Relationship Associate

Job Details:

Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering requests, works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Will support internal sales activities including recognizing referral/sales opportunities and making appropriate product/service recommendations. Will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives.

Assists the Client Officer/Client Manager in coordinating branch operations workflow to ensure exemplary client service and adherence to established policies and procedures. Provides assistance as needed in different positions in every area of branch operations, including new accounts. At this level, colleagues may still be developing branch operations knowledge such as new accounts, regulations, bank policies and practices.

Basic Qualifications:

  • Minimum 1 year of customer service experience required.
  • Minimum 1 year of cash handling experience required.
  • Minimum 1 year of basic computer experience (e.g. Microsoft Word, Excel, and Outlook) required.

Skills and Knowledge:

  • General knowledge of Bank operations, policies and procedures and regulatory compliance.
  • General knowledge of Bank products and services.
  • Good interpersonal, verbal and written communication skills.
  • Ability to organize and prioritize work.
  • Good problem solving 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 Employer - 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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