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This position is responsible for contributing to overall branch sales efforts, maintaining first in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. Provides expertise in all aspects of providing exemplary client service and assisting clients with any transaction. Engage in completing all cashiering requests, work with clients to ensure
Posted Today
This position is responsible for contributing to overall branch sales efforts, maintaining first in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. Provides expertise in all aspects of providing exemplary client service and assisting clients with any transaction. Engage in completing all cashiering requests, work with clients to ensure
Posted Today
This position is responsible for contributing to overall branch sales efforts, maintaining first in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. Provides expertise in all aspects of providing exemplary client service and assisting clients with any transaction. Engage in completing all cashiering requests, work with clients to ensure
Posted Today
Review received asset movement requests. Contact the Portfolio Manager Team to raise cash or obtain further information/documentation. Process the requests on Pershing's system, and follow up to ensure they are processed in a timely manner. Follow up on any pending requests that are awaiting further information or documentation. Review requests from the prior day in our bookkeeping system and uplo
Posted Today
This position is responsible for referral based sales of first mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support business development activities of line units and develop sales strategies to attract, retain and expand CNB client relationships through the sale o
Posted Today
This position provides systems administration, reports and analysis, and data management support that improves the delivery and efficiency of City National Rochdale services. Creates and compiles monthly and quarterly performance data and reports utilizing the Advent APX System, reconciles performance discrepancies, assists in performance audits, and other special projects as requested. Processes
Posted 2 days ago
This person is responsible for contribution to overall branch sales efforts, maintaining first in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. Responsible for the operational integrity of the branch. Responsible for monitoring and auditing their respective office for compliance with policies and procedures. Deals with a variety of c
Posted 3 days ago
This person is responsible for motivating, coaching, directing, and managing the branch sales process including establishing goals and objectives and monitoring results. This includes results from both the Relationship Managers who report to them, their own portfolio growth and development, and referrals and cross sells from the service team. Managing each Relationship Manager includes making sure
Posted 3 days ago
Support the strategy team on a broad range of activities including business model strategy design and strategic initiative creation and monitoring Perform competitive analysis, including tracking and analysis of emerging industry and non industry trends Research and analyze competitor business model strategies Support in workshop planning, content generation and communication Provide reporting to
Posted 4 days ago
New Transactions Support due diligence efforts, including analyzing confidential information memoranda, lender presentations, complex raw data and financial statements provided by private equity firms, investment banks and/or prospective borrowers. Run dynamic 3 statement financial models with 2 3 sensitization cases and detailed, supporting assumptions. Facilitate the preparation of approval docu
Posted 4 days ago
Originates and manages new relationships with business banking clients in the assigned business segment and/or geographic areas to build portfolio. 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 soluti
Posted 4 days ago
Originates and manages new relationships with business banking clients in the assigned business segment and/or geographic areas to build portfolio. 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 soluti
Posted 4 days ago
Originates and manages new relationships with business banking clients in the assigned business segment and/or geographic areas to build portfolio. 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 soluti
Posted 5 days ago
Originates and manages new relationships with business banking clients in the assigned business segment and/or geographic areas to build portfolio. 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 soluti
Posted 6 days ago
This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and procedures. Basic Qualifications Minimum 1 year of experience working in a bank branch or bank operations role Minimum 2 years o
Posted 9 days ago
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