Financial Sales Advisor Ii - (US-CA-Pasadena - 91199)

Minimum Education: None
Job Type: Full Time
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Responsibilities and Requirements : 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. 5 years of direct sales experience required. 5 years of experience in a Financial Institution required. 3 years of new accounts with a strong focus on business development experience required. Bachelor's degree in Business Administration, Accounting, Finance or related discipline preferred. Comprehensive knowledge of bank products and services. 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. Strong motivational and leadership skills Experience in developing and executing sales strategies, branch marketing and business development. Understanding of various phases of sales management, including planning, goal setting and selling techniques. Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities. Strong knowledge of operations, regulatory compliance and banking regulations preferred. Customizes individual branch plan to meet local market needs. Strong computer skills. Represents basic qualifications for the position.

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