Manager Branch III Job at City National Bank, Pleasanton, CA

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  • City National Bank
  • Pleasanton, CA

Job Description

*MANAGER BRANCH III* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ensuring the branch maintains high standards for risk and compliance, as well as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, providing sound financial advice and acting as a trusted strategic advisor.Responsible for all functions of assigned branch with particular emphasis on managing a client-driven sales and service environment. This may be accomplished through active calling efforts and referrals from existing clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy by referring new business to the appropriate segment/business partner. In addition to, plans, controls and directs the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible for all aspects of his or her assigned branch(es) ensuring that all positions are fully functional and aware of individual roles and responsibilities, while also working to retain colleague talent and develop colleagues for further success. Key measures of success will include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. 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. Must remain in good standing under the Safe Act. What you will do * 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.) * 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. *Must-Have** * Bachelor's Degree or equivalent * Minimum 7 years of branch management or supervisory experience in a branch environment * Minimum 5 years of experience performing lending and business development activities * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) or must be able to be registered under the Safe Act * Must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; *Skills and Knowledge* * 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 *Compensation* Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The 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. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:TalentAcquisition@cnb.com) or leave a message at (213 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. \#CA-DH

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