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Client Officer Senior
City National Bank - Los Angeles, CA
CLIENT OFFICER SENIOR LA Main Branch WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. • Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow...
Credit Analyst I
City National Bank - Irvine, CA
CREDIT ANALYST I - Middle Market WHAT IS THE OPPORTUNITY? The Credit Analyst is an entry-level position responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit underwriting and portfolio review activities. The Credit Analyst will learn how to analyze credit data, prepare reports, conduct periodic por...
Credit Lead - Technology
City National Bank - SF, CA
CREDIT LEAD -Technology WHAT IS THE OPPORTUNITY? The Credit Lead is responsible for overseeing the management of credit portfolios within a certain region or industry. The Credit Lead will be involved in certain transactions, and depending on the size of the team and the size of the portfolio, may be expected to manage a portfolio of their own. On other tran...
Portfolio Manager Associate - FI
City National Bank - Beverly Hills, CA
PORTFOLIO MANAGER ASSOCIATE - FI WHAT IS THE OPPORTUNITY? Primarily responsible for executing buy and sell orders for municipal and/or corporate bonds in both secondary and primary markets for duration targeted fixed income strategies. May participate in active strategy portfolio management at the discretion of PM's or Sr. PMs on the fixed income team. Manage and ...
Invst Operations Securities Specialist
City National Bank - Los Angeles, CA
INVST OPERATIONS SECURITIES SPECIALIST WHAT IS THE OPPORTUNITY? The Securities Specialist will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company. WHAT WILL YOU DO? Acts as a liaison with SEI Private Trust Company; resolves problems and discrepancies related to cash tr...
Invst Operations Securities Specialist
City National Bank - Los Angeles, CA
INVST OPERATIONS SECURITIES SPECIALIST WHAT IS THE OPPORTUNITY? The Securities Specialist will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company. WHAT WILL YOU DO? Acts as a liaison with SEI Private Trust Company; resolves problems and discrepancies related to cash tr...
Investment Operations Specialist Lead
City National Bank - Newark, DE
INVESTMENT OPERATIONS SPECIALIST LEAD WHAT IS THE OPPORTUNITY? The Investment Ops Specialist Lead will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can support...
Marketing Associate Communication
City National Bank - New York, NY
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly...
Mortgage Loan Processor I
City National Bank - Los Angeles, CA
MORTGAGE LOAN PROCESSOR I WHAT IS THE OPPORTUNITY? Reviews all new loan application requests to ensure that all required forms and/or documentation have been provided by the borrower. Prepares and sends out all pertinent regulatory compliance disclosures for single family 1-4 properties. Works in a team environment gathering outstanding conditions and upon receipt performs analysis ...
Client Manager
City National Bank - Montecito, CA
CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Priv...
Relationship Manager II
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB...
Relationship Manager I
City National Bank - SF, CA
RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB'...
Client Officer
City National Bank - Beverly Hills, CA
CLIENT OFFICER WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in i...
Manager - Client Senior
City National Bank - Los Angeles, CA
MANAGER - CLIENT SENIOR Encino Branch WHAT IS THE OPPORTUNITY? The Client manager is responsible for contributing to overall branch sales efforts, maintaining first-in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. Responsible for hiring, development, and coaching of branch int...
Strategy and Transformation Manager Mortgage Banking
City National Bank - Jacksonville, FL
STRATEGY AND TRANSFORMATION MANAGER MORTGAGE BANKING WHAT IS THE OPPORTUNITY? The Strategy and Transformation Manager Mortgage Banking will be a trusted advisor and strategic partner to the EVP of Mortgage, responsible for driving key transformation initiatives, optimizing divisional operations, and ensuring seamless coordination across functions. This role will provide high-level s...
