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Client Manager
City National Bank - Walnut Creek, 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 Private Bankers in...
Portfolio Manager Associate
City National Bank - SF, CA
PORTFOLIO MANAGER ASSOCIATE (Hybrid - 3 days in office) WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for City National Rochdale (CNR) Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. What you will do
Manager Branch II
City National Bank - Berkeley, CA
MANAGER BRANCH II WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ensuring the branch maintains high standards for risk and ...
Relationship Banker
City National Bank - Walnut Creek, CA
RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker...
Relationship Manager CB
City National Bank - Walnut Creek, CA
RELATIONSHIP MANAGER Commercial Bank: San Francisco, San Jose, or Walnut Creek - hybrid schedule, 3 days in office WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients ($40-500MM annual revenues) in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality ...