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Achieves individual and team revenue goals by striving to develop new key and champagne clients through referrals and calling efforts. Manages a portfolio of high growth or complex relationships. Builds client relationships and grows revenue through cross selling all City National Bank (CNB) products. Collaborates with Relationship Managers, Commercial Underwriters, and other CNB product experts t
Posted 10 days ago
This position is responsible for coordinating and performing various marketing activities for prospects in a designated region. Organize and manage the market area prospect lists and provide research to assist in prioritizing prospect contact for calling officers and to allow for more strategic planning to develop new business. Call on assigned prospect lists to obtain profile information and sche
Posted 2 months ago
Reviews loan request application and financial information and third party reporting (e.g., RE appraisal, Environmental reports, ABL Examinations, Inventory Appraisal, etc); evaluates and determines credit structure and terms; fully underwrites CRR consistent with Bank format, policies and procedures; determines sources and uses of funds; analyzes industry data, competitive factors, historical per
Posted 4 months ago
Supports Private Banking client teams in delivering investment analysis and financial planning materials for high net worth and ultra high net worth individuals and families within a specific region. Partners with Regional Private Client Advisor team in business development and relationship management activities to support investment management prospects and clients. At this level, produces, inter
Posted 5 months ago
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