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National Bank of Commerce jobs - 203 jobs

  • Wealth Strategist

    National Bank of Arizona 4.4company rating

    National Bank of Arizona job in Phoenix, AZ

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office offering. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives. This position will be located in office in any of the following locations: Salt Lake City, UT; Las Vegas, NV; Phoenix, AZ; Denver, CO Key Responsibilities: * Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs. Ability to partner with wealth advisors to sell the benefits of the advanced planning services. Ability to communicate the value of planning for one's current and future goals. This person must be capable of working in a team environment with Wealth Advisors, Trust Administrators and Portfolio Managers. * Financial Planning: Develop and communicate advanced financial planning strategies, in areas such as retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth transfer planning, risk management, and providing wealth recommendations that align with client goals. * Compliance: Ensure all financial planning activities comply with regulatory requirements and company policies. * Team Collaboration: Work closely with other financial advisors, analysts, and support staff to deliver exceptional service to clients. * Continuous Improvement: Stay updated on industry trends, market conditions, and regulatory changes to provide the best advice to clients. Qualifications: * Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field. * CFP required. * CPA, JD, or MBA preferred. * Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. * Strong analytical and problem-solving skills. * Excellent communication and interpersonal skills. * Proficiency in financial planning software and tools. * In-depth knowledge of investment products, tax laws, and estate planning strategies. This position is eligible to earn a base salary in the range of $180,000 - $200,000 annually depending on job-related factors such as level of experience and location. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products
    $48k-76k yearly est. 31d ago
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  • Appraisal Review Manager - Residential - UT, CO, TX, AZ, NV

    National Bank of Arizona 4.4company rating

    National Bank of Arizona job in Phoenix, AZ

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Appraisal Review Manager selected for this opportunity will be working within Real Estate Technical Services to support daily operations across multiple teams. This dynamic position will require the successful candidate to be comfortable with change, development of new skills, and consistently being self-driven to balance multiple responsibilities simultaneously within prescribed deadlines. This role will report to the new Enterprise Technology Center in Midvale, UT. Responsibilities: * The Appraisal Review Manager is responsible for the residential appraisal review area and serves as liaison, efficiency expert and problem-solver between loan production and the residential Appraisal Review Department. * Participates in the automation of the appraisal procurement, review, scoring and system monitoring process to ensure industry "best practices" and provide a competitive advantage. * Manages the daily operations, focusing on increasing reliability, accuracy and efficiencies relating to procurement and review of residential real estate appraisals for consumer and mortgage lending, across all regions. * May be required to perform appraisal reviews. * Develops, administers, and manages the training of the appraisal review specialists, for both direct reports and applicable bank staff. * Manages the consumer and mortgage lending "appraisal dispute" function for consumer and mortgage lending customers. * Resolves appraisal disputes and appraiser or client complaints, as necessary. * Performs project management leadership functions as a project manager or team member, as needed. * May be responsible to drive process improvement initiatives, including gathering and documenting business requirements. * Strong project management experience and data analytics proficiency preferred. * Possesses proficiency in MS Office, as well as experience in Power BI, Power Apps, Power Automate, and TEAMS. Proficiency in SQL and Python, preferred. * Assists in all phases of third-party supplier risk management life cycle for valuation services vendors. * Keeps abreast of industry knowledge and regulations pertaining to appraisal methodology and secondary mortgage market policies and procedures to ensure both regulatory and investor compliance. * Provides oversight to executive management by developing and providing various departmental reports, as necessary, to department management. * Facilitates the efficient integration of all applicable operating systems. * Responsible to ensure compliance with bank policies, federal regulations and USPAP standards. Ensures that appraisals are consistent with regulations. * Responsible for interpreting and implementing current regulations. * May also order appraisals to control costs, ensure independence between loan and appraisal departments and give proper instructions for the appraisers. * Responsible for hiring, transfers, terminations, and performance evaluations. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in business, finance, or related fields, * 6+ years of directly related appraisal, credit, or financial analysis or equivalent. * Management experience required. Management experience at a federally regulated institution preferred. * Certified Residential Appraiser license required at a minimum. * Professional appraisal association designation preferred. * Requires advanced knowledge of appraisals, appraisal practices, principles, applications, and methods. * Advanced knowledge of audit procedures, legal and regulatory requirements. * Must possess applicable appraisal licensing, valuation experience and requisite mortgage and consumer lending knowledge to facilitate the efficient integration of all applicable operating systems. * Must have strong management, client relations and communication skills, both written and verbal. * Must possess advanced analysis and problem-solving skills. * Ability to work with internal and external clients. This position is eligible to earn a base salary in the range of $115,000 to $145,000 annually depending on job-related factors such as level of experience and location Work Location: This position can be located at one of our headquarters in the following locations: * Phoenix, AZ * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products
    $115k-145k yearly 5d ago
  • Trust Administration Officer II

    City National Bank 4.9company rating

    Remote or New York, NY job

    WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? * For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy. * Prepare new account paperwork, as required. * Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. * Obtain missing documents from clients. * For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries. * Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.) * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Respond to advisors and intermediaries regarding the administration and maintenance of accounts. * Fields phone calls from clients and intermediaries. * Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. * Gather information from clients for projects. * Prepare draft correspondence letters and memos. * Maintain new account logs. * Follow appropriate Regulation 9 process. * 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** * Bachelor's Degree or equivalent * 3+ years of experience in financial services required * 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and verbal communications skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Trust Certificate and/or CTFA a plus *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $71,825 - $114,734 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
    $71.8k-114.7k yearly 60d+ ago
  • Project Manager IV - Operational Resilience Governance Analyst

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring resources, capacity planning and coordinating and motivating all project team members, contractors and or consultants to flawlessly complete project deliverables. Project Managers help define project objectives, scope and requirements; and ensure high levels of development and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project Management Lifecycle Methodology. WHAT WILL YOU DO? * Assembles project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedule to ensure timely completion of project and meeting deadlines of project. * Participates in meeting activities to identify project goals and gain consensus on project steps, schedule and implementation procedures; fosters cooperation and involvement of support team. * Interviews colleagues/client to identify and analyze needs; develops project plan and provides input to recommendations for request/problem resolution. * Identifies internal and/or external resources to ensure successful project completion. * Monitors development activities relating to meeting project objectives, budget, quality standards and schedule. * Manages several projects of varying size concurrently and consults with all levels of management which may require coordinating activities across multiple departments and/or divisions. * Prepares project status reports; makes alterations in project plan as needed. * Fosters and maintains good relationships with colleagues/clients to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice throughout project duration. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. FFIEC, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years experience managing complex projects involving a large team. * Minimum 5 years banking or financial industry experience. * Minimum 5 years experience in Treasury Services/Cash Management * Minimum 7 years project manager or equivalent consulting experience with strong strategic management and planning expertise -CLC *Additional Qualifications* * Bachelor's degree preferred * Must be extremely knowledgeable in all aspects of project methodology, management tools and techniques across all project activities. * Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration * Ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life-cycle * Demonstrated tract record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints * Ability to manage resources directly and through cross functional teams * Full conversant on issues and current trends as they relate to the banking industry's continuity and operational resilience requirements * Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $92.1k-156.9k yearly 60d+ ago
  • Tech Process Improvement Analyst

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? The Tech Process Improvement Analyst works with departments across Technology and Innovation (T&I) to assess processes and apply Lean Six Sigma methodologies to improve the efficiency of technology processes, to drive achieving specific objectives of Cost Transformation within T&I. The Cost Transformation objectives include providing transparency into budgets, facilitating efficient management of spend, and demonstrating value to business stakeholders. WHAT WILL YOU DO? * Drive completion with documenting business processes - 20% * Coordinate the collection of data on documented business processes to establish baseline current state, including summarizing root causes of inefficiencies in current processes. - 20% * Complete and summarize analysis of data collected on business processes to identify root causes of inefficiencies in current processes and drive prioritization of improvements. - 20% * Develop, refine, and finalize solutions to identified root causes that drive inefficiencies in current state business processes, including process redesign with focus on sustainable improvement. - 20% * Design, refine, finalize, and implement key performance indicators to demonstrate implemented solutions are driving sustainable improvement, including designing management reporting and feedback loops. - 15% * Lead ad-hoc process analysis, in response to dynamic and changing business needs - 5% WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 4 years of business process improvement experience *Additional Qualifications* * Experience in financial services institutions preferred * Lean Six Sigma Black Belt preferred *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $77k-143k yearly 60d+ ago
  • Portfolio Manager

    City National Bank 4.9company rating

    Remote or Chicago, IL job

    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
  • New Account Services Specialist Senior

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? This position will work closely with various departments throughout the bank to assist and fulfill new account requests for bank clients. Responsible to maintain the highest level of confidentiality regarding all sensitive, confidential and proprietary bank information. Ensures operational integrity of deposit accounts and processes transactions according to bank policies and procedures while in compliance with legal and regulatory requirements. WHAT WILL YOU DO? * Opens and maintains new deposit accounts for assigned groups. Ensures that all account information is booked properly and that all data input and proper documentation is obtained and processed with operational integrity in an accurate and timely manner. * Opens and maintains new accounts. Provides accurate information requested by client. Explains and reviews all account documentation and assumes responsibility for proper documentation execution. * Provides applicable disclosure brochures and other information regarding regulations and procedures of the bank and the federal government to new and potential clients. * Sets up and implements new account data on the computer system and collects and maintains proper documentation to support newly established account relationships. Reviews documents for quality, accuracy, and completeness prior to filing. Assists in following up on any missing documentation. * Ensures that all accounts opened are done according to established bank policies and procedures, as well as applicable regulations. * Develops and builds relationships within CNB to facilitate service issues and opportunities for customers and prospects. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years of new account experience * Minimum 4 years of customer service experience *Additional Qualifications* * Self-starter with the ability to perform in a fast-paced high volume environment * Specialized Knowledge in assigned duties and on all areas of expertise * Communicate complex and sensitive information * Analyze and make sound decisions * Work independently. Seen as a "go to person" * May provide guidance to junior colleagues * Team player * Initiative to provide user feedback to support process improvements * Ability to adapt to changes in the work environment * Ability to manage competing demands, accepts criticism and feedback * Ability to change approach or method to best fit the situation and takes responsibility for own actions *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities' flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-DH \#LI-DH
    $24.5-36.7 hourly 3d ago
  • Contracts Attorney - Artificial Intelligence - Remote

    National Bank of Arizona 4.4company rating

    National Bank of Arizona job in Phoenix, AZ or remote

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bancorporation is seeking a highly skilled, dynamic and detail-oriented Contracts Attorney/ Artificial Intelligence Champion to join our Supply Chain Enterprise Contracts team. This role is responsible for negotiating, drafting, and advising on complex contracts involving artificial intelligence technologies and services, ensuring compliance, mitigating risk, and supporting strategic sourcing initiatives. The ideal candidate brings deep expertise in contract negotiation, drafting, and stakeholder management with demonstrated success in negotiating artificial intelligence terms & conditions. Key Responsibilities * Draft, review, and negotiate complex supply chain agreements providing AI-related products and services (e.g., NDAs, MSAs, SaaS, PSAs, SOWs, vendor agreements, purchase orders). * Develop and maintain standardized AI contract language, including terms related to data usage, model training, intellectual property, liability, and regulatory compliance. * Lead contract negotiations with suppliers to secure favorable terms and mitigate risk. * Serve as the primary contact for resolving contract issues and disputes in collaboration with legal and business teams. * Collaborate with internal stakeholders (legal, risk, procurement, finance, compliance, operations) to align contracts with business and regulatory requirements. * Maintain accurate contract records, including correspondence, amendments, and status reports, using contract lifecycle management tools. * Manage renegotiations of legacy master terms. * Monitor legal developments in supply chain law, trade regulations, and emerging tech (e.g., blockchain, predictive analytics). * Monitor and interpret emerging AI regulations and industry standards to ensure contracts remain compliant and forward-compatible. * Act as Supply Chain Management's subject matter expert on legal, regulatory and commercial issues related to negotiating supplier contracts for AI-related services and products. * Exercise legal judgment in matters with potentially significant financial and legal exposure. * CLM Tools: Proficient in contract lifecycle management systems. * Organization: Detail-oriented with strong time management and multitasking skills. * Perform other duties as assigned. Qualifications We seek candidates with a proven track record in developing and negotiating contracts for complex technology transactions, with an emphasis on those with respect to AI, information security and large language model risk management; perfect for a legal professional who bridges traditional contract law with emerging technologies. * J.D. from an accredited law school and active bar membership in at least one U.S. jurisdiction. * 8+ years of experience in commercial contracts, with a focus on supply chain, procurement, or SaaS. Exceptional ingenuity, creativity, and resourcefulness in decision-making and problem-solving. Preferred background in IP or Data Privacy. * In-depth knowledge of legal and regulatory issues with respect to AI technology contracts, data governance, ethical guidelines, and related legal frameworks; including, developing and negotiating terms designed to allow the Bank to exercise appropriate supplier oversight and promote the Bank's compliance with applicable laws and regulations. * Strong leadership, negotiation, organizational, writing, analytical and communication skills. * Proven negotiation, drafting, analysis, stakeholder management and risk mitigation skills. * Proficiency with CLM systems and Microsoft Office Suite. * Ability to work independently and manage multiple priorities in a fast-paced environment. Pay Range: * $95,000 - $250,000 plus bonus (Based upon relatable skills/experience) Work Location: This position can be located 100% remote within the United States or located at one of our headquarters in the following locations: * Phoenix, AZ * Los Angeles, CA * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products
    $52k-77k yearly est. 53d ago
  • Investment Consultant

    City National Bank 4.9company rating

    Remote or New York, NY job

    WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $101.2k-172.4k yearly 3d ago
  • Commercial Banking Sales Performance Facilitator (in-office) - AZ, CA, CO, NV, TX, or UT

    National Bank of Arizona 4.4company rating

    National Bank of Arizona job in Phoenix, AZ

    Commercial Banking Sales Performance Facilitator Location: In-Office at any of Zions Bancorporation's Major Hubs: Salt Lake City, Houston, San Diego, Phoenix, Las Vegas, or Denver (May consider other Zions Bancorporation Affiliate locations for the right candidate.) Travel Required: Up to 25% Are you passionate about helping others succeed through engaging learning experiences? Zions Bancorporation is seeking a Commercial Sales Performance Facilitator to join our Learning & Development team. This role is ideal for someone with strong facilitation skills and experience in training, coaching, or sales enablement. Experience in commercial or small business banking is preferred. What You'll Do: * Facilitate dynamic and effective sales training in both in-person and virtual classroom settings. * Develop and deliver blended learning programs that drive adoption of proven sales methodologies. * Coach and support sales managers and sales teams post-training to ensure sustained behavior change. * Collaborate with cross-functional teams such as sales leadership, product, marketing, and enablement to embed training into daily workflows. * Monitor and report on training effectiveness and performance metrics to identify and overcome adoption barriers. * Apply adult learning principles and instructional design to create impactful learning experiences. * Contribute subject matter expertise to projects that integrate sales training into operational processes. Who You Are: * Requires a bachelor's in Finance, Business or a related field and 4+ years of commercial lending, credit, banking, sales training practices and procedures or other directly related experience. * A combination of education and experience may meet job requirements. * Experienced facilitator with strong communication and coaching skills. * Background in training, learning & development, or sales enablement. * Commercial and/or small business banking experience preferred. * Proficient in Microsoft Office and comfortable using data to inform decisions. * Someone who values integrity, sound judgment, and professional ethics. Why Zions Bancorporation? Zions Bancorporation is one of the nation's premier financial services companies, operating through a collection of locally managed banks across the western U.S. We're known for our commitment to community, innovation, and employee development. Our culture values integrity, collaboration, and continuous improvement-and we're proud to invest in the growth of our people. In this role, you'll be part of a forward-thinking Learning & Development team that supports a diverse and talented workforce. You'll have the opportunity to work in one of our major hubs-Salt Lake City, Houston, San Diego, Phoenix, Las Vegas, or Denver-where you'll collaborate closely with regional banking teams and L&D professionals. What We Offer: * Competitive compensation and benefits - Salary (depending on experience and location) : $85,000-$112,500 * A collaborative, mission-driven work environment * Opportunities to shape the future of commercial banking talent * A role that values your experience and leverages your strengths Ready to make a difference? Apply today and help us build the future of banking-one relationship manager at a time.
    $36k-47k yearly est. 15d ago
  • Manager Accounting - U.S. Mortgage Business

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? Responsible for building a complete end-to-end U.S. residential mortgage business - spanning origination, secondary marketing, capital markets, servicing, and portfolio management for CNB/RBC. We are seeking a senior-level CPA with deep mortgage accounting expertise and strong controllership instincts to design, implement, and scale the accounting and reporting framework of this new platform.This role will be a key senior leader within the U.S. Mortgage Strategy team, providing both technical accounting leadership and practical operational insight. You'll partner with finance, treasury, risk, operations, and technology to establish best-in-class GAAP, reporting, and control infrastructure from the ground up WHAT WILL YOU DO? * Accounting & Controllership * Lead all aspects of U.S. GAAP accounting policy and application across the mortgage lifecycle - from loan origination through sale and servicing transfer. * Oversee accounting for loan pipelines, warehouse funding, hedging, derivatives, gain-on-sale, and mortgage servicing rights (MSRs). * Design and implement a scalable financial statement close process, ensuring accuracy, timeliness, and completeness of all mortgage-related results each month, quarter, and year-end. * Establish and maintain close calendars, account reconciliations, variance analyses, and journal-entry controls that integrate with upstream operational systems. * Support reporting needs including full financial statement reporting cycle - including internal management reporting, CFO packages, regulatory and board reporting, and external audit support. * Ensure accurate consolidation and presentation of results under U.S. GAAP and RBC corporate accounting policies. * Process Design & Systems * Architect and implement accounting workflows, process documentation, and automation for all loan accounting, sale, and servicing activities. * Partner with technology teams to align loan origination, capital markets, and servicing systems with the general ledger and sub-ledgers. * Develop SOX-ready internal controls and documentation for future scalability. * Strategic Finance & Partnership * Collaborate closely with the CFO and Secondary/Capital Markets leadership to assess financial impacts of business decisions. * Translate complex accounting and market-valuation issues into actionable insights for senior management. * Support capital planning, liquidity, and balance sheet strategy with accurate accounting and fair value analytics. * Leadership & Team Development * Help recruit and develop a high-performing accounting and controllership team. * Mentor staff and foster a culture of accuracy, accountability, and operational excellence. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 10+ years of progressive accounting, financial reporting, and controllership experience within U.S. mortgage banking, capital markets, or financial services * Expert knowledge of GAAP, including ASC 860 (Transfers & Servicing), ASC 815 (Derivatives & Hedging), ASC 310, ASC 825, and related mortgage guidance * CPA - Certified Public Accountant *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $90,000 - $160,000 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.
    $90k-160k yearly 3d ago
  • Disaster Recover Prog Analyst

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented. WHAT WILL YOU DO? * Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective. * Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls. * Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes. * Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards * Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators. * Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies. * Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results. * Provides support of Internal Audits and Regulatory Exams. * Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience * Minimum 3 years of financial services experience * Minimum 3 years of project management experience *Additional Qualifications* * BS in Computer Science or demonstrated equivalent experience * Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred. * Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company. * Knowledge and understanding of crisis and emergency management. * Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together. * Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint. * Advanced presentation skills and oral and written communication skills. * Self-starter with the ability to work independently. * Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $77k-143k yearly 60d+ ago
  • Mortgage Loan Processor III

    City National Bank 4.9company rating

    Remote or New York, NY job

    WHAT IS THE OPPORTUNITY? The Mortgage Loan Processor III is responsible for processing home equity line of credit's, purchase, and refinance transactions. They will examine and evaluate approval of client applications and will be responsible for ensuring loans close in a timely basis. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Review loan approvals to determine what documents are required to move to closing. * Communicate and respond to internal customers within 2 hours. * Utilize pipeline reports to effectively manage and prioritize daily workflow. * Ensure all loans are reviewed at least every 3 days. * Effectively manage an individual pipeline of 30-50 loans. * Maintains current knowledge of CNB guidelines and loan programs. * Meet and exceed monthly funding goals as set forth by management. * Other duties as/or assigned by management. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 3 years recent mortgage experience. * Minimum 3 year basic computer experience (e.g. Microsoft Word, Excel, Outlook) required. * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. *Additional Qualifications* * Ability to identify and resolve problems in a timely manner. * Strong attention to detail and accuracy. * Ability to maintain high levels of performance, especially in stressful situations. * Strong knowledge of federal/state regulatory policies and procedures. (TRID Experience Required) * Excellent written and verbal skills. * Excellent organizational skills. * Ability to multi-task and work in a deadline driven environment. * Proficient PC skills, including Microsoft Office and Loan Origination systems. ***this role sits in NYC metro area*** *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-RK \#CA-RK
    $25.9-41.4 hourly 60d+ ago
  • Branch Relationship Banker (Personal Banker) - East Flagstaff (AZ)

    National Bank of Arizona 4.4company rating

    National Bank of Arizona job in Flagstaff, AZ

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our East Flagstaff branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: * Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. * Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource. * Responsible for making appropriate referrals for other bank products and services, including commercial lending products. * Follows up with clients as needed. * May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. * Responsible for resolving customer service issues. * Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. * May be responsible for processing cash transactions and other customer service duties within the branch. * Other duties as assigned. Qualifications: * High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Previous experience in a financial sales representative-oriented role preferred. * Working knowledge of mathematical calculations and standard banking products, services and transactions. * Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. * Proven customer service, interpersonal and communication skills, both verbal and written. * Effective selling, cross-selling and referral skills. * Solid mathematical, problem-solving and negotiation skills. * Solid interpersonal & relationship building skills. * Strong attention to detail and time management. * Proficient in basic computer skills. * Bilingual proficiency in English and Spanish languages, is preferred. * This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act. Schedule: Monday - Friday: 8:15 AM - 5:15 PM; 40 hours/week Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. * Mental health benefits include coaching and therapy sessions. * Tuition Reimbursement for qualifying employees. * Employee Ambassador preferred banking products.
    $25k-29k yearly est. 52d ago
  • Credit Analyst II

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? The Credit Analyst is an entry-level position responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit underwriting and portfolio review activities. The Credit Analyst will learn how to analyze credit data, prepare reports, conduct periodic portfolio reviews, and other activities required to underwrite and manage a portfolio of credits. The Credit Analyst is expected to have a strong desire to learn underwriting and portfolio management skills, helping to maintain high standards of credit quality and compliance. WHAT WILL YOU DO? * Credit Analysis: Performs credit analysis activities to assess creditworthiness of borrowers, guarantors, and sponsors. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data, market and industry reports, trendcards, and prepare credit presentations to support underwriting and portfolio management. * Risk Management: Supports effective risk management practices, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Works closely with team members to ensure cohesive and effective credit operations. Participate in ad-hoc projects to support the organization's priorities. * Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills, actively seeking opportunities for professional growth and development. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent in Finance, Business, or related field *Additional Qualifications* * Desire to learn about credit management and lending operations as well as risk management principles * Strong communication and collaboration skills * Analytical skills, with interest in learning how to interpret complex data and make informed decisions *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $31.39 - $50.14 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $31.4-50.1 hourly 60d+ ago
  • Internal Controls Officer Senior

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? * Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. * Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. * Ensures work is produced and documented in alignment with quality and content requirements. * Provides clear and transparent updates on remediation progress * Exercises independent judgment in identifying and assessing risk. * Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies * Ensures observations and findings are documented and escalated to appropriate leadership. * Exercises effective communication and promotes positive client relations with business line colleagues and management * Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. * Provides 2LOD audit and regulatory exam support. * Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role * Minimum 3 years of control assessment and validation experience * Minimum 1 year of supervisory experience *Additional Qualifications* * Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. * Strong business knowledge of financial services * Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology * Strong knowledge of issue management practices with proven experience in issue management design and/or execution * Ability to handle complexity and ambiguity * Proven track record building strong relationships across multiple business functions * Ability to deal effectively with conflict * Well-developed influencing, analytical and problem solving skills * Must be able to convey complex concepts in a clear and concise manner * Ability to work independently with effective time and project management * Ability to work in a matrix environment * Strong interpersonal/teamwork skills * Strong communication (verbal and written), negotiation, and presentation skills required *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $77k-143k yearly 60d+ ago
  • Client Svcs Specialist II

    City National Bank 4.9company rating

    Remote or Beverly Hills, CA job

    WHAT IS THE OPPORTUNITY? This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and procedures. WHAT WILL YOU DO? * Responsible for the "back office" functions of the branch. * Provides the branch with the flexibility and expertise to perform the duties of the Client Service Representative functions at a moments notice. Actively identifies and participates in the cross selling of CNB products and services when appropriate. * Responsible for coaching of branch colleagues in policies, procedures, and/or processes in the various functions. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 2 years of experience working in a bank branch or bank operations role with cash handling experience required * Minimum 2 year direct customer service experience required * Minimum 2 year of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required *Additional Qualifications* * Minimum of 1 year experience in a banking environment required. * Good problem solving and communication skills required. * A general understanding of branch operations preferred. * Basic computer skills including ability to use Microsoft Word and Excel preferred. * Ability to perform branch positions with minimal supervision required. * Working knowledge of Federal Regulations and Bank policies and procedures required. * Thorough knowledge of Bank products and services required. * Good verbal and written communication skills required. * Ability to handle problem situations with colleagues and clients effectively required. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-ST1 \#CA-ST
    $18.4-27.6 hourly 22d ago
  • Commercial Banker - Tucson (AZ)

    National Bank of Arizona 4.4company rating

    National Bank of Arizona job in Tucson, AZ

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders, and each other the best possible tools, resources, and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Commercial Banker to join our Tucson Team. Top candidates will have extensive knowledge of the Phoenix and surrounding communities with proven success, attracting new business relationships while deepening our existing customer relationships. This position focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices. Essential Functions: * Support the development and maintenance of profitable commercial banking relationships. * Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives. * Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses Minimize credit problems and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts. * Make loan presentations and decision recommendations to senior lenders and/or loan committees. * Participate in the completion of transactions with the sales team. * Other duties as assigned. Qualifications: A four-year college degree in business, accounting, or finance is strongly preferred with 2+ years of direct commercial lending in CRE, C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required. * Local candidates are highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities. * Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. * A demonstrated ability to develop and maintain major banking relationships is strongly preferred. * Applies highly advanced technologies, scientific principles, theories, and concepts in decision-making and problem-solving activities. * Requires an in-depth knowledge of related fields and the ability to apply that information to the current role. * Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently. * Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role. * Creative problem solving, negotiation and presentation skills. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. * Mental health benefits include coaching and therapy sessions. * Tuition Reimbursement for qualifying employees. * Employee Ambassador preferred banking products.
    $35k-53k yearly est. 36d ago
  • Product Development Project Manager - Remote

    First American Bank 4.1company rating

    Remote or Elk Grove Village, IL job

    First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Product Development Project Manager is responsible for defining, planning, managing, and monitoring product development and service delivery projects. This individual will deliver high-quality products and services that meet business and technical requirements by adhering to established project standards and methodologies. Ensuring excellence in project execution, the incumbent drives projects to successful completion, aligning outcomes with organizational goals. DUTIES & RESPONSIBILITIES * Manage project tasks for each project team member to drive the execution of prioritized projects to successfully deliver project tasks to time, quality and budget. * Work with Project Sponsors, Stakeholders, other Project Team Members, and Vendors to create or oversee the creation of project deliverables, including project scope, business and functional requirements, project plans, test plans, and other project related documents. * Gather and document project requirements for use either internally or by external vendor. * Facilitate project status/steering meetings and communicate with internal departments, senior leadership and project stakeholders. * Ensure accurate and timely reporting of initiative status, issues, risks and required decisions to relevant personnel and provide management reports when necessary. * Negotiate appropriate resources from relevant business units and within the department to successfully deliver project objectives. * Coordinate, respond and effect where agreed, request for changes from original requirements or specifications. * Escalate, communicate and take prompt actions where there is slippage against the plan of project activity. * Assist in defining and maintaining project management deliverable templates to be used for all projects within the department. * Help the department make incremental improvements in the quality of the service and enhance the professional functioning of the department. * Prepare agendas and detailed meeting minutes to ensure clear communication and effective documentation of discussions and decisions. Schedule follow up meetings when necessary. * Monitor and update project tasks and deliverables using Smartsheet or other identified project tools and adhere to project standards, including change control, risk control, user acceptance testing and technology procedures. * Work on multiple projects simultaneously. * Escalate project issues, risks, and roadblocks, as well as create mitigation and action plans. * Organize user acceptance testing events with relevant business personnel. Ensure feedback from user testing is managed and addressed accordingly. * Conduct group presentations and meetings as needed. * Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS * Bachelor's degree or higher required. Degree in business, computer science, or related field preferred. * PMP certification a plus. * Minimum three years of project management experience required. * Experience working in a banking or technology environment preferred. * Experience utilizing AI tools preferred. * Must possess the ability to work independently, handle multiple tasks, work well under time constraints with limited supervision while utilizing critical thinking skills. * Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. * Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. * Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. * Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. * Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. * Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. * Experience using Microsoft Excel, Visio, and Smartsheet is required. * Experience using and updating SharePoint sites is preferred. * Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. * Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required. * Some travel to outside locations for project development meetings, vendor meetings, or training may be required. * Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need for project deployments. * Remote work allowed. * Punctuality is required to maintain First American Bank's customer service standards. Responsibilities First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Product Development Project Manager is responsible for defining, planning, managing, and monitoring product development and service delivery projects. This individual will deliver high-quality products and services that meet business and technical requirements by adhering to established project standards and methodologies. Ensuring excellence in project execution, the incumbent drives projects to successful completion, aligning outcomes with organizational goals. DUTIES & RESPONSIBILITIES - Manage project tasks for each project team member to drive the execution of prioritized projects to successfully deliver project tasks to time, quality and budget. - Work with Project Sponsors, Stakeholders, other Project Team Members, and Vendors to create or oversee the creation of project deliverables, including project scope, business and functional requirements, project plans, test plans, and other project related documents. - Gather and document project requirements for use either internally or by external vendor. - Facilitate project status/steering meetings and communicate with internal departments, senior leadership and project stakeholders. - Ensure accurate and timely reporting of initiative status, issues, risks and required decisions to relevant personnel and provide management reports when necessary. - Negotiate appropriate resources from relevant business units and within the department to successfully deliver project objectives. - Coordinate, respond and effect where agreed, request for changes from original requirements or specifications. - Escalate, communicate and take prompt actions where there is slippage against the plan of project activity. - Assist in defining and maintaining project management deliverable templates to be used for all projects within the department. - Help the department make incremental improvements in the quality of the service and enhance the professional functioning of the department. - Prepare agendas and detailed meeting minutes to ensure clear communication and effective documentation of discussions and decisions. Schedule follow up meetings when necessary. - Monitor and update project tasks and deliverables using Smartsheet or other identified project tools and adhere to project standards, including change control, risk control, user acceptance testing and technology procedures. - Work on multiple projects simultaneously. - Escalate project issues, risks, and roadblocks, as well as create mitigation and action plans. - Organize user acceptance testing events with relevant business personnel. Ensure feedback from user testing is managed and addressed accordingly. - Conduct group presentations and meetings as needed. - Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS - Bachelor's degree or higher required. Degree in business, computer science, or related field preferred. - PMP certification a plus. - Minimum three years of project management experience required. - Experience working in a banking or technology environment preferred. - Experience utilizing AI tools preferred. - Must possess the ability to work independently, handle multiple tasks, work well under time constraints with limited supervision while utilizing critical thinking skills. - Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. - Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. - Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. - Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. - Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. - Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. - Experience using Microsoft Excel, Visio, and Smartsheet is required. - Experience using and updating SharePoint sites is preferred. - Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. - Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required. - Some travel to outside locations for project development meetings, vendor meetings, or training may be required. - Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need for project deployments. - Remote work allowed. - Punctuality is required to maintain First American Bank's customer service standards.
    $108k-132k yearly est. Auto-Apply 60d+ ago
  • Loan Disbursement Specialist

    National Bank of Arizona 4.4company rating

    National Bank of Arizona job in Phoenix, AZ

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $19-32 hourly 32d ago

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National Bank of Commerce may also be known as or be related to Natcom Bancshares Inc, National Bank Of Commerce ( Twin Ports Superior, Wi + Duluth, Mn) and National Bank of Commerce.