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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 1 month 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 2 months ago
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