Client Manager
Location:
Pleasanton , California
Posted:
February 22, 2018
Reference:
PBB-8372
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. Responsible for the operational integrity of the branch. Responsible for monitoring and auditing their respective office for compliance with policies and procedures. Deals with a variety of complex activities, transactions and issues. Provides the motivation and direction to colleagues to achieve exemplary service levels when working with or for the client in problem resolution. This person is key in the hiring, development and coaching of branch operations colleagues. This person will support sales colleagues to build and maintain branch client relationships.
Basic Qualifications:
  • *Minimum 4 years of direct client service experience required.
  • *Minimum 4 years experience in a banking environment required.
  • *Minimum 3 years of supervisory or management experience required.
Skills and Knowledge:
  • Excellent knowledge of Bank policies and procedures and regulatory compliance. 
  • Strong knowledge of Bank products and services. 
  • Strong knowledge of Bank audit procedures.
  • Excellent interpersonal, verbal and written communication skills. 
  • Excellent organizational and time management skills and ability to prioritize work.
  • Strong problem solving skills.
  • Strong, demonstrated leadership and team building skills.
  • Responsible and accountable for appropriate quality controls related to the financial products we provide, the services we deliver, the processes we employ, and the incentives with which we reward our colleagues.
  • Ensure that all City National products, financial solutions and services are provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.
Equal Opportunity/Affirmative Action Employer, Minorities/Females/Individuals with Disabilities/Veterans
Note: This 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.
Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.
*LI-JO1 
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

A little about us:
With $46.9 billion in assets, City National Bank provides banking, investment and trust services through 72 offices, including 17 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta and Minneapolis.

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