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City National makes legal services banking its business

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Robert Pitois

In the business of banking, the most important component of any client relationship is the trust developed between the client and the banker. That’s especially true when it comes to serving the legal community.

While many institutions “sell” banking services to the legal industry, few have developed and nurtured an expertise in serving both law firms and their members. City National Bank is different.

City National has created a customized program of banking products and services specifically for the legal community. Its Legal Services Banking team understands and knows how to meet the special financial needs and requirements of law firms and their partners, associates and staff. We serve as trusted advisors when it comes to helping a firm through its various cycles -- from startup and growth to relocations and restructuring.

One way City National has been able to develop this expertise is through its ongoing involvement with the Association of Legal Administrators. The bank has been active with the organization and many of its local chapters for more than a decade -- participating in national and regional conferences, sponsoring educational seminars and events, and serving as a resource for its members.

Our long-standing relationship with the ALA has enabled us to develop a deep understanding of law firms and attorneys. We concentrate on their requirements and deliver custom financial solutions designed exclusively for them. Each private client relationship manager is focused on developing a relationship with the firm and with its members -- offering personalized service while respecting time constraints and confidentiality.

Banking at City National means having access to investment professionals who understand the financial markets. It means having a relationship manager who serves as the primary point of contact for both the firm and its members and coordinates the seamless delivery of all the bank’s resources and capabilities. It means having access to the senior management of the bank.

City National is big enough to provide all the products and services of a large financial institution, while still being small enough to know our clients and help them achieve and maintain success and financial security. We understand the financial needs of the legal profession, and ensure that whether it is at our offices, your location, on the telephone, or through the Internet, you know that your bank is just seconds away.

City National Bank provides banking, investment and trust services through 75 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Tenn., and Atlanta. For more information about City National, visit cnb.com.

-Submitted by Robert Pitois, senior vice president and team leader with City National’s San Diego Private Client Services office in La Jolla.He can be reached at (858) 642-4935 or Robert.pitois@cnb.com.

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