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Financial Sales Advisor I

City National Bank-San Diego, CA, 92101

The Financial Sales Advisor is located in a branch in a high potential market. Actively engages in the sales process to ensure the attainment of team and individual goals and objectives. Develops new clients through referrals and calling efforts. Manages a portfolio and actively deepens client relationships through developing solutions and cross-selling all City National Bank (CNB) products. � *Minimum 3 years of direct sales experience required. � *Minimum 3 years of experience in a Financial Institution required. � *Minimum 2 years of new accounts with a strong focus on business developme...
 

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This position is responsible for identifying opportunities for expanding relationships with existing customers and building new relationships that are profitable and support the growth of the branch. Responsible for the new account function and its operational integrity associated with the CNB policies and processes. Must possess knowledge of new accounts procedures (e.g., legal aspects, regulations). Maintains a general understanding of the credit process. Maintains internal CNB relationships to ensure customers receive exemplary levels of service. Assists in developing and implementing ne...
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