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Team Leader - Specialty Deposits

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Job ID RE-11946 City Los Angeles State California Exempt/Non Exempt Exempt Shift Day Work Schedule M-F
Job Details:
The Specialty Deposits Relationship Manager position develops and manages relationships within the Escrow, Title, Homeowner Association Property Management, Commercial Property Management, 1031 Exchange Accommodators, and Contractor Retention Escrows business segments for City National Bank. This key position is responsible for actively meeting the Treasury Services Deposits needs of both existing clients and prospective clients by presenting a variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall relationship and is responsible for the continued profitable growth of the assigned portfolio through active calling efforts, service and referrals. Adeptly identifying and promoting solutions to customer needs and maintaining an active calling program is essential for success. This position requires a high level of relationship management, communication, presentation and influencing skills and experience. The position may approve transactions within delegated authority.
Manage a team of Specialty Deposits Relationship Manager colleagues. Work with Manager to develop sales management and relationship development strategies to promote the revenue growth and profitability of team while maintaining credit quality. Manage the ongoing sales process, including new client sales, referrals, cross sales and retention efforts. Develop business opportunities by being active in the community and maintaining positive relationships within the Bank. Create and maintain effective relationships within and among teams, ensuring that lines of communication remain open and clients are serviced at a consistently high level.
Hire, terminate, develop, coach, and motivate team members; identify staff development needs and provides educational/training opportunities.

Basic Qualifications
  • Bachelor's Degree or 10 years relationship management of Treasury Services / Treasury Management (Cash Management) based clients/portfolio in a financial services company
  • Minimum 8 years of Treasury Services / Treasury Management (Cash Management) product sales in a financial services company
  • Minimum 10 years of supervisory/managerial experience
Skills and Knowledge
  • Broad understanding of all Treasury Services products and services applicable to target client segment.
  • Detailed knowledge of Specialty Deposits, and Bank operations & operating policies and procedures. Highly effective and demonstrated sales and marketing abilities.
  • Good credit analysis and accounting skills.
  • Capable of working well independently and in teams.
  • Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
  • Exceptional interpersonal, verbal, and written communication skills.
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.
City National Bank is an 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.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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