfil day-to-day people management responsibilities (e.g., recruitment, general support, training etc.).
• Acquire & deepen client relationships - generate new client relationships and deepen existing client relationships; provide senior support and act as a role model to lead by example & foster a proactive business development culture within the branch.
• Business & Risk Management - remain updated on CNB’s policies and procedures & train branch staff to ensures adherence; foster a strong sales environment, balancing compliance.
• Balancing priorities - coach team to price business and collect fees, maintaining balance of sales results, client profitability and relationship building; address risk / compliance gaps.
• 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; maintain strong relationships with key branch clients to ensure retention.
• 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.
• 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.)