Client Manager

21 hours ago


Pasadena, California, United States City National Bank Full time
Job Summary

City National Bank is seeking a highly skilled Client Manager to lead our branch sales efforts and maintain first-class service levels. As a key member of our team, you will be responsible for contributing to overall branch sales, operational integrity, and colleague development.

Key Responsibilities:

  • Lead branch sales efforts and maintain first-class service levels
  • Contribute to overall branch sales and operational integrity
  • Develop and coach branch internal sales/service colleagues
  • Provide motivation and direction to colleagues to achieve exemplary service levels
  • Support internal sales activities, including developing product knowledge and training/leading the sales/service team
  • Work directly with the branch manager to lead with a team approach in meeting sales goals
  • Support branch manager and RM(s) in building and maintaining client relationships
  • Provide expertise in risk management and loss prevention policies and procedures
  • Ensure regulatory compliance and colleague adherence to CNB policies and procedures

Requirements:

  • Minimum 4 years of direct client service experience
  • Minimum 4 years of experience in a banking environment
  • Minimum 3 years of supervisory or management experience
  • Excellent knowledge of Bank policies and procedures and regulatory compliance
  • Strong knowledge of Bank products and services
  • Strong knowledge of Bank audit procedures
  • Excellent interpersonal, verbal and written communication skills
  • Excellent organizational and time management skills and ability to prioritize work
  • Strong problem-solving skills
  • Strong, demonstrated leadership and team-building skills

Compensation:

Starting base salary: $59,467 - $94,975 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.


  • Client Manager

    4 weeks ago


    Pasadena, California, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Client Manager to join our team at IMA Financial Group. As a Client Manager, you will be responsible for managing a book of business worth $800k in revenue, processing renewals and new business, and maintaining accurate records.Key ResponsibilitiesManage a portfolio of clients and develop...

  • Client Manager

    3 weeks ago


    Pasadena, California, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Manager to join our team at City National Bank. As a Client Manager, you will be responsible for leading our branch sales efforts, maintaining exceptional service levels, and ensuring operational integrity.Key ResponsibilitiesLead branch sales efforts to achieve sales goals and...


  • Pasadena, California, United States East West Bank Full time

    {"Overview": "As a Private Client Manager at East West Bank, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.Responsibilities:* Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning,...


  • Pasadena, California, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN Case ManagementHealthEcareers - Client is seeking a skilled Travel Nurse RN Case Management professional to join their team.Job Summary:We are looking for a dedicated and experienced Travel Nurse RN Case Management to work with our team. The ideal candidate will have a strong background in case management and be able to work...


  • Pasadena, California, United States East West Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Client Manager to join our team at East West Bank. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.Key ResponsibilitiesAssess clients' financial situations by gathering information...


  • Pasadena, California, United States Vaco Full time

    Job Title: Senior Client Experience ManagerVaco is seeking a highly skilled Senior Client Experience Manager to join our team. As a key member of our client success team, you will be responsible for providing exceptional client experiences, enhancing engagement and reputation, and ensuring clients have a positive experience.Key Responsibilities:Coordinate...


  • Pasadena, California, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Surety Associate Client Manager to join our team at IMA Financial Group. As a Surety Associate Client Manager, you will be responsible for preparing and processing surety bonds, reporting bonds to surety companies, and preparing invoices on new bonds, premium adjustments, and renewals.Key...


  • Pasadena, California, United States IMA Financial Group Full time

    Job SummaryWe are seeking a highly skilled Client Executive to join our team at IMA Financial Group. As a key member of our commercial lines team, you will be responsible for managing a portfolio of clients and developing strategic relationships to drive business growth.Key ResponsibilitiesManage a portfolio of commercial lines clients, providing exceptional...


  • Pasadena, California, United States TransForce Full time

    Job SummaryWe are seeking a highly skilled Senior Client Manager to join our team. As a Senior Client Manager, you will be responsible for managing a large book of business, processing renewals, and providing exceptional customer service to our clients.Key ResponsibilitiesManage a large book of business, including processing renewals and new businessProvide...


  • Pasadena, California, United States IMA Financial Group Full time

    Job Title: Senior Client Manager, Commercial LinesAt IMA Financial Group, we're seeking a highly skilled Senior Client Manager to join our team. As a key member of our commercial lines team, you'll be responsible for managing a significant book of business, ensuring accurate and timely processing of renewals, new business, cancellations, audits, and...


  • Pasadena, California, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled Senior Client Manager to join our team at IMA Financial Group. As a Senior Client Manager, you will be responsible for providing exceptional service to our high net worth clients, managing their personal lines insurance needs, and driving business growth.Key ResponsibilitiesProcess incoming client inquiries,...


  • Pasadena, California, United States East West Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team at East West Bank. As a key member of our Client Services team, you will be responsible for providing exceptional service and support to our Relationship Managers and Portfolio Managers, ensuring seamless delivery of our banking services to...


  • Pasadena, California, United States HealthRIGHT 360 Full time

    Job OverviewHealthRIGHT 360 is seeking a Client Safety Navigator to support a safe environment for all clients, staff, and visitors. The ideal candidate will utilize verbal de-escalation strategies to address crisis situations and client behavioral issues.Key ResponsibilitiesDevelop relationships with clients who spend time on-site to support site...


  • Pasadena, California, United States HealthRIGHT 360 Full time

    Job Title: Client Safety NavigatorHealthRIGHT 360 is seeking a highly skilled and compassionate Client Safety Navigator to join our team. As a Client Safety Navigator, you will play a critical role in ensuring the safety and well-being of our clients, staff, and visitors.Job Summary:The Client Safety Navigator is responsible for supporting a safe environment...


  • Pasadena, California, United States Unavailable Full time

    Job Title: Private Client ManagerAt East West Bank, we are committed to helping our clients achieve their financial goals. As a Private Client Manager, you will play a key role in providing personalized financial services to high net worth individuals and families.Responsibilities:Assess clients' financial situations by gathering information on investments,...


  • Pasadena, California, United States East West Bank Full time

    About the RoleEast West Bank is seeking a highly skilled Private Client Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.Key ResponsibilitiesConduct thorough financial assessments of clients to identify areas for...


  • Pasadena, California, United States Sparrows Nest Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Client Coordinator to join our team at Sparrow's Nest. As the primary point of contact for our guests, you will be responsible for providing exceptional service, ensuring seamless communication, and driving customer satisfaction.Key ResponsibilitiesSchedule Management: Efficiently schedule,...


  • Pasadena, California, United States Wedbush Securities Full time

    Job Title: Registered Client Service AssociateWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our client service team, you will be responsible for providing exceptional support to our financial advisors and senior management.Responsibilities:Provide sales and...


  • Pasadena, California, United States EPIC Insurance Brokers & Consultants Full time

    Job Title: Private Client Placement SpecialistJob Summary:The Private Client Placement Specialist plays a critical role in the risk assessment and placement team, supporting sales and account management within Private Client. This position is focused on marketing high net worth and ultra-high net worth opportunities, including new placements and renewal...

  • Client Executive

    2 weeks ago


    Pasadena, California, United States IMA Financial Group Full time

    Job SummaryWe are seeking a highly skilled Client Executive - Commercial Lines to join our team at IMA Financial Group. As a key member of our team, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage a portfolio of commercial lines...