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CNB Financial CORP

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

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  • 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

  • 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

  • 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 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

  • 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,

  • 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,