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Client Success Manager
City National Bank - Los Angeles, CA
CUSTOMER SUCCESS MANAGER WHAT IS THE OPPORTUNITY? The Customer Success Manager will be responsible for partnering with the Exactuals team on ensure customer success and data integrity. WHAT WILL YOU DO? Create and complete sales file import templates Import and track sales files for services clients Document and standardize ou...
Account Manager- Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER ENT WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division. 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 indivi...
Manager Branch III
City National Bank - Santa Monica, CA
MANAGER BRANCH III WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ensuring the branch maintains high standard...
Account Services Manager
City National Bank - Los Angeles, CA
ACCOUNT SERVICES MANAGER WHAT IS THE OPPORTUNITY? Responsible for the day-to-day interaction and relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration with the Branch Manager and Relationship Managers, the ASM works to address portfolio servicing needs, enhance relationship profitability whil...
Relationship Associate - PBB
City National Bank - Beverly Hills, CA
RELATIONSHIP ASSOCIATE - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cas...
Relationship Manager Senior CB
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER SENIOR CB WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and p...
Relationship Manager II ENT
City National Bank - Beverly Hills, CA
RELATIONSHIP MANAGER II ENT WHAT IS THE OPPORTUNITY? Develops and manages relationships with 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 ...
Sales Support Officer I Relationship Team
City National Bank - Beverly Hills, CA
SALES SUPPORT OFFICER I RELATIONSHIP TEAM WHAT IS THE OPPORTUNITY? This position provides comprehensive support and backup to the Relationship Teams in all areas of the sales cycle and post-sales process. Support includes review of all new account documentation, submission of new account packages, and request for services. This position as it relates to the client onboarding process...
Account Manager - Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER- Entertainment & Sports Banking WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division. 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 combina...
Sales Support Officer I Relationship Team
City National Bank - Beverly Hills, CA
SALES SUPPORT OFFICER I RELATIONSHIP TEAM WHAT IS THE OPPORTUNITY? This position provides comprehensive support and backup to the Relationship Teams in all areas of the sales cycle and post-sales process. Support includes review of all new account documentation, submission of new account packages, and request for services. This position as it relates to the client...
Portfolio Manager III - Middle Market
City National Bank - Los Angeles, CA
PORTFOLIO MANAGER III- Middle Market, C&I Lending WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credit...
Account Manager- Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER- Entertainment & Sports Banking WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division. 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 combina...
Client Officer Senior
City National Bank - Beverly Hills, CA
CLIENT OFFICER SENIOR WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. • Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in...
Private Banker
City National Bank - Westlake Village, CA
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 profita...
Salesforce Support Officer
City National Bank - Beverly Hills, CA
SALESFORCE SUPPORT OFFICER WHAT IS THE OPPORTUNITY? The Salesforce Support Officer will support the division to ensure usage of the Salesforce CRM platform is optimal. Using knowledge of City National's marketing, sales, and service functions, this colleague is able to help the division with optimizing their use of the Salesforce platform for process-and policy-co...
