VP SBL Business Development Officer I (Remote)
The Bancorp job in Austin, TX or remote
and can be located anywhere in the U.S.A.***
Originate business for the bank suitable for loan generation of Small Business Administration 7a, Express, 504 and USDA loans. Gather applications, perform financial analysis of required cash flow, and present the package within credit policy requirements. Directly interact with and manage client relationships.
Responsibilities
Essential Functions
Generates new Small Business Administration (SBA), Express, 504, and USDA loans from small business clients in accordance with established annual goals and objectives. Originates new paid and non-paid referrals and face-to-face contacts.
Identifies main client groups and audiences, determine the best way to communicate information to them, and develop and implement a communication plan.
Manages client relationship on originated loans through closing. Makes periodic site visits to clients, within defined market region, to assist Portfolio Management Group and to provide compliance with Annual Review Documentation from borrowers. Cross-sells bank services to existing loan relationships and manage relationships.
Pre-screens loans with knowledge of SBA and USDA for proper structure, conformity, and eligibility with respect to the applicable loan program. Follows up on any exceptions or account matters.
Gathers complete underwriting packages, and present for acceptance Commitment Letter with clients. Assists team with obtaining from clients the documentation required to close the transaction.
Works with Small Business Lending division on all loan submissions, presentations and qualification matters. Manages client relationship and expectations of new accounts by taking loan applications, attending closings and providing customer service. Works with borrower/applicant to facilitate convert loan opportunities. Acts as primary liaison with the client and handle any issues/problems. Participates Loan Committee presentations.
Participates in community and business functions/groups to provide a positive image for the bank within the region's marketplace. Establish referral contacts within the community. Maintains strong working relationships with referral contacts. Educates clients of advantages and create brand recognition in the market. Attends local SBA functions to establish Banks presence and cultivate CDC relationships.
Perform other duties as assigned.
Qualifications
Education/Experience Requirements
Undergraduate degree in a related field or an equivalent combination of training and experience.
Five years Marketing, sales, and business development experience, including two years Finance/Lending background.
Preferred Requirements
Demonstrated prior business success in Small Business Administration Lending/Sales.
Excellent verbal, written, and interpersonal communication skills.
A team player able to work effectively in a team fostered, multi-tasking environment.
Proficient in Microsoft Office suite, e.g. Excel, Word, Outlook.
Strong working knowledge of financial analysis including: cash flow, balance sheet, financial ratios, industry analysis, audit, etc.
No travel required.
Additional Information
This job will be open and accepting applications for a minimum of five days from the date it was posted.
Salary Range: $95,000 - $115,000 Plus Incentive
This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process.
Working at The Bancorp Bank, N.A. and Benefits Information: *********************************************
Company Culture & Background Screening
Company Culture at The Bancorp Bank: ***************************************************
The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment.
Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history.
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#LI-Remote
#BancorpRemote
Auto-ApplyCommercial Banker
Independent Bank Corporation job in Grand Rapids, MI
Be Proud. Be You. Be Independent! Are you an experienced Commercial Banker with formal Credit training looking to advance in your career? If so, we need you! At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Join Independent Bank as a Commercial Banker to originate and service secured commercial loans - with a focus on Commercial & Industrial (C&I) and Commercial Real Estate (CRE) lending - and help advance our mission of inspiring financial independence today with tomorrow in mind! This role offers immediate production opportunities, including the chance to assume part of an existing portfolio and step into established client relationships.
Why You Should Apply:
* Comprehensive total rewards package.
* A knowledgeable, goal-driven, and exciting team of colleagues.
* Exposure to different areas of banking and the ability to work with leaders within the industry.
* Community-focused events and volunteer opportunities.
What You Will Do:
* Establishes relationships and generates business from new and existing customers.
* Cross-sells other products and services and generates fee income for the bank.
* Interview applicants regarding financing information.
* Maintain productive relationships between the branches, mortgage loan officers, and the commercial loan department.
* Build a solid relationship between the current customer base and Independent Bank. Cross-sell bank products and services to new and existing customers.
* Exercise sound judgment and assertiveness in addressing complex problems and concerns.
* Makes decisions on loans and terms within approved limits.
* Monitors existing portfolio to ensure compliance with loan agreement terms and financial trends/developments.
* Target and establish new customers within the market by participating in various community/professional activities.
* Utilize the branch network to solicit new business while identifying existing customers with larger lending needs.
* Ensure all documentation gets to the loan file. Ensure fee production for the bank by cross selling cash management services, investment services, and commercial loan fees.
* Monitor and reduce the delinquency average for commercial loans.
* Provides customer service and loan structuring training to junior lending staff.
* Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
* Bachelor's degree in Finance preferred (or equivalent years of working experience).
* Formal credit training preferred.
* Credit analysis and business development/lending experience required with 5+ years of commercial lending experience.
* Excellent interpersonal, presentation and communication skills.
* Aptitude for finance and have the ability to exercise sound judgment and business decisions.
* Strong business development skills.
* Personal Computer skills are also required, preferably Microsoft Office.
Be Proud. Be YOU. Be Independent!
Specialty Wealth Asset Administration Officer II (Trust Real Estate)
Remote or Los Angeles, CA job
*SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports.
WHAT WILL YOU DO?
* Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures.
* Prepare and submit documents related to account openings and closings.
* Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management.
* Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy.
* Prepare and maintain accurate account and departmental documentation, files, and records.
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Assist with complicated accounts, processes, projects, and tasks, as assigned.
* Maintain various tracking spreadsheets and logs for the group.
* Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required).
* Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
* Perform other related duties as assigned or directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 8 years of administrative/clerical experience And
* Minimum 5 years of experience in a real estate industry Or
* Minimum 5 years of experience in Personal Trust administration
*Additional Qualifications*
* Strong written and verbal communication skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Demonstrate working knowledge of trust administration
* Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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\#CA-DN1
Project Manager IV - Operational Resilience Governance Analyst
Remote or Newark, DE 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.
General Application
Independent Bank Corporation job in Grand Rapids, MI
Job DescriptionAt Independent Bank we celebrate your unique self and empower you to make a difference. Guided by our core values of
courage, drive, integrity, people focus
and
teamwork
, we provide a supportive environment where you can thrive, grow your career and contribute meaningfully to shaping the financial future of our customers and communities; inspiring financial independence today, with tomorrow in mind.
About this Application:
Thank you for your interest in joining the Independent Bank team! While our General Application isn't linked to a particular job opening right now, we believe in your potential and invite you to explore our current opportunities. If your talents and experiences align with any of our current opportunities, one of our friendly recruiters will be in touch with you.
Please navigate back to our "Independent Bank Opportunities" portal to discover and apply for positions that resonate with you. We look forward to learning more about you!
Why You Should Apply:
Competitive compensation package.
A knowledgeable, goal-driven, and exciting team of colleagues.
Exposure to different areas of banking and the ability to work with leaders within the industry.
Community-focused events and volunteer opportunities.
Be YOU. Be Independent!
Portfolio Manager
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
Fraud Investigator Specialist
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? Responsible for performing and documenting through root cause analysis on clients' transactions identified through fraud operations and strategy to identify rings, scams, fraudulent activities that impact CNB's clients, and corporate losses. Additionally, the Fraud Investigator will quarterback internal events and investigation activities to strengthen operational processes to reduce fraud risk.
WHAT WILL YOU DO?
* Perform analysis on clients' transactions identified through the monitoring system that involves various transaction types including but not limited to credit, cash, wire transfers, remote deposit capture and loans.
* Conduct and document, timely investigations with well-reasoned and supported decision-making.
* Utilize a variety of internal bank systems and external research tools to investigate, research, and prepare documentation related to fraud investigations consistent with the resolution of the investigation and perform root cause analysis to identify solutions to reduce future fraud risk.
* Conducts follow-up with line colleagues and clients for any missing or necessary information.
* Demonstrate personal excellence including punctuality, integrity, and accountability.
* Think critically and exercise independent judgement.
* Apply subject matter expertise in the financial services industry to drive improved fraud detection and prevention.
* Champion activities across the fraud organization for identified risk events.
* Provide escalation support for fraud operations.
* Communicate emerging fraud trends across client operations.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years experience in risk management or fraud related functions
* Minimum 5 years experience in fraud investigations
*Additional Qualifications*
* Must work well in a team environment, as well as independently.
* Advanced computer experience required (e.g., MS Word, Outlook and Excel)
* Analytical skills, use of good judgment, attention to detail, internet savvy.
* Solid understanding of deposit, credit, and money movement transactions and potential fraud attack vectors.
* Must have a strong and positive work ethic and follow CNB core values.
* Must be flexible and adapt quickly to change.
* Must be able to multi-task, adapt well to changing priorities, and meet specific performance goals.
* Advanced Knowledge of PC functions in a Windows based environment.
* Proficient in Excel and Word.
* Effective written and oral communication skills to interact effectively with all levels of bank personnel and clients.
* Demonstrated experience in root cause analysis and event management coordination.
* CFE and/or CFCI certification desired
* Familiarity/proficiency in programming tools such as Snowflake, Python, SAS for data queries desired
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Commercial Loan Servicing
Remote or Los Angeles, CA job
*TEAM LEADER I Commercial LOAN SERVICING* *WHAT IS THE OPPORTUNITY?* This position will manage a centralized Loan Servicing unit responsible for all loan boarding and servicing activities of the Bank such SBA boarding and 1502 reporting, Private Banking and Entertainment. Responsibilities include establishing and maintaining loss prevention controls, developing and implementing procedures, monitoring compliance, ensuring data integrity and keeping productivity and quality control on target. Provides support and assistance to other operational areas of the department as needed.
*WHAT WILL YOU DO?*
* Manages the daily activities of staff in the unit; monitors workflow for bottlenecks and/or inefficiencies.
* Maintains data integrity, productivity and quality control in accordance with established Service Level Agreement (SLA) standards.
* Reviews incoming loan for accuracy and appropriate authorization and documentation prior to boarding to appropriate system of record (e.g., STUCKY, AFS, nCino etc.).
* Researches and resolves accounting/collateral inquiries (e.g., interest accrual/adjustments, amortization schedules, rate indexes, other monetary transactions, etc.)
* Follows-up on various system exception reports to ensure data integrity and compliance with Bank requirements.
* Reviews and approves daily balancing sheets for staff. Ensures that the daily balancing sheets are complete, accurate and in balance. Provides assistance to staff as needed to help balance end of day transactions and input.
* Coordinates and/or participates in various operational and compliance audits conducted in the unit. Prepares responses to audit findings, develops and implements process and procedure enhancements to reduce risk findings surfaced by the audit group(s).
* Maintains a proactive commitment to established bank programs, such as Community Reinvestment Act (CRA) and Affirmative Action.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all special projects as requested.
* Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded.
* All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement.
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum of 7 years of loan servicing experience
* Minimum of 3 years experience in a supervisory capacity.
*Additional Qualifications*
* SBA boarding and 1502 Reporting
* Demonstrated knowledge of all aspects of loan servicing, Regulations B, O and Z and their impact on portfolios, and core systems platforms, loan systems and outsourcing solutions applicable to the Bank's diverse loan servicing requirements.
* Good organizational, project and time management skills.
* Ability to present ideas, obtain concurrence and resolve conflicts within the supervised unit.
* AFS knowledge
*WHAT'S IN IT FOR YOU?*
*Compensation*
Starting base salary: $87,027 - $138,965 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-NW.
Lead DBA
Remote or Los Angeles, CA job
We're looking for talented professionals, anywhere in the United States, to join us in bringing smart money management and payment solutions to everyone's fingertips.
At Green Dot, we are evolving to a new and permanent “Work from Anywhere” model designed to maximize the benefits of remote work, promote and enable a strong culture of performance and connectedness, and attract the best and brightest talent who align with our entrepreneurial spirit and mission.
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JOB DESCRIPTION
Green Dot Corporation is seeking a Lead Database Administrator to join the DBA Team, focusing on the design, implementation, and maintenance of mission-critical database systems. This role will ensure high availability, performance, and security of data infrastructure supporting financial services platforms.
Key Responsibilities:
Administer and optimize relational and NoSQL databases across production and non-production environments.
Design and implement backup, recovery, and disaster recovery strategies.
Monitor database performance and proactively address bottlenecks and anomalies.
Collaborate with engineering and DevOps teams to support CI/CD pipelines and infrastructure automation.
Ensure compliance with data governance, security, and regulatory standards (e.g., PCI DSS, SOC 2).
Perform capacity planning and support scalability initiatives for high-volume transaction systems.
Develop and maintain documentation for database architecture, processes, and procedures.
Participate in incident response and root cause analysis for database-related issues.
Qualifications:
7+ years of experience in database administration
Expertise in SQL Server; experience with NoSQL databases such as CosmosDB.
Strong proficiency in SQL, PL/pg SQL, and performance tuning techniques.
Experience with cloud platforms (AWS preferred), including RDS, Aurora, and Redshift.
Familiarity with infrastructure-as-code tools (Terraform, CloudFormation) and monitoring solutions (Datadog, Prometheus and Redgate).
Knowledge of data replication, partitioning, and high-availability configurations.
Experience implementing security controls and auditing mechanisms for sensitive data.
Scripting skills in Python, Bash, or PowerShell.
Preferred Qualifications:
Experience in fintech or regulated financial services environments.
Familiarity with data warehouse integrations and analytics platforms.
Contributions to database performance optimization or open-source DBA tools.
Strong communication and documentation skills for cross-team collaboration.
POSITION TYPE
Regular
PAY RANGE
The targeted base salary for this position is $105,600 to $158,400 per year. The final compensation will be determined by a number of factors such as qualifications, expertise, and the candidate's geographical location.
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We're Here to Support You-Accommodations Upon Request
Green Dot is committed to providing an inclusive and accessible hiring experience for all candidates. If you require a reasonable accommodation during any part of the application or interview process, we encourage you to let us know. We will work with you to meet your needs in a way that respects your privacy and ensures equal opportunity. Our goal is to support every applicant in showcasing their talents and potential.
Work Authorization Requirement
At Green Dot Corporation, we value diversity and strive for fair and inclusive hiring practices. However, we are currently unable to offer visa sponsorship. All applicants must be legally authorized to work in the United States at the time of application and throughout the duration of employment, without the need for current or future sponsorship.
Important Notice on Application Accuracy
We value integrity in our hiring process. Please ensure that all information provided in your resume and application is accurate and authentic. Submissions found to be fraudulent or misleading will result in disqualification from consideration, and any offers extended may be rescinded.
Auto-ApplyTech Process Improvement Analyst
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.
Third Party Risk Management Lead
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? Third Party Risk Management (TPRM) Lead is responsible for providing Enterprise wide third party risk management services, including taking a lead role to define, implement, and maintain a risk framework, operating model, policies, procedures, governance and oversight programs for all lines of business and subsidiaries. CNB established the TPRM program as a second line function, enabling CNB to manage third party risk effectively and efficiently, relative to its size and complexity. The lead is responsible for ensuring the program meets regulatory guidance, aligns with CNB's parent company, and incorporate changes as necessary.
WHAT WILL YOU DO?
* In partnership with the TPRM Program Manager, develop a successful implementation plan consisting of:
* Assist with the development and execution of an TPRM risk framework, policies and procedures
* Direct assessments on key controls and overall compliance with the TPRM program, including the timeliness, completeness, and accuracy of risk assessments.
* Provide risk-consulting serves to first line third party risk managers for complex arrangements.
* Develop risk analysis and reporting, including risk metrics, for dissemination to both first line of defense (technology) leadership, risk management committees, CNB's parent holding company, and CNB's regulators.
* Streamline processes for risk identification and assessment, control assessment, testing and issue management.
* Lead continuous improvement activities and initiatives for TPRM, working with stakeholders, subject matter experts, and analysis of exception reports to define issues, determine root cause, and determine appropriate changes.
* Identify and assess requirements for CNB's GRC system to increase automation, and process effectiveness and efficiency.
* Responsible for reviewing SSAE 18 reports for CNB's third parties and evaluate for completeness, appropriateness, and assess impact to CNB on findings and exceptions to support CNB's Sarbanes Oxley, FDICA, and SOC programs.
* Manage coordination of assignment of resources based on demand and capacity, and required subject matter expertise, including augmenting internal staff with external resources as necessary.
* Ensure appropriate escalate of issues to first line and senior management as required.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum of 7 years of third party risk management, assurance and / or oversight or relevant supplier or third party audit or compliance experience
* Minimum of 4 years of experience in risk and controls for information technology and cybersecurity, appropriately scoping assessments, providing credible challenges, and performing assurance testing.
* Minimum of 4 years working with a GRC system, incorporating continuous improvement for the system and process.
*Additional Qualifications*
* Comprehensive knowledge of third party and information technology risk management processes and methodologies
* Experience using third party risk management /Governance, Risk and Compliance (GRC) systems
* Experience assessing contracts, including master service agreements, statements of work, and license agreements.
* Experience assessing cloud servicing arrangements
* Knowledge of and experience in designing and operating governance, frameworks and processes to comply with vendor management / third party risk management related regulatory requirements, guidance and oversight (OCC 2013-29, Fed SR 13-19 or other relevant third party risk management / vendor management regulation applicable to the financial services industry)
* Currently hold or quickly obtain industry recognized third party risk management or vendor management certification
* Excellent oral and written communication skills; experience performing both detailed and executive-level documentation
* Advanced knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint
* Experience with reporting platforms such as Tableau, SQL scripts, and Microsoft SSRS desirable
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Mortgage Loan Processor III
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
Internal Controls Officer Senior
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.
Investment Consultant
Remote or Lansing, MI job
*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
Full Time Floating Client Service Associate
Independent Bank Corporation job in Shelby, MI
Be Proud, Be You, Be Independent! Are you looking to progress your career as a banking professional? At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
We also recognize the importance of career growth, which is why we are proud to offer an exciting and fulfilling Career Path for all of our Retail Branch employees. Whether you're an experienced banking professional, or excited to begin a lucrative career in banking, our Career Path offers self-directed growth opportunities allowing for the freedom and flexibility to advance at your own pace. This Career Path covers everything from conducting financial transactions, to educating clients on products and services, building client rapport, and even originating client loans. Beginning as a Client Service Associate allows you to learn the basics about Independent Bank's culture, policies and procedures. From there, you will be equipped with all of the materials necessary to advance through the Career Path, at the rate that suits you, with the potential to earn more as you learn more!
The following paragraphs explain the different levels of the Career Path, including the duties and responsibilities of each level.
Please note, this position is a floating position requiring time spent at multiple branches throughout any given week. The branches required for this position are:
* Clinton Township
* Shelby Township
Client Service Associate 1
As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional "bank teller" role with self-guided growth opportunities.
* Assist clients with transaction services and provide solutions in a friendly and efficient manner.
* Deliver financial solutions to clients utilizing the Independent Bank products and services.
* Gain an understanding of the basic framework of Independent Bank accounts.
* Become skilled with regards to conducting different types of transactions for clients.
* Utilize all available technology to perform daily tasks.
Client Service Associate 2
As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional "bank teller" role with self-guided growth opportunities.
* Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.
* Strengthen your understanding of the basic framework of Independent Bank business accounts.
* Become proficient with regards to conducting different types of transactions for clients.
* Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
* Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.
* Identify client referral opportunities to appropriate team members.
* 1+ years of community banking experience.
* Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
* Ability to have meaningful financial conversations with clients during all interactions.
* Maintain ongoing communication with clients following internal processes and procedures.
* Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
Client Service Specialist
As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional "lead teller" or "personal banker" role with self-guided growth opportunities.
* Assist clients with transaction services and provide solutions in a friendly and efficient manner.
* Exemplify professional knowledge on the framework of Independent Bank business accounts.
* Recognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions.
* Identify client referral opportunities to appropriate team members.
* Take consumer loan applications in response to client inquiries.
* Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
* Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
* Advanced proficiency with Independent Bank products and services.
* Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins.
* 2+ years of community banking experience or high level customer service and cash handling experience.
* Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
* Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
* Maintain ongoing communication with clients following internal processes and procedures.
* Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
Client Service Expert
As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced "lead teller" or "personal banker" role with self-guided growth opportunities.
* Assist clients with transaction services and provide solutions in a friendly and efficient manner.
* Exemplify professional knowledge on the framework of Independent Bank business accounts.
* Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships.
* Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans.
* Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
* Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
* Advanced proficiency with Independent Bank products and services.
* Accountable for preparation of, and participation in, IB Edge Sales Management routines.
* Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach.
* Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs.
* 3+ years of community banking experience
* NMLS registration under the SAFE Act of 2008.
* Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
* Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
* Maintain ongoing communication with clients following internal processes and procedures.
* Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
* Seek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management.
Why You Should Apply:
* Competitive hourly pay and great benefits.
* Accommodating and flexible paid time off.
* A knowledgeable, goal-driven, and exciting team of colleagues.
* Numerous advancement opportunities with structured, personalized career paths and mentoring.
* Exposure to different areas of banking and the ability to work with leaders within the industry.
* Extensive training on all areas and aspects of the banking field to help you reach your highest potential.
* Community-focused events and volunteer opportunities.
What We're Looking For:
* High school diploma or equivalent education is required.
* Willingness to travel to other branches in the region as scheduled (listed in opening paragraphs above).
* Outstanding client service skills.
* Cash handling experience is preferred, but it is not required as we provide ample training.
* The ability to adapt and adjust to new ideas, processes, workflows, and systems.
* Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.
* Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.
* A strong desire to be a part of the Independent Bank family while contributing to our growth and success.
This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!
Disaster Recover Prog Analyst
Remote or Phoenix, AZ 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.
IT Risk & Control Senior Analyst
Remote or New York, NY job
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
Bank Manager II/AVP Bank Manager
Independent Bank job in Belding, MI
Be Proud, Be YOU, Be Independent!
Are you an experienced Banking Professional looking to progress in your career? If so, we need you!
At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
The AVP Bank Manager is responsible for efficiently and effectively managing a full-service retail banking office, ensuring that all established policies and procedures are followed. This position will positively influences branch profitability by expanding and developing new personal and business banking relationships. Employee in this position will consistently deliver high quality customer service, develop customer base and grow branch portfolio in a cost effective manner.
Why You Should Apply:
Competitive compensation package.
Accommodating and flexible paid time off.
A knowledgeable, goal-driven, and exciting team of colleagues.
Exposure to different areas of banking and the ability to work with leaders within the industry.
Community-focused events and volunteer opportunities.
What You Will Do:
Manage employees, organize and direct activities, maximize branch profitability, provide high level of quality customer service and has overall daily operational responsibility for the performance of the office location.
Participates in the selection, training and development of assigned staff; completes and conducts performance reviews; acts as final authority for basic issue resolution at office level.
Oversees organization of branch sales, operations and service processes and procedures to maximize customer service and staff productivity and operational efficiencies.
Ensures staff compliance with regulations, requirements and procedures; ensures staff follows operational and security policies and procedures.
Develops and maintains profitable, multi-product relationships with individuals, small businesses and other organizations within their respective community.
Calls on prospective and existing customers to develop professional relationships for the purpose of developing new business relationships.
Initiates and/or collects customer loan applications; interviews loan applicants; forwards loan applications and appropriate supporting documentation for review.
Works with Community Banker to establish, achieve and/or exceed branch performance and personal production goals; ensures that staff members meet or exceed established sales and CRA goals.
Manages cost effectiveness of the branch; maximizes profitability.
Supports the organizations Community Reinvestment Act (CRA) goals through business development efforts; educates branch staff in CRA requirements including documentation.
Reviews, audits, modifies and/or prepares a variety of operational and financial reports and general correspondence within required timeframes.
Participates in establishing and overseeing staff training and development plans; coaches employees daily/weekly as necessary.
Receives and resolves routine customer issues and inquiries. Involves Community Banker when necessary.
Performs other related duties as assigned.
What We're Looking For:
Associate's or Bachelor's degree or equivalent of working experience.
3+ years of sales experience, preferably in a retail banking environment.
2+ years of management experience, or 3+ years in a Team Leader or Assistant Manager position.
Advanced knowledge of key banking operations and security policies, practices and procedures.
Advanced knowledge of effective customer service methods and practices.
Advanced ability to meet and/or exceed established sales, operational, business development calling, and CRA goals.
Advanced ability to manage, coach, and lead others to achieve desired results.
Advanced ability to provide solutions/resolution to a wide variety of customer service situations.
Facilitate the introduction and delivery of integrated IB solutions with minimal support.
The ability to be a subject matter expert through development and experience to mentor, to coach, and to teach coursework.
Excellent interpersonal and communication skills and the ability to present to various group sizes.
Strong sales skills in a retail environment.
Adhere to all applicable regulatory compliance and personnel policies in the fulfillment of the specific duties of the position, including Bank Secrecy Act (BSA), Confidentiality, Information Security, and Ethical Standards. Completes all online compliance and regulatory courses.
Be Bold. Be YOU. Be Independent!
Loan Closing Specialist II
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? The Loan Closing Specialist (LCS) is responsible for the completion of due diligence associated with the commercial loan documentation and closing process. The LCS works from the instructions of the Regional or Industry Closing Managers.The LCS will be the primary data entry person within nCino and will be responsible for reviewing the boarding activity within AFS and Collate to ensure accurate boarding of loans. They will also be responsible for communicating accurately and timely the funding information to the funding team.
WHAT WILL YOU DO?
* Interacts and communicates daily with Regional Closing Manager (RCM) or Industry Closing Manager (ICM) to ensure requirements are understood and met.
* Works with RCM or ICM to review loan documents and identify shortfalls.
* For internally prepared and attorney prepared loans, communicates to RCM or ICM that their tasks have been completed.
* Participates in the review of loan documents and notifies RCM or ICM of any issues or changes.
* Conducts initial review of Credit Approval Memo and loan documents and identifies discrepancies. Escalates to RCM or ICM for resolution.
* Review Boarded deals for accuracy
* Participates in Quality Control testing of Outside Counsel documents
* Work with CLO in the boarding and funding of loans
* Interacts and communicates daily with RCM or ICM to ensure requirements are understood and met.
* Works with RCM or ICM to review loan documents and identify shortfalls.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 3 years experience in Commercial Banking required.
* Minimum 2 years experience with closing loans.
*Additional Qualifications*
* Project Management skills, ability to prioritize tasks and adapt to changing priorities
* Organizational and time management skills
* Recommended experience: Prior closing experience, credit experience or understanding of experience
* Understanding of bank policies and procedures relating to the satisfaction of loan closing conditions, documents, and services
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $28.58 - $45.66 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.
Commercial Banker
Independent Bank Corporation job in Grand Rapids, MI
Job Description Be Proud. Be You. Be Independent!
Are you an experienced Commercial Banker with formal Credit training looking to advance in your career? If so, we need you!
At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Join
Independent Bank
as a
Commercial Banker
to originate and service secured commercial loans - with a focus on Commercial & Industrial (C&I) and Commercial Real Estate (CRE) lending - and help advance our mission of
inspiring financial independence today with tomorrow in mind!
This role offers immediate production opportunities, including the chance to assume part of an existing portfolio and step into established client relationships.
Why You Should Apply:
Comprehensive total rewards package.
A knowledgeable, goal-driven, and exciting team of colleagues.
Exposure to different areas of banking and the ability to work with leaders within the industry.
Community-focused events and volunteer opportunities.
What You Will Do:
Establishes relationships and generates business from new and existing customers.
Cross-sells other products and services and generates fee income for the bank.
Interview applicants regarding financing information.
Maintain productive relationships between the branches, mortgage loan officers, and the commercial loan department.
Build a solid relationship between the current customer base and Independent Bank. Cross-sell bank products and services to new and existing customers.
Exercise sound judgment and assertiveness in addressing complex problems and concerns.
Makes decisions on loans and terms within approved limits.
Monitors existing portfolio to ensure compliance with loan agreement terms and financial trends/developments.
Target and establish new customers within the market by participating in various community/professional activities.
Utilize the branch network to solicit new business while identifying existing customers with larger lending needs.
Ensure all documentation gets to the loan file. Ensure fee production for the bank by cross selling cash management services, investment services, and commercial loan fees.
Monitor and reduce the delinquency average for commercial loans.
Provides customer service and loan structuring training to junior lending staff.
Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
Bachelor's degree in Finance preferred (or equivalent years of working experience).
Formal credit training preferred.
Credit analysis and business development/lending experience required with 5+ years of commercial lending experience.
Excellent interpersonal, presentation and communication skills.
Aptitude for finance and have the ability to exercise sound judgment and business decisions.
Strong business development skills.
Personal Computer skills are also required, preferably Microsoft Office.
Be Proud. Be YOU. Be Independent!