Private Banking Leader: Build Teams & Client Relationships

Tri Counties Bank; Carlsbad (CA); On-site; USD 111,000 - 140,000; Full time

Job summary

Tri Counties Bank in Carlsbad, CA seeks an experienced Private Banking Manager to lead a sales-driven team. You will onboard and grow high-value business clients, coordinate with Commercial Lending and Treasury, and deliver a best-in-class client experience.

The role emphasizes relationship building, coaching, and cross-selling wealth and banking services, with a focus on community engagement and maintaining Service with Solutions.

Qualifications

• Bachelor's degree preferred for in-depth financial knowledge and client interaction.
• High school diploma or GED required as minimum education.
• Proven sales experience in banking or financial services is essential.
• Strong leadership and coaching abilities for managing Private Banking team.
• Excellent communication and presentation skills for client interactions.

Responsibilities

• Onboard, maintain, and grow a valued business client book.
• Lead the Private Banking Team, recruit and manage headcount aligned with growth.
• Coordinate with Commercial Lending, Treasury, and other lines of business as One Team.
• Present products and services to clients and educate on digital channels.
• Promote Tri Counties Bank values and drive Service with Solutions.

Skills

Leadership

Sales experience

Relationship management

Client service

Team coaching

Education

Bachelor's degree preferred

High school diploma or GED required

Job description

Tri Counties Bank in Carlsbad, CA seeks an experienced Private Banking Manager to lead a sales-driven team. You will onboard and grow high-value business clients, coordinate with Commercial Lending and Treasury, and deliver a best-in-class client experience.

The role emphasizes relationship building, coaching, and cross-selling wealth and banking services, with a focus on community engagement and maintaining Service with Solutions.