CNB Financial Corp jobs

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

Relationship Associate - PBB Inglewood, California RELATIONSHIP ASSOCIATE - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering requests, works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Will support internal sales activities including recognizing referral/sales opportunities and making appropriate product/service recommendations. Will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to the branch in meeting sales and service objectives. WHAT WILL YOU DO? Acts as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients. Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities. Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and

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

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

Solutions Engineer - Solution Engineering Section, Enterprise Solution Business Department (CNB) Tokyo, Japan posted: Posted 30+ Days Ago

Senior Manager, Cybersecurity & IT Risk, CNB Internal Audit TORONTO, Ontario, Canada Join our team as a Senior Manager, Cybersecurity & IT Risk, and lead enterprise-wide audits for a global financial institution. Drive compliance, manage cross-functional teams, and champion data analytics in IT risk management. Shape strategic decisions and collaborate with senior leadership to ensure robust cybersecurity and regulatory standards. Grow your career with us in a dynamic, high-impact environment.

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 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

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 all types

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

Portfolio Manager II - Middle Market Long Beach, California; Irvine, California PORTFOLIO MANAGER II- Middle Market, C&I Lending In Office, Long Beach, CA. - 3 Days a Week WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Middle Market 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? Serve middle market clients - typically privately held companies with annual revenues ranging from $50 million to $1 billion - across a wide range of industries

Portfolio Manager II - Emerging Middle Market Los Angeles, California PORTFOLIO MANAGER II - Emerging Middle Market WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Emerging Middle Market 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: Serve business clients, typically sole proprietors and closely held business entities, with annual revenues up to $100 million across a wide range of industries and geographies. Provide credit and banking solutions that consist of moderate levels of complexity in loan structuring and performance monitoring. Operate within a relationship-focused model with emphasis on risk management, cross-functional collaboration, and long-term client partnerships. 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.) Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. Responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the

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

Portfolio Manager Houston, Texas 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 - WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? Relationship Management Expand and deepen relationships with financial advisors and clients. Act in a leadership role and as technical resource for advisors. Ensure that advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Handle advisor and client communication. Serve as the central point of the relationship. Prepare client presentations. Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. Facilitate and conduct individual meetings and presentations. Operate and represent RBC Rochdale with the highest level of integrity and work ethic. Account and Portfolio Management Manage an assigned group of investment portfolios. Work closely with clients and advisors, advising them on strategies to achieve investment goals. Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. Trade implementation and strategic rebalancing for new and existing client accounts. Review the assets in each account periodically to

Portfolio Manager II - Emerging Middle Market Los Angeles, California PORTFOLIO MANAGER 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 all types of credit exposures, managing credit risk, and responding to

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

Director Portfolio Mgr Senior Irvine, California DIRECTOR PORTFOLIO MGR SENIOR WHAT IS THE OPPORTUNITY? Manage RBC Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? Relationship Management Expand and deepen relationships with financial advisors and clients. Act in a leadership role and as technical resource for advisors. Ensure that advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Handle advisor and client communication. Serve as the central point of the relationship. Prepare client presentations. Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. Facilitate and conduct individual meetings and presentations. Operate and represent Rochdale with the highest level of integrity and work ethic. Account and Portfolio Management Manage an assigned group of investment portfolios. Work closely with clients and advisors, advising them on strategies to achieve investment goals. Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. Trade implementation and strategic rebalancing for new and existing client accounts. Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. Manage cash flow, reinvestment and liquidity requirements. Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. Attend client meetings. Business Development Partner with Senior Investment Consults, Private Bankers and Business Managers

Supv Business Systems Analyst Los Angeles, California; Phoenix, Arizona; ***, Florida SUPV BUSINESS SYSTEMS ANALYST WHAT IS THE OPPORTUNITY? The Business Systems Analyst Supervisor oversees development, maintenance, training, regulatory compliance, and system support for Residential Lending, Small Business, Consumer, and Commercial business applications, which do not fall under the responsibility of the Technology and Innovation (T&I) division. Responsibilities include collaborating in the planning, design, and development of new applications and enhancements to existing applications, conducting user acceptance testing, vendor management, and providing technical production support for end-users. Role will be responsible for working with the line of business and technology teams on project implementation and overseeing all required post-implementation tasks to ensure business line satisfaction. Position has considerable impact on daily production by providing oversight to ensure that the critical business systems are performing effectively and efficiently by leading a team of business system analysts. The team acts as a liaison between the Line of Business, T&I division, and Third Party vendors. The position also assists the Manager - Business Systems in ensuring department activities run smoothly and efficiently by providing leadership, training and supervision within the department as deemed appropriate. WHAT WILL YOU DO? Manages and directs the completion of all application enhancements and project efforts within established deadlines. Responsible for escalated system support to identify and resolve system issues, maintaining systems developed or installed, and overall knowledge of multiple business systems functionality and support. Collaborates with stakeholders and end users to define business, financial, and operations requirements and

Product Manager, Financial Planning & Analytics- PVH Corp. Bridgewater, NJ Office posted: Posted 30+ Days Ago

Portfolio Manager Sr - ABL Los Angeles, California; Irvine, California PORTFOLIO MANAGER SR - Asset-Based Lending The Porfolio Manager/Underwriter position focuses on credit underwriting and review of prospects and/or existing client relationships for City National Bank asset-based lending group. The Porfolio Manager/Underwriter is an experienced credit professional capable of independent activity on complex credit transactions. The Porfolio Manager works in a team setting with business development officers, relationship managers, portfolio manager and product partners and is responsible to develop, structure, analyze, covenant, document, close and fund asset-based transactions. Interfaces directly with clients and prospects, financial sponsors and/or financial intermediaries (including outside accountants, legal counsel, appraisers, field examiners, etc.). The Porfolio Manager/Underwriter must have a full understanding of City National Bank's asset-based finance credit policies in order to identify and resolve issues during the underwriting, documentation and closing processes. Candidates should have exceptional analytical and organizational skills with the ability to multi-task and manage changing priorities as well as strong demonstrated credit, interpersonal and written communication skills. Transactions range from sole bank financings to agented and participation roles in large syndicated credit facilities. Essential Responsibilities: The Porfolio Manager/Underwriter is responsible for underwriting new business transactions by conducting industry and company research; analyzing financial statements and preparing complete and accurate initial credit memorandums so informed decisions can be made related to asset based lending opportunities. The Underwriter will work closely with senior management and business development officers to ensure that credit decisions are properly analyzed and documented and that the credit function

Sr. Financial Analyst Emeryville Corp Hybrid As part of the Financial Planning & Analysis team, this person will be a key contributor to financial performance management activities including financial planning, reporting, and forecasting etc. They will collaborate with multiple stakeholders including accounting, business teams, as well as support the CFO and Senior Executives. The role reports into Manager of Finance, and work closely with other members of Finance team.

Credit Lead - Commercial Real Estate Credit Solutions Los Angeles, California CREDIT LEAD-Commercial Real Estate In Office, Los Angeles, CA. WHAT IS THE OPPORTUNITY? The Credit Lead is responsible for overseeing the management of credit portfolios within a certain region or industry. The Credit Lead will be involved in certain transactions, and depending on the size of the team and the size of the portfolio, may be expected to manage a portfolio of their own. On other transactions, the Credit Lead will serve as a point of escalation. The Credit Lead will be responsible for the quality and oversight of all credits for a specific set of Portfolio Managers, Credit Associates, and Credit Analysts. Activities will include credit adjudication with delegated credit authorities. This role will report to the Credit Manager and will work closely with them to manage a portfolio and oversee colleagues. This role be responsible for the day-to-day activities of managing a portfolio, including proactive management of colleagues' workflows to ensure that quality and accurate work product is delivered within cycle times. Depending on the team structure, the Credit Lead may have direct reports-regardless of reporting line, the Credit Lead is expected to coach and train colleagues at various levels in the Credit Solutions organization. The Credit Lead is expected to have knowledge of the portfolio managed by each colleague to ensure balanced workload and an understanding of to whom new clients/credits should be assigned. As part of talent management responsibilities, the Credit Lead periodically will review

Private Banking Officer II New York, New York PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported. WHAT WILL YOU DO? Risk Management/Compliance Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals. Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank. Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client. Complete KYCs for new clients/entities/loans . Follow up with client for missing documentation on DARS report. Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity. Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements. Client Services Act as primary liaison between the client and all areas

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