CNB Financial Corp jobs

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

Financial Advisor San Francisco, California; Walnut Creek, California FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day activities will be performed independently, the SFA provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete responsibility for all duties associated with non-primary branch locations within the team's WHAT WILL YOU DO? Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank Responsible for revenue production goals related to advisory services and securities products. Assist in developing new relationships with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas to win new business and cross sell to existing clients. Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. Establish sales calls and travel to attend sales meetings and client and colleague presentations at PBB branch offices and client locations. Lead discussions about all aspects of Wealth Management Services and be the primary point of contact for all new investment management opportunities.

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

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,

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

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

Business Development Associate Los Angeles, California BUSINESS DEVELOPMENT ASSOCIATE City National Plaza - Downtown Los Angeles, CA WHAT IS THE OPPORTUNITY? Responsible for identifying and acquiring individual and corporate prospective clients for CNB. Prospective clients fall into the consumer, business banking, commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents all calling activity in SalesForce and provides reports to Senior BDO Team Lead in an accurate and timely manner. 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? Develops own COI network consisting of CRE brokers, CPA's, RE Attorneys, and Equipment Sales Representatives Independently creates new sales and marketing strategies to promote CNB in underserved markets Expand financial acumen and increase individual product knowledge of SBA 504, SBA 7A, and Conventional financing solutions Achieves specific annual production target and revenue goals assigned by Senior BDO Team Lead. Tracks and communicates results as requested. Documents and records all sales activities in SalesForce Cultivates referral sources through involvement in civic activities, philanthropic organizations, and community sponsored programs to obtain new business prospects and referrals. Calls on prospective

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

Sales Support Specialist Phoenix, Arizona; Los Angeles, California SALES SUPPORT ADMIN-MORTGAGE WHAT IS THE OPPORTUNITY? Works with division sales management to assess and improve sales processes, tools, and infrastructure to support a strong and effective sales culture. Provides information to management on the effectiveness of sales practices and activities and develops and implements metrics, tracking and analysis reports. Supports the overall sales process to include communications, best practices, sales campaigns, marketing, onboarding, training etc. Creates and compiles monthly and quarterly performance data and reports utilizing various CNB systems for incentive plan calculations, cross sale tracking, and other special projects as applicable WHAT WILL YOU DO? • Support day-to-day needs of sales with tools, processes, and performance resources. • Support distribution of production reporting needed to enhance the performance of the sales teams • Develop, document, and maintain standard LOB policies • Identify trends or performance gaps and implement solutions for process improvement. • Work closely with key sales partners to enhance knowledge of marketing strategies and complementary sales goals (Including desired activities, such as calling requirements, relationship planning and referral development). • Stays current on general sales (management) trends in related industries and ensures that City National Bank is exposed to and employs all appropriate best practices. • Work with Risk team to ensure the LOB complies with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). •

Manager National Trust Business Wilmington, Delaware MANAGER NATIONAL TRUST BUSINESS WHAT IS THE OPPORTUNITY? This position is responsible for building and maintaining relationships with City National, RBC WM, RBC Alliance partners, and CNR Independent partners. Partner with the Chief Fiduciary officer and Head of Trust Administration to ensure that proposed new relationships are within CNB's RBC's risk appetite. Achieves individual and regional business development sales goals and ensures each relationship is profitable by proposing adequate fees to cover our services; including set-up, annual administration, termination and special hourly fees. Meet and surpass all internal and external audit and compliance requirements. WHAT WILL YOU DO? Identify potential leads with our partners that fit within our product offering and risk appetite. Act as liaison for new business opportunities with partners. Coordinate and participate as the Trust Company representative in client meetings. Work with New Business Unit, COI's, Trust Consultants, RBC DE Sales colleagues and Prospects/Clients to ensure necessary paperwork is obtained prior to account acceptance and onboarding. Partner with Trust Administration to ensure each new opportunity can be administered in accordance within fiduciary policies and procedures Set proper expectations with all partners and prospects/clients around timing and progress of the account opening process. Ensure fee arrangement is appropriate for the relationship, discussed in advance with the Head of Trust Administration and approved by the Trust Administrative Committee. Serves as a point of escalation for problem resolution. Ensure all new relationships are within CNB's and RBC's risk appetite. Maintain sales pipeline and scorecard

Head of Wealth Management Compliance City National Bank New York, New York HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank as well as through two Registered Investment Advisors, RBC Securities and RBC Rochdale. The trust and fiduciary activities occur both through RBC Trust Company (Delaware) as well as through its national bank charter. The Head of WM Compliance will oversee compliance activities for this division while promoting a strong culture of ethics, compliance, and integrity. Additionally, the Head of WM Compliance will partner with RBC Centers of Excellence on compliance programs and oversight related to Surveillance, Licensing, Conflicts, Funds and Broker Dealer Compliance. As a business line operating out of entities that are direct and indirect subsidiaries of CNB, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and Royal Bank of Canada (RBC) in the U.S., which operates out of a bank holding company regulated by the Federal Reserve, and with activities subject to FINRA and the SEC, it will be critical for the Head of WM Compliance to balance regulatory expectations across various regulatory regimes. Further, as a member of the US Capital Markets and Wealth Management team, the CNB Head of WM Compliance will help drive synergy across the US and leverage best

Relationship Manager Senior New York, New York RELATIONSHIP MANAGER SENIOR Park Avenue Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. 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

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

Head of Trust & Estate Services Los Angeles, California HEAD OF TRUST & ESTATE SERVICES WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities to promote profitable growth with the highest standards of integrity and risk management. This role is responsible for strategic direction, growth and integration of the organizations trust, estate, and fiduciary service platform across all business lines. This executive will ensure seamless connectivity between the Trust Company, Investment Management, The Private Bank, the Broker-Dealer, and affiliated RIA's, delivering a coordinated wealth management experience for high-net-worth and ultra-high-net-worth clients. Position ensures that the administration of trusts is in accordance with applicable laws and regulations and governing trust documents. The role also leads the expansion and regulatory stewardship of the firm's Delaware Trust Company and national trust capabilities- positioning the organization as a destination fiduciary partner for internal wealth channels and external advisor relationships. Develop strong working partnerships with CNB and RBC teams as well as managing relationships with clients, COI's and other internal business partners. Create a superior work environment that will attract, develop and retain top caliber colleagues. The incumbent will report to the Head of City National Wealth Management. This role is national in scope with significant operations on both the east and west coasts which will require travel. WHAT WILL YOU DO? Drive the national strategy for trust and estate services in coordination with Investment Management, Private Banking, and Advisor Distribution leadership team Partner with the Head of Investments to align fiduciary

Relationship Manager I Oakland, California RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings. Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. This person will actively work with other areas of CNB to ensure exemplary service for clients. 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

Relationship Manager Business Banking Sr Beverly Hills, California RELATIONSHIP MANAGER BUSINESS BANKING SR Beverly Hills, CA WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. 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 and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act. WHAT WILL YOU DO? Identifies and develops profitable relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and new clients to understand their specific financial requirements and provide effective solutions, while maintaining the credit quality standards of the bank. Develops relationships and supports other CNB departments and

Technical Sales Consultant - Payment Solutions Los Angeles, California TECHNICAL SALES CONSULTANT - PAYMENT SOLUTIONS WHAT IS THE OPPORTUNITY? We are seeking a highly skilled Technical Sales Consultant -Payment Solutions with expertise in solution sales, system integration, and payables/information reporting application. In this role, you will partner with the sales team to identify customer needs, design tailored solutions through product, and ensure seamless integration across technologies, platforms, and services within onboarding/implementation. You'll act as the Subject Matter Expert between business and technology, helping clients understand how our solutions can solve their challenges and deliver measurable value. WHAT WILL YOU DO? Serve as the subject matter expert for City National Bank's (CNB) payment and integration solutions, leading client and internal discussion on ERP and Accounting system integrations, payment optimization, and technical capabilities. Partner with Treasury Management Sales representatives, product managers, implementation consultants, and vendors deliver end to end solutions through discovery calls, demos, account reviews, implementation kickoff and post launch support. Provide integration expertise by answering technical questions, educating on best practices and ensuring solutions are aligned to client requirements. Provide technical and demo assistance to colleagues and/or customers for all integration/payables CNB platforms. Stay current on payment industry trends, integration innovations, and regulatory requirements. Collaborate with product management to identify enhancements and advance new payment ideas that align with client and market trends. Partner with the Treasury Management Sales representatives, on client/prospect discovery calls, account/process reviews, and/or in implementation kickoff meetings to gain detailed understanding, and documentation, to collaborate with

Director, Mortgage Servicing Rights Assets Management Charlotte, North Carolina DIRECTOR, MORTGAGE SERVICING RIGHTS ASSETS MANAGEMENT WHAT IS THE OPPORTUNITY? Responsible for the development, implementation, reporting, design, and oversight of our MSR asset management strategy. This person will work within our mortgage secondary/capital markets team, while also being connected to/reporting aligned with our corporate balance sheet/treasury group. The team is currently in the process of collaborating with key internal governance, stakeholders, and regulators to lay the initial foundation for our development of an MSR asset management strategy. This role will be instrumental in evaluating, owning, reporting, and executing on this strategy. This role will have leadership autonomy to make recommendations/changes and forward-looking strategic updates to our MSR asset management strategy. WHAT WILL YOU DO? Development of initial MSR assumptions aligned with overall strategy, internal economics, and MSR market pricing. Leveraging QRM MB / QRM ALM / QRM SV frameworks and models Retaining vs. Released strategies Optimization of origination sales / channels and lines of business retention strategies GAAP FVO vs. LOCOM (amortized costs) approach evaluation in connection with secondary marketings trading/hedging and selling strategies. BASEL capital modeling in current and future state stress scenarios Working closely with accounting/controllership groups both for GAAP and IFRS implications Initial proforma results of financial statement impacts, EVE, EaR, NIIS, VaR, and DV01/KRDs Ongoing calibration and modeling/valuation of updates/changes Design/implementation and execution of both passive and active hedging strategies Design/implementation of effective governance and operational risk management framework in conjunction with CNB Risk Org and Controllers.

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

Senior Scrum Master Los Angeles, California SENIOR SCRUM MASTER WHAT IS THE OPPORTUNITY? The Sr Scrum Master enables CNB Agile teams to follow an agile development process that seamlessly aligns with business and technical needs. By leveraging Agile practices, tools and behaviors, the Sr Scrum Master proactively helps the team accelerate the speed of delivering value to our business, improve predictability, increase quality of deliverables and establish a culture of self-organization. The Scrum Master is a key role within an Agile delivery team as it removes any impediments that obstruct a team's pursuit of its sprint goals and ultimately deliver a product that generates business value for CNB Clients and our lines of business. WHAT WILL YOU DO? Facilitate medium to high complexity Agile initiatives from initiation through release, providing oversight to ensure alignment with CNB Agile/Scrum practices Accountable along with the Agile team for the achievement of PI Objectives Manage risk to delivery by raising / resolving impediments in a timely manner Proactive management of external dependencies Create/maintain the appropriate vehicles for open communication within the scrum team (e.g. tracker boards) to create a trusting and safe team environment Track & report team progress leveraging appropriate Agile metrics (i.e. Capacity, Burndown, Velocity charts, etc.) Facilitate Scrum team ceremonies; Daily Stand Up, Refinement, Planning, Demos & Retrospectives Provide updates on Team's progress against PI Objectives, proactively manage dependency communications & provide appropriate watch out items in the Scrum of Scrums Proactive cross-functional communication, ensuring transparency of progress and outcomes; anticipate

Premier Mortgage Client Servicing Escalation Manager Los Angeles, California; Charlotte, North Carolina; Jacksonville, Florida PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all mortgage servicing activities. This person is responsible for the day-to-day interaction with customers of the U.S. Wealth, Entertainment, and all other internal lines of business for premier wealth clients for issues our sub-servicer. They are the primary contact person providing proactive emails and calls will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time to time arise within end-to-end servicing. 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/Manager 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.

ACH Operations Manager Los Angeles, California MANAGER II OPERATIONS WHAT IS THE OPPORTUNITY? The ACH Operations Manager is responsible for leading the day-to-day operations of the ACH department, ensuring the efficient, accurate, and compliant end-to-end processing of electronic payments. This role oversees all aspects of ACH operations, including file intake, validation, exceptions processing, settlement, and reconciliation, while maintaining adherence to regulatory requirements and internal controls. The manager is accountable for staff leadership, capacity planning, and performance management, as well as driving process improvements to enhance straight-through processing, reduce manual intervention, and mitigate operational risk. In addition, the role partners closely with cross-functional team-including product, technology, risk and treasury management-to support strategic initiatives, resolve issues, and ensure operational readiness for system changes and industry updates. The ACH Operations Manager also plays a key role in audit readiness, issue remediation, and fostering a strong risk and control culture aligned with the bank's standards. WHAT WILL YOU DO? Builds and manages a strong and diverse operations organization to meet business objectives and maximize productivity, quality, customer service/satisfaction, colleague morale, retention, controls on operating risk, and financial goals. May function as primary liaison with Core Banking, Commercial Banking Centers, other line units/departments, and vendors; ensures a good working relationship is maintained between departments and colleagues. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure with specific emphasis on BSA and USA Patriot Act. This includes adherence to all internal and external requirements related to OFAC, AML, CTR, EDD and all

Relationship Manager CB Los Angeles, California RELATIONSHIP MANAGER 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 objectives

Relationship Manager Senior Commercial Real Estate Irvine, California RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active calling program. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate. WHAT WILL YOU DO? Identifies develops and builds profitable relationships with prospects and clients consistent with the objectives of the Bank. Pro-actively works to ensure the credit quality standards of the Bank are maintained. Develops relationships and supports other CNB departments and colleagues to provide client and prospect solutions. Participates in community activities as a representative of CNB, promoting and attracting new colleagues and clients. Manages a portfolio of relationships. Proactively monitors portfolio for ongoing credit quality, credit renewal, and adherence to policy. Insures accurate and timely risk identification. Works in cooperation with the appropriate team member and/or client to resolve issues and prevent potential financial liability/loss. Works with Regional Manager, Credit Manager and Credit Administration to negotiate, structure, and underwrite credit transactions that meet client needs and are consistent with the credit quality standards and operational compliance requirements of the Bank. Monitors the loan documentation process and closes the loan. Expands portfolio and grows revenue through calls on existing