Green Card Associate Relationship Manager Jobs
Associate Relationship Manager roles at U.S. banks, credit unions, and wealth management firms qualify for EB-2 or EB-3 green card sponsorship through PERM labor certification. Employers document the recruitment test, prevailing wage compliance, and file an I-140 petition, putting you on a path to lawful permanent residency rather than a temporary work status.
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Get Access To All JobsINTRODUCTION
RELATIONSHIP MANAGER ASSOCIATE DEPOSITS CRE (PART-TIME)
WHAT IS THE OPPORTUNITY?
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 product specialists, as necessary.
- Negotiate transactions; prices Treasury Services products and services utilizing approved pricing models as set by Treasury Services Deposits to assure profitability to CNB. 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.
- 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.
- Regularly update Salesforce with opportunities, client communications, and events. Track sales goals by entering and reviewing progress in Me@CNB at least quarterly. Additionally, log referrals into MyReferrals as needed.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- Minimum 2 years financial services experience
Additional Qualifications
- Strong interpersonal, verbal, and written communication skills.
- Excellent organizational and analytical skills
- Capable of working well independently and in teams.
WHAT'S IN IT FOR YOU?
Compensation
- Starting base salary: $56,250 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 ASSOCIATE DEPOSITS CRE (PART-TIME)
WHAT IS THE OPPORTUNITY?
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 product specialists, as necessary.
- Negotiate transactions; prices Treasury Services products and services utilizing approved pricing models as set by Treasury Services Deposits to assure profitability to CNB. 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.
- 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.
- Regularly update Salesforce with opportunities, client communications, and events. Track sales goals by entering and reviewing progress in Me@CNB at least quarterly. Additionally, log referrals into MyReferrals as needed.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- Minimum 2 years financial services experience
Additional Qualifications
- Strong interpersonal, verbal, and written communication skills.
- Excellent organizational and analytical skills
- Capable of working well independently and in teams.
WHAT'S IN IT FOR YOU?
Compensation
- Starting base salary: $56,250 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 Green Card Associate Relationship Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Associate Relationship Manager Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as an Associate Relationship Manager
Align your credentials with EB-2 or EB-3
An advanced degree in finance, business, or economics positions you for EB-2. A bachelor's degree plus two or more years of client-facing relationship management qualifies under EB-3 skilled worker. Know which category fits before you apply so you target employers sponsoring at the right classification.
Search for employers with PERM history
Use Migrate Mate to find Associate Relationship Manager roles at employers with verified green card sponsorship history, so you're applying where the PERM infrastructure already exists rather than asking an employer to build it from scratch for you.
Verify prevailing wage before negotiating your offer
PERM requires your offered salary to meet or exceed the DOL prevailing wage for your SOC code and work location. Run the OFLC Wage Search for the relationship manager occupation in your target metro before you receive an offer so you can flag any gap early.
Distinguish your O*NET occupation profile clearly
PERM filings require a precise job description tied to your SOC code. Cross-reference O*NET for the core tasks and skill requirements for relationship management roles, then confirm your actual duties match so the recruitment test reflects the position USCIS will ultimately review in the I-140.
Understand priority date backlogs before you sign
EB-2 and EB-3 both carry per-country annual limits. If you're a national of India or China, your priority date may not become current for years after I-140 approval. Clarify your country's current backlog before accepting an offer so you can plan your timeline realistically.
Secure AC21 portability rights if you change employers
Once your I-485 has been pending 180 days or more, AC21 portability lets you move to a new employer in the same or similar occupation without losing your place in line. Confirm that any new Associate Relationship Manager role shares the same SOC code as your original PERM before making a move.
Green Card Associate Relationship Manager: Frequently Asked Questions
Do Associate Relationship Manager roles typically qualify for EB-2 or EB-3 green card sponsorship?
Both categories can apply depending on your credentials. EB-2 covers candidates with an advanced degree in a related field such as finance, business administration, or economics, or a bachelor's degree plus five years of progressive experience. EB-3 covers professionals with a qualifying bachelor's degree and skilled workers with at least two years of relevant experience. Banks and wealth management firms commonly sponsor at both levels, so your degree and work history determine which category your employer files under.
How is green card sponsorship different from H-1B sponsorship for this role?
H-1B visa is a temporary nonimmigrant status tied to a specific employer, subject to an annual lottery, and limited in duration. EB-2 and EB-3 green card sponsorship leads to lawful permanent residence with no renewal requirement. The employer must complete PERM labor certification with the Department of Labor before filing the I-140 petition with USCIS, documenting a prevailing wage determination and a formal recruitment test proving no qualified U.S. workers were available for the role. There is no lottery, but per-country annual limits mean priority date backlogs vary by nationality.
What does the PERM process involve for an Associate Relationship Manager position?
PERM starts with your employer obtaining a prevailing wage determination from DOL for your specific job and location. The employer then conducts a formal recruitment test over a defined period, advertising the role through required channels and documenting that no qualified U.S. workers applied. If the test is satisfied, the employer submits the PERM application to DOL. After certification, the employer files an I-140 immigrant petition with USCIS. You then wait for your priority date to become current before filing for adjustment of status or consular processing.
How do I find Associate Relationship Manager jobs where the employer already sponsors green cards?
Start your search on Migrate Mate, which lists employers with verified green card sponsorship history for roles in relationship management and related financial services positions. Targeting employers with an established PERM track record significantly reduces the risk of an employer declining to sponsor after you receive an offer, since the HR and legal infrastructure for the process is already in place.
Can I change employers after my green card process has started?
Two separate rules govern this. If your original I-140 was approved, you may be able to carry your priority date to a new employer's I-140 so you don't lose your place in the backlog. Separately, AC21 job portability lets you change employers once your I-485 has been pending 180 days or more, provided the new role is in the same or a similar occupation as the one on your original PERM. Both rules require careful coordination with an immigration attorney before you make any move.