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Manager - Client Senior
City National Bank - Los Angeles, CA
MANAGER - CLIENT SENIOR 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 internal sales/service colleagues. Provid...
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...
Account Services Manager
City National Bank - Beverly Hills, CA
ACCOUNT SERVICES MANAGER WHAT IS THE OPPORTUNITY? Responsible for the day-to-day interaction and relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration with the Branch Manager and Relationship Managers, the ASM works to address portfolio servicing needs, enhance relationship profitability while adhering to CNB's...
Relationship Manager Senior
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER SENIOR 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 ...
Relationship Associate - PBB
City National Bank - Los Angeles, CA
RELATIONSHIP ASSOCIATE Encino Branch WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. ...
Manager - Client Senior
City National Bank - CA
MANAGER - CLIENT SENIOR Valencia 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 i...
Private Wealth Analyst
City National Bank - Los Angeles, CA
PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management ...
Account Services Manager
City National Bank - Los Angeles, CA
ACCOUNT SERVICES MANAGER WHAT IS THE OPPORTUNITY? Responsible for the day-to-day interaction and relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration with the Branch Manager and Relationship Managers, the ASM works to address portfolio servicing needs, enhance relationship profitability whil...
Financial Advisor Senior
City National Bank - West Hollywood, 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 provi...
Private Wealth Analyst
City National Bank - Los Angeles, CA
PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management ...
Client Manager
City National Bank - Los Angeles, 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 Associate Senior - PBB
City National Bank - West Hollywood, CA
RELATIONSHIP ASSOCIATE SENIOR - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing ...
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 Multi-Family Office business segment. This person will focus on outreach to receptive prospects generated from a curated list. This person will onboard the client and remain a point of contact while an assigned colleague manages the relatio...
Credit Associate Sr - Entertainment & Sports, HNW
City National Bank - Beverly Hills, CA
CREDIT ASSOCIATE SR-Entertainment & Sports, HNW WHAT IS THE OPPORTUNITY? The Credit Associate Sr. is responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation. The Credit Associate Sr. may be ...
Account Manager Senior ENT
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER SENIOR 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...
