Elite Private Banking Relationship Manager (El Segundo)

Zionsbancorp; United States; On-site; USD 157,000 - 211,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Life and Disability Insurance

Health Savings (HSA) and Flexible-Sp</

Paid Training and PTO

401(k) with company match

Mental health benefits

Tuition Reimbursement

Employee Ambassador preferred banking

PTO and holidays

Job summary

Zions Bancorporation's California Bank & Trust division is hiring a Private Banking Relationship Manager for El Segundo, CA. You will serve as principal account and relationship manager for new and existing clients, building trust and delivering tailored financial solutions.

Candidates must hold active investment licenses (Series 7 and 66, or 63 and 65) and have deep knowledge of banking, lending, investments, and insurance products.

Qualifications

• Requires a Bachelor's and 6 years’ experience with lending, sales, banking products and services.
• Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
• 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.

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 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 experience

Sales skills

Banking products

Credit analysis

Communication skills

Education

Bachelor’s degree

Tools

NMLS

Job description

Zions Bancorporation's California Bank & Trust division is hiring a Private Banking Relationship Manager for El Segundo, CA. You will serve as principal account and relationship manager for new and existing clients, building trust and delivering tailored financial solutions.

Candidates must hold active investment licenses (Series 7 and 66, or 63 and 65) and have deep knowledge of banking, lending, investments, and insurance products.