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Investment Consultant
City National Bank - Austin, TX
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate plannin...
Regional Closing Manager
City National Bank - Los Angeles, CA
REGIONAL CLOSING COORDINATOR WHAT IS THE OPPORTUNITY? The Regional Closing Manager (RCM) is the leader in the closing of the deal and a key member of the client team. They will coordinate due diligence activities within Loan Administration and will directly follow up with the client for scheduling, documents, and questions related to closing. The RCM will be the primary contact for ...
Regional Closing Manager
City National Bank - New York, NY
REGIONAL CLOSING COORDINATOR WHAT IS THE OPPORTUNITY? The Regional Closing Manager (RCM) is the leader in the closing of the deal and a key member of the client team. They will coordinate due diligence activities within Loan Administration and will directly follow up with the client for scheduling, documents, and questions related to closing. The RCM will be the primary contact for ...
Regional Closing Manager
City National Bank - Orange, CA
REGIONAL CLOSING COORDINATOR WHAT IS THE OPPORTUNITY? The Regional Closing Manager (RCM) is the leader in the closing of the deal and a key member of the client team. They will coordinate due diligence activities within Loan Administration and will directly follow up with the client for scheduling, documents, and questions related to closing. The RCM will be the primary contact for ...
Regional Closing Manager
City National Bank - San Diego, CA
REGIONAL CLOSING COORDINATOR WHAT IS THE OPPORTUNITY? The Regional Closing Manager (RCM) is the leader in the closing of the deal and a key member of the client team. They will coordinate due diligence activities within Loan Administration and will directly follow up with the client for scheduling, documents, and questions related to closing. The RCM will be the primary contact for ...
Regional Closing Manager
City National Bank - SF, CA
REGIONAL CLOSING COORDINATOR WHAT IS THE OPPORTUNITY? The Regional Closing Manager (RCM) is the leader in the closing of the deal and a key member of the client team. They will coordinate due diligence activities within Loan Administration and will directly follow up with the client for scheduling, documents, and questions related to closing. The RCM will be the primary contact for ...
Client Success Senior Manager AgilLink
City National Bank - Los Angeles, CA
CLIENT SUCCESS SENIOR MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating clien...
Client Success Senior Manager AgilLink
City National Bank - El Segundo, CA
CLIENT SUCCESS SENIOR MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating clien...
Client Success Senior Manager AgilLink
City National Bank - New York, NY
CLIENT SUCCESS SENIOR MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating clien...
Client Success Senior Manager AgilLink
City National Bank - Nashville, TN
CLIENT SUCCESS SENIOR MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating clien...
Client Success Senior Manager AgilLink
City National Bank - Los Angeles, CA
CLIENT SUCCESS SENIOR MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating client ret...
Client Success Senior Manager AgilLink
City National Bank - El Segundo, CA
CLIENT SUCCESS SENIOR MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating client ret...
Client Success Senior Manager AgilLink
City National Bank - New York, NY
CLIENT SUCCESS SENIOR MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating client ret...
Client Success Senior Manager AgilLink
City National Bank - Nashville, TN
CLIENT SUCCESS SENIOR MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating client ret...
Insurance Specialist
City National Bank - Los Angeles, CA
INSURANCE SPECIALIST WHAT IS THE OPPORTUNITY? The Insurance Specialist will be responsible for managing and coordinating all insurance-related functions for the bank's commercial clients. This role involves evaluating insurance requirements, ensuring compliance with regulations and bank policies, and supporting clients in obtaining appropriate cove...
