Regents Bank jobs

Job Description The branch manager oversees and coordinates all operations at the market location. Duties include hiring staff, managing the staff training process, building customer relationships, and creating and implementing strategies to improve productivity and sales performance and achieve the market location's financial targets. Essential Duties and Responsibilities: Works with the Market President and Chief Operations Officer to efficiently and effectively manage market operations and profitability of the assigned market location. Supervises the Assistant Branch Manager and oversees the performance and training of the Client Services staff. Manage daily operations, especially customer service and finance activities. Responsible for building relationships with current and future customers and representing the market within the community. Trains and coaches staff on cross-selling additional bank products and services. Oversees opening and closing of the bank and maintains and works with team members to ensure compliance with security policies and procedures. Responsible for the bank's internal controls, including logs, policies, and procedures. Processes client services work as needed, opened new accounts, and handled customer problems promptly and professionally. Identify opportunities to sell consumer loans. Accept consumer loan applications and facilitate loan closings. Other duties as assigned Education And/Or Experience: High School Diploma or equivalent required Bachelor's degree or equivalent work experience preferred Three (3) to five (5) years of Teller/Client Services experience required One (1) to (3) years of supervisory experience required Knowledge/Skills/Abilities: Functional knowledge of Microsoft Office applications (Excel, Word, PowerPoint) Strong verbal and written communication skills Strong analytical skills Detail-oriented and able to work under pressure of deadlines All candidates will be required to complete a pre-employment background, credit, and drug screening Physical Requirements: Must exert up to 25 pounds of force occasionally and/or a negligible amount of force frequently. Must occasionally lift and/or move up to 25 lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus. Sitting for long periods. Working Conditions: The working conditions are generally comfortable, with minimal exposure to noise, heat, dust, and other related items. All employees are required to maintain a neat and safe work area.

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

City National Bank and Trust ATM Cards CSR Department: ATM Status: Full Time Description : ATM/Cards Department CSR assists both internal and external customers with ATM/Debit Card maintenance and questions. Responsibilities : Update, modify, open/close, and conduct other forms of maintenance for debit cards. Assist the call center and branches with any card or ATM related questions and requests. Assist call center, branches, and customers with identifying fraudulent transactions on a card. Audit and balance branch debit cards. Order and log check orders. Review, monitor, and work various card and ATM related reports. Assist branches with basic ATM maintenance and input service tickets for ATM repair. Monitor, balance, and create tickets for various ATM and debit card fee accounts. Assist with projects and implementation process. Perform routine daily tasks. Qualifications: Proficiency in Microsoft programs such as Excel and Word. Experience in Jack Henry, Fiserv, and Finser software/programs a plus. Ability to learn and adapt to new electronic software and applications. Customer service skills. Effective communication skills. Self-motivated, ability to work independently and with a team. Ability to abide by necessary state and federal regulations. Education and Experience: Some college or university preferred. Previous banking and or Debit Card/ATM experience a plus. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Ability to sit for long periods of time Long periods of typing and repetitive motion Close vision and ability to adjust focus Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Apply now by visiting: CNB1901.com A Retail Banker at City National Bank is a very unique and exciting position. Our success as a banking and financial company has been sustained by a dedication to superior customer service. Other banks sell similar products to ours; therefore we rely on our Retail Bankers to set the bar high with a traditional friendly, fast, and accurate banking experience. This position is fast-paced, challenging, and rewarding. There's no better time to be a Retail Banker with City National Bank! We have a lot to offer. Our greatest asset is our employees. We strive to provide a stable & successful culture for our employees. Our benefits assist employees in preparing for retirement, savings, premier health care, leisure time and opportunities to serve in the local community. Find out more about our culture and benefits by visiting ********************************* What to expect. As a Retail Banker, you will be expected grow the bank by marketing and cross-selling products and services to meet and exceed the sales goals of the branch. This may be done through prospecting customers directly in a retail environment and/or in the local community. As the face of the bank, you will process customer transactions efficiently and accurately in a fast-paced environment; maintain and balance a cash drawer; and adhere to policies and procedures in a non-traditional retail atmosphere. Here are a few questions to consider about the position. Can you work flexible shifts-including evenings, Saturdays, and most holidays? Are you able to meet and exceed sales and customer service goals? Are you reliable and present yourself well? Would standing behind the teller line and doing some light lifting (no more than 50 lbs.) and bending once in a while for an 8 hour shift be a problem? Do you have cash handling or retail experience and are you able to always follow bank policies and procedures? Are you comfortable with paperwork and great at math? Do you like meeting new people and work well with others? A career you can bank on. A Retail Banker is your next step on the path to something even bigger. Beyond the initial classroom training as a new employee, we provide ongoing training to help you grow your career. Whether you want to be a rock star Retail Banker or you have a bigger goal of being a Branch Manager, we want you to be the best employee you can be and we give you the tools to do just that. Additional Information All your information will be kept confidential according to EEO guidelines.

WHAT IS THE OPPORTUNITY? The IT Risk Senior Analyst is a subject-area specialist with specialized training, methods and analytic techniques to create recommendations and directions for cyber risk mitigation in a complex technical environment. ITRM Security Senior Analyst will conduct fit for purpose review and challenges of internal IT controls to ensure consistency with internal policies and standards. Additionally, conduct process/risk/control (PRC) reviews to evaluate and overall control program effectiveness in mitigating risk. The ITRM Senior Analyst's goal is to create actionable information for IT and business leadership, and to provide objective assessment of cyber security controls for auditors, regulators and external parties. This requires routinely performing review and challenge reviews against 1LOD testing practices specific to T&I controls, authoring detailed reports and gathering metrics ensure stakeholders receive accurate and complete information. The ITRM Senior Analyst keeps abreast of external cyber security trends, technologies and cyber risk management approaches, and often works with other teams on cyber risk-related initiatives to provide subject-matter recommendations and guidance to achieve a posture within the bank's overall risk appetite. This is an advanced senior professional with wide range of experience who uses professional concepts and to resolve complex issues in creative and effective ways. Serves as an expert in own discipline or area of specialization, works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors WHAT WILL YOU DO? * Perform fit for purpose review and challenges specific to IT (T&I) controls tested by 1LOD Testing team against Governing Principles and applicable Policies and Standards. Reviews are specific to Test of Design (ToD) and Test of Effectiveness (ToE). * Provide guidance to 1LOD colleagues to ensure testing practices meet internal standards. * Conduct Process/Risk and Control (PRC) reviews against IT control descriptions to ensure they meet requirements. * Support regulatory requirements and deliverables as needed. * Define analysis objectives, collect data from internal and external sources, and evaluate/analyze data to provide objective information on cyber risks for IT and business management with both summary and detailed reporting * Participate in other projects and duties as needed or requested WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum of 12 years' experience in Information/Cyber Security field * Minimum of 6 years' experience in cyber security operations, incident response, IT risk management or investigations *Additional Qualifications* * Demonstrated experience analyzing IT control testing attributes and evidence to properly evaluate and conclude control effectiveness * Prior IT Control Audit experience is strongly preferred * Experience in banking/financial industry specific to technology is strongly preferred * Demonstrated knowledge of financial regulation and control frameworks applicable to cyber security or IT risk * Demonstrated experience with Industry or subject specific analysis or assessment frameworks is highly desired (FAIR, NIST CSF, etc.) * Demonstrated knowledge of cyber security landscape -- threats, trends, technologies * Excellent communication and interpersonal skills. Including a strong ability to create positive and professional business relationships with internal clients. * Strong commitment to working as a team and providing excellent customer service. *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. \#CA-DK \#LI-DK

WHAT IS THE OPPORTUNITY? This position is responsible for attracting and expanding upon relationships with Royal Bank of Canada (RBC) Rochdale's high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced planning areas such as Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and educate clients with advanced modeling through the Comprehensive Wealth Assessment. * Support the Wealth Strategy team by participating in external meetings, taking notes, and developing sophisticated, custom planning models using eMoney, Excel, Powerpoint, and Word programs. * Work directly with independent financial advisors and clients to understand their specific goals and objectives to provide solutions to meet their needs. * Participate in and/or lead client meetings and work within a team environment to deliver integrated planning services to clients. * Partner with the Wealth Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality. * Assist Wealth Analyst with preparation of reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Salesforce COE). * Partner with the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. * Assist in preparation of written and oral presentations to support educational programs for colleagues, clients and prospective clients. * Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships. * Participate in routine third-party audits of all material subject to peer review. * Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business. * Cultivate and maintain relationships with COI's directly and in partnership with colleagues. * Participate in client and community events. * Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience. *WHAT DO YOU NEED TO SUCCEED?* *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial planning or related experience * Minimum 5 years of experience within Banking, Brokerage, or Insurance culture * Demonstrable expertise in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to travel up to 20% * Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner * Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning * Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.) * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client. Presentation skills * Outstanding written and verbal communication skills * Outstanding Microsoft Excel, PowerPoint, and Word creation abilities * Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts * Demonstrable proficiency in Salesforce *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary: $122,535 - $208,715 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

City National Bank and Trust : Personal Banker Department: Retail Status: Full time Equal Opportunity Employer Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank. Responsibilities: Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments. Develop and expand customer growth through daily prospecting and follow-up activities. Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies. Effectively cross-sell and market bank products and services to customers and prospects. Protect customer confidentiality and privacy while practicing branch security procedures. Participate in daily branch operations, gaining proficiency in various areas of personal banking. Actively log customer interactions and follow-ups into Synapsys with detailed notes. Embody CNB's values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues. Qualifications: Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus. Proficiency with Microsoft products, general computer skills, and basic math skills. Ability to work flexible or extended hours with consistent attendance and punctuality. Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure. Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude. Education and Experience: High School diploma or equivalent Demonstrate alignment with City National Bank's values and vision. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear. Ability to lift/carry no more than 20lbs. Ability to stand for the majority of the assigned work schedule. Clear verbal communication and close vision with the ability to adjust focus. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.

COMMERCIAL LOAN OFFICER This is a full-time opportunity for an experienced professional to develop and monitor a commercial loan portfolio. The Loan Officer is responsible for making commercial loans within established lending limits which provide maximum profitability to the bank at minimal risk. Responsibilities: Responsible for administering loan portfolio, business accounts, collection and documentation Responsible for screening and interviewing applicants to determine financial needs Analyzes information received at interview and obtains approval or denies credit request within approved lending limits Responsible for closing loans and business accounts using proper documentation, obtaining required signatures and disbursing funds Monitors loan repayment activities and takes necessary action to assist collection of past due amounts Responsible for developing new business and cross selling other services of the bank Other duties as assigned Requirements: 5 years of lending experience and a Bachelor's Degree in Business, Accounting, or Finance Prior banking experience Must possess effective verbal and written communication skills Ability to read and analyze financial data and credit reports Ability to make independent judgments Must have a good working knowledge of the Lawton market, as well as surrounding areas Must be able to meet the qualifications to be registered as a mortgage loan originator

Job Description The Director of SBA Lending manages all SBA activities for Regent Bank. Lending activities include loan origination, loan underwriting, loan servicing, portfolio management and reporting. This position is responsible for ensuring compliance with SBA and organizational lending policies and procedures and SBA lending activities to meet organizational goals and objectives. Essential Duties and Responsibilities: Directing all SBA lending activity, ensuring that organizational goals and objectives are met. Managing relationships with SBA lender service providers. Facilitating/Managing the sales of SBA loans on the secondary market. Approve loans for eligibility with government requirements. Assist loan operations and crediting in maintaining an effective loan process for government loans. Report status of governmental lending programs to management including reporting loan originations, portfolio data, past due status, and status of reimbursement efforts with SBA on loans over 90 days past due. Direct the servicing of government loan's in compliance with the Regent Bank's lending policies and procedures and program requirements. Maintain a great working relationship with the SBA and other government loan agency personnel in our markets. Perform periodic review of close loan files for program compliance. Other duties as assigned. Education And/Or Experience: Bachelor's Degree in Business Administration, Accounting, Finance, or businesses related degree. Ten Years (10) experience with focus in Commercial and SBA lending. Five (5) years of direct management experience. Knowledge/Skills/Abilities: Strong leadership and relationship building skills Knowledge of Microsoft Office applications (Excel, Word, Powerpoint). Strong verbal and written communication skills. Detail oriented and ability to work under pressure of deadlines. All candidates will be required to complete a pre-employment background, credit, and drug screening. Physical Requirements: Must be able to exert up to 10 pounds of force occasionally and/or negligible amount of force frequently. Must be able to occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus. Sitting for long periods of time. Working Conditions: The working conditions are generally comfortable with minimal exposure to noise, heat, dust and other related items. All employees are required to maintain a neat and safe work area.

WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 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.

This position serves as a bookkeeping resource to bank customers and other team members. They process bank items, verify, allocate and post transactions, assist customers with resolving errors and issues, code documents, and assist with the general ledger and data processing. Responsibilities: Operates computer programmed with accounting software to record, store and analyze information. Processes bank items that are rejected from regular processing for numerous reasons. Debits, credits and totals accounts on computer spreadsheets and databases, using specialized accounting software. Works closely with customers to determine, find and solve individual account errors. Codes documents according to company procedure. Operates 10-key calculators, copy machine and other office equipment. Performs general office duties such as filing, answering telephones, and handling routine correspondence. Transfers details from separate journals to general ledgers and/or data processing sheets. Maintains subsidiary accounts, customer accounts by verifying, allocating and posting transactions. Contributes to the team effort by accomplishing related results as needed. Qualifications: Proficiency in fast-paced office procedures and equipment. Working knowledge of MS Office; accounting/bookkeeping software preferred. Ability to maintain confidentiality at all times. Ability to work independently and make decisions in accordance with bank policies and regulations. Must be detail oriented Ability and willingness to learn and cross-train in other bookkeeping areas within the department. Must possess professional communication skills with the ability to interact with all levels of personnel and customers. Education and Experience: High school degree or equivalent, plus practical experience beyond basic bookkeeping. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Ability to sit for long periods of time Long periods of typing and repetitive motion Close vision and ability to adjust focus Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non-financial data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for LLCs along with other complex borrower types. The Underwriter III works within established lending authorities and guidelines, with complex or unusual situations escalated to the next highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level reviews. What you will do * Reviews the loan package received to ensure completeness verifying that all supporting documents are included to make a credit decision per established policies * Identifies issues and recommends appropriate resolution within policy service level agreements * Analyzes and determines the financial capacity of the borrower's ability to repay: * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of residency and employment * Verifies income per established policy * Identifies any exceptions to current policies * Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid * Accurately sets and clears conditions * Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and assistance as required * Updates System(s) with pertinent information and appropriate data as required * Renders a decision within his/her lending authority. If deal is outside of lending authority, provides a recommended decision and submits for appropriate level signing authority * Originates appropriate client letters; Commitment, Counter Offer, Declination * Certifies and provides a final Workbook to the Processor * Ensures compliance with bank and statutory/regulatory guidelines * Client Satisfaction * Promotes a team environment fostering a positive working environment * Functions as a collaborator and innovator to drive continuous improvement * Provides guidance and support to the RLC and Processor when required * Utilizes systems and tools to ensure that the RLC's are updated on the status of loans * Interacts and communicates daily with all levels as required to support business units, Processors, Funding/Doc Prep to ensure requirements are understood and met * Provides timely, complete and accurate response to inquiries * Handles all situations in a professional and ethical manner * Takes the lead in resolving problems for his/her own loans; assisting Underwriters I and II with resolutions * Supports and contributes to the quality and customer satisfaction goals of the bank * Productivity * Ensures all goals and service level agreements (SLAs) are met * Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management * Consistently meets quality control and data integrity standards * Effectively utilizes available systems, workflow and imaging tools * Mentor and train Underwriters I and II * 2nd level review of Underwriters I and IIs' work * Performs other duties as assigned by Management, including participation in projects, process improvement initiatives, etc. *Must-Have** * Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required. * Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required * Minimum 7 years of experience with state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.). *Skills and Knowledge* * Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a mortgage banking environment required * Familiar with FNMA/FHLMC guidelines * Computer literate with experience using Microsoft applications with mortgage industry standard software, preferably InterLink E3 or NetOxygen/Gallagher. * Superior ability to communicate effectively in both verbal and written form * Strong time management skills to plan and organize a high daily loan volume * Strong ability to be very detail oriented * Must be a team player and work constructively with their fellow colleagues * Specific knowledge and exposure to funding and loan documentation to resolve more complex situations such as occur with LLC's, irrevocable trusts, and Co-operatives *Compensation* Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. 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? * Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy * Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans * Provide sound and ethical loan counseling to all potential applicants. * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices. * Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements * Develop and/or implement sourcing strategies as required by written goals. * Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand * Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division * Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes. * Commitment to work of nonprofit organizations and making a positive impact in the community * Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending team * Minimum of 5 years of experience with diverse and underserved clients * 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* * Highly prefer network of professional and nonprofit referral sources * Highly prefer a BA/BS degree with preference for business, finance, or economics degree * Demonstrated superior sales and marketing ability * Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank * Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite * Knowledge of mortgage credit policies and current industry compliance standards * Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. * Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT FOR YOU?* *Compensation* This is a commission-based role and does not have a set salary range. *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

City National Bank and Trust Job title: Business Banking Specialist Status: Full time Description : Reports to the Chief Lending Officer. Full time position to assist in growing and developing the bank's business account relationships. Build and maintain business customer relationships by ensuring customers are utilizing bank products and services to best fulfill their business needs. Must have strong initiative and work ethic, great communication skills, team player mentality, and exceptional customer service skills. Must be able to meet and exceed sales goal requirements through proactive prospecting and customer follow-up. Responsibilities : Support and advocate the bank's business customers, provide exceptional customer service and resolve customer issues promptly and effectively Regular follow up with business customers to ensure satisfaction of services, and assess any new needs through follow-up and cross-selling opportunities Make proactive calls and visits to prospective and current bank customers Meet monthly sales/contact goal requirements Maintain working knowledge of products and services, to include loan and non-loan products Ensure compliance with bank policies and regulations Interact with Loan Officers. Branch Management, and support staff for collaborative business sales efforts Qualifications: Proficient knowledge of Microsoft Office applications Excellent communication (oral, written, phone) and negotiating skills Ability to maintain interpersonal relationships Ability to work and contribute in a team environment Professionalism Organizational skills Valid Driver's License Education and Experience Required: High School Diploma or equivalent; college degree preferred No less than 2 years sales experience required Previous business banking experience preferred Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to drive and make outside visits to customer and branch locations Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, carry or transport light weight equipment Ability to sit or stand for extended periods of time Close vision and ability to adjust focus Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

City National Bank and Trust Customer Service Representative Department: Call Center Description : Call Center Customer Service Representative provides excellent customer service while serving as a liaison between customers and all other departments and branches of CNB on incoming calls to the Call Center of City National Bank and Trust Company located in Lawton, Oklahoma. Responsibilities : Achieve and maintain all Call Center goal metrics. Complete training on professionalism, telephone etiquette, and OTJ software & achieve 80% or higher passing score on written situational test following training. Provide exceptional customer service to resolve customer issues promptly and effectively using proficient communication skills. Work effectively under pressure during times of high call volume or when assisting escalated customer situations. Comply with banking and departmental regulations, policies, and procedures. Qualifications: Demonstrated aptitude for learning new technology and working knowledge of MS Office. Problem solving and conflict resolution skills. Flexible in scheduling in order to meet business needs between 8:00 am & 6:00 pm weekdays and 9:00 am to 4:00 pm Saturdays. Ability to balance business and customer considerations through multi-tasking. Strong interpersonal skills and ability to work alone and with others in a team environment. Must have a strong work ethic with the ability and desire to meet goals. Professional and adaptable to change. Demonstrated positive attitude and willingness to help others. Education and Experience: High school diploma or equivalent required Previous work experience in customer service position or one year of college or military education. Experience taking Inbound calls in a call center environment is preferred. Proficient in office skills, working knowledge of MS Office Sales experience a plus Bi-lingual a plus Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Ability to sit for long periods of time Long periods of typing and repetitive motion Close vision and ability to adjust focus Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Description The Director of SBA Lending manages all SBA activities for Regent Bank. Lending activities include loan origination, loan underwriting, loan servicing, portfolio management and reporting. This position is responsible for ensuring compliance with SBA and organizational lending policies and procedures and SBA lending activities to meet organizational goals and objectives. Essential Duties and Responsibilities: Directing all SBA lending activity, ensuring that organizational goals and objectives are met. Managing relationships with SBA lender service providers. Facilitating/Managing the sales of SBA loans on the secondary market. Approve loans for eligibility with government requirements. Assist loan operations and crediting in maintaining an effective loan process for government loans. Report status of governmental lending programs to management including reporting loan originations, portfolio data, past due status, and status of reimbursement efforts with SBA on loans over 90 days past due. Direct the servicing of government loan's in compliance with the Regent Bank's lending policies and procedures and program requirements. Maintain a great working relationship with the SBA and other government loan agency personnel in our markets. Perform periodic review of close loan files for program compliance. Other duties as assigned. Education And/Or Experience: Bachelor's Degree in Business Administration, Accounting, Finance, or businesses related degree. Ten Years (10) experience with focus in Commercial and SBA lending. Five (5) years of direct management experience. Knowledge/Skills/Abilities: Strong leadership and relationship building skills Knowledge of Microsoft Office applications (Excel, Word, Powerpoint). Strong verbal and written communication skills. Detail oriented and ability to work under pressure of deadlines. All candidates will be required to complete a pre-employment background, credit, and drug screening. Physical Requirements: Must be able to exert up to 10 pounds of force occasionally and/or negligible amount of force frequently. Must be able to occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus. Sitting for long periods of time. Working Conditions: The working conditions are generally comfortable with minimal exposure to noise, heat, dust and other related items. All employees are required to maintain a neat and safe work area.

Job Description Our Values Bring Your “A” Game Everyday: Excellence isn't optional; it's our standard. Be a Lifelong Learner: Commit to growth, personally and professionally. Enjoy the Journey: Find joy and purpose in our daily work. Have a Sense of Urgency: Act swiftly and decisively. Always be Truthful and Transparent: Openness builds trust. Go Above and Beyond: Exceed expectations in all that we do. Show You Care: Our foundation is built on a commitment to serve not just our clients but also our communities in a manner that reflects the values of integrity and compassion that are important to us. Position Summary The Loan Input Specialist plays a pivotal role in the bank's lending process by ensuring accurate and timely data entry of loan information into the bank's loan management systems. This position requires attention to detail, proficiency with loan documentation, and adherence to regulatory and operational guidelines. The Loan Input Specialist works closely with loan officers, underwriters, and other departments to support smooth loan origination and servicing. Key Responsibilities Loan Data Entry and Validation Accurately input loan application data, terms, and conditions into the bank's loan systems. Review and verify loan documentation for completeness and accuracy before entering data. Update loan records as necessary throughout the loan lifecycle, including amendments or renewals. Compliance and Quality Assurance Ensure loan data complies with regulatory requirements, internal policies, and industry standards. Perform quality control checks to identify and resolve discrepancies in loan information. Always maintain confidentiality and security of borrower information. Collaboration and Communication Work closely with loan officers, processors, and underwriters to resolve discrepancies or gather missing information. Respond to inquiries related to loan data and provide timely updates on loan processing status. Serve as a department liaison to ensure seamless communication and process flow. System Maintenance and Reporting Assist in maintaining accurate and up-to-date loan system records. Generate and review reports related to loan input data for accuracy and compliance. Support system upgrades or changes by providing input on workflows and data requirements. Operational Support Monitor loan queues and prioritize data entry tasks to meet deadlines and service level agreements. Provide backup support for other team members during high-volume periods or absences. Assist with audits by retrieving and organizing required loan data. Qualifications and Experience Education: High school diploma or equivalent required; associate or bachelor's degree in business, finance, or a related field preferred. Experience: 1-3 years of experience in loan processing, data entry, or a similar role in banking or financial services. Technical Skills: Proficiency in loan management systems, Microsoft Office Suite, and other banking software. Skills and Competencies Exceptional attention to detail and accuracy in data entry. Knowledge of loan terminology, documentation, and banking processes. Strong organizational and time management skills. Effective written and verbal communication skills. Ability to work under pressure and meet tight deadlines. Understanding of compliance and regulatory requirements related to loan processing.

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

This position serves as a bookkeeping resource to bank customers and other team members. They process bank items, verify, allocate and post transactions, assist customers with resolving errors and issues, code documents, and assist with the general ledger and data processing. Responsibilities: Operates computer programmed with accounting software to record, store and analyze information. Processes bank items that are rejected from regular processing for numerous reasons. Debits, credits and totals accounts on computer spreadsheets and databases, using specialized accounting software. Works closely with customers to determine, find and solve individual account errors. Codes documents according to company procedure. Operates 10-key calculators, copy machine and other office equipment. Performs general office duties such as filing, answering telephones, and handling routine correspondence. Transfers details from separate journals to general ledgers and/or data processing sheets. Maintains subsidiary accounts, customer accounts by verifying, allocating and posting transactions. Contributes to the team effort by accomplishing related results as needed. Qualifications: Proficiency in fast-paced office procedures and equipment. Working knowledge of MS Office; accounting/bookkeeping software preferred. Ability to maintain confidentiality at all times. Ability to work independently and make decisions in accordance with bank policies and regulations. Must be detail oriented Ability and willingness to learn and cross-train in other bookkeeping areas within the department. Must possess professional communication skills with the ability to interact with all levels of personnel and customers. Education and Experience: High school degree or equivalent, plus practical experience beyond basic bookkeeping. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Ability to sit for long periods of time Long periods of typing and repetitive motion Close vision and ability to adjust focus Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.