Customer Relationship Management Jobs at City National Bank with Visa Sponsorship
Customer Relationship Management jobs at City National Bank span its commercial and private banking divisions, where deep client knowledge and financial acumen are core requirements. The bank has a consistent track record of sponsoring international talent in this function, working through structured HR and legal processes to support visa filings.
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Get Access To All JobsINTRODUCTION
RELATIONSHIP MANAGER SENIOR SPECIALTY DEPOSITS (Embedded Transaction Banking)
WHAT IS THE OPPORTUNITY?
The Specialty Deposits Relationship Manager position develops and manages relationships within the Non-Bank Financial Institutions, Third Party Payment Processors, Money Service Businesses, with the Embedded Finance 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.
WHAT WILL YOU DO?
- Focus to develop New Deposit Relationships. Prepare a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identify business opportunities and solicits referrals for Treasury Services or other Bank products or services from existing customers, a network of referral sources, and other professionals in the industry.
- Develop a strong understanding of company, industry, business and needs to assist in client calling efforts. Set objectives for each relationship in terms of revenue/deposit contribution, etc.
- Call on existing or prospective clients to discuss and promote Treasury Services and other Bank products and services in order to establish a total client banking relationship. Discuss opportunities and general business conditions; may assist in forecasting clients’ Treasury Services, credit and other banking needs to develop solutions to serve their financial needs. Partner with in product specialists, as necessary.
- Negotiate transactions; prices Treasury Services products and services; documents and closes loan transactions. Utilizing approved pricing models as set by Treasury Services Deposits to assure profitability to CNB. Loans will meet bank guidelines and policy in regards to pricing and structure. Proposal to be reviewed with team leader and or department manager.
- Ensure conformance with Bank policy and regulatory requirements. Exercise sound credit and risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank.
- Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB.
- Interface and partner with other Bank departments as necessary.
- Define responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolve all client needs and any internal issues.
- Maintain and update MYCNB with sales calls for prospects and clients. Monitor and analyze relationship results and account activities. Determine client profitability. Make a recommendation regarding accounts to be further developed or eliminated. Prepare reports for management including providing monthly expense reports with proper detail.
- Monitor portfolio for quality, risk and adherence to policy. Work with the appropriate staff departments to resolve issues.
- Maintain awareness of competitive products, practices, rates and changes in market conditions.
- Analyze problem areas and meets with client to develop solutions to minimize loss exposure.
- Relationship in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential.
- New Business Calling Effort: Pro-actively identifies, develops and builds NEW profitable relationships with clients consistent with the objectives of Treasury Services and the Bank to retain and deepen client relationships.
- Retention Calling Efforts: Actively works with existing clients and develops prospects consistent with the Treasury Service business strategy to expand existing relationships and deposits to the Bank.
- MYCNB, record keeping and proper call report, expense report documentation follow up. Including all bank required training courses.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- Minimum 5 - 8 years relationship management of Treasury Services Deposits based clients/portfolio in a financial services company
- Minimum 3 years of Treasury Services / Treasury Deposits product sales and New business development in a financial services company
Additional Qualifications
- Superior understanding of all Treasury Services products and services applicable to target client segment.
- Collaborate cross functionally with product, finance, risk and technology teams focusing on ensuring the embedded payments/managed services of Embedded Transaction Banking is well represented internally and externally.
- Develop and execute strategies to optimize sales process and necessary tools across business lines.
- 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.
- Superior knowledge and understanding of FinCen, MSB and Licensing rules/regulations.
- Exceptional knowledge of payment network rules and regulations.
- Lead and scale managed services operations, ensuring high performance, efficiency and client satisfaction.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 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
Get a more detailed look at our Benefits and Perks.
About us
Since 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 EMPLOYMENT
City 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.
INTRODUCTION
RELATIONSHIP MANAGER SENIOR SPECIALTY DEPOSITS (Embedded Transaction Banking)
WHAT IS THE OPPORTUNITY?
The Specialty Deposits Relationship Manager position develops and manages relationships within the Non-Bank Financial Institutions, Third Party Payment Processors, Money Service Businesses, with the Embedded Finance 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.
WHAT WILL YOU DO?
- Focus to develop New Deposit Relationships. Prepare a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identify business opportunities and solicits referrals for Treasury Services or other Bank products or services from existing customers, a network of referral sources, and other professionals in the industry.
- Develop a strong understanding of company, industry, business and needs to assist in client calling efforts. Set objectives for each relationship in terms of revenue/deposit contribution, etc.
- Call on existing or prospective clients to discuss and promote Treasury Services and other Bank products and services in order to establish a total client banking relationship. Discuss opportunities and general business conditions; may assist in forecasting clients’ Treasury Services, credit and other banking needs to develop solutions to serve their financial needs. Partner with in product specialists, as necessary.
- Negotiate transactions; prices Treasury Services products and services; documents and closes loan transactions. Utilizing approved pricing models as set by Treasury Services Deposits to assure profitability to CNB. Loans will meet bank guidelines and policy in regards to pricing and structure. Proposal to be reviewed with team leader and or department manager.
- Ensure conformance with Bank policy and regulatory requirements. Exercise sound credit and risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank.
- Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB.
- Interface and partner with other Bank departments as necessary.
- Define responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolve all client needs and any internal issues.
- Maintain and update MYCNB with sales calls for prospects and clients. Monitor and analyze relationship results and account activities. Determine client profitability. Make a recommendation regarding accounts to be further developed or eliminated. Prepare reports for management including providing monthly expense reports with proper detail.
- Monitor portfolio for quality, risk and adherence to policy. Work with the appropriate staff departments to resolve issues.
- Maintain awareness of competitive products, practices, rates and changes in market conditions.
- Analyze problem areas and meets with client to develop solutions to minimize loss exposure.
- Relationship in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential.
- New Business Calling Effort: Pro-actively identifies, develops and builds NEW profitable relationships with clients consistent with the objectives of Treasury Services and the Bank to retain and deepen client relationships.
- Retention Calling Efforts: Actively works with existing clients and develops prospects consistent with the Treasury Service business strategy to expand existing relationships and deposits to the Bank.
- MYCNB, record keeping and proper call report, expense report documentation follow up. Including all bank required training courses.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- Minimum 5 - 8 years relationship management of Treasury Services Deposits based clients/portfolio in a financial services company
- Minimum 3 years of Treasury Services / Treasury Deposits product sales and New business development in a financial services company
Additional Qualifications
- Superior understanding of all Treasury Services products and services applicable to target client segment.
- Collaborate cross functionally with product, finance, risk and technology teams focusing on ensuring the embedded payments/managed services of Embedded Transaction Banking is well represented internally and externally.
- Develop and execute strategies to optimize sales process and necessary tools across business lines.
- 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.
- Superior knowledge and understanding of FinCen, MSB and Licensing rules/regulations.
- Exceptional knowledge of payment network rules and regulations.
- Lead and scale managed services operations, ensuring high performance, efficiency and client satisfaction.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 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
Get a more detailed look at our Benefits and Perks.
About us
Since 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 EMPLOYMENT
City 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.
See all Customer Relationship Management Jobs at City National Bank
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Relationship Management Jobs at City National Bank.
Get Access To All JobsTips for Finding Customer Relationship Management Jobs at City National Bank
Frame your CRM experience around revenue outcomes
City National Bank's CRM roles are evaluated on portfolio growth and client retention metrics. Before applying, quantify your relationship management wins: assets under management, revenue generated, or client book expansion. Hiring managers in commercial banking respond to numbers, not responsibilities.
Target roles aligned with your visa classification
H-1B and TN candidates should focus on CRM positions that specify a bachelor's degree in finance, business, or a related field as a hard requirement. Roles listed as 'preferred' rather than 'required' can create specialty occupation problems during USCIS adjudication.
Use Migrate Mate to filter open CRM roles by sponsorship history
Not every open position at a large bank leads to a sponsored offer. Search Migrate Mate to identify Customer Relationship Management openings at City National Bank that align with your visa type, so you apply where sponsorship is a realistic outcome.
Engage the recruiter on sponsorship before the final interview round
City National Bank routes sponsorship approvals through its legal and HR teams. Raising your visa status with the recruiter by the second interview gives the bank time to align internally and avoids late-stage complications that derail offers.
Understand PERM timing if you're targeting permanent residency
EB-2 and EB-3 PERM filings for CRM roles require DOL-approved recruitment steps before the petition can be filed. Large banks typically start this process only after you've been in role for several months, so factor a 12 to 18 month minimum PERM timeline into your planning.
Prepare a credentials package tailored to banking relationship roles
City National Bank's CRM hires often support high-net-worth or commercial clients. Assemble transcripts, professional certifications such as Series 7 or CFP if applicable, and reference letters that speak directly to client-facing financial work before you start applying.
Frequently Asked Questions
Does City National Bank sponsor H-1B visas for Customer Relationship Managements?
Yes, City National Bank sponsors H-1B visas for Customer Relationship Management roles. The role typically qualifies as a specialty occupation because it requires a specific bachelor's degree in finance, business administration, or a related field. Your offer letter will need to reflect that degree requirement clearly, and the bank's legal team files the H-1B petition through USCIS on your behalf.
How do I apply for Customer Relationship Management jobs at City National Bank?
Applications go through City National Bank's careers portal, but you can also browse open Customer Relationship Management positions filtered by sponsorship eligibility on Migrate Mate. When applying, tailor your resume to highlight client portfolio management, revenue contribution, and any financial services credentials. Mention your visa status early in the screening process so the recruiter can route your application correctly.
Which visa types does City National Bank commonly use for Customer Relationship Management roles?
City National Bank sponsors H-1B visas most frequently for CRM roles. F-1 OPT and CPT candidates can work in these positions during their authorized period, and the bank has sponsored TN visas for eligible Canadian and Mexican nationals in business-classified roles. For permanent residency, the bank supports EB-2 and EB-3 Green Card pathways, typically initiated after a candidate is established in the role.
What qualifications does City National Bank expect for Customer Relationship Management positions?
City National Bank's CRM roles in commercial and private banking typically require a bachelor's degree in finance, business, or economics, along with direct experience managing client relationships in a financial services environment. Candidates with Series 7, Series 63, or CFP credentials are competitive. For H-1B purposes, the degree field must align closely with the specific job duties described in the posting.
How do I time my application if my OPT or visa status is expiring soon?
If you're on F-1 OPT, apply early enough to allow time for interviews, an offer, and H-1B filing before your OPT expires. USCIS standard processing takes three to five months, though premium processing can shorten that to a few weeks. If your OPT includes a STEM extension, you have additional runway. Communicate your status expiration date to the recruiter at the offer stage so the bank's legal team can plan the filing timeline accordingly.