Banking Jobs in Westminster, CA
City National Bank
Long Beach, CA
What you will doPerforms prospect development activities in an assigned territory that targets the commercial banking business segment, defined as companies with annual revenues of $40MM to $500MM, to achieve specific acquisition goals assigned by managementSources new opportunities with prospective clients through a multi-channel outbound sales effort, and then engages relationship managers, leadership, and product partners early in the sales process to facilitate analysis, wholesome wallet share capture and closing. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.
INSPYR Solutions
Newport Beach, CA
Process high volume New Accounts, Amendments, and Terminations of low to medium complexity for AUM Reporting and Billing by interpreting legal documents, setting up fee parameters, and validating daily transitions. Investigate discrepancies across various systems to ensure data integrity; Coordinate with colleagues in Legal, Account Management, Finance and other parties globally to resolve issues promptly and efficiently.