CNB Financial Corp jobs

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

Compliance Specialist I or II-Corp Trust 9 Locations

Corp Bankng Credit Analyst I United States Corp Bankng Credit Analyst I

Financial Services Representative (Sandy, UT) South Towne Corp Center II posted: Posted 30+ Days Ago

Accounting Clerk TBEI - Corp Homewood The Accounting Clerk will be responsible for assisting with various accounting tasks and ensuring the accuracy of financial records. The ideal candidate will have a strong background in corporate accounting, payroll, account reconciliation, and general ledger accounting. This is a great opportunity for someone with excellent financial acumen and attention to detail.

Senior Financial Analyst - Anaplan CORP - Cinemark Service Center, Plano, TX posted: Posted 30+ Days Ago

Financial Services Representative - SIE (Sandy, UT) South Towne Corp Center II posted: Posted 30+ Days Ago

Financial Analyst I Penang, Malaysia

Lead IT Risk Control Analyst Charlotte, North Carolina LEAD IT RISK CONTROLS ANALYST WHAT IS THE OPPORTUNITY? The Lead IT Risk Analyst is a subject-area specialist with specialized training, methods, and analytic techniques to create recommendations and directions for IT risk mitigation in a complex technical environment. As the Lead IT Risk Analyst, you will be responsible for overseeing the ongoing compliance of requirements in alignment to City National Bank and regulatory requirements including, but not limited to, implementation of risk management policies and procedures to ensure that the organization's IT infrastructure and data remain secure and compliant with regulatory requirements. This role involves identifying, evaluating, and reporting on information security risks in a manner that meets compliance and regulatory requirements, and supporting the organization's risk management strategy. Focus areas of compliance assessment by the Lead IT Risk Analyst includes third party security and overall IT program effectiveness in mitigating risk. The Lead IT Risk Analyst's goal is to create actionable information for IT and business leadership, and to provide objective assessments of risks for auditors, regulators, and external parties. This requires routinely authoring detailed reports and gathering metrics, ensuring stakeholders receive accurate and complete information. The Lead IT Risk Analyst keeps abreast of industry trends, technologies and cyber risk management approaches, regulatory changes, and often collaborates with other teams on IT risk-related initiatives to provide subject-matter recommendations and guidance to achieve a posture within the bank's overall risk appetite. The Lead IT Risk Analyst serves as an expert in

Service Representative II - Treasury Management Los Angeles, California SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve outstanding issues. Manages customer relationship by attaining permanent resolution to issue, which includes assessing the cause of issue and recommending additional products/services. Provides consultative input to Operation and Product Management for problem resolution or prevention. Performs operations and administrative functions for unit under minimal supervision. Keeps abreast of new and changes to existing products and services. WHAT WILL YOU DO? Serves as primary contact for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensures client satisfaction. Acts as liaison between client and other Bank units to resolve problems and comply with client requests. Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts. Prepares monthly and quarterly management reports, utilizing various PC software including spreadsheet, database, analytical and graphics software packages and completes other spreadsheet analytical and research projects as assigned. Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity. Facilitate and deliver virtual conference calls and/or

Collateral Specialist Senior Los Angeles, California COLLATERAL SPECIALIST SENIOR WHAT IS THE OPPORTUNITY? The position plans, organizes, and controls the day-to-day administrative and operational compliance of Collateral Management and Maintenance activities. Ensures that activity tracking is in conformity with regulatory/government requirements. Coordinate efforts with other business units to identify and resolve processing issues. This position calls for high level interaction with Bank management, and government regulatory agencies. WHAT WILL YOU DO? Responsible for analyzing, reviewing and approving various collateral management and maintenance activities, including demand/payoff requests and release documents / reconveyances of paid loans. Collaborates with the Compliance Department and Legal in the overall administration of the related directives for the Bank Participates in audits and examinations on behalf of the Collateral Management Department Responsible for ensuring compliance with assigned Bank policies and procedures; as well as, with the applicable state and federal banking regulations Provides guidance and direction to line of business partners and peers within Lending Operations. Maintains a proficient knowledge of applicable banking regulations. Interface with Internal Audit, Compliance and external regulatory agencies such as the CFPB and OCC. Identifies and mitigates potential issues; interacts with Bank personnel including audit and compliance pertaining to remediation issues. Responsible for data integrity across vendor systems for all loan data entered and reviewed. Consult with Legal and Credit Administration Department to validate policies and to identify and document process and procedure improvement. Manage Special Projects independently. Processes, solves and answers complex customer issues, problems or inquiries. Assumes responsibility for special

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

Fraud Product Owner Newark, Delaware; Los Angeles, California PRODUCT MANAGER III WHAT IS THE OPPORTUNITY? The Fraud Product Management function includes the following responsibilities:Develops, manages, and owns products and programs that support enterprise fraud defined strategies and initiatives and contribute to the bank's competitive edge in the marketplace. 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? Partner with fraud strategists, operations and data scientists to build business requirements, procedures, and processes, including project planning, resource management, and process design. Collaborate with product, legal, risk, operations, design, and technology teams to define, prioritize, and deliver solutions aligned with Fraud product vision and roadmap. Manage interdependencies between product releases and delivery teams to ensure

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,

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,

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

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

Senior Client Service Associate (Middle Market Banking) Charlotte, North Carolina ACCOUNT OFFICER SENIOR 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 Sr 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

Senior Client Service Associate - Commercial Deposits (Title & Escrow) Los Angeles, California ACCOUNT OFFICER SENIOR 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 Sr 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,

Payments Claim Specialist Los Angeles, California; Phoenix, Arizona PAYMENTS CLAIM SPECIALIST WHAT IS THE OPPORTUNITY? The Payment Claims Specialist is responsible for the investigation and processing of payment fraud claims and disputes with precision and quality. They must be confident when interacting directly with colleagues and clients via phone, letter or email to discuss claim decisions, obtain additional details or follow-up on existing claims within the regulatory defined guidelines, as well as, the banks policies and procedures. The incumbent will also be accountable for ensuring provisional and final credits are processed timely and accurately. In addition to other fraud department functions as assigned by management, which may include but are not limited to, reporting, quality reviews, identification of miss/near miss opportunities etc. A successful Payment Claim Specialist will be able to navigate multiple technologies while fulfilling business needs, providing a premiere client experience and has an in-depth knowledge of the various payment methods. WHAT WILL YOU DO? Demonstrate resiliency and adaptability in a fast-paced environment Take ownership of each client interaction while treating them with respect and responding with empathy Approach problems logically and with good judgment to ensure the appropriate customer outcome Demonstrate personal excellence including punctuality, integrity, and accountability Comfortable in a metrics driven environment that requires the ability to prioritize and multitask Think critically and exercise independent judgement Requires knowledge of bank procedures and/or regulatory requirements to process transactions, such as claim provisional credits and/or debits to client accounts as needed Process tickets for chargeback credits, representment

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

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

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

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