Financial Sales Advisor Levels I-II

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.


Bachelor's degree in business administration, accounting, finance or related discipline, or certificates required.
Minimum of 5 years in financial services or related field.
Strong Knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.
Accomplished sales skills and working knowledge of consumer & business lending; understanding of business credit & underwriting; and actively managing a portfolio of discerning clients.
Excellent business development and client relationship skills.
Excellent interpersonal, verbal and written communication skills.
Experience in developing and executing sales strategies, branch marketing and business development.
Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities.
Customizes individual branch plan to meet local market needs.
Strong computer skills required.

City National Bank is an Equal Opportunity Employer.  M/F/D/V. 

 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.