Premier Relationship Manager

MRISpokane; Sacramento (CA); Hybrid; USD 80,000 - 110,000; Full time

Job summary

MRISpokane in Sacramento, CA is seeking a Premier Relationship Manager to oversee a deposit and loan portfolio for high-net-worth clients. You will act as a trusted banking advisor, building relationships and coordinating services to meet client needs.

Central to the role is delivering exceptional service to premier clients, promoting bank products, and collaborating with specialists to reference clients for new offerings. This position may offer flexible work arrangements.

Qualifications

• Three years of proven sales and business development experience in banking/financial services.
• Expert knowledge of cash management and lending solutions.
• Mortgage loan origination experience is strongly preferred.

Responsibilities

• Manage a deposit and loan portfolio for high-net-worth clients.
• Develop deposit and lending relationships and promote business through relationship-building opportunities.
• Provide exceptional service to high-value clients and refer to appropriate staff for new services.

Skills

Relationship building

Sales experience

Financial products knowledge

Cash management expertise

Education

Bachelor's degree in business/finance

Job description

Premier Relationship Manager

Sacramento, CA

Premier Relationship Manager

WFH Flexible • Sacramento, CA • Premier Banking

Job Type

Full-time

Description

The Premier Relationship Manager manages a deposit and loan portfolio for high-net-worth consumer and commercial clients. The Relationship Manager demonstrates expertise in financial services and acts as a knowledgeable resource for the Bank's most valued clients and potential clients in this area. This position is responsible for developing deposit and lending relationships with clients; promoting business for the Bank through relationship-building opportunities; maintaining good client relations and referring clients to appropriate staff for new services. This position is responsible for providing exceptional service to the Bank’s high-value clients facilitating ease of doing business and enhancing the client experience.

Requirements

• Three years of proven and progressive business development and sales experience in the banking/financial services industry - acquired through experience in premier/private banking positions.
• Comprehensive knowledge of financial services and products as well as operations and security policies, practices, and procedures.
• Expert knowledge of cash management services and lending solutions.
• Mortgage loan origination experience is strongly preferred.
• NMLS registration is strongly preferred.
• A notary license is strongly preferred.

Required Education:

Bachelor's degree in business and/or finance from an accredited college or equivalent work experience.