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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 ...
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 ...
Wealth Advisor II
City National Bank - Beverly Hills, CA
WEALTH ADVISOR II WHAT IS THE OPPORTUNITY? Partners with Relationship Managers in providing integrated financial services advice to clients including: investment management, trust and estate planning, insurance services and brokerage. Takes a lead role in managing investment services for entertainment relationships by planning, delivery, and regular review with clients. Partner...
Wealth Analyst I
City National Bank - Beverly Hills, CA
WEALTH ANALYST I WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainme...
Lead Credit Officer- Entertainment Banking
City National Bank - Beverly Hills, CA
CREDIT OFFICER LEAD - Entertainment Banking Hybrid Schedule, Beverly Hills, CA. WHAT IS THE OPPORTUNITY? The Credit Officer Lead will provide leadership and direction to credit colleagues assigned to Entertainment Banking's C&I team. This colleague will: Lead and support deal teams by providing credit and l...
Lead Credit Officer- Entertainment Banking
City National Bank - Beverly Hills, CA
CREDIT OFFICER LEAD - Entertainment Banking Hybrid Schedule, Beverly Hills, CA. WHAT IS THE OPPORTUNITY? The Credit Officer Lead will provide leadership and direction to credit colleagues assigned to Entertainment Banking's C&I team. This colleague will: Lead and support deal teams by providing credit and l...
Relationship Manager Business Banking II
City National Bank - Westlake Village, CA
RELATIONSHIP MANAGER BUSINESS BANKING II Oxnard Branch or Westlake Village Branch WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives...
Credit Officer Senior ENT sp
City National Bank - Beverly Hills, CA
CREDIT OFFICER SENIOR, Entertainment Beverly Hills, CA., Los Angeles (DTLA), CA., NYC., NY. - Hybrid Schedule WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise to the cash flow lending/leveraged finance group within Entertainment Banking. Analyzes prospective loan transactions and ...
Relationship Manager Business Banking II
City National Bank - Oxnard, CA
RELATIONSHIP MANAGER BUSINESS BANKING II Oxnard Branch or Westlake Village Branch WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives...
Relationship Associate Senior
City National Bank - Los Angeles, CA
RELATIONSHIP ASSOCIATE SENIOR 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. Actively engages in...
Administrative Specialist
City National Bank - Beverly Hills, CA
ADMINISTRATIVE SPECIALIST WHAT IS THE OPPORTUNITY? This person is responsible for supporting their manager and/or team as designated. This person represents the manager/team to both external and internal clients consistent with the CNB culture of relationship management. They assist in keeping their manager/team informed, with scheduling, reports, agendas, meetings, and other aspect...
Client Manager
City National Bank - Beverly Hills, CA
MANAGER - CLIENT Beverly Hills Main 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 internal sales/serv...
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...
Wealth Strategist City National Rochdale
City National Bank - Beverly Hills, CA
WEALTH STRATEGIST CNR WHAT IS THE OPPORTUNITY? This position is responsible for expanding the CNR's 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 in the development of HNW and UHNW client facing mate...
Relationship Banker
City National Bank - CA
RELATIONSHIP BANKER Valencia Branch 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...
