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This position will be located in Greenwich, CT Responsible for the management and profitable growth of the small to large sized branch assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the City National Bank (CNB) exemplary level of service, identifying and promoting solutions to client needs, and maintaining operational integrity. U
Posted 1 day ago
Help define CNR growth agenda and contribute to planning and strategy development. Provide strategic input and leadership on decision making issues affecting organizational planning and business model transformation. Offer/develop new ideas and approaches. Provide guidance and advice to CNR's CEO or other members of the executive management team on key areas to support strategic short and long ter
Posted 2 days ago
Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client needs. Prov
Posted 5 days ago
The Sales Support Officer is responsible for coordinating and performing various activities that support the Divisions sales and marketing programs as well as projects that directly support business development efforts. Responsible for managing client development and retention events, organization and management of marketing lists and database, creation and tracking of communications and business
Posted 7 days ago
This position will be located in Melville, NY. Manages all functions of assigned branch with particular emphasis on managing a client driven sales and service environment. This may be accomplished through active calling efforts and referrals from existing clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's se
Posted 7 days ago
Manages the processes and applications as well as implements and supports new and existing technologies for the business and for colleagues. Responsible for the day to day administration, configuration, and performance monitoring of vendor purchased and in house developed software systems including desktop, client server and web based applications as well as support. Collaborates with both interna
Posted 12 days ago
The Relationship Manager is located in a branch in a high potential market. Actively engages in the sales process to ensure the attainment of team and individual goals and objectives. Develops new clients through referrals and calling efforts. Manages a portfolio and actively deepens client relationships through developing solutions and cross selling all City National Bank (CNB) products. Minimum
Posted 14 days ago
The Associate is responsible for monitoring and maintaining a portfolio of client relationships. This role supports relationship managers and various team members in all aspects of the portfolio management process including the growth and expansion of existing client relationships. Working in cooperation with the team, the Associate supports the origination, underwriting and portfolio management p
Posted 14 days ago
Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may
Posted 14 days ago
Develops and manages client relationships with high net worth and ultra high net worth individuals and families within a specific market. Provide integrated financial services advice to these clients including banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the por
Posted 16 days ago
Develops and manages client relationships with high net worth and ultra high net worth individuals and families within a specific market. Provide integrated financial services advice to these clients including banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the por
Posted 16 days ago
Lead Salesforce initiative as the subject matter expert for the East Coast Region. Provide updates and communicate best practices. Become a liaison with the Salesforce center of excellence. Prepare, produce timely and accurate sales performance data, regional financial analysis to support regional business initiatives, pipeline performance, regional planning and expansion investments. Collect and
Posted 16 days ago
Design, produce and distribute timely and accurate, ad hoc performance reports and calculations with the Advent APX System on a monthly/quarterly basis for individual accounts and composites. Provide analysis and interpretation of report data as required. Assist with the reconciliation of performance discrepancies by auditing transactions and account postings. Create spreadsheets to monitor reason
Posted 19 days ago
Incumbents in this position are partners with Senior Line Unit Managers (Personal & Business Banking Regional Managers, CBC/PCS Managers, including Specialty Unit Managers), and are subject matter experts and resource for the interpretation of operational policies and procedures. Proactively partners with the line units, Banking Services, and the management team to consult and provide the technica
Posted 29 days ago
Responsible for the Set up and management of the transition plan based on expectations set with Financial Advisor & client. This includes being the final review that all information needed to manage portfolio has been added to EMO/FEAT/APX (cost basis etc.). The APM should take good notes on all discussions during all calls and meetings, entering those notes into CRM and creating an action item li
Posted 2 months ago
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