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Credit Analyst II CB

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Job ID CB-14405 City Walnut Creek State California Additional Location: Exempt/Non Exempt Non-Exempt Shift Day Work Schedule M-F, 8-5
Job Details:


In this role, the colleague will be responsible for assisting credit officers to provide analytical support relating to portfolio management. Prepares quarterly trend cards for eligible credits. May prepare the liquidation, industry, and projection analysis of CRR with guidance of the credit officer. Prepares credit approval documents for simple annual reviews and renewals. As needed, may perform financial statement spreading, covenant calculations, and collateral reviews. Required completion of the bank's Credit Academy courses . Colleagues at this level have a full understanding of the bank's credit policies and a thorough knowledge of appropriate banking laws and regulations.

Commercial Banking Division
As a member of City National’s Commercial Banking group, you will help to provide expertise and financing solutions to mid-market businesses and organizations with professional management, headquartered in the United States. By listening and understanding the client’s needs, the team delivers specialized service and industry-specific expertise to help solve challenges for companies that are growing.


  • Within 18 months, satisfactory completion of the bank's Credit Academy courses.
  • Prepare quarterly trend cards.
  • Prepare liquidation analysis.
  • Research and prepare industry analysis.
  • Prepare analysis of projections, including sensitivity and breakeven.
  • Prepare proforma or projected financial covenant compliance.
  • Prepare simple CRR for annual reviews and annual renewals with guidance of a credit officer.
  • Prepare Tier 1 ACH and CLC Pre-Approval forms.
  • Assemble Portfolio Review Package under supervision of Lead Credit Officer or designee.
  • Participate with RM’s on client calls.
  • As needed, may perform financial statement spreading, covenant calculations, and collateral reviews.
  • Provide technical training to new hire Credit Analyst I.
  • Shadow training in ABL, subject to availability.
  • Shadow training in Credit Risk Review, subject to availability.



  • Undergraduate degree in business, preference in accounting or finance.
  • Completion of Intermediate Financial and Managerial Accounting.
  • Min. 2 years of credit analyst experience.

Skills and Knowledge

  • Excellent organizational and analytical skills
  • Ability to communicate clearly and professionally with all levels of an organization
  • Excellent written and verbal communication skills
  • Effective interpersonal skills
  • Proficiency in multitasking and prioritizing projects
  • Excellent time management skills and be accustomed to working with deadlines

*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.


We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish.City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

City National Bank requires all colleagues to be fully vaccinated against COVID-19 to work on-site at any of our locations.



Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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  • Credit Administration, Walnut Creek, California, United StatesRemove

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