Private Banking Relationship Manager - San Francisco or Menlo Park, CACalifornia Bank & Trust • San Francisco, CA, United States
Private Banking Relationship Manager - San Francisco or Menlo Park, CA
California Bank & Trust • San Francisco, CA, United States
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job_description.job_card.job_descriptionRequires a Bachelor’s degree and 6+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. This position requires series 7, 63, 65 & California Life Insurance licenses. Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Ability to display sound judgment. Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Excellent interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Advanced computer skills including word processing and spreadsheet software. Medical, Dental and Vision Insurance – START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
Overview
Private Banking Relationship Manager - San Francisco or Menlo Park, CA
Join to apply for the Private Banking Relationship Manager - San Francisco or Menlo Park, CA role at California Bank & Trust.
We are looking for a Private Banking Relationship Manager in San Francisco or Menlo Park, CA. This role acts as the principal account and relationship manager for new and existing clients.
Responsibilities
- Acts as the principal account and relationship manager for new and existing clients.
- Focuses on generating, managing and servicing a portfolio of clients.
- Responsible for generating, retaining and expanding business in one or more of the following areas : loan and deposit products, investment and trust referrals, commercial business referrals.
- Responsible for credit analysis and proper loan structuring.
- Responsible for maintaining a high level of client satisfaction.
- Develops and follows up on new client leads through existing clients, referrals from other bank departments and divisions.
- Calls on existing relationships to review portfolios and make recommendations as needed.
- Other duties as assigned.
Qualifications
Benefits
This position is eligible to earn a base salary in the range of $123,000 - $181,000 depending on job-related factors such as level of experience.
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Private Banking Relationship Manager • San Francisco, CA, United States
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