Elite Private Banking Relationship Leader

Zionsbancorp; United States; On-site; USD 220,000 - 270,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Life & Disability Insurance

401(k) with company match

Paid PTO & Holidays

Tuition Reimbursement

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a Senior Private Banking Rel Manager in Menlo Park, CA to manage a client portfolio and drive new business. Candidates must hold active investment licenses (Series 7/66 or Series 63/65) and possess strong lending and relationship management skills.

The role offers a base salary in the 220,000–270,000 USD range, with comprehensive benefits and federal licensing requirements. Primary location is Menlo Park office.

Qualifications

• Requires a Bachelor's and 10 years’ experience with lending, sales, banking products and services.
• Expert 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. Ability to train or lead lower-level staff.

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 makes recommendations as needed.
• Other duties as assigned.

Skills

Lending & sales

Credit analysis

Client relationship management

Education

Bachelor's degree

Tools

Microsoft Excel

NMLS

Job description

California Bank & Trust, a division of Zions Bancorporation, seeks a Senior Private Banking Rel Manager in Menlo Park, CA to manage a client portfolio and drive new business. Candidates must hold active investment licenses (Series 7/66 or Series 63/65) and possess strong lending and relationship management skills.

The role offers a base salary in the 220,000–270,000 USD range, with comprehensive benefits and federal licensing requirements. Primary location is Menlo Park office.