City National Bank Job - 49557452 | CareerArc
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Company: City National Bank
Location: Los Angeles, CA
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

LEAD GENERATION ASSOCIATE

 

WHAT IS THE OPPORTUNITY? The Lead Generation Associate facilitates a marketing function to help fuel the company's growth. The role will generate leads through responding to inbound requests, performing outbound calls and emails, participating in marketing and sales driven campaigns, and routing opportunities to relationship managers when qualifications are met. The role will be outcome-driven and goal-oriented. The role plays a critical role in CNB's sales model and is key to our growth and ability to serve clients/prospects and leads with excellence.

 

What you will do
  • Under direction of the lead generation manager, oversee and manage the internal referral program including lead qualification, distribution, follow up and tracking. Manage and maintain a pipeline of target prospects. Work leads from personal (B2C) and business (B2B) banking areas.
  • Generate new leads to fuel CNB's growth. Identify and research prospects/leads within new/existing accounts.
  • Leverage the CRM and be diligent about creating/managing all data and activities.
  • Work with sales/marketing management to develop target lists, call strategies, and messaging. Participate in marketing and sales campaigns.
  • Collect and share feedback on lead quality to support demand generation. Help the team continuously improve.

Must-Have*

  • H.S. Diploma
  • 1 year in financial services And
  • 1 year in a customer service function And
  • 1 year of experience working with Salesforce

Skills and Knowledge

  • Excellent communication skills, both written and verbal
  • Excellent outbound phone and email communication skills
  • Ability to multitask, prioritize, and manage time effectively
  • Ability to adapt and learn within a highly regulated industry that requires adherence to training
  • Client-oriented with a high level of professionalism
  • A commanding desire to learn and succeed in sales
  • Ability to take initiative. Self-starter
  • Coachable
  • Ability to learn new concepts quickly, retain large amounts of information, and adapt to a changing work environment
  • Excel in a collaborative environment
  • Experience with the Microsoft Office Suite, including basic spreadsheet familiarity
  • Banking experience or industry knowledge, including commercial baking, personal and business banking, and real estate banking preferred
  • Ability to gather, compile, and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions
Compensation Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The 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.

 

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. Get an inside look at our Benefits and Perks.

 

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'

 

ABOUT CITY NATIONAL We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.


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