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CNB Financial CORP

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

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  • Treasury Management Associate II

    Los Angeles, California; Walnut Creek, California

    unspecified $87K-$139K

    Treasury Management Associate II Los Angeles, California; Walnut Creek, California TREASURY MANAGEMENT ASSOCIATE II WHAT IS THE OPPORTUNITY? This position is responsible for the development and direct sale of treasury management products and services to new clients and the expansion of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies to aggressively increase the sale and use of treasury management products and services for the designated customer and prospect base. Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen existing client relationships. Maintain current knowledge of all treasury management products and services offered. The Treasury Management Associate is the trusted advisor for CNB's treasury management clients, partnering with Senior TMSOs to expand solution adoption and deepen client relationships. This role identifies growth opportunities within the portfolio, recommends tailored treasury services, and coordinates support to ensure exceptional client experiences. By balancing relationship management with proactive sales support, the TMA drives client loyalty and long-term business growth. WHAT WILL YOU DO? Client Portfolio Management & Activation Serve as the dedicated support resource for assigned portfolio of existing clients Coordinate cash management, foreign exchange, and commercial card digital solution onboarding across operations, implementations, and technical consulting teams Partner with Senior TMSOs to drive client activation and adoption while maintaining exceptional client experience Sales

  • KYC Review Analyst- Ops

    Newark, Delaware

    unspecified $25.93-$41.43/hr

    KYC Review Analyst- Ops Newark, Delaware KYC REVIEW ANALYST- OPS WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units. WHAT WILL YOU DO? The KYC Review (Specialist - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools to investigate, research, and prepare documentation/summaries consistent with resolution of investigation. Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested. KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly. KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Requires 3-5 years' experience in Banking

  • Investment Relationship Officer

    Los Angeles, California

    unspecified $72K-$115K

    Investment Relationship Officer Los Angeles, California INVESTMENT RELATIONSHIP OFFICER WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and provide clients with accurate, timely and extensive information to ensure quality service and client retention. Cultivate and maintain on-going client relationships by introducing and cross selling other financial products and services. Must be able to communicate effectively and professionally with clients and Bank colleagues of all levels and in a variety of settings. WHAT WILL YOU DO? Investment Advisory Program Account Administration Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service. Ensure all CIP and KYC requirements are complete. Prepare all new account documents, account transfers (acats), DTC delivery of securities, money movements including cash disbursements and deposits, wires, IRA distributions, and contributions, and all regulatory correspondence. Review daily reporting (i.e., overdrafts, uninvested cash, fee maintenance, etc) and ensure reporting and coding updates when policy and procedures change. Prepare all required SEC 17AC3-4(books and records) documents, letters, and correspondence needed for Program accounts. Complete annual administrative reviews. Review quarterly performance reports, investment objectives, current suitability on file and the Investment Policy statement to assist Financial Advisors to meet SEC requirements for annual investment reviews. Prepare operational

  • Portfolio Manager I

    Los Angeles, California; Phoenix, Arizona

    unspecified $41.83-$66.81/hr

    Portfolio Manager I Los Angeles, California; Phoenix, Arizona PORTFOLIO MANAGER I- Commercial Real Estate 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: The Commercial Real Estate Credit [Products/Solutions] team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers. Colleagues will partner across numerous bank lines and divisions to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources. CRE portfolio includes a variety of loan products secured or supported by varying asset types. 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

  • Lead Fiduciary Compliance Specialist

    New York, New York; Los Angeles, California; Newark, Delaware

    unspecified $120K-$200K

    Lead Fiduciary Compliance Specialist New York, New York; Los Angeles, California; Newark, Delaware LEAD FIDUCIARY COMPLIANCE SPECIALIST WHAT IS THE OPPORTUNITY? The Lead Fiduciary Compliance Specialist supports the execution, oversight, and continuous improvement of compliance programs within Wealth Management. This role partners closely with Compliance Officers and business stakeholders to ensure alignment with regulatory requirements while enhancing operational efficiency across functions.The position is responsible for monitoring compliance activities, supporting risk assessments and testing efforts, and contributing to the development and implementation of policies, procedures, and governance frameworks. In addition, the role serves as a liaison between compliance and business teams to identify process improvements, drive consistency in execution, and support business initiatives within a controlled and compliant environment. WHAT WILL YOU DO? Support the execution and ongoing enhancement of Wealth Management compliance programs, ensuring alignment with regulatory requirements and internal policies Monitor, analyze, and escalate compliance risks and issues, including client activity and regulatory exposure Partner with Compliance Officers and business stakeholders to support risk assessments, compliance testing, and monitoring activities Track and report on compliance testing results, open issues, and remediation efforts Act as a liaison between compliance and business units to ensure consistent interpretation and application of policies and regulatory requirements Contribute to the development, implementation, and maintenance of compliance policies, procedures, and governance frameworks Support regulatory and internal reporting requirements, including documentation of testing and monitoring activities Identify opportunities to enhance compliance processes and operational workflows; support implementation of improvements Assist in evaluating business unit activities, new

  • Compliance Officer-Lending

    Los Angeles, California

    unspecified $77K-$143K

    Compliance Officer-Lending Los Angeles, California COMPLIANCE OFFICER-LENDING WHAT IS THE OPPORTUNITY? Position is responsible for overseeing and maintaining assigned areas of the compliance program covering consumers, including monitoring business areas for compliance with applicable laws and regulations and ensuring controls are in place to mitigate compliance risk. The incumbent is responsible for monitoring issues remediation strategy for compliance identified issues and ensuring issues are closed in a manner which both adheres to the regulatory requirements while assisting business areas with implementing corrective actions or procedural changes, and applying a risk-based approach to remediation strategies. WHAT WILL YOU DO? Serve as a compliance subject matter expert for assigned areas of responsibility Assists with compliance risk assessments, analyzing the Bank's compliance risks; determine if current controls mitigate risk adequately. Analyze new and changing consumer laws and regulations through regulatory change management process and disseminate information to applicable business areas for implementation Assist with updates to consumer related compliance policies, procedures, and training material Assist the Sr Compliance Officer, Compliance Manager, and Risk Assessment team with the review and challenge of the compliance testing programs, controls and related processes. Performs research on regulations and provides guidance to business operations on lending compliance requirements. Maintain and report compliance testing or monitoring results for assigned business units. Attends meetings to discuss testing and risk assessment results and business to remediation plans. Review marketing materials for business areas or products including credit card, mortgage, small business, and consumer (lending or deposit) ensuring materials comply with regulatory

  • Mortgage Servicing Oversight Lead

    Phoenix, Arizona; Los Angeles, California

    unspecified $44.29-$75.42/hr

    Mortgage Servicing Oversight Lead Phoenix, Arizona; Los Angeles, California MORTGAGE SERVICING OVERSIGHT LEAD WHAT IS THE OPPORTUNITY? This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The AVP will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The AVP will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes. WHAT WILL YOU DO? Serve as the primary point of contact for sub-servicers, ensuring communication and coordination. Monitor and evaluate sub-servicer performance against contractual obligations and performance standards. Completely own the entire Mortgage and HELOC Servicing experience for our clients and relationship managers including working internally or with the third-party to resolve escalations or research requests and ensuring a white glove approach is provided to every client including written and oral communication. Directly calling clients to explain complex servicing related items related to

  • Supervisor Mortgage Servicing Oversight

    Phoenix, Arizona; Los Angeles, California; Charlotte, North Carolina

    unspecified $53.56-$91.22/hr

    Supervisor Mortgage Servicing Oversight Phoenix, Arizona; Los Angeles, California; Charlotte, North Carolina SUPERVISOR MORTGAGE SERVICING OVERSIGHT WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes. WHAT WILL YOU DO? Serve as the primary point of contact for sub-servicers, ensuring communication and coordination. Monitor and evaluate sub-servicer performance against contractual obligations and performance standards. Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements. Conduct regular audits of subservicer operations and compliance practices. Establish a data scorecard to

  • 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 Manager Talent Cycle

    Los Angeles, California

    unspecified $99K-$176K

    Senior Manager Talent Cycle Los Angeles, California SENIOR MANAGER TALENT CYCLE WHAT IS THE OPPORTUNITY? Reporting to the Senior Director, Global Talent Cycle, this position is responsible for providing leadership and oversight to a diverse operations team supporting employee onboarding and talent lifecycle processes. Provides direction on identifying process and efficiency improvements, resolving employee data inconsistencies, and maintaining accurate records. Accountable for meeting departmental goals, service level agreements, and operational objectives while supporting change initiatives and mitigating operational and compliance risks. Works to enhance the employee experience while ensuring alignment with HR Operations policies, regulatory requirements, and business objectives. WHAT WILL YOU DO? Lead and oversee onboarding and offboarding operations, ensuring timely and accurate completion of pre-hire, new hire and post-hire processes in alignment with established service level agreements. Lead and oversee HR Operations, ensuring timely and accurate completion of daily Manager Self-Service transactions in HRMS, HR Helpline oversight, and respond to ad hoc audit requests within established service level agreements. Manage and develop the team, providing guidance, performance management, and operational oversight Drive process improvements and operational efficiencies within onboarding workflows through collaboration with Talent Cycle, Digital Solutions, and cross-functional partners. Ensure adherence to organizational policies, regulatory requirements, and compliance standards while maintaining data accuracy and audit readiness. Partner with Talent Acquisition, HR Business Partners, and other stakeholders to support a consistent and positive experience aligned with HR and business objectives WHAT DO YOU NEED TO SUCCEED Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years of HR or

  • Private Wealth Analyst

    San Francisco, California

    unspecified $87K-$139K

    Private Wealth Analyst San Francisco, California 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 prospects and clients. WHAT WILL YOU DO? Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team. Lead region as the subject matter expert in using eMoney as a primary planning resource and tool. Lead in the administrative and follow up actions to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies. Partner with PB teams in business development, on boarding and ongoing servicing. Participate in profiling across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services. Participate with City National Bank team on sales calls including pre-brief and de-brief meetings. Assume primary responsibility to work with the Investment Management Services Group on the front-end on-boarding of new investment management and trust accounts. Aid Private Bankers to ensure client's current goals, risk tolerance and constraints are reflected in the Investment Policy Statement

  • 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

  • Sr. Product Manager - Commercial Online Platforms

    Los Angeles, California

    unspecified $111K-$190K

    Sr. Product Manager - Commercial Online Platforms Los Angeles, California SR. PRODUCT MANAGER - COMMERCIAL ONLINE PLATFORMS WHAT IS THE OPPORTUNITY? The Product Management function includes the following responsibilities: Develops, manages, and owns products and programs that support corporate defined strategies and initiatives and contribute to the bank's competitive edge in the marketplace. Creates new products to increase market share. Develops and enhances strategic products to meet the bank's profitability goals. Provides direction and support relative to product design, enhancement, research, pricing/fees/profitability, implementation, analysis, reporting and performance. Product Management is an ongoing cycle. It begins with analysis of needs and opportunities, leading to product development. Once the product is developed, colleagues must be trained, policies and procedures developed, pricing and positioning established, and marketing materials created. Subsequently, product tracking occurs, followed by analysis and recommendations to enhance the product to provide better service to clients or to be more competitive in the marketplace. Product Management coordinates and manages the formulation and implementation of all activities for a specific product or product line from conception to marketplace; performs economic and market research and analysis; provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product line. WHAT WILL YOU DO? Product Ownership & Agile Responsibilities Act as the Product Owner for assigned products/product lines, representing the voice of the business and ensuring alignment with business goals. Collaborate with agile teams to prioritize and manage the product backlog, breaking down large initiatives into smaller, actionable

  • Product Manager II Treasury Management Solutions

    Los Angeles, California; Charlotte, North Carolina; Phoenix, Arizona; New York, New York; Wilmington, Delaware

    unspecified $87K-$139K

    Product Manager II Treasury Management Solutions Los Angeles, California; Charlotte, North Carolina; Phoenix, Arizona; New York, New York; Wilmington, Delaware PRODUCT MANAGER II TREASURY MANAGEMENT SOLUTIONS WHAT IS THE OPPORTUNITY? The Product Management function includes the following responsibilities:Develops, manages, and owns products and programs that support corporate defined strategies and initiatives and contribute to the bank's competitive edge in the marketplace.Supports the creations of new products to increase market share. Supports the development and enhancements strategic products to meet the bank's profitability goals.Provides direction and support relative to product design, enhancement, research, pricing/fees/profitability, implementation, analysis, reporting and performance. Product Management is an ongoing cycle. It begins with analysis of needs and opportunities, leading to product development. Once the product is developed, colleagues must be trained, policies and procedures developed, pricing and positioning established, and marketing materials created. Subsequently, product tracking occurs, followed by analysis and recommendations to enhance the product to provide better service to clients or to be more competitive in the marketplace.Product Management coordinates and manages the formulation and implementation of all activities for a specific product or product line from conception to marketplace; performs economic and market research and analysis; provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product line. WHAT WILL YOU DO? Support assigned products/product lines. Perform data analysis, using SQL queries and various data visualization tools to identify, evaluate and implement measures to improve product performance, profitability, competitiveness and accountability. Identify, evaluate and implement measures

  • Client Service Associate (Specialty Banking-Structured Finance)

    Los Angeles, California

    unspecified $65K-$104K

    Client Service Associate (Specialty Banking-Structured Finance) Los Angeles, California ACCOUNT OFFICER 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,

  • Letters of Credit Officer Senior

    Los Angeles, California

    unspecified $28.58-$45.66/hr

    Letters of Credit Officer Senior Los Angeles, California LETTERS OF CREDIT OFFICER SENIOR WHAT IS THE OPPORTUNITY? The colleague will be responsible for delivering a high level of excellent service to clients through various channels for commercial trade finance clients. The colleague will be responsible for handling customer inquiries, all tasks associated with letters or credit such as but not limited to drafting, issuance, advising, document examination, payment, transfer, assignment of proceeds and providing issue resolution within the established guidelines, following the department's procedures and making sure delivery services are within the established service level agreement. The colleague will be responsible for providing prompt and courteous customer service to both internal and external customers. WHAT WILL YOU DO? Responsible for the handling of Letters of Credit and Amendment Issuance. Commercial Letter of Credit Advising, Examine Letter of Credit Documents, Financing, Payments, Standby Letter of Issuance, Counter Standby Letter of Credit Issuance, Language Drafting and Other Trade Finance Products. Provide advice and direction on the operational aspects of Trade Finance to both internal and external customers with a high level of responsiveness. Adhere to all department policies and procedures to ensure all internal compliance, anti-boycott, OFAC, AML are complied with. Collaborate with internal and external parties to ensure compliance with legal requirements, government rules International Chamber of Commerce rules, and Internal policies and procedures are complied with. Resolve complex inquiries and customer service issues through full ownership and resolution. Make sound decisions while balancing risk with opportunity. Ensure that fees are

  • Senior Relationship Manager Commecial Banking

    Walnut Creek, California

    unspecified $123K-$209K

    Senior Relationship Manager Commecial Banking Walnut Creek, California SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING 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

  • Technical Sales Receivables Consultant - Treasury

    Los Angeles, California

    unspecified $92K-$157K

    Technical Sales Receivables Consultant - Treasury Los Angeles, California TECHNICAL SALES RECEIVABLES CONSULTANT - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? Support the delivery of advanced receivables solutions that integrate merchant card processing into invoicing, billing, and receivables automation workflows. Responsibilities include advising clients on payment portals, invoice-based payment solutions, and industry-specific billing platforms while coordinating integration with client accounting systems and treasury management services. Receivables SME would be responsible for “discovery” discussions with client/prospect/partnering team, either in person or via conference call, creating and delivering strategic client presentations, proposals, and demonstrations, provide pricing recommendations and implementation support, and sales team training of new/recent enhancements of merchant receivable services. The Receivables TSC will act as the bridge between the client, Product, selected vendors, and the internal teams, facilitating communication and action on requests in a timely and efficient manner. Will maintain current knowledge of all City National Bank's receivables treasury management products and services offered. WHAT WILL YOU DO? Leads holistic sales discussion around all receivable's solutions of City National Bank (e.g. Wholesale Lbx, E-Deposit, Merchant Services, Cash Vault, Integrated Receivables). Supports the sale and implementation of selected receivables platforms. Participate in monthly partnership meetings to review referrals, referred merchants, sales pipeline activity, and revenue from portfolio (e.g. Elavon). Purpose- Internal CNB liaison helping to drive visibility and engagement across all lines of business. Collaborate and partners with Product, vendors, and internal bank resources to distribute internal updates with bank business line leaders, focusing on key referred merchant relationships & campaigns

  • 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

  • RBC Relationship Manager Sr

    Jersey City, New Jersey

    unspecified $92K-$157K

    RBC Relationship Manager Sr Jersey City, New Jersey RELATIONSHIP MANAGER SR_RBC WHAT IS THE OPPORTUNITY? Responsible for acquiring and managing small business and personal relationships within an assigned geography, working collaboratively with RBC USWM Financial Advisors, to deliver the full capabilities of City National Bank. This is an in-market role, requiring regular in-market collaboration with RBC USWM Financial Advisors, educating them on our small business capabilities to establish the most qualified client introductions, providing financial advice to clients and prospects, and consistently connecting client needs with CNB's service and offerings.This role actively engages and builds trust among RBC Wealth Management Financial Advisors (and other internal and external partners), to facilitate consultative introductions to prospective clients. Strong communication and presentation skills are essential for this role and the ability to engage with clients and internal stakeholders is crucial. RBC USWM Financial Advisor education on the financial needs for small business owners and entrepreneurs and CNB's capabilities is an important focus in this role and will lay the foundation to the most qualified small business owner introductions. This role will have a clearly defined business development plan that is consistently applied and will incorporate disciplined sales and service practices. They will focus on business development activities with RBC USWM Financial Advisors, acquisition of new small business relationships as well as retention and expansion of existing relationships in their own client portfolio, while ensuring exemplary service.Key measures of success include acquisition of new small business relationships, deposit and fee income growth from both