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CNB Financial CORP

19 open roles indexed with location, benefit, and apply-link signals where available.

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  • Loan Processor III

    Los Angeles, California

    unspecified $22.27-$33.43/hr

    Loan Processor III Los Angeles, California LOAN PROCESSOR III WHAT IS THE OPPORTUNITY? This position is responsible for reviewing, boarding and funding loans and renewals from loan agreements. Responsibilities include reviewing all requests for boarding and funding, processing advances, payments and payoffs on various loan products, setting up and maintaining Guarantor records on the loan system, and calculating and adjusting interest and fee accruals. Balances work and prepares appropriate general ledger entries to various cost centers as required. WHAT WILL YOU DO? Boards new loans and processes renewals from loan agreements, note and other loan documents. Completes data entry and processes appropriate general ledger entries with corresponding offsets. Sets up customer account, commitment and note record on the loan system. Processes initial funding as requested and account for collection of fees and charges as applicable, including but not limited to, unused commitment fees, usage fees, etc. Reviews all legal documentation prior to boarding and funding. Processes production loans with interest reserve. Maintains Guarantor records on the loan system and performs all maintenance work relating to loans as required. Balances daily financial transaction on-line from the system of record. Ensures entered transactions including offset entries are balanced compared to system calculated totals. Ensures receipt and verification of proper approvals prior to processing waivers and any unusual transactions. Maintains waiver approval file. Calculates and processes accrual and fee adjustments and any other reconcilement work that is assigned. Reviews and processes exception reports on a periodic basis. Identifies and resolves any payment processing

  • Senior Data Analyst (SNOWFLAKE, SQL)

    Los Angeles, California; Charlotte, North Carolina

    unspecified $95K-$155K

    Senior Data Analyst (SNOWFLAKE, SQL) Los Angeles, California; Charlotte, North Carolina SENIOR DATA ANALYST WHAT IS THE OPPORTUNITY? The Senior Data Analyst works within the Insights, Data Engineering & Analytics organization to meet the data pipeline strategies and objectives across the bank. The Senior Data Analyst will guide and lead end-to-end process, standards, and guidelines to ensure accurate and efficient data delivery of tasks and projects. WHAT WILL YOU DO? Lead data analysis via data discovery, exploration, investigation, and impact assessments. Apply best practices and illustrate understanding via data flows of systems and processes. Conduct and leads data profiling and data preparation by identifying gaps and qualifying data. Validates data by verifying against requirements and success criteria. Confirms understanding of requirements by modeling data with Entity Relationship diagrams and data flow diagrams Leads understanding by researching business processes and documenting inconsistent and incomplete data, value misinterpretations and misclassified data. Lead development/quality measurement, benchmarking and goal setting, performance measurement analysis Identify the appropriate data sources and map the data from source to target Create and manage the catalog and metadata of data related objects Guide integration across data sources and targets Perform one or more of the following: Actively mentor other colleagues by contributing experience and insight to the team Manage large programs & projects of significant complexity and risk. Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external partners, that include guidance, as appropriate, for optimizing use of analytic capabilities

  • Team Lead Trust and Estate Administration

    Nashville, Tennessee; Las Vegas, Nevada; New York, New York; Wilmington, Delaware

    unspecified $123K-$209K

    Team Lead Trust and Estate Administration Nashville, Tennessee; Las Vegas, Nevada; New York, New York; Wilmington, Delaware TEAM LEAD TRUST AND ESTATE ADMINISTRATION WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (e.g. conservatorships, testamentary/intervivos trust, estates, revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices consistent with the division's objectives. Handle trust accounts of special significance, especially those of a more delicate or complex nature. Ensure that the administration of trusts is in accordance with applicable laws and regulations and the stipulations of the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team of Trust Officers. Typically have ten or more years of experience. Administers own full book of accounts. WHAT WILL YOU DO? Manage/handle the largest and most complex trust accounts. Confer with clients, administrators, co-trustees, beneficiaries and attorneys regarding the establishment, administration and operation of a trust. Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine duties and responsibilities of the company. Approve, maintain and negotiate as necessary desirable fee schedules and charges for trust and investment services. Ensure all tax liabilities and obligations of accounts are met. Gather/submit pertinent facts

  • Technology Program Mgr

    Los Angeles, California; Jersey City, New Jersey

    unspecified $99K-$176K

    Technology Program Mgr Los Angeles, California; Jersey City, New Jersey TECHNOLOGY PROGRAM MGR WHAT IS THE OPPORTUNITY? Position is responsible for the planning and successful delivery of long term and / or complex technology projects or programs in a specific business unit while leading matrixed project team members that are each responsible for elements therein. This includes building technology project governance structures and delivery plans to enable fulfillment of articulated business goals. Role is instrumental in driving and tracking project activities, schedule, scope, and budget, as well as negotiating changes in plans and effective communication with all stakeholders. Success of technology project outcomes will be measured by the degree with which the initiative was delivered within time line expectations, budget and scope. WHAT WILL YOU DO? Independently manages multiple highly complex long-term projects and/or programs with significant impact on business processes and technology used firm wide Influences strategic direction and develops tactical plans with substantial latitude Provides comprehensive solutions to complex problems and has extensive contact with internal clients and the business Independently manages complex projects and programs from proposal and requirements definition to project planning and implementation, using broad and extensive input from industry and/or business unit subject matter experts Independently manages highly complex project, program and/or portfolio budgets Independently drives and manages project, program and/or portfolio activities relating to meeting objectives, budgets, scope, quality standards and schedules Performs project risk assessments, including identifying key risk factors, providing effective mitigation strategies and assigning contingency action plans to both schedules

  • Portfolio Manager Associate

    Beverly Hills, California

    unspecified $92K-$157K

    Portfolio Manager Associate Beverly Hills, California ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. 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 proprietary strategies and asset allocation for RBC Rochdale 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 WILL YOU DO? Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients. Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses Manage the Book: analyses/activities on the total book of business, segments of the book, and client portfolios. - Track new clients and specific actions to take across the Book and for specific clients Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client's investment mandates, cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are

  • Strategic Execution Partner Commercial Banking Administration

    Los Angeles, California

    unspecified $87K-$139K

    Strategic Execution Partner Commercial Banking Administration Los Angeles, California STRATEGIC EXECUTION PARTNER SR COMMERCIAL BANKING ADMINISTRATION WHAT IS THE OPPORTUNITY? The role of the Strategic Execution Partner Sr. is to provide support for continuous improvement initiatives and change management efforts within the Commercial Business & Product Group division (CBPG). Strategic Execution Partners work closely with CBPG colleagues to lead scoping, planning and execution of organizational initiatives resulting from key business activities and inclusive of organizational communications and training. WHAT WILL YOU DO? Acts as strategic advisor/consultant responsible for developing strong internal partnerships with colleagues to assess business needs and provides ongoing guidance and execution support. Leads stakeholder engagements to define project scope and gain leadership support of identified project milestones and deliverables. Develops project plans, job aids, and training curriculum to support execution of strategic initiatives. Drafts communications plans and artifacts inclusive of informational newsletters, announcements, and leader speaking points and materials; Coordinates broadcast of communication to appropriate audience(s). Manages concurrent projects varying in size and coordinates internal and third-party resources as needed. Monitors project progress and emerging risks or dependencies and provides senior leadership with regular status reporting. Creates and maintains accurate and up-to-date project documentation inclusive of meeting notes, project plans, assessment tools, document libraries and SharePoint sites, and deliverables. Establishes project teams and meeting routines, and coordinates internal / external resources to ensure completion of initiatives Assists with creation, maintenance and continuous improvement of Strategic Execution teams' practices, tools and templates, and SharePoint assets. Complies fully with

  • Portfolio Manager III - Entertainment & Sports Banking

    Beverly Hills, California; New York, New York

    unspecified $123K-$209K

    Portfolio Manager III - Entertainment & Sports Banking Beverly Hills, California; New York, New York PORTFOLIO MANAGER III - Entertainment & Sports Banking WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting

  • Investment Consultant

    Colorado, United States

    remote $101K-$172K

    Investment Consultant Colorado, United States ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. 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. INVESTMENT CONSULTANT - Remote based in CO WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to Rochdale Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Facilitate the new accounts and account transfer process. Handle Independent Financial Advisor and client communication. Prepare client presentations. Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. Facilitate and conduct individual meetings and presentations in assigned territory. Generate new assets

  • Investment Consultant (External Wholesaler)

    Texas, United States

    unspecified $101K-$172K

    Investment Consultant (External Wholesaler) Texas, United States ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. 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. INVESTMENT CONSULTANT - Remote based in TX WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to Rochdale Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Facilitate the new accounts and account transfer process. Handle Independent Financial Advisor and client communication. Prepare client presentations. Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. Facilitate and conduct individual meetings and presentations in assigned territory. Generate

  • Relationship Manager Technology Banking

    San Francisco, California; Los Angeles, California; New York, New York; San Francisco, California

    unspecified $92K-$157K

    Relationship Manager Technology Banking San Francisco, California; Los Angeles, California; New York, New York; San Francisco, California RELATIONSHIP MANAGER TECHNOLOGY WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial 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 for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry,

  • Relationship Manager Senior CB

    Irvine, California

    unspecified $123K-$209K

    Relationship Manager Senior CB Irvine, California RELATIONSHIP MANAGER SENIOR CB WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial 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 for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets

  • Credit Associate - Food & Beverage

    New York, New York; San Francisco, California; Walnut Creek, California; Los Angeles, California

    onsite $34.55-$55.19/hr

    Credit Associate - Food & Beverage New York, New York; San Francisco, California; Walnut Creek, California; Los Angeles, California CREDIT ASSOCIATE - Food & Beverage In Office - NYC, Los Angeles, Walnut Creek, or San Francisco WHAT IS THE OPPORTUNITY? The Credit Associate 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 may be assigned a book of lower-complexity loans and relationships. The Credit Solutions Associate collaborates with team members to ensure effective credit operations. The Credit Solutions Associate helps maintain high standards of credit quality and compliance. WHAT WILL YOU DO? Role : Support the underwriting and management of cash-flow and asset-based loans ≥$25.0 million for the national Food & Beverage (“F&B”) platform across the sponsor and strategic channels. Target Borrower profiles, both private and public, have EBITDA >$10.0 million and Revenue >$200.0 million. Structures typically include revolvers, term loans, delayed draw term loans, and CAPEX lines across multiple product lines. Transaction types typically include leveraged buyouts, management buyouts, refinances, growth capital, recapitalizations, add-on acquisitions, etc.. Underwriting : Support due diligence efforts as Agent or Participant for Borrowers across the F&B value chain (i.e. manufacturers, processors distributors, grocers, etc.). Core competencies include historical and projected financial statement analysis, dynamic 3-statement financial modeling, and credit memorandum preparation. Portfolio Monitoring : Support the management of a portfolio of Borrowers across multiple F&B subsectors with various structures, roles, commitments and

  • Credit Associate - Private Banking Commercial Real Estate

    Los Angeles, California; Irvine, California; New York, New York

    unspecified $34.55-$55.19/hr

    Credit Associate - Private Banking Commercial Real Estate Los Angeles, California; Irvine, California; New York, New York CREDIT ASSOCIATE- Private Banking Commercial Real Estate WHAT IS THE OPPORTUNITY? The Credit Associate-Private Banking Commercial Real Estate 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 may be assigned a book of lower-complexity loans and relationships. The Credit Associate collaborates with team members to ensure effective credit operations. The Credit Associate helps maintain high standards of credit quality and compliance. WHAT WILL YOU DO? In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Experience working with high net worth / private banking / wealth management clients is preferred. Candidate must have foundational understanding of personal financial statements, real estate schedules, and tax returns. On occasion, this role may support other CRE verticals in the bank, including institutional real estate and construction lending. Credit Analysis: Performs credit analysis activities to assess creditworthiness of borrowers, guarantors, and sponsors. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data, market and industry reports, trendcards, and prepare credit presentations to support underwriting and

  • Division Credit Manager - Consumer, SBA, Business Banking, Card

    Los Angeles, California

    unspecified $196K-$364K

    Division Credit Manager - Consumer, SBA, Business Banking, Card Los Angeles, California DIVISION CREDIT MANAGER - Consumer, SBA, Business Banking, Card WHAT IS THE OPPORTUNITY? The Division Manager is responsible for overseeing the credit operations within Consumer, SBA, Business Banking, Card, ensuring strategic alignment, and effective risk management. This role involves leading a team of Credit Solutions colleagues, driving strategic growth, and maintaining high standards of credit quality and compliance. The Division Manager collaborates closely with senior leadership to develop and implement lending strategies that support the Bank's goals. The Division Manager will provide leadership in the creation and implementation of a cohesive and consistent credit culture, ensuring consistency in credit philosophy, underwriting review, and portfolio monitoring. This role is responsible for building and supporting effective partnerships and communication routines between the Credit Solutions team and its Sales and Risk partners. The Division Manager will partner with the head of the Sales business line to develop and implement a growth strategy. The Division Manager is responsible for understanding the full loan portfolio, including anticipating market changes and flagging risks and exposures as necessary. This role is also a point of escalation on individual transactions, as needed. The Division Manager also acts as the primary interface for the Credit Solutions division with internal Credit Risk Review and Audit and outside regulatory parties. This role actively participates in Risk Committee meetings and is responsible for or may coordinate the development and implementation of the risk management framework required by internal and external

  • Community Lending Mortgage Banker

    New York, United States

    unspecified Salary not disclosed

    Community Lending Mortgage Banker New York, United States COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. WHAT WILL YOU DO? Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy Calls on clients or their designated representative's and

  • Client Service Associate (Commercial Banking)

    Charlotte, North Carolina

    unspecified $65K-$104K

    Client Service Associate (Commercial Banking) Charlotte, North Carolina CLIENT SERVICE ASSOCIATE II WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. 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 individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients. WHAT WILL YOU DO? Primary contact with clients/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support. Responsible for the operational integrity of the assigned area of responsibility. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clients/prospects. Follows through with executing on relationship plans designed by the Relationship Manager strategies for those clients they manage. Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients to assist in operations areas. Works directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity,

  • Relationship Manager Sr_RBC

    Washington, Washington, DC

    unspecified $92K-$157K

    Relationship Manager Sr_RBC Washington, Washington, DC RELATIONSHIP MANAGER SR_RBC Washington DC Branch WHAT IS THE OPPORTUNITY? The RBC Relationship Manager role focuses on acquiring and managing small business and personal relationships within an assigned geography, collaborating with RBC USWM Financial Advisors to deliver City National Bank's capabilities to their clients and prospects. The position requires strong communication and presentation skills to educate advisors on small business financial needs, build trust, and facilitate qualified client introductions. Key responsibilities include business development, client acquisition and retention, and delivering exemplary service, with success measured by growth in relationships, deposits, fees, and loans. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? Acquire and facilitate new small business and personal relationships while managing a portfolio of existing clients to achieve sales goals (deposits, lending and fee income), while effectively managing sales and credit pipelines. Develop a defined strategy for engaging RBC USWM Financial Advisors (and other internal and external partners) for client introductions, education and follow-up to ensure fully qualified client introductions. Manages a portfolio of existing clients and actively deepens client relationships through cross-selling efforts, often with the RBC USWM Financial Advisor and other SME relationship colleagues. Deliver an exceptional & consistent client experience - ensure client

  • Private Banker

    Montecito, California

    unspecified $128K-$237K

    Private Banker Montecito, California PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings. Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Manage relationships by leading the client team in planning,

  • Relationship Manager Senior ENT Production

    Beverly Hills, California

    unspecified $128K-$237K

    Relationship Manager Senior ENT Production Beverly Hills, California 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 calling efforts, strategic thinking, and a proactive approach. WHAT WILL YOU DO? Actively develop a pipeline of new client prospects consistent with the objectives and risk culture of the Bank. Identify opportunities within the existing client base to grow into more profitable relationships. Lead retail syndications for large credit relationships in conjunction with the Bank's syndications team. Solicit referrals from existing clients, professional contacts, and other industry resources. Prepare strategic relationship plans for each client or prospect with clear timing and expectations. These plans include specific calling schedules and objectives (such as cross sell strategy, expected revenue contribution, etc.) for each relationship. Leverage industry subject matter expertise to advise clients. Negotiate terms, price products within targeted rate of return, structure and document loans, ensure conformity with Bank policy and regulatory requirements. Exercise sound risk judgement in accordance with existing policies and procedures. Ensure the quality of all business introduced to the Bank. Represent the Bank by participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Interface with other Bank departments to resolve all client needs as well as any internal