Financial Sales Advisor Levels I-II - Newport

Actively engages in the sales process of the branch to ensure the attainment of branch 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.

 All levels of Financial Sales Advisor will be considered.


Bachelor's degree in Business Administration, Accounting, Finance or related discipline required.
Comprehensive knowledge of bank products and services required.
Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques required.
Accomplished selling skills and working knowledge of consumer lending, underwriting small business loans, and actively managing a portfolio of clients required.
Excellent business development and client relationship skills required.
Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships required.
Excellent interpersonal, verbal and written communication skills required.
Strong Microsoft Office skills (e.g., Word, Excel, PowerPoint, Outlook) 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.