Specialty Wealth Asset Administration Officer II (Trust Real Estate)
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
*SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports.
WHAT WILL YOU DO?
* Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures.
* Prepare and submit documents related to account openings and closings.
* Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management.
* Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy.
* Prepare and maintain accurate account and departmental documentation, files, and records.
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Assist with complicated accounts, processes, projects, and tasks, as assigned.
* Maintain various tracking spreadsheets and logs for the group.
* Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required).
* Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
* Perform other related duties as assigned or directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 8 years of administrative/clerical experience And
* Minimum 5 years of experience in a real estate industry Or
* Minimum 5 years of experience in Personal Trust administration
*Additional Qualifications*
* Strong written and verbal communication skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Demonstrate working knowledge of trust administration
* Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$65.3k-104.3k yearly 13d ago
Looking for a job?
Let Zippia find it for you.
Fraud Investigator Specialist
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? Responsible for performing and documenting through root cause analysis on clients' transactions identified through fraud operations and strategy to identify rings, scams, fraudulent activities that impact CNB's clients, and corporate losses. Additionally, the Fraud Investigator will quarterback internal events and investigation activities to strengthen operational processes to reduce fraud risk.
WHAT WILL YOU DO?
* Perform analysis on clients' transactions identified through the monitoring system that involves various transaction types including but not limited to credit, cash, wire transfers, remote deposit capture and loans.
* Conduct and document, timely investigations with well-reasoned and supported decision-making.
* Utilize a variety of internal bank systems and external research tools to investigate, research, and prepare documentation related to fraud investigations consistent with the resolution of the investigation and perform root cause analysis to identify solutions to reduce future fraud risk.
* Conducts follow-up with line colleagues and clients for any missing or necessary information.
* Demonstrate personal excellence including punctuality, integrity, and accountability.
* Think critically and exercise independent judgement.
* Apply subject matter expertise in the financial services industry to drive improved fraud detection and prevention.
* Champion activities across the fraud organization for identified risk events.
* Provide escalation support for fraud operations.
* Communicate emerging fraud trends across client operations.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years experience in risk management or fraud related functions
* Minimum 5 years experience in fraud investigations
*Additional Qualifications*
* Must work well in a team environment, as well as independently.
* Advanced computer experience required (e.g., MS Word, Outlook and Excel)
* Analytical skills, use of good judgment, attention to detail, internet savvy.
* Solid understanding of deposit, credit, and money movement transactions and potential fraud attack vectors.
* Must have a strong and positive work ethic and follow CNB core values.
* Must be flexible and adapt quickly to change.
* Must be able to multi-task, adapt well to changing priorities, and meet specific performance goals.
* Advanced Knowledge of PC functions in a Windows based environment.
* Proficient in Excel and Word.
* Effective written and oral communication skills to interact effectively with all levels of bank personnel and clients.
* Demonstrated experience in root cause analysis and event management coordination.
* CFE and/or CFCI certification desired
* Familiarity/proficiency in programming tools such as Snowflake, Python, SAS for data queries desired
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$65.3k-104.3k yearly 28d ago
Service Desk Site Manager
Morgan Stanley 4.6
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
* Convey vision, goals and direction for the team
* Define overall strategy and direction
* Lead decisively and empower the team
* Promote innovation and process improvement
* Responsible for overseeing recruitment processes and managing employee performance
* Anticipate change impact and implement solutions to reduce its effects
* Identify opportunities for efficiency improvement and automation
* Drive Service Desk KPI's and metrics
* Compile and provide reporting to Senior Management
What you'll bring to the role:
* Excellent written and oral communication skills required
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* 6+ years call-center management experience or equivalent required in a technical or customer service field
* Previous Service Desk experience expected
* College degree or equivalent experience required
* Excellent problem-solving skills required
* Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$76k-104k yearly est. Auto-Apply 60d+ ago
Mainframe CICS Systems Engineer- Vice President
Morgan Stanley 4.6
Remote or Alpharetta, GA job
As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions.
Our Team
The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters.
Mainframe CICS Engineer
The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues.
Skills Required:
* Knowledge of SMP/E, software upgrades and maintenance
* Knowledge of all CICS parameters that control performance in a CICSPlex environment.
* Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions
* Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc.
* Knowledge of the CICS resource definitions, including those that pertain to CICS region performance
* Experienced with the CICS monitoring tools such as Sysview for CICS.
* Ability to perform problem determination, dump analysis and performance tuning
* Knowledge of Cobol to support application developers
* Experience with Mainframe Websphere MQ
* Excellent oral/written communication skills
Skills desired:
* Assembler, COBOL and REXX coding and knowledge of CICS Exits
* Web application support in a CICS TS V6.x environment
* Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility
* Utilization of CICS Configuration Manager
* Working knowledge of zOS & CICS Explorer
* Understanding of CICS REST Services
* Prior Application programming experience a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$150k-210k yearly Auto-Apply 35d ago
Investment Consultant
City National Bank 4.9
City National Bank job in Columbus, OH or remote
*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 Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC 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 RBC 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 to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$101.2k-172.4k yearly 60d+ ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Pepper Pike, OH job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$52k-90k yearly est. 1d ago
Client Svcs Specialist II
City National Bank 4.9
City National Bank job in Beverly Hills, CA or remote
WHAT IS THE OPPORTUNITY? 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.
WHAT WILL YOU DO?
* Responsible for the "back office" functions of the branch.
* Provides the branch with the flexibility and expertise to perform the duties of the Client Service Representative functions at a moments notice. Actively identifies and participates in the cross selling of CNB products and services when appropriate.
* Responsible for coaching of branch colleagues in policies, procedures, and/or processes in the various functions.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 2 years of experience working in a bank branch or bank operations role with cash handling experience required
* Minimum 2 year direct customer service experience required
* Minimum 2 year of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* Minimum of 1 year experience in a banking environment required.
* Good problem solving and communication skills required.
* A general understanding of branch operations preferred.
* Basic computer skills including ability to use Microsoft Word and Excel preferred.
* Ability to perform branch positions with minimal supervision required.
* Working knowledge of Federal Regulations and Bank policies and procedures required.
* Thorough knowledge of Bank products and services required.
* Good verbal and written communication skills required.
* Ability to handle problem situations with colleagues and clients effectively required.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$18.4-27.6 hourly 11d ago
Project Manager IV - Operational Resilience Governance Analyst
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring resources, capacity planning and coordinating and motivating all project team members, contractors and or consultants to flawlessly complete project deliverables. Project Managers help define project objectives, scope and requirements; and ensure high levels of development and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project Management Lifecycle Methodology.
WHAT WILL YOU DO?
* Assembles project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedule to ensure timely completion of project and meeting deadlines of project.
* Participates in meeting activities to identify project goals and gain consensus on project steps, schedule and implementation procedures; fosters cooperation and involvement of support team.
* Interviews colleagues/client to identify and analyze needs; develops project plan and provides input to recommendations for request/problem resolution.
* Identifies internal and/or external resources to ensure successful project completion.
* Monitors development activities relating to meeting project objectives, budget, quality standards and schedule.
* Manages several projects of varying size concurrently and consults with all levels of management which may require coordinating activities across multiple departments and/or divisions.
* Prepares project status reports; makes alterations in project plan as needed.
* Fosters and maintains good relationships with colleagues/clients to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice throughout project duration.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. FFIEC, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all required training.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years experience managing complex projects involving a large team.
* Minimum 5 years banking or financial industry experience.
* Minimum 5 years experience in Treasury Services/Cash Management
* Minimum 7 years project manager or equivalent consulting experience with strong strategic management and planning expertise -CLC
*Additional Qualifications*
* Bachelor's degree preferred
* Must be extremely knowledgeable in all aspects of project methodology, management tools and techniques across all project activities.
* Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration
* Ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life-cycle
* Demonstrated tract record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints
* Ability to manage resources directly and through cross functional teams
* Full conversant on issues and current trends as they relate to the banking industry's continuity and operational resilience requirements
* Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$92.1k-156.9k yearly 52d ago
Wealth Management Banking Specialist
Bank of America 4.7
Akron, OH job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for proactively partnering with Merrill Financial Advisors (FAs) to identify client's that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered.
Responsibilities:
Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards.
Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations.
Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations.
Provide proactive guidance and resources to help advisor meet goals - driving growth, solving client needs and identifying new opportunities.
Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results.
Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt.
Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs
Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs.
Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up.
Required skills:
Demonstrates proven results exceeding goals in a client-centric, results-driven environment.
Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities
Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service.
Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals,
Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction.
Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career.
Applies strong critical thinking and problem-solving skills to meet clients' needs
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired skills:
Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives.
Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
Prior experience providing excellent service to high-end clients and excelling in that environment
Skills:
Deposit Solutions Product Knowledge
Customer and Client Focus
Influence
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement: Bachelor's degree preferred; High School Diploma / GED / Secondary School or equivalent.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$25k-35k yearly est. Auto-Apply 60d+ ago
Tech Process Improvement Analyst
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? The Tech Process Improvement Analyst works with departments across Technology and Innovation (T&I) to assess processes and apply Lean Six Sigma methodologies to improve the efficiency of technology processes, to drive achieving specific objectives of Cost Transformation within T&I. The Cost Transformation objectives include providing transparency into budgets, facilitating efficient management of spend, and demonstrating value to business stakeholders.
WHAT WILL YOU DO?
* Drive completion with documenting business processes - 20%
* Coordinate the collection of data on documented business processes to establish baseline current state, including summarizing root causes of inefficiencies in current processes. - 20%
* Complete and summarize analysis of data collected on business processes to identify root causes of inefficiencies in current processes and drive prioritization of improvements. - 20%
* Develop, refine, and finalize solutions to identified root causes that drive inefficiencies in current state business processes, including process redesign with focus on sustainable improvement. - 20%
* Design, refine, finalize, and implement key performance indicators to demonstrate implemented solutions are driving sustainable improvement, including designing management reporting and feedback loops. - 15%
* Lead ad-hoc process analysis, in response to dynamic and changing business needs - 5%
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 4 years of business process improvement experience
*Additional Qualifications*
* Experience in financial services institutions preferred
* Lean Six Sigma Black Belt preferred
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$77k-143k yearly 60d+ ago
Third Party Risk Management Lead
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? Third Party Risk Management (TPRM) Lead is responsible for providing Enterprise wide third party risk management services, including taking a lead role to define, implement, and maintain a risk framework, operating model, policies, procedures, governance and oversight programs for all lines of business and subsidiaries. CNB established the TPRM program as a second line function, enabling CNB to manage third party risk effectively and efficiently, relative to its size and complexity. The lead is responsible for ensuring the program meets regulatory guidance, aligns with CNB's parent company, and incorporate changes as necessary.
WHAT WILL YOU DO?
* In partnership with the TPRM Program Manager, develop a successful implementation plan consisting of:
* Assist with the development and execution of an TPRM risk framework, policies and procedures
* Direct assessments on key controls and overall compliance with the TPRM program, including the timeliness, completeness, and accuracy of risk assessments.
* Provide risk-consulting serves to first line third party risk managers for complex arrangements.
* Develop risk analysis and reporting, including risk metrics, for dissemination to both first line of defense (technology) leadership, risk management committees, CNB's parent holding company, and CNB's regulators.
* Streamline processes for risk identification and assessment, control assessment, testing and issue management.
* Lead continuous improvement activities and initiatives for TPRM, working with stakeholders, subject matter experts, and analysis of exception reports to define issues, determine root cause, and determine appropriate changes.
* Identify and assess requirements for CNB's GRC system to increase automation, and process effectiveness and efficiency.
* Responsible for reviewing SSAE 18 reports for CNB's third parties and evaluate for completeness, appropriateness, and assess impact to CNB on findings and exceptions to support CNB's Sarbanes Oxley, FDICA, and SOC programs.
* Manage coordination of assignment of resources based on demand and capacity, and required subject matter expertise, including augmenting internal staff with external resources as necessary.
* Ensure appropriate escalate of issues to first line and senior management as required.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum of 7 years of third party risk management, assurance and / or oversight or relevant supplier or third party audit or compliance experience
* Minimum of 4 years of experience in risk and controls for information technology and cybersecurity, appropriately scoping assessments, providing credible challenges, and performing assurance testing.
* Minimum of 4 years working with a GRC system, incorporating continuous improvement for the system and process.
*Additional Qualifications*
* Comprehensive knowledge of third party and information technology risk management processes and methodologies
* Experience using third party risk management /Governance, Risk and Compliance (GRC) systems
* Experience assessing contracts, including master service agreements, statements of work, and license agreements.
* Experience assessing cloud servicing arrangements
* Knowledge of and experience in designing and operating governance, frameworks and processes to comply with vendor management / third party risk management related regulatory requirements, guidance and oversight (OCC 2013-29, Fed SR 13-19 or other relevant third party risk management / vendor management regulation applicable to the financial services industry)
* Currently hold or quickly obtain industry recognized third party risk management or vendor management certification
* Excellent oral and written communication skills; experience performing both detailed and executive-level documentation
* Advanced knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint
* Experience with reporting platforms such as Tableau, SQL scripts, and Microsoft SSRS desirable
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$99k-176k yearly 13d ago
Portfolio Manager II, Franchise Finance
Wintrust 4.9
Remote or Rosemont, CA job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Will consider remote position for qualified candidates
Why join us?
· An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
· Competitive pay and annual discretionary bonus eligible
· Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
· Family-friendly work hours
· With 175+ community bank locations, we offer opportunities to grow and develop in your career
· Promote from within culture
The Portfolio Manager supports the Franchise Finance Group by gathering, analyzing, and presenting business and personal financial data collected for the purpose of issuing, amending, extending, renewing, monitoring and testing commercial credit facilities in the franchise finance space. In collaboration with internal and external deal team members the Employee will participate in all aspects of the Borrower relationship, including initial screening, underwriting and on-going portfolio management. The Employee is expected to liaise between all parties to ensure timely and efficient tracking and analysis that meets the expectations of the Borrowers, Lenders and Administration Teams.
What You'll Do
Underwrite credit requests
Prepare, review and present credit summaries for approval;
Collect, spread, analyze, and maintain financial statements;
Support loan documentation, due diligence, and closing efforts;
Participate in opportunity assessment and prospecting process;
Prepare borrower, brand and portfolio reviews;
Test and monitor financial covenants consistent with loan requirements;
Maintain timely and accurate risk ratings;
Train in negotiating loan documentation
Train in negotiating syndicated loans and communicating with loan syndicate
Comply with all bank policies and procedures as well as applicable state and federal regulations and complete all required compliance training in a timely manner
Performs other duties as required
Qualifications
Bachelor's degree in finance, accounting, or related area of study
3 + years of Franchise Finance Experience
Required Knowledge, Skills and Abilities
Strong understanding of risk management and credit mitigants
Knowledge risk ratings analysis, corporate finance and/or research
Strong analytical and financial modeling ability
Critical thinking skills
Strong client service skills
Strong organizational skills
Strong verbal and written communication skill
Strong relationship building skills
Proficiency using Microsoft Office software products including advanced Excel modeling skills
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $85,000 - $110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$85k-110k yearly Auto-Apply 13d ago
Loan Boarding Specialist-Collateral
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? This position is responsible for the review and analysis of loan boarding packages for commercial and consumer loans and booking collateral to the Collateral Management System. Acts as liaison with Closing Department to resolve collateral matters pre and post boarding. This position will handle moderate to complex collateral issues and will work independently with minimal guidance from Supervisor or Assistant Supervisor.
WHAT WILL YOU DO?
* Performs collateral reviews and identifies exceptions
* Ensures that Demands and Reconveyances tracking is in conformity with regulatory/government requirements.
* Updates the Collateral Tracking System
* Fulfills internal requests for collateral review and document preparation
* Responsible for ensuring compliance with assigned Bank policies and procedures relating to collateral perfection and monitoring.
* Processes, solves and answers simple to complex collateral related issues.
* Responsible for data integrity of Collateral Management System.
* Maintains a proficient knowledge of applicable banking and RESPA rules and regulations.
* Manage Special Projects independently.
* Maintain a proactive, committed approach to such programs as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 3 years of experience working in documentation or a bank servicing department
* Minimum 3 years of experience in analyzing loan documents and credit approval documents.
* Minimum 2 years of experience with MS Office Suite
*Additional Qualifications*
* Knowledge of terminology and documents, related to the perfection and retention of collateral (e.g. real estate, Security Agreement and UCC filings, etc.).
* Must be able to process and handle large volumes ensuring quick turnaround
* Familiarity with the CFPB, RESPA and Article 9
* Education: Associates Degree or higher.
* Strong Microsoft Office suite knowledge,
* Strong math/accounting, data analysis and business writing skills
* Strong research and analytical skills
* Ability to quickly adapt to and become proficient in disparate loan processing systems
* Candidate for this position must be able to analyze commercial and consumer notes and credit memorandum. Candidates must have a strong documentation and collateral background
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$24.5-36.7 hourly 60d+ ago
Disaster Recover Prog Analyst
City National Bank 4.9
City National Bank job in Phoenix, AZ or remote
WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented.
WHAT WILL YOU DO?
* Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective.
* Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls.
* Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes.
* Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards
* Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators.
* Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies.
* Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results.
* Provides support of Internal Audits and Regulatory Exams.
* Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience
* Minimum 3 years of financial services experience
* Minimum 3 years of project management experience
*Additional Qualifications*
* BS in Computer Science or demonstrated equivalent experience
* Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred.
* Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company.
* Knowledge and understanding of crisis and emergency management.
* Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together.
* Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint.
* Advanced presentation skills and oral and written communication skills.
* Self-starter with the ability to work independently.
* Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$77k-143k yearly 59d ago
CAM Manager I - Loss Mitigation
M&T Bank 4.7
Remote job
Responsible for directing the day-to-day activities for a unit. Manages approximately 10 FTEs (or with fewer employees but covering diverse disciplines and/or complex functions).
Primary Responsibilities:
Oversee the daily activities of a unit of employees to meet the objectives of the assigned department.
Direct staff in the appropriate techniques of customer service, collections or account servicing, as applicable.
Resolve disputed transactions in a timely and cost-effective manner. Negotiate effectively on customer calls.
Compile month-end data for distribution to and decision-making by management.
Serve as integral member of portfolio acquisition team, directing onboarding of acquired loans.
Evaluate unit processes, procedures and policies routinely in an effort to increase operational efficiency of units managed.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Scope of Responsibilities:
Manages workflow of medium complexity and risk exposure and acts largely independently.
External contacts include customers, vendors and outside agencies.
Has charge off authority within established authority levels.
Supervisory/ Managerial Responsibilities:
Manages a team of professionals (includes people, budget and planning).
Education and Experience Required:
A combined total of 6 years of higher education and relevant work experience in a call center or bank operations environment, inclusive of 1 years' work leadership or supervisory experience.
Excellent customer service skills with the ability to use tact and diplomacy.
Strong knowledge of relevant spreadsheet, word processing, and presentation software.
Education and Experience Preferred:
Bachelor's degree.
Excellent oral and written communication skills.
Strong knowledge of departmental systems, documents and procedures.
#LI-111
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$62.2k-103.6k yearly Auto-Apply 8d ago
Customer Service Center Representative - Operations Center
Commercial Savings Bank 4.3
Millersburg, OH job
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
$31k-34k yearly est. Auto-Apply 7d ago
Infrastructure Senior Tech Analyst Assistant Vice President
Citigroup 4.6
Delaware, OH job
The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with LAN / WAN and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the Technology Infrastructure team. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks.
**Responsibilities:**
+ Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services
+ Drive Root Cause Analysis (RCA) post restoration of service
+ Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks
+ Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary
+ Provide technical/strategic direction and act as advisor/coach to lower level analysts
+ Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices
+ Responsible for overall operating system applications
+ Contribute to technical direction and strategic decisions
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement
+ Ability to communicate technical concepts to non-technical audience
+ Ability to work with virtual and in-person teams, and work under pressure or to a deadline
+ Experience in a Financial Services or large complex and/or global environment preferred
+ Effective written and verbal communication skills
+ Effective analytic/diagnostic skills
**Education:**
+ Bachelor's/University degree or equivalent experience
------------------------------------------------------
**Job Family Group:**
Technology
------------------------------------------------------
**Job Family:**
Infrastructure
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
Delaware Ohio United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$90,080.00 - $135,120.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 23, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$90.1k-135.1k yearly 14d ago
Auditor II- Treasury/Finance
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements.
What you will do
* Completes time sheets and expense reports in a timely manner.
* Complies fully 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.).
* Completes all required training.
* Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates.
* Keeps informed of new services, products and events that have a significant technology and business impact.
* Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned.
* Assists the Senior Auditor and or Audit Manager in the development of the audit scope.
* Holds preliminary discussions and interviews with auditees prior to the beginning of the field work.
* Prepares narratives/flowcharts detailing internal controls of area audited.
* Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary.
* Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines.
* Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn.
* Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise.
* Contributes to the drafting of audit observation sheets and audit reports.
* Supports and or participates in audit exit meeting with management.
* Ensures written reports are properly prepared and formatted for distribution.
*Must-Have**
* Bachelor's Degree or equivalent
* Minimum 3 years experience in performing internal control audits and risk assessments required.
* Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required.
*Skills and Knowledge*
* Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions.
* Ability to work independently or under the guidance and supervision of a Senior Auditor.
* Strong verbal and written communication skills, to effectively present to peers and management.
* Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change.
* Understanding of internal auditing standards, COSO and risk assessment practices.
* Understanding of the technical aspects of accounting and financial reporting.
* Experience in performing multiple projects and working with varying team members.
* Prior financial services industry experience is a plus.
*Compensation*
Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
**To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our ****************************************************************************************************
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit *********************
*EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. **************************************************************************************************
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-KTB
\#CA-KTB
$60.5k-104.5k yearly 50d ago
Treasury Management Officer III
Fifth Third Bank 4.6
Cincinnati, OH job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients and prospects business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process.
* Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
* Demonstrate ability to understand payment and commerce solutions/ processes.
* Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
* Understand competitions' capabilities and gaps and how to position 5/3's services against them.
* Prepares and deliver quarterly client service reviews to clients.
* Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations.
* Devise and execute a plan to exceed sales goals.
* Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
* Actively manage a pipeline using the CRM tool.
* Maintain lines of communications with RMs individually and as a group.
* Review sales goals with RMs and ensure RMs are advised of calling strategies.
* Educate and advise RMs of new TM product development initiatives.
* Assess knowledge level of individual RMs and bring each up to a minimum standard.
* Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
* Work closely with assigned client specialists to ensure excellent client service on an on-going basis.
* Assist with general bank communications to clients.
* Take ownership and deliver timely resolution of client issues.
* Develop knowledge of internal resources for accurate response to client issues.
* Understand and communicate implementation time-line to align with client expectations.
* Ensure proper account documentation and all requisite agreement execution.
* Communicate recurring or serious product issues to management.
* Recommend viable solutions to improve client service.
* Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
* Undergraduate degree is required.
* MBA or advanced degree is desirable.
* CTP certification is strongly encouraged.
* Minimum of 2 years Wholesale/Commercial Banking experience, prefer at least 1 to 3 years of experience in a financial services sales environment is preferred.
* Demonstrated record of consistently exceeding performance goals.
* Possess a strong desire to constantly strive to improve oneself.
* Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process.
* Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
* Demonstrated ability to articulate the benefits of strong working capital management solutions to clients.
* Proven product and sales knowledge sufficient to help mentor new team members.
* Demonstrated knowledge of a wide array of treasury management products.
* Excellent oral and written skills.
* Basic proficiency in PC software (MS Office).
* Technical Treasury Management competencies.
* Understanding of Treasury Management products and solutions.
* Ability to build new & existing client relationships.
* Ability to evaluate client needs.
* Basic understanding of financial statement analysis.
Treasury Management Officer III
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$84k-100k yearly est. Auto-Apply 3d ago
Credit Analyst II
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? The Credit Analyst is an entry-level position responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit underwriting and portfolio review activities. The Credit Analyst will learn how to analyze credit data, prepare reports, conduct periodic portfolio reviews, and other activities required to underwrite and manage a portfolio of credits. The Credit Analyst is expected to have a strong desire to learn underwriting and portfolio management skills, helping to maintain high standards of credit quality and compliance.
WHAT WILL YOU DO?
* Credit Analysis: Performs credit analysis activities to assess creditworthiness of borrowers, guarantors, and sponsors.
* Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
* Data Analysis: Analyzes credit data, market and industry reports, trendcards, and prepare credit presentations to support underwriting and portfolio management.
* Risk Management: Supports effective risk management practices, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
* Collaboration: Works closely with team members to ensure cohesive and effective credit operations. Participate in ad-hoc projects to support the organization's priorities.
* Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills, actively seeking opportunities for professional growth and development.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent in Finance, Business, or related field
*Additional Qualifications*
* Desire to learn about credit management and lending operations as well as risk management principles
* Strong communication and collaboration skills
* Analytical skills, with interest in learning how to interpret complex data and make informed decisions
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $31.39 - $50.14 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Zippia gives an in-depth look into the details of City National Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about City National Bank. The employee data is based on information from people who have self-reported their past or current employments at City National Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by City National Bank. The data presented on this page does not represent the view of City National Bank and its employees or that of Zippia.
City National Bank may also be known as or be related to City National Bank.