Relationship Associate Senior - PBB

Relationship Associate Senior - PBB Opportunity

Primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expertise in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering requests, works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross‑sell opportunities.

Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Supports internal sales activities including recognizing referral/sales opportunities and making appropriate product/service recommendations. Capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives.

• Act as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
• Function as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy. Understand and execute all functions of the daily processes, including appropriate cash handling responsibilities.
• Deliver all components related to new accounts, including account maintenance, service requests, and risk management. Appropriately profile clients during the new account process and actively identify cross‑sell opportunities of CNB products and services.
• Support sales colleagues to build and maintain branch client relationships. Work with business partners to deliver solutions to maintain and grow client relationships. Recognize and recommend cross‑selling opportunities to maximize banking office profitability.
• Interact in an effective and professional manner with all levels of bank personnel, corporate and client personnel, demonstrating commitment to quality client service.
• Ensure that decisions made are consistent with all bank policies and procedures, applicable regulations, and that the risk associated with those decisions can be effectively managed.
• Maintain collaboration with the City Loan Center (“CLC”) and sales partners.
• Comply 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).

• Minimum 1 year of cross‑selling experience.
• Minimum 2 years of customer service experience.
• Minimum 2 years of cash handling experience.
• Minimum 2 years of basic computer experience (Microsoft Word, Excel, Outlook).

• Working knowledge of bank operations, policies and procedures and regulatory compliance.
• General knowledge of bank products and services.
• Good interpersonal, verbal, and written communication skills.
• Ability to organize and prioritize work.
• Good problem‑solving skills.

Starting base salary: $18.39 – $27.62 per hour. Exact compensation may vary based on skills, experience, and location.

Benefits include:

• 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.

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…