2 jobs found in Placentia, CA

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Banking Placentia, CA
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Jun 29, 2026
Full time
Relationship Manager I Los Angeles and Irvine
$65,296 - $104,304 yearly
City National Bank Irvine, CA
WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice.   They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible...
Jun 29, 2026
Full time
Customer Service Specialist
$24.46 hourly
City National Bank Hybrid (Los Angeles, CA)
WHAT IS THE OPPORTUNITY? This position is responsible for responding to written, email and phone inquiries regarding loan servicing. Responsibilities include performing research and resolving loan application, boarding and processing inquiries (e.g., loan terms, adjustments and payments), determining causes of rejected items, preparing exception reports, and researching and analyzing problems and recommending solutions.   WHAT WILL YOU DO? Serves as primary contact for clients and various units in the research and resolution of loan servicing problems and inquires. Answers questions about loan agreements, adjustments, prepayments, insurance, payoffs, interest adjustments, reversals, etc. Ensures client satisfaction. Performs applicable research to resolve inquiry for all loans and system of record, including but not limited to issues relating to payment application and loan boarding. Resolves questions on loan terms, system codes, product types, functions,...