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Private Banking Officer II
City National Bank - Beverly Hills, CA
PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all are...
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...
Relationship Manager II
City National Bank - Beverly Hills, 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's products and servi...
Technical Support Analyst I AgilLink
City National Bank - Los Angeles, CA
TECHNICAL SUPPORT ANALYST I AGILINK WHAT IS THE OPPORTUNITY? The Agilink Tech Support Analyst position is a client facing position directly responsible for responding to client questions and requests for assistance. Such requests could include diagnosing Agilink software issues and providing timely resolution. Successful analysts will understand how to use the Agilink system pr...
Relationship Manager Senior ENT Production
City National Bank - Beverly Hills, CA
RELATIONSHIP MANAGER SENIOR ENT PRODUCTION WHAT IS THE OPPORTUNITY? Develops new business prospects and manages existing client relationships in the assigned business segment. Works with a variety of product partners to present solutions that address client needs. Is responsible for profitable growth of the assigned portfolio as well as the corresponding risk. Requires active callin...
Financial Advisor Senior
City National Bank - Los Angeles, CA
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset man...
Cash Operations Manager - Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
Cash Operations Manager - Entertainment & Sports Banking WHAT IS THE OPPORTUNITY? This person is responsible for the operational integrity of the branch. They are the expert in risk management and loss prevention policies and procedures. They are responsible for monitoring and auditing their respective office for compliance with these policies and procedures. They provide the m...
Relationship Manager I
City National Bank - CA
RELATIONSHIP MANAGER I Valencia Branch 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 nee...
Sr Account Manager- Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
Sr Account Manager- Entertainment & Sports Banking WHAT IS THE OPPORTUNITY? The Sr Account Manager will work closely with multiple functional areas to drive business performance management, growth/strategy, process improvement, cost reduction, technology implementation and business transformation. Responsible for Identifying key value drivers and defining metrics to info...
Relationship Manager Senior Sports Finance & Advisory
City National Bank - Beverly Hills, CA
RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profit...
Client Svcs Specialist II
City National Bank - Beverly Hills, CA
CLIENT SVCS SPECIALIST II WHAT IS THE OPPORTUNITY? This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and procedures. WHAT WILL YOU DO? Responsible for the...
Relationship Manager II ENT
City National Bank - Beverly Hills, CA
RELATIONSHIP MANAGER II ENT WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible ...
Account Manager- Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER ENTERTAINMENT & SPORTS BANKING WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of produc...
Account Manager- Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER ENT WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of products and services for their indivi...
Wealth Strategist (Financial Planner)
City National Bank - Beverly Hills, CA
WEALTH STRATEGIST CNR WHAT IS THE OPPORTUNITY? This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team ...
