Private Banking Relationship Manager – El Segundo

Zionsbancorp; United States; Sur place; USD 157 000 - 211 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Lending experience

Sales skills

Banking products

Credit analysis

Communication skills

Formation

Bachelor’s degree

Outils

NMLS

Description du poste

Private Banking Relationship Manager - El Segundo(

Job Number:

1. hours per week: 40

Description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.

Private Banking Relationship Manager in El Segundo, CA. This role acts as the principal account and relationship manager for new and existing clients. Candidates must possess active investment licenses, such as Series 7 and Series 66, or the Series 63 and Series 65 combination.

Essential Functions:

• 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.

Qualifications:

• Requires a Bachelor’s 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.

• 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.

Benefits:

• 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

This position is eligible to earn a base salary in the range of $157,000 - $211,000 depending on job-related factors such as level of experience.

This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act.

Work Locations

California-El Segundo-LA - El Segundo Admin Office
Private Banking

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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