Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Relationship Manager I role.

Rezi rewrites your resume against City National Bank's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Relationship Manager I posting at City National Bank — free, in seconds.

About the Role

Responsible for acquiring small business and personal clients, deepening existing relationships, and acting as a trusted strategic advisor. The role involves providing financial advice and connecting client needs with CNB's products and services, focusing on acquisition, retention, and expansion of client portfolios.

Responsibilities

Acquire & deepen client relationships, generating new business and consumer client relationships and expanding them to become the client’s main bank option.
Manage a portfolio of existing clients, deepening relationships through cross-selling and developing internal relationships to facilitate service issues and opportunities.
Deliver an exceptional & consistent client experience, ensuring client needs are met and escalations are resolved appropriately.
Improve Sales & Banking Acumen through continuous development, collaboration with SME colleagues, and leveraging internal training resources.
Capture a holistic view of client’s needs, drawing insights from data to provide sound financial advice and conducting discovery activities to grow current book.
Manage Business & Risk, maintaining awareness of policy updates, staying within delegated lending authorities, and ensuring decisions align with Bank policies, procedures, and regulations.
Partner with a collaborative mindset to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
Interact effectively and professionally with all levels of Bank personnel, corporate and bank clients, demonstrating commitment to quality client service.
Maximize client contact through networking and community visibility, representing the Bank in outside civic and community affairs, business and industry-related organizations, and other professional activities.
Comply fully with all Bank Operational and Credit policies and procedures, as well as all regulatory requirements.
Demonstrate Client Centricity & Relationship Management by understanding client realities and growth ambitions, empathizing with challenges, earning trust, and stewarding relationships through advice & solutions.
Drive Business Development by nurturing existing client relationships, creating new connections, and winning new business through best practices, networking, and building relationships.
Collaborate with partners in PBB (GRM) and other divisions to win business and find the best client fit, progressing towards shared goals.
Communicate actively, openly, and effectively to understand client needs and articulate CNB products’ value proposition.
Utilize Critical Thinking to analyze situations, translate them into insights, make informed decisions, and provide tailored advice.
Demonstrate Adaptability by managing ambiguity and pivoting to advise clients as necessary.
Exhibit Self-Organization & Effectiveness by prioritizing activities and delivering a consistent and exceptional client experience.
Maintain Professionalism by conducting business in a highly proficient, polished manner fitting expectations of Preferred clients.

Requirements

Bachelor's Degree or equivalent.
Minimum 3 years of direct sales experience required.
Minimum 3 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.
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 – ability to 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.

Skills

Sales
Financial Advice
Client Relationship Management
Cross-selling
Risk Management
Business Development
Networking
Community Engagement
Communication
Collaboration
Critical Thinking
Adaptability
Self-Organization
Professionalism

Location

City National location

Work Type

Full-time

Experience Level

3 years of direct sales experience
3 years of experience in a financial institution

Education Level

Bachelor's Degree or equivalent

Salary/Compensations

$65,296 - $104,304 per year
Eligible for bonus and/or commissions

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

About the Company

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs, with a legacy of integrity, community and unparalleled client relationships.
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

Equal Opportunity

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer.
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 basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.