Qureos Mentor

City National Bank

<div><p><b>The Opportunity</b></p><p>
City National Rochdale, a specialized high-net-worth investment manager, is looking for a self-motivated marketing professional to support event planning and execution. We are currently seeking a Marketing Contractor to support our Event Planning Team by managing tactical marketing tasks that ensure seamless execution of our field marketing initiatives.</p><p>
The Marketing Contractor will assist in planning, organizing, and executing successful marketing events that align with the firm&rsquo;s strategic goals. This position requires a dynamic individual who will be responsible for a wide range of event-related tasks including logistics, coordinating with vendors, and collaborating with internal teams to ensure every event is a success. Other tasks significant to field engagement activities will include routing marketing collateral through compliance processes, updating Salesforce campaigns with appropriate statuses, and ensuring all marketing activities align with our strategic objectives. The ideal candidate will have a background in event planning and marketing, with excellent organizational and communication skills.</p><p><b>
The Responsibilities</b></p><ul><li>
Event Planning Support:<ul><li>
Assist in the coordination with vendors, venues, and partners to ensure seamless event execution.</li><li>
Support the development and management of event timelines, budgets, and logistics, and promotional materials.</li><li>
Help create and manage event-specific marketing collateral such as deck presentations and invites, ensuring timely delivery and compliance reviewed.</li><li>
Execute and track shipments for various conferences and events.</li><li>
New venue and vendor research for future events.</li></ul></li><li>
Marketing Collateral Compliance:<ul><li>
Route marketing materials through the compliance review process, ensuring all content meets regulatory and brand standards.</li><li>
Maintain an organized system for tracking collateral submissions and approvals.</li><li>
Submit conference and sponsorship invoices through our internal portal for expense processing.</li></ul></li><li>
Salesforce Campaign Management:<ul><li>
Update and maintain Salesforce campaigns, ensuring accurate status updates and data integrity.</li><li>
Collaborate with the sales and marketing teams to ensure alignment of campaign goals and execution.</li></ul></li><li>
Reporting and Analysis:<ul><li>
Provide regular updates and reports on the status of marketing collateral and Salesforce campaigns.</li><li>
Assist in analyzing campaign performance metrics and suggest improvements for future initiatives.</li></ul></li><li>
Collaboration:<ul><li>
Work closely with the Event Planning Team and other departments to ensure cohesive marketing strategies and execution.</li><li>
Participate in team meetings and contribute ideas for enhancing marketing efforts.</li></ul></li></ul><p><b>
The Qualifications</b></p><ul><li>
Proven experience in marketing, event planning, or a related role.</li><li>
Proficiency in Microsoft Office applications (PowerPoint, Excel)</li><li>
Proficiency in Salesforce and other CRM systems.</li><li>
Proficiency in Marketing Automation Software, like Pardot</li><li>
Strong organizational skills and attention to detail.</li><li>
Excellent communication and interpersonal skills.</li><li>
Ability to work independently and manage multiple tasks effectively.</li><li>
Familiarity with compliance processes in marketing is a plus.</li><li>
Bachelor&rsquo;s degree in Marketing, Communications, Business, or a related field is preferred.</li></ul><p></p><p><br>
This is the pay range that Magnit reasonably expects to pay for this position: $00.00/hour - $00.00/hour</p><p>
Benefits: Medical, Dental, Vision, 401K</p><b><br>
QUALIFICATION/LICENSURE</b><br>
<b>Work Authorization :</b> US Citizen<br>
<b>Preferred years of experience :</b> 7 years<br>
<b>Travel required :</b> No travel required<br>
<b>Shift timings :</b></div>

Marketing Coordinator IV

<div><p>If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.</p><p><b>
The Opportunity</b></p><p>
We are seeking a detail-oriented and proactive Data Analyst to support a critical data enhancement initiative.</p><p><b>
The Responsibilities</b></p><ul><li>
Validate data inputs from sourcing documentation or systems,</li><li>
Thorough QA/QC review</li><li>
Updating and maintaining our custodian system to ensure complete and accurate data capture.</li><li>
Update the custodian system by identifying and populating missing data fields.</li><li>
Assist in reviewing client records to identify missing data inputs.</li><li>
Track and monitor the progress of data capture, validation, and review.</li><li>
Collaborate with internal teams to ensure a coordinated and efficient process.</li><li>
Maintain accurate records and documentation throughout the data lifecycle.</li><li>
Additional adhoc projects as needed.</li></ul><p><b>
The Qualifications</b></p><ul><li>
Bachelor's Degree or equivalent experience</li><li>
1&ndash;3+ years in a data analyst, data quality, or operations analyst role</li><li>
Experience with data validation, QA/QC, and record management</li><li>
Familiarity with custodian systems, CRM, or enterprise data management tools</li><li>
Data Management Tools: Excel (advanced functions, VLOOKUP, pivot tables, data cleaning), SQL, Access, or similar</li><li>
Data Quality/Validation: Ability to audit, identify inconsistencies, and reconcile missing/incorrect data</li><li>
System Knowledge: Experience updating records in enterprise systems or custodian platforms</li><li>
Documentation: Strong skills in tracking, monitoring, and maintaining data lifecycle documentation</li><li>
Knowledge of financial services, investment operations, or custodian data preferred</li><li>
Familiarity with regulatory or compliance-driven data requirements preferred</li><li>
Exposure to data enhancement or data governance projects preferred</li><li>
Experience with workflow tools (JIRA, Smartsheet, SharePoint, or similar) preferred</li></ul><p></p><p><br>
This is the pay range that Magnit reasonably expects to pay for this position: $40.35/hour - $43.25/hour</p><p>
Benefits: Medical, Dental, Vision, 401K</p><b><br>
QUALIFICATION/LICENSURE</b><br>
<b>Work Authorization :</b> Green Card, US Citizen, Other valid work visa<br>
<b>Preferred years of experience :</b> 1 years<br>
<b>Travel required :</b> No travel required<br>
<b>Shift timings :</b></div>

Data Analyst I

<div><div><b>DATA ANALYST I FIRST LINE OF DEFENSE</b></div><div><b><br>
WHAT IS THE OPPORTUNITY?</b></div><div>
The Data Governance Analyst working closely with the Business Unit and Data Steward Analyst on tactical and strategic solutions for data governance, integrity, and management.</div><div><b><br>
WHAT WILL YOU DO?</b></div><div><ul><li>
Responsible for front-end quality control of client and loan information in Loan Accounting Systems, maintenance of loan level data quality checks, data validation and data reconciliation between source documents and systems of record.
</li><li>Ensure accountability and ownership of the data quality for all data attributes and elements including pipeline submissions and boarded loans.
</li><li>Ensure compliance with the Bank&rsquo;s regulatory data governance policies, standards and operational procedures
</li><li>Review and validation of data attributes and elements within the data templates provided by the Data Governance and Data Management teams.
</li><li>Work with each Business Unit to remediate all Fed Edit Check failures, missing financial data and remediation action plans to ensure that corrective actions are appropriate, properly documented and achievable, and resolved in a timely manner.
</li>Work on cross business and technology data programs initiatives to improve reporting and future state initiatives<br>
<li>
</li></ul></div><br>
<div><b>WHAT DO YOU NEED TO SUCCEED?</b><br>
</div><div><b>
Required Qualifications*</b><ul><li>
Bachelor's Degree or equivalent
</li><li>Minimum of 3 years of experience working in the financial services industry required.
</li><li>Minimum of 2 years of experience working with business financial statement spreads, and loan documentation required.
</li></ul><div></div><div><div><b>Additional Qualifications</b></div><ul><li>
Bachelors&rsquo; degree in business preferred.</li><li>
Minimum of 1 year of experience in risk, audit or quality control preferred.</li><li>
Minimum 1+ years of experience analyzing commercial real estate reports (e.g. appraisals, operating statements, and rent rolls) strongly preferred</li><li>
Knowledge of Loan Accounting Systems (AFS/FIS), collateral monitoring systems</li><li>
Knowledge of Moody&rsquo;s CreditLens.</li><li>
Excellent verbal and written communication skills.</li><li>
Ability to exercise independent judgment and employ basic reasoning and problem solving skills.</li><li>
Excellent organizational skills.</li><li>
Proficient in multi-tasking and prioritizing projects.</li><li>
Ability to adapt to tight deadlines</li><li>
Strong process skills</li><li>
Attention to detail.</li><li>
Advanced Microsoft Excel skills with knowledge of vlook-up, logical statements, pivot tables, macros</li><li>
Knowledge of CCAR or other regulatory reporting</li><li>
Ability to work independently with light to moderate supervision in various areas of responsibility</li></ul></div><div><b><br>
WHAT'S IN IT FOR YOU?</b></div><div><b>
Compensation</b><div>
Starting base salary: $34.55 - $55.19 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</div></div><div><b><br>
Benefits and Perks</b></div><div>
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:<ul><li>
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date</li><li>
Generous 401(k) company matching contribution</li><li>
Career Development through Tuition Reimbursement and other internal upskilling and training resources</li><li>
Valued Time Away benefits including vacation, sick and volunteer time</li><li>
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs</li><li>
Career Mobility support from a dedicated recruitment team</li><li>
Colleague Resource Groups to support networking and community engagement</li></ul><div>
</div><div>Get a more detailed look at our Benefits and Perks.</div></div><div><b><br>
ABOUT US</b></div><div>
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&rsquo;s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.</div><div><b><br>
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</b></div><div>
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.<br>
<br>
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.<br>
<br>
<ul><li>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.</li></ul></div></div></div>

Data Analyst I First Line of Defense

<div><div><b>COMMERCIAL BANKING PRODUCT SOLUTIONS SALES MANAGER</b></div><div>
</div><div><b>WHAT IS THE OPPORTUNITY?</b></div><div>
This colleague will be responsible for managing and directing the Commercial Products and Deposit sales activities of the bank to assure profitability consistent with the objectives and strategies set forth by the division and the Bank. The Manager is to be a creative, solution-oriented thinker and leader defining Treasury Management Solutions strategy and executing all aspects of go-to-market activities for the division. This colleague will also be responsible for leading and implementing a best-in-class consultative sales culture focused on working capital, treasury process improvement and change management for enterprise banking technology solutions. Ensures that the Treasury Management Sales Officers, Working Capital Advisors and other members of the sales team work closely and effectively with other colleagues within and outside of Treasury Management (e.g., Product Managers, Relationship Managers, etc.) who are critical to the effective closing of new business opportunities. Deliver internal and external results through leadership, process, people, and technology to grow CNB's Commercial Products segment and Operational/Non-Operational Deposit base.</div><div>
</div><div><b>WHAT WILL YOU DO?</b></div><div><ul><li>
Develop and lead the overall go-to-market strategy for Treasury Management Solutions, partner with TMS leadership team to prioritize and execute on plans that create scale, drive growth and delight clients.</li><li>
Manages the Treasury Management sales staff. Works to establish individual new business production goals to achieve the sales objectives of the division. Reviews goals versus actual results. Provides direct sales coaching on assessing needs, developing solutions and closing deals.</li><li>
Interfaces with executive level management within the Bank as well as bank relationship managers, team leaders and business development officers on Treasury Management sales related issues, processes and activities.</li><li>
Stays abreast on competitive trends, products and services and their impact on Treasury Management by attending industry conferences and marketing events.</li><li>
Partner with RBC Canada and RBC US Capital Markets on Treasury Management joint offerings, platforms and go to market opportunities that enhance and are aligned to TMS' segment strategy.</li><li>
Responsible and accountable for appropriate controls related to the sales processes employed and the incentives with which sales colleagues are awarded.</li><li>
Design, implement and manage a consultative Treasury Management Solutions selling program for all Business and Commercial market segments, with clearly defined guidelines for proper discovery (bank agnostic) and recommendations for working capital solutions. Track and monitor progress. Recruit and develop sales making talent.</li><li>
Partner with Sales Enablement to develop comprehensive an ongoing training program for sales, reduce non-sales activities and ensure marketing and communications promote TMS thought leadership.</li><li>
Responsible for monitoring, forecasting and reporting on pipeline, sales wins/losses and calling activity through Salesforce dashboards and reports.<br>
Attend regular client meetings with Sales Leaders and Individual Contributors to help coach and train colleagues. Develop relationships with top clients by revenue size.</li><li>
Completes all special projects as requested.</li><li>
Consistently collaborate with TMS Service and Delivery leadership to ensure our onboarding and support model optimizes the client experience.</li><li>
Partner with Product Solutions to launch core product features and functionality required by CNB's Business and Commercial client base. Provide regular market feedback to Product Management on trends and demand, thus influencing the product roadmap.</li><li>
Comply fully with all Bank Operational 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.). Complete all required training.</li></ul></div><div>
</div><div><b>WHAT DO YOU NEED TO SUCCEED?</b></div><div><b>
Required Qualifications*</b><ul><li>
Master's Degree</li><li>
15+ years in Senior Treasury Management Sales, which should include significant Treasury Management and Working Capital banking leadership experience in a rapid growth environment</li><li>
10+ years management experience</li></ul><div><div>
</div><div><b>Additional Qualifications</b></div><div>
</div><ul><li>Certified Treasury Professional (CTP) Designation preferred.</li><li>
Thorough knowledge of working capital products and services.</li><li>
Must possess an interpersonal style which enables the person to effectively interface with senior management including the CEO, clients and other colleagues; a communicator with an open, candid, clear and consistent style.</li><li>
Ability to effectively partner with key constituents and recognized for being collaborative and a team player.</li><li>
Proven ability to attract, build and develop a talented and creative team with sufficient knowledge, skills, experience, and positive work habits to drive successful delivery of the company's small business banking strategies.</li><li>
Demonstrated professional experience in preparing and presenting information effectively, clearly, and concisely, in written and spoken form to a wide-range of internal and external constituencies, including executives, officers, product or service employees and clients.</li><li>
Experience in budgeting as well as developing and tracking financial goals.</li></ul></div><div><b><br>
WHAT'S IN IT FOR YOU?</b></div><div><b>
Compensation</b><div>
Starting base salary: $195,995 - $364,003 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</div></div><div><b><br>
Benefits and Perks</b></div><div>
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:<ul><li>
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date</li><li>
Generous 401(k) company matching contribution</li><li>
Career Development through Tuition Reimbursement and other internal upskilling and training resources</li><li>
Valued Time Away benefits including vacation, sick and volunteer time</li><li>
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs</li><li>
Career Mobility support from a dedicated recruitment team</li><li>
Colleague Resource Groups to support networking and community engagement</li></ul><div>
</div><div>Get a more detailed look at our Benefits and Perks.</div></div><div><b><br>
ABOUT US</b></div><div>
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 About Us.</div><div><b><br>
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</b></div><div>
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.<br>
<br>
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.<br>
<br>
<ul><li>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.</li></ul></div><div>
</div><div>#LI-MA</div><div>
#CA-MA</div></div></div>

Commercial Banking Product Solutions Sales Manager

Join City National Bank and explore 5   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

City National Bank

ABOUT_COMPANY

Marketing Coordinator IV

Data Analyst I

Data Analyst I First Line of Defense

Commercial Banking Product Solutions Sales Manager

Commercial Banking Product Solutions Sales Manager