Manager Branch II
Required skills
- Branch Management
- Client Portfolio Management
- Personal Clients
- Business Clients
- Sales
- Relationship Management
- Risk Management
- Compliance
- Credit Quality
- Safe Act
Nice to have
- Banking Products
- Economic Environment Analysis
- Microsoft Office
Role summary
The Manager Branch II is responsible for overseeing a branch's operations, including managing a portfolio of personal and business clients, driving sales and service, and ensuring risk and compliance standards are met. This leadership role involves coaching and developing direct reports, fostering a client-driven sales environment, and acting as a trusted advisor to clients. Key success metrics include client acquisition, deposit and fee income growth, loan volume, and community presence. The position requires a Bachelor's Degree or equivalent, a minimum of 5 years of branch management or supervisory experience, and 5 years of lending and business development activities, along with specific mortgage licensing requirements.
- 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.
- Bachelor's Degree or equivalent Knowledge of Generally Accepted Accounting Principles required
- Minimum 5 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”;
- 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
WHAT'S IN IT FOR YOU?CompensationStarting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- 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 USSince 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 and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity 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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #CA-MD#LI-MD
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