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Business Development Officer
City National Bank - Beverly Hills, CA
BUSINESS DEVELOPMENT OFFICER Beverly Hills, CA WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides information about Bank products and services that can enhance prospect's financial position. Follows Bank segmentation policy and collaborates with the a...
Client Officer
City National Bank - Santa Monica, 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 interv...
Manager - Client
City National Bank - Santa Monica, CA
MANAGER - CLIENT 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• Provide the ...
Portfolio Manager Associate
City National Bank - Beverly Hills, CA
ABOUT US 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-owned subsidiary of City National Bank. PORTFOLIO MANAGER ASSOCIATE WHAT IS THE OPPORTUNITY? Implement ...
Manager - Client
City National Bank - Beverly Hills, CA
MANAGER - CLIENT 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• Provide the ...
Portfolio Analyst
City National Bank - Beverly Hills, CA
PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are: Prepare review book materials for client presentations Prepare IPS letters for new clients and IPS change / reallocation letters when necessary Assist the Portfolio Management team in solving client and advisor issues as it relates to...
Account Manager ENT
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...
Technical Support Analyst I AgilLink
City National Bank - Los Angeles, CA
TECHNICAL SUPPORT ANALYST I AGILLINK WHAT IS THE OPPORTUNITY? The AgilLink 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 AgilLink software issues and providing timely resolution. Successful analysts will understand how to use the ...
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 provi...
Client Officer Senior
City National Bank - Los Angeles, CA
CLIENT OFFICER SENIOR 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 interviewing persp...
Account Support Officer
City National Bank - Beverly Hills, CA
ACCOUNT SUPPORT OFFICER WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment Division. They are the primary person providing proactive solutions, completing actions, and providing support to resolve operations issues that arise. In addition to being the primary contact for transitional solutions, th...
Financial Advisor Senior
City National Bank - Beverly Hills, 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...
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. Provide the motivation an...
Financial Advisor Senior
City National Bank - Beverly Hills, 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...
Sr. Account Manager- Entertainment & Sports Banking
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...
