City National Bank
Business Community Manager
City National Bank, San Francisco, California, United States, 94199
BUSINESS COMMUNITY MANAGER
WHAT IS THE OPPORTUNITY?
Responsible in building a network and managing ongoing such partnerships in the small business communities such as Certified Development Financing Institutions (CDFI) and related small business non-profit organizations and/or affiliations. Responsibilities include partnering with CRA and MADE (Marketing) department in identification, implementation, and execution of partnership opportunities. Responsible for local market engagements to increase overall Ladder Up Small Business Program. Responsible for facilitating and originating small business loans that is within the developed special purpose credit program for small business in our communities within designated approved geographic areas (Los Angeles, San Francisco/Oakland, New York, and Washington D.C.) Responsibilities also include support, facilitate, and originate of any internal colleague's referrals. Role requires to also help create, facilitate, and educate by hosting and participating in webinars, panels opportunities, lunch and learns etc. on behalf of City National Bank along with our community partners in respective geographies; and to ultimately become the subject matter expert externally and internally within CNB. Annual key performance indicators (KPI) are developed based on total originations and relationships onboarding within each respective market, overall portfolio performance, local market integration (internal and external), and overall community presence.
What you will do
Build, solidify and maintain a small business community network.
Coordinate all vendor management tasks inclusive of working with external vendors and internal employees
Establish professional and working relationships with internal partners.
Identify and assess community partnerships’ viability aligning with CNB’s goals and objectives
Originate, facilitate, review small business credits/ lending.
Onboard and acquire overall banking relationships.
Responsible for managing overall client portfolio upon banking relationships onboard.
Assess, adhere to and be prudent with both credit and bank’s overall risk appetite and management.
Support internal colleagues’ referrals and inquiries as subject matter expert of Ladder Up Small Business Program.
Coordinating with Community Lending, MADE and CRA to manage the process and performance tracking for Ladder Up Small Business.
Routine reporting to PBB leadership on key performance metrics
Must-Have*
Bachelor's Degree or equivalent
Minimum of 5+ years experience in small business lending, underwriting, review, credit originations and overall banking relationships acquisition including deposits and other ancillary banking products)
Minimum of 3+ years of coaching, training and presentation experience
Minimum of 5 years in small business community engagement and involvement (CDFI, SBIC, Non-Profit organizations)
Minimum of 8+ years in overall banking sales experience, predominantly in small business and business banking segments.
Skills and Knowledge
Strong project management skills (organizing, planning, reporting, documenting, driving tasks to closure, etc.)
Strong analytical skills, working with various data points/metrics and drawing conclusions
Seasoned problem-solving, analytical and decision-making skills.
Excellent verbal and written communication skills.
Ability to create influential documents, presentations and group or team facilitation.
Advanced knowledge of Microsoft Office tools; specifically, Excel and PowerPoint
Compensation
Starting base salary: $127,626 - $237,014 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 Benefits and Perks (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. 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 law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
WHAT IS THE OPPORTUNITY?
Responsible in building a network and managing ongoing such partnerships in the small business communities such as Certified Development Financing Institutions (CDFI) and related small business non-profit organizations and/or affiliations. Responsibilities include partnering with CRA and MADE (Marketing) department in identification, implementation, and execution of partnership opportunities. Responsible for local market engagements to increase overall Ladder Up Small Business Program. Responsible for facilitating and originating small business loans that is within the developed special purpose credit program for small business in our communities within designated approved geographic areas (Los Angeles, San Francisco/Oakland, New York, and Washington D.C.) Responsibilities also include support, facilitate, and originate of any internal colleague's referrals. Role requires to also help create, facilitate, and educate by hosting and participating in webinars, panels opportunities, lunch and learns etc. on behalf of City National Bank along with our community partners in respective geographies; and to ultimately become the subject matter expert externally and internally within CNB. Annual key performance indicators (KPI) are developed based on total originations and relationships onboarding within each respective market, overall portfolio performance, local market integration (internal and external), and overall community presence.
What you will do
Build, solidify and maintain a small business community network.
Coordinate all vendor management tasks inclusive of working with external vendors and internal employees
Establish professional and working relationships with internal partners.
Identify and assess community partnerships’ viability aligning with CNB’s goals and objectives
Originate, facilitate, review small business credits/ lending.
Onboard and acquire overall banking relationships.
Responsible for managing overall client portfolio upon banking relationships onboard.
Assess, adhere to and be prudent with both credit and bank’s overall risk appetite and management.
Support internal colleagues’ referrals and inquiries as subject matter expert of Ladder Up Small Business Program.
Coordinating with Community Lending, MADE and CRA to manage the process and performance tracking for Ladder Up Small Business.
Routine reporting to PBB leadership on key performance metrics
Must-Have*
Bachelor's Degree or equivalent
Minimum of 5+ years experience in small business lending, underwriting, review, credit originations and overall banking relationships acquisition including deposits and other ancillary banking products)
Minimum of 3+ years of coaching, training and presentation experience
Minimum of 5 years in small business community engagement and involvement (CDFI, SBIC, Non-Profit organizations)
Minimum of 8+ years in overall banking sales experience, predominantly in small business and business banking segments.
Skills and Knowledge
Strong project management skills (organizing, planning, reporting, documenting, driving tasks to closure, etc.)
Strong analytical skills, working with various data points/metrics and drawing conclusions
Seasoned problem-solving, analytical and decision-making skills.
Excellent verbal and written communication skills.
Ability to create influential documents, presentations and group or team facilitation.
Advanced knowledge of Microsoft Office tools; specifically, Excel and PowerPoint
Compensation
Starting base salary: $127,626 - $237,014 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 Benefits and Perks (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. 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 law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.