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Risk Manager jobs at City National Bank

- 64 jobs
  • Portfolio Manager

    City National Bank 4.9company rating

    Risk manager job at City National Bank

    WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. * Prepare client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and conduct individual meetings and presentations. * Operate and represent RBC Rochdale with the highest level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new business, work on bringing in additional assets from existing clients. * Investment Strategy/Trading and Research * Demonstrate expert knowledge of both internal and external investment solutions. * Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. * Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) * Risk Management and Compliance * Follow appropriate Regulation 9 process. * Accurately complete various compliance related reporting in a timely manner. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Master's Degree * A minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,548 - $208,711 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
    $122.5k-208.7k yearly 25d ago
  • Portfolio Manager III - Emerging Middle Market

    City National Bank 4.9company rating

    Risk manager job at City National Bank

    *PORTFOLIO MANAGER - Emerging Middle Market* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the *Emerging Middle Market Credit Management Team* focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: * *Serve business clients, typically sole proprietors and closely held business entities, with annual revenues up to $100 million across a wide range of industries and geographies.* * Provide credit and banking solutions that consist of moderate levels of complexity in loan structuring and performance monitoring. * Operate within a relationship-focused model with emphasis on risk management, cross-functional collaboration, and long-term client partnerships. * Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) * Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. * Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. * Responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent in Finance, Business, or related field * Minimum 6 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Advanced experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Advanced analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise **Emerging Middle Market Credit * *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $111,408 - $189,738 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.
    $111.4k-189.7k yearly 51d ago
  • Fair Banking Quantitative Risk Manager

    M&T Bank 4.7company rating

    Remote

    The Fair Banking Qualitative Risk Manager is responsible for managing and overseeing a team of analytics professionals who perform modeling and qualitative assessments to identify, measure, and mitigate Fair Lending risk across the lending lifecycle. This role ensures compliance with regulatory expectations and internal risk management standards by providing credible challenge, analytical oversight, and governance of statistical methodologies used to evaluate underwriting, pricing, redlining and other aspects of Fair Banking performance. The manager collaborates with Compliance, Risk, and business partners to ensure results are accurately interpreted, communicated, and incorporated into fair and responsible banking practices. Primary Responsibilities: Manage and mentor a team of Fair Lending analysts performing regression modeling, matched-pair analysis, redlining analytics, and comparative file reviews. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Establish priorities, assign projects, and monitor progress to ensure timely, high-quality deliverables aligned with department goals. Foster a culture of analytical integrity, professional development and cross-team collaboration between analytics, and business partners. Oversee model development and maintenance processes to ensure adherence to regulatory and model-risk expectations. Review and approve analytical frameworks, variable selection methodologies, segmentation strategies, and model documentation, to ensure transparency and reproducibility. Provide credible challenge to assumptions, controls, and outcomes produced by analysts; ensure the findings are fully supported, statistically valid and risk contextualized. Coordinate with Model Risk Management and Internal Audit during validation, periodic reviews, and model inventory updates. Oversee development of written analyses, memo, dashboards, and reporting materials for Senior Management, Internal Audit, and regulators. Act as a liaison for all Quantitative Risk Management projects for Senior Management related to a diverse portfolio of bank wide divisional areas, external consultants, vendors, and peer banks on facets of quantitative risk management. 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. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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. Education and Experience Required: Bachelors' degree, OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) -OR- Master's degree in mathematics, Statistics, Quantitative Analysis or another technical discipline and a minimum of 8 years' related experience (inclusive of 4 years supervisory/management experience), OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 8 years' related experience and/or (inclusive of 4 years supervisory/management experience). Minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) Banking or Financial Services experience. Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages. Advanced Knowledge of SQL and Microsoft Office. Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions. Demonstrated ability to communicate complex concepts. Demonstrated ability to manipulate and analyze data across large databases. Education and Experience Preferred: Credit Analysis experience. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $148,300.00 - $247,100.00 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
    $148.3k-247.1k yearly Auto-Apply 46d ago
  • Sr. Model Risk Analyst - Credit, CCAR, & CECL Models (Remote)

    First Citizens Bank 4.8company rating

    Raleigh, NC jobs

    Overview This is a remote role that may be hired in several markets across the United States. This position is within First Citizens Bank's Model Risk Management (MRM) team and plays a critical role in ensuring the integrity, reliability, and regulatory compliance of the bank's credit risk models. The primary focus is on the independent validation of models used for CCAR (Comprehensive Capital Analysis and Review) stress testing and CECL (Current Expected Credit Loss) frameworks, both of which are essential components of the bank's risk management and capital planning processes. The models supported by this role span a broad range of lending portfolios, including Residential Mortgages, Credit Cards, Auto Loans, Home Equity Lines of Credit (HELOC), Commercial & Industrial (C&I) Loans, Commercial Real Estate (CRE), Equipment Finance, and Innovation Economy segments. The analyst will collaborate with validation manager and director to conduct independent model validations for one or more specific areas based on their background and expertise. This role provides an excellent opportunity for the analyst to rotate within the team, gaining a comprehensive and holistic understanding of CCAR stress testing and CECL frameworks. Responsibilities * Comprehensive Model Validation: Conduct thorough and comprehensive validations of various model components, ensuring that they are accurate, reliable, and aligned with the intended business objectives and regulatory requirements. This includes but is not limited to: * Model Inputs Analysis: Apply data analysis techniques to assess the quality, integrity, and appropriateness of data used in the models. Examine data extraction, cleaning, transformation processes, and evaluate data-related assumptions and limitations. * Model Framework Evaluation: Scrutinize the model design and construction, verifying the suitability of the modeling framework and theory for the intended use. Review model segmentation, variable selection, model testing procedures, and evaluation model assumptions, limitations, and risks. * Model Code Review: Review model code to ensure correctness, accuracy, and absence of material errors. Collaborate with model owners to address any identified issues. * Outcomes Analysis: Assess both in-sample and out-of-sample back test results; evaluate sensitivity and scenario testing, stress testing, and quantitative and business performance metrics. * Benchmark Model Development: Develop models using alternative approaches to assess the performance of the champion model against benchmark models. * Risk Identification and Mitigation: Provide effective challenges and identify potential model risks. Recommend appropriate mitigation measures and enhancements to improve model quality and compliance with regulatory standards. * Documentation and Reporting: Produce high-quality, comprehensive validation reports that clearly communicate findings, recommendations, and potential risks to both technical and non-technical stakeholders. Ensure that validation documentation adheres to internal standards. * Audit and Regulatory Review Support: Assist model validation manager in gathering and providing materials requested by internal audit and regulators, drafting responses to questions, and defending validations in exams. * Continuous Learning and Improvement: Stay up-to-date with emerging trends and best practices in model validation and regulatory requirements. Contribute to the enhancement of the model validation framework by suggesting process improvements and implementing industry-leading methodologies. * Qualifications Bachelor's Degree and 6 years of experience in OR High School Diploma or GED and 10 years of experience in model risk or data science. Preferred Qualifications: * Advanced degree (Master's or Ph.D.) in a quantitative field (e.g., Statistics, Data Science, Economics, Applied Mathematics, Engineering, or a related discipline). * This position is open to candidates at both junior and senior levels, depending on experience. Applicants with 2+ years of relevant experience may be considered for the Risk Analyst III role, while those with 5+ years of experience may qualify for the Senior Risk Analyst position. * Proficiency in modeling techniques (e.g., linear regression, logistic regression, survival analysis, time series model, machine learning) and programming languages (e.g., SAS, Python, R, SQL) * Strong understanding of regulatory requirements, particularly those related to stress testing and capital planning. * Excellent problem-solving skills, attention to detail * Excellent written and verbal communication skills. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $125,000.00 and $185,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $125k-185k yearly 2d ago
  • Model Risk Analyst, Non-Quantitative Tools (Remote)

    First Citizens Bank 4.8company rating

    Raleigh, NC jobs

    This is a remote role that may be hired in several markets across the United States. This Second Line of Defense role is responsible for assessment and oversight of risks taken by the Bank at an advanced level of ability. Oversees First Line of Defense activities through objective risk assessment, effective challenge, monitoring, and reporting of the Bank's Risk Profile, including top and emerging risks. Provides leadership, consultation, and support for risk management techniques, practices, and procedures that protect the Bank from loss or exposure. Facilitates the development of analyses and reports to support the appropriate identification, assessment, monitoring, and reporting of new or existing risks. Assists in the review and enhancement of internal controls. Maintains a strong knowledge of new or emerging risk management techniques and trends through professional networking and industry involvement. Develops collaborative partnerships with internal departments, external auditors, regulatory agencies, and other stakeholders to support the company's Risk Management Framework. May provide guidance to less experienced associates in the department. Responsibilities * You will be a part of FCB's Model Governance team within the Model Risk Management (MRM) department and will be responsible for leading a variety of activities around the life cycle of Non-Model Quantitative Tools lifecycle. The specific responsibilities will include: * Design and develop improvements to MRM's processes to improve overall efficiency of Non-Model Quantitative Tool lifecycle activities. * Support cross functional initiatives. * Collaborate with colleagues, industry peers, and functional teams to continually improve operational and project management capabilities. * Manage execution of a broad range of tool lifecycle stages, including: * Identification and risk tiering of Non-Model Quantitative Tools across the Bank, * Vendor or new products due diligence and onboarding * Communications between MRM Leadership Team and relevant stakeholders to define applicable monitoring, efficiency metrics, and escalatory processes. * Inventory Attestation, Changes, and * Quality Assurance Reviews * Supporting regulatory and audit requests including write ups when necessary * Control design and control testing * Drive MRM tool review working group meetings. Create clear and concise status summaries with action items. * Support maintenance of MRM Policy, Standards, Procedures, Templates, and system workflows. * Manage and implement changes to model risk management controls including design and execution. * Create and maintain internal and Executive Level dashboards and metrics for reporting across project deliverables. * Interface with stakeholders outside of MRM including Regulatory Relations, Internal Audit and Project Management Office. * Develop training materials and conduct stakeholder training and support. * Facilitates communication and builds effective working relationships with key business stakeholders and risk owners * Provide reporting and drive organizational tool identification projects. Qualifications Bachelor's Degree and 4 years of experience in Risk management, or financial analysis, or statistical modeling OR High School Diploma or GED and 8 years of experience in Risk management, or financial analysis, or statistical modeling PREFERRED * Master's degree or Advanced Degree in Financial Services, Enterprise Risk Management, Operational Risk Management, Compliance, Audit, Finance, or Accounting * Exceptional communication skills, both written and verbal. * Experience working at a Large Financial Institution * Expertise in broad range of tool lifecycle stages * Advanced control design and control testing experience This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $110,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $110k-160k yearly 2d ago
  • Fair Lending Quantitative Risk Analyst Lead

    M&T Bank 4.7company rating

    Remote

    Perform advanced data and statistical analysis in support of the creation and maintenance of statistical models, including Regression and Multivariate models. Support unit (dept.) in data analysis and model construction. Provide oversight and expertise in the model creation, testing and validation. Develop and integrate model strategy to support business initiatives and regulatory compliance. Primary Responsibilities: Lead Quantitative Analysts in establishing, monitoring, evaluating and interpreting data with a risk management focus with an understanding of business strategy. Mentor and supervise the work of junior team members and assist in the development of their statistical modeling acumen in areas such as segmentation analysis, logistic regression, decision trees and multivariate analysis. Demonstrated working knowledge of Credit Risk databases to provide data and analytical support to Senior Management. Perform data manipulation and analysis using SQL, SAS and Microsoft Excel and present results and recommendations to Credit Risk Management. Track portfolio performance and risk strategy results. Incorporate observations and data in to existing models to improve predictive results. Provide guidance and direction to lower level analysts regarding all aspects of data analysis and the construction of predictive statistical models. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. 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. Education and Experience Required: Bachelor degree in Mathematics, Statistics, Quantitative Analysis or another technical discipline, OR in lieu of degree, A combined minimum of 9 years higher education and/or work experience to include a minimum of 5 years relevant experience. -OR- Master's degree in Mathematics, Statistics, Quantitative Analysis or another technical discipline, with minimum of 3 years relevant experience, OR in lieu of degree, A combined minimum of 9 years higher education and/or work experience to include a minimum of 3 years relevant experience Minimum of 5 years relevant experience Banking or Financial Services experience. Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages. Advanced Knowledge of SQL and Microsoft Office. Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions. Demonstrated ability to communicate complex concepts. Demonstrated ability to manipulate and analyze data across large databases. Education and Experience Preferred: Credit Analysis experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $103,000.00 - $171,600.00 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
    $103k-171.6k yearly Auto-Apply 46d ago
  • Valuation Risk Controller

    Morgan Stanley 4.6company rating

    New York, NY jobs

    We offer: * The chance to work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight into our business * Work with and obtain in-depth knowledge of a wide range of financial products from plain vanilla products to the most exotic structured derivatives * Engagement with Morgan Stanley offices globally in an open minded and welcoming environment, including New York, London, Hong Kong and Tokyo * Professional development opportunities including access to Morgan Stanley's world-class internal trainings, financial and study-leave support for selected professional qualifications * Flexible working arrangements - core hours and opportunity to work from home * A competitive salary and benefits package, including eligibility for annual bonus, a fully funded sports package, healthcare plan, firm contribution to voluntary pension fund, and 16 weeks paternity leave You will: * Undertake Independent Price Verification (IPV) of a global portfolio of assets using external data sources and financial models * Debate IPV results and marking methodologies with front-office traders * Review valuation and risk models while working closely with model developers * Analyze pricing factors in complex financial products and comprehend market movements' impact on the portfolio and firm * Identify and eliminate control gaps within the pricing framework * Drive development on regulatory deliverables and automation projects using Agile You have: * Completed degree in Finance, Economics, Mathematics, Engineering, or Business related discipline * Deep knowledge of main financial products, their market context, and associated risks * Clear, structured communication and interpersonal skills * Willingness to adapt to new challenges in a dynamic environment with shifting priorities * Strong analytical, quantitative skills and proficient user of Excel * Knowledge of relevant pricing models and risk management techniques is an advantage * Ability to understand code in VBA/Python or another programming language commonly used in the financial industry is an advantage Team Profile: Morgan Stanley Valuation Control provide an independent valuation assessment across the entire spectrum of financial instruments, ranging from vanilla products to the most complex structured and derivative transactions. This process involves the certification of models and their valuation methodologies, testing for adherence to such methodologies, evaluating internal valuation marks against external benchmarks, identification and resolution of valuation discrepancies, and communicating a valuation assessment to senior trading and Finance management. The team is also involved in the continuous enhancements of the valuation control infrastructure with a view towards global and cross-product standardization. About us: Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. At Morgan Stanley, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modeling, Finance, Risk Management, Operations and Data & Analytics from our new state-of-the-art offices near the Danube and our City Gate office in the heart of the city center. Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents. 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 $80,000and $115,000 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).
    $80k-115k yearly Auto-Apply 60d+ ago
  • Risk Manager - Credit and Debit Cards

    U.S. Bank 4.6company rating

    Cincinnati, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **** Job Description Partners with leaders and Compliance colleagues in their assigned Line of Business Risk Managers across all regulatory disciplines, and Law Division personnel to, depending on the function, provide regulatory guidance and credible challenge for the successful creation, implementation, and maintenance of an effective risk management framework. Act as trusted advisor to Business Line (BL) first line of Defense (1LoD) and Chief Risk Office (CRO) colleagues for projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations. Facilitate the identification of gaps and drive solutions that minimize losses resulting from inadequate internal processes, systems, or human errors. Ensure the active identification, documentation and challenge or escalation of risks and their controls as appropriate. May influence policies and procedures to maximize profit potential and minimize regulatory exposure. Accountable for an effective partnership with 1LoD/CRO teams and with Risk Managers across other product and regulatory disciplines. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically, more than eight years of applicable experience Preferred Skills/Experience - Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact credit and debit cards - Advanced understanding of the business line's operations, products/services, and systems - Advanced understanding of the credit/debit card risk and control framework - Thorough knowledge of Risk/Compliance/Audit competencies - Strong leadership and management skills of processes, projects and people - Strong written and verbal communication skills - Strong analytical, problem-solving and negotiation skills; comfortable presenting and defending regulatory guidance, even when it challenges the status quo - Proficient computer skills, especially Microsoft Office applications - CRCM Certified Regulatory and Compliance Manager This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $119.8k-140.9k yearly 12d ago
  • Portfolio Manager II, Franchise Finance

    Wintrust 4.9company rating

    Rosemont, CA jobs

    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 12d ago
  • Portfolio Manager

    City National Bank 4.9company rating

    Risk manager job at City National Bank

    WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. * Prepare client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and conduct individual meetings and presentations. * Operate and represent RBC Rochdale with the highest level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new business, work on bringing in additional assets from existing clients. * Investment Strategy/Trading and Research * Demonstrate expert knowledge of both internal and external investment solutions. * Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. * Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) * Risk Management and Compliance * Follow appropriate Regulation 9 process. * Accurately complete various compliance related reporting in a timely manner. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * CFA - Charter Financial Analyst * Master's Degree * A minimum of 10 years of investment management experience * FINRA Series 7 and 66 licenses (or ability to obtain) *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,548 - $208,711 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
    $122.5k-208.7k yearly 60d+ ago
  • Sr. Audit Manager- BSA/AML

    City National Bank 4.9company rating

    Risk manager job at City National Bank

    WHAT IS THE OPPORTUNITY? The Senior Audit Manager will lead a team of auditors to assess the design and operating effectiveness of internal controls, adherence to regulatory requirements and Bank policies, and the effectiveness of operations of the BSA/AML function. The Senior Manager will be responsible for all aspects of the audit, including the planning, execution, and reporting phases. The Senior Manager will also be involved in internal and external issue validation as well as audit continuous monitoring activities; along with Data Analytics to support continuous monitoring, leveraging the use of information analytics, business intelligence, data mining, and other technologies and tools. WHAT WILL YOU DO? * Providing independent and objective evaluation of the adequacy and effectiveness of Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) practices for City National Bank (CNB) * Championing a thorough understanding of the AML and BSA requirements, including but not limited to the Bank Secrecy Act and OFAC regulations, guidance, and regulatory expectations * Support the Director of Audit AML BSA by helping to lead and execute CNB BSA/AML and OFAC audits, including through the audit planning, execution, reporting, and issue remediation phases. * Assists with the development of audit budget estimates for respective area of focus * Assists with the development of the annual risk assessment and audit plan * Leads and performs continuous monitoring activities periodically for the area assigned * Maintains ongoing relationships with management of auditable units * Keeps informed of new services, products and events that have a significant business and technology impact * Keeps abreast of changes in the business, regulatory, and control environments in which City National Bank operates, especially for audit areas assigned * Tracks and manages audit resources to meet the audit budget and audit plan mandates * Supports a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the team for continuous learning and improvement by fostering an inclusive work environment, communicating vison/ strategy, coaching, and supporting development goals. * Complies fully with all Bank 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.). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm. * Minimum 3 years' experience managing direct reports and demonstrated ability to develop people *Additional Qualifications* * CPA or CIA preferred. Other certifications (e.g., CRMA, CFA, CFE, CAMS, Chartered Accountant) are favorable * A thorough understanding of regulatory and compliance policies and procedures. * Possess expert understanding of internal audit methodology and principles. * Ability to be resourceful, a self -starter, possessing a high degree of flexibility, creative thinking and confidence to carry out innovative solutions. * Well-developed judgment, management, decision-making and problem-solving skills are required in order to effectively deal with a rapidly changing, complex business environment. * Good time management skills in order to manage multi-functional accountabilities through prioritization, delegation, motivation, conflict resolution and the promotion of ideas. * Excellent written communication s skills are essential. In addition, should be skilled at verbal presentation, of a caliber suitable for direct exposure to executive management. *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. \#LI-KTB \#CA-KTB
    $99k-176k yearly 20d ago
  • Sr. Audit Manager- Treasury/Finance

    City National Bank 4.9company rating

    Risk manager job at City National Bank

    WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do * Assists with the development of audit budget estimates for respective area of focus. * Assists with the development of the annual risk assessment and audit plan * Leads and performs continuous monitoring activities periodically for the area assigned * Maintains ongoing relationships with management of auditable units * Tracks and manages audit resources to meet the audit budget and audit plan mandates. * Complies fully with all Bank 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. * Acts as a role model/mentor to lower level Auditors * Enhances and maintains morale of the audit staff * Performs on-the-job training of lower level auditors * Evaluates and provides performance feedback to lower level auditors * Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance * Participates in interviews and evaluations of new applicants. * Keeps informed of new services, products and events that have a significant business and technology affect. * Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. *Must-Have** * Bachelor's Degree or equivalent * Minimum of 7 years of audit experience * CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge* * Must possess strong managerial, organizational, and verbal and written communication skills. * 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution * Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations * Experienced in managing and mentoring staff * Excellent writing and communication skills * Strong project management skills *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. **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
    $99k-176k yearly 59d ago
  • Sr. Audit Manager- Treasury/Finance

    City National Bank 4.9company rating

    Risk manager job at City National Bank

    WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do * Assists with the development of audit budget estimates for respective area of focus. * Assists with the development of the annual risk assessment and audit plan * Leads and performs continuous monitoring activities periodically for the area assigned * Maintains ongoing relationships with management of auditable units * Tracks and manages audit resources to meet the audit budget and audit plan mandates. * Complies fully with all Bank 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. * Acts as a role model/mentor to lower level Auditors * Enhances and maintains morale of the audit staff * Performs on-the-job training of lower level auditors * Evaluates and provides performance feedback to lower level auditors * Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance * Participates in interviews and evaluations of new applicants. * Keeps informed of new services, products and events that have a significant business and technology affect. * Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. *Must-Have** * Bachelor's Degree or equivalent * Minimum of 7 years of audit experience * CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge* * Must possess strong managerial, organizational, and verbal and written communication skills. * 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution * Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations * Experienced in managing and mentoring staff * Excellent writing and communication skills * Strong project management skills *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. **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
    $99k-176k yearly 59d ago
  • Market Financial Center Manager - Cincinnati Market

    Bank of America 4.7company rating

    Cincinnati, OH jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: Operates as a back up financial center leader within a market Manages client traffic, engaging and appropriately routing clients, and fostering client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiative prescribed by market leaders Drives operational excellence 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. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability Proven record of balancing risk and making sound decisions while achieving business goals Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Proficiency in computer skills and professional programs (for example, Microsoft Office) Must be able to work weekends and/or extended hours and travel to any financial center within the defined market Desired Qualifications: 1+ years of management experience including hiring, coaching and developing direct reports Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality Bachelor's Degree in related field Bilingual (fluent verbal and written) Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $72k-100k yearly est. Auto-Apply 25d ago
  • Market Financial Center Manager - Cincinnati Market

    Bank of America Corporation 4.7company rating

    Cincinnati, OH jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: * Operates as a back up financial center leader within a market * Manages client traffic, engaging and appropriately routing clients, and fostering client retention * Manages business results through formalized management routines and coaching * Creates a world class client experience environment * Manages market-level initiative prescribed by market leaders * Drives operational excellence 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. * Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. * Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. * Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results. * Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. * People Manager & Coach: Knows and develops team members through coaching and feedback. * Financial Steward: Manages expenses and demonstrates an owner's mindset. * Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. * Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: * 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team * Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals * Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction * Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability * Proven record of balancing risk and making sound decisions while achieving business goals * Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service * Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results * Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills * Proficiency in computer skills and professional programs (for example, Microsoft Office) * Must be able to work weekends and/or extended hours and travel to any financial center within the defined market Desired Qualifications: * 1+ years of management experience including hiring, coaching and developing direct reports * Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality * Bachelor's Degree in related field * Bilingual (fluent verbal and written) Skills: * Coaching * Customer Service Management * Customer and Client Focus * Performance Management * Talent Development * Business Operations Management * Recruiting * Result Orientation * Risk Management * Sales Performance Management * Inclusive Leadership * Leadership Development * Prioritization * Problem Solving * Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $72k-100k yearly est. 15d ago
  • Financial Center Manager - Mid-Ohio Market Admin

    Bank of America Corporation 4.7company rating

    Olde West Chester, OH jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness. Responsibilities: * Develops talent, including proactive sourcing of candidates * Manages client traffic, engaging and appropriately routing clients, and fostering client retention * Manages business results through formalized management routines and coaching * Creates a world class client experience environment * Manages market-level initiative prescribed by market leaders * Drives operational excellence by engaging employees on business strategy * Manages organizational priorities and effective execution 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. * Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. * Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. * Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results. * Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. * People Manager & Coach: Knows and develops team members through coaching and feedback. * Financial Steward: Manages expenses and demonstrates an owner's mindset. * Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. * Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: * 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client * Collaborates effectively to get things done, building and nurturing strong relationships * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives * Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed * Communicates effectively and confidently and is comfortable engaging all clients * Has the ability to learn and adapt to new information and technology platforms * Applies strong critical thinking and problem-solving skills to meet clients' needs * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Efficiently manages time and capacity * Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment * Can interpret performance results, find opportunities to drive success and hold others accountable to results * Must be able to work weekends and/or extended hours Desired Qualifications: * 1+ years of management experience including hiring, coaching and developing direct reports * Experience in financial services and knowledge of financial services industry, products and solutions * Experience working in an environment with individual and team goals where goals were routinely met or exceeded * Bilingual skills Skills: * Coaching * Customer Service Management * Customer and Client Focus * Performance Management * Talent Development * Business Operations Management * Recruiting * Result Orientation * Risk Management * Sales Performance Management * Inclusive Leadership * Leadership Development * Prioritization * Problem Solving * Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $73k-100k yearly est. 13d ago
  • Banking Center Manager - Sugarcreek

    Commercial Savings Bank 4.3company rating

    Sugarcreek, OH jobs

    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 a nine-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.T his is a full-time, on-site position at our Sugarcreek Banking Center. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: This individual provides exceptional service to our customers and prospects, opens new accounts, processes loan activity, grows customer portfolios and strengthens community relations with the Banking Center. 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. Responsible for management of staff including: Provides mentoring, encouragement, and support to help develop each staff member to their full potential. Conducts regularly scheduled staff meetings and one-on-one meetings. Oversee banking center personnel which includes scheduling and approving days off. Conducts performance evaluations. Distributes disciplinary action as needed. Responsible for operations of the banking center including: Encourages and complies with CSB's policies and procedures and ensure banking center is operationally sound. Operates banking center within CSB established guidelines for customer service standards and retail ready standards. Monitors account overdrafts for the banking center. Approves or returns NSF items according to policy. Assists banking center personnel in resolving difficult transactions and/or sensitive customer relation problems. Conducts monthly audits of CSR drawers, ATM, and the banking center vault and reports findings to the Security Officer. Complete customer transactions and establishing new deposit accounts as outlined in the Retail Services Handbook. Responsible for sales revenue and growth including: Establishes and executes calling program designed to meet or exceed agreed upon growth goals. Contacts customers, businesses, community, and civic organizations to promote goodwill and generate new business. Works with existing customers to expand relationships and grow business. Encourages and coaches staff to participate in meeting Service and Scorecard goals. Provide customer referrals to bank personnel as appropriate. Work closely and collaboratively with CSB business partners including Consumer and Commercial Lenders, Cash Management, and Wealth Management. Project a positive image of CSB within the community through involvement in local organizations. Responsible for all consumer, non-mortgage lending activities. Examines, evaluates, and processes consumer loan applications; approves or rejects loans within specified limits, and/or conducts loan closing. Oversees the overall process and procedure surrounding indirect lending activities and maintains relationships with the indirect dealer(s). Maintains billing files and floor plan audits for commercial customers with floor plan loans. 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 and/or Experience: A high school diploma or General Education Degree (GED) is required. A four-year, business-related degree is preferred. A minimum of four years of experience in retail banking 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.
    $78k-100k yearly est. Auto-Apply 7d ago
  • Financial Center Assistant Manager - MacArthur Road Financial Center

    Bank of America 4.7company rating

    Whitehall, OH jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent. Responsibilities: Manages client traffic, engaging and appropriately routing clients, and fosters client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiatives prescribed by market leaders Drives operational excellence by engaging employees on business strategy Manages organizational priorities and effective execution Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment Can interpret performance results, find opportunities to drive success and hold others accountable to results Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions Experience in mortgage, retail and/or hospitality Experience working in an environment with individual and team goals where goals were routinely met or exceeded Bilingual skills Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $74k-101k yearly est. Auto-Apply 5d ago
  • Financial Center Manager - North Main and Forest Park Financial Center

    Bank of America 4.7company rating

    Miamisburg, OH jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness. Responsibilities: Develops talent, including proactive sourcing of candidates Manages client traffic, engaging and appropriately routing clients, and fostering client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiative prescribed by market leaders Drives operational excellence by engaging employees on business strategy Manages organizational priorities and effective execution 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. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment Can interpret performance results, find opportunities to drive success and hold others accountable to results Must be able to work weekends and/or extended hours Desired Qualifications: 1+ years of management experience including hiring, coaching and developing direct reports Experience in financial services and knowledge of financial services industry, products and solutions Experience working in an environment with individual and team goals where goals were routinely met or exceeded Bilingual skills Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $73k-100k yearly est. Auto-Apply 25d ago
  • Finance Manager I

    City National Bank 4.9company rating

    Risk manager job at City National Bank

    WHAT IS THE OPPORTUNITY? This position is responsible for performing as a strategic financial business partner with one or more Lines of Business (LOBs) and defining, building, and leading the financial strategic direction of their respective LOBs consistent with the Bank's objectives. WHAT WILL YOU DO? * Prepare the annual budget for the LOBs, ensuring goals are in line with Bank objectives. Maintain budget models and ensure assumptions are reasonable, accurate, and have integrity. Prepare budget presentations and present results to executive management. * Prepare quarterly forecasts and participate in the quarterly review process with executive management. Review quantitative and qualitative details to ensure they are accurate and rational; ensure LOB forecasts and objectives are within acceptable guidelines to compliment the Bank's performance expectations. * Prepare and review monthly management reporting, including financials and any other analytics appropriate for the LOBs. Ensure financials are accurate and distributed in a timely manner. Provide analytics and commentary to the LOB executives, highlighting material trends, variances, and other pertinent findings. * Prepare business cases for talent acquisitions, office openings/closures, product introductions/eliminations, and other ad hoc purposes, and make recommendations based on the impact to the LOB's and Bank's profitability. * Meet with assigned division executive(s) regularly to keep current with challenges, opportunities, and potential changes. Continually look for ways to increase revenue and reduce expenses by reviewing division analytics regularly. * Conducts special financial projects and participates in various task forces and committees as required by senior management. * Develop and implement ideas and strategies to improve processes and communication. * Supervise workflow and provide expertise and direction to support staff as needed. * Complies fully with all Bank policies and procedures, as well as all regulatory requirements. * Completes all required training. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 2 years of experience working for a financial institution * Minimum 3 years of experience in a financial management role *Additional Qualifications* * A CFA, CPA, or MBA is highly desirable. * Excellent managerial, organizational, analytical, and project management skills required. * Excellent interpersonal, verbal, and written communication skills. * Ability to build positive relationships both within the Finance Division and throughout the Bank; work cooperatively with members of the Executive Committee and the Strategy and Planning Committee. * Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel. * Must be capable of inspiring confidence and respect in staff and motivate colleagues to achieve Finance Division and company goals. * Must be able to manage and influence a large number of indirect reports without having authority. * Excellent Microsoft Office skills (e.g., Outlook, Excel, Word, PowerPoint, Access, OneNote) required. * Requires strong knowledge of financial analysis techniques and generally accepted accounting principles and procedures, as well as experience in the use of financial/accounting related reporting systems (e.g. CONTROL, Hyperion, Cognos, etc.) and the preparation and presentation of managerial reporting. *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 41d ago

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