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Relationship Associate (6th Avenue)

City National Bank
New York, NY
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Job Description RELATIONSHIP ASSOCIATE - PBB WHAT IS THE OPPORTUNITY? Their ...
Details
Summary
About the job:
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...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Lead Business Analyst

City National Bank
Los Angeles, CA
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Job Description Lead Business Analyst WHAT IS THE OPPORTUNITY? The Lead ...
Details
Summary
About the job:
Business Analyst will drive the planning and execution for the development of solutions for our clients and colleagues. This individual will work closely with business users to understand their needs and translate them into process and technology requirements to solve business problems. This role will work with Technology, the Front Office, Client Servicing, Operations, and other stakeholders like Risk & Compliance, to ensure the delivery of high-quality solutions. This individual will also serve as a point person for a...
Location:
Los Angeles, CA
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Lead Business Analyst

City National Bank
Newark, DE
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Job Description Lead Business Analyst WHAT IS THE OPPORTUNITY? The Lead ...
Details
Summary
About the job:
Business Analyst will drive the planning and execution for the development of solutions for our clients and colleagues. This individual will work closely with business users to understand their needs and translate them into process and technology requirements to solve business problems. This role will work with Technology, the Front Office, Client Servicing, Operations, and other stakeholders like Risk & Compliance, to ensure the delivery of high-quality solutions. This individual will also serve as a point person for a...
Location:
Newark, DE
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

New Account Services Specialist Senior

City National Bank
Wilmington, DE
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Job Description NEW ACCOUNT SERVICES SPECIALIST SENIOR WHAT IS THE ...
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Summary
About the job:
OPPORTUNITY? This position will work closely with various departments throughout the bank to assist and fulfill new account requests for bank clients. Responsible to maintain the highest level of confidentiality regarding all sensitive, confidential and proprietary bank information. Ensures operational integrity of deposit accounts and processes transactions according to bank policies and procedures while in compliance with legal and regulatory requirements. What you will do - Opens and maintains new deposit accounts for...
Location:
Wilmington, DE
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Wealth Strategist CNR

City National Bank
Los Angeles, CA
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Job Description WEALTH STRATEGIST CNR WHAT IS THE OPPORTUNITY? This position ...
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Summary
About the job:
is responsible for further expanding City National Rochdale's relationships with its high and ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on...
Location:
Los Angeles, CA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Certified Financial Planner
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Relationship Manager Senior

City National Bank
California
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RELATIONSHIP MANAGER SENIOR WHAT IS THE OPPORTUNITY? Responsible for ...
Details
Summary
About the job:
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...
Location:
California
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Nationwide Mortgage Licensing System
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Fraud Detection Specialist I

City National Bank
Phoenix, AZ
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Job Description FRAUD DETECTION SPECIALIST I WHAT IS THE OPPORTUNITY? A ...
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Summary
About the job:
Fraud Detection Specialist level I, will review alerts/transactions that are flagged as potentially fraudulent, or out of pattern, based on the client's normal activity. Alerts and/or transactions may consist of various payment types and colleagues in this department are tasked with reviewing and verifying these alerted transactions via outbound and/or inbound call, in addition to initiating dispute claims. This position will play a key role in the prevention of losses to City National Bank and its clients. The Fraud...
Location:
Phoenix, AZ
Job Type:
Full-Time
Permanent
Occupation:
Financial Examiners
Career Level / Education:
Some college, no degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Relationship Manager Senior

City National Bank
La Jolla, CA
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Job Description RELATIONSHIP MANAGER SENIOR WHAT IS THE OPPORTUNITY? ...
Details
Summary
About the job:
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...
Location:
La Jolla, CA
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Nationwide Mortgage Licensing System
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Lead Business Analyst

City National Bank
Phoenix, AZ
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Job Description Lead Business Analyst WHAT IS THE OPPORTUNITY? The Lead ...
Details
Summary
About the job:
Business Analyst will drive the planning and execution for the development of solutions for our clients and colleagues. This individual will work closely with business users to understand their needs and translate them into process and technology requirements to solve business problems. This role will work with Technology, the Front Office, Client Servicing, Operations, and other stakeholders like Risk & Compliance, to ensure the delivery of high-quality solutions. This individual will also serve as a point person for a...
Location:
Phoenix, AZ
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Credit Officer Lead Corporate Banking

City National Bank
San Francisco, CA
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Job Description CREDIT OFFICER LEAD CORPORATE BANKING WHAT IS THE ...
Details
Summary
About the job:
OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise. Is client facing and manages all aspects of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete and thorough before credit approval is granted. Provides workflow oversight and delegates team assignments. What you will do - Manages workflow and priorities in conjunction with or in the absence of the Credit Manager....
Location:
San Francisco, CA
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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Job Type: Full-time
Industry: Finance and Insurance
Company Name: City National Bank
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