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Relationship Manager Business Banking Sr
City National Bank - Santa Monica, CA
RELATIONSHIP MANAGER BUSINESS BANKING SR 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 gu...
Portfolio Analyst
City National Bank - Beverly Hills, CA
PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are:* Prepare review book materials for client presentations* Prepare IPS letters for new clients and IPS change / reallocation letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires* Act as the...
Wealth Analyst I
City National Bank - Beverly Hills, CA
WEALTH ANALYST I WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainme...
Relationship Manager Business Banking II
City National Bank - Westlake Village, CA
RELATIONSHIP MANAGER BUSINESS BANKING II Oxnard Branch or Westlake Village Branch 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...
Relationship Manager Business Banking II
City National Bank - Oxnard, CA
RELATIONSHIP MANAGER BUSINESS BANKING II Oxnard Branch or Westlake Village Branch 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...