Private Banking Relationship Manager – San Diego, CA

Zionsbancorp; United States; Vor Ort; USD 147.000 - 196.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

PTO & Holidays

401(k) match

Tuition Reimbursement

Mental health support

Employee discounts

Zusammenfassung

California Bank & Trust, a division of Zions Bancorporation, seeks a Private Banking Relationship Manager in San Diego, CA to lead a high-net-worth client portfolio and provide expert financial guidance. This role emphasizes relationship management, loan structuring and cross-sell opportunities within wealth and banking services.

The successful candidate will have extensive experience with lending, investments and trust services, complemented by strong networking and business development

Qualifikationen

• Requires a Bachelor’s degree and 6-8 years’ experience in lending, sales, banking products or related fields.
• Series 7, 63, 65 (or 66 in place of 63 & 65) and Insurance Licenses required.
• Advanced knowledge of banking, commercial lending, mortgages, investments and trusts.
• Strong judgment, sales, credit analysis, loan structuring and client interviewing skills.
• Experience managing high net worth client relationships.

Aufgaben

• Acts as principal account and relationship manager for new and existing clients.
• Generates, manages and services a portfolio of clients across banking products.
• Responsible for credit analysis and proper loan structuring.
• Develops and follows up on new client leads and referrals.
• Calls on existing relationships to review portfolios and make recommendations.
• Other duties as assigned.

Kenntnisse

Relationship management

High net worth

Financial analysis

Sales skills

Credit analysis

Ausbildung

Bachelor’s degree

Jobbeschreibung

Private Banking Relationship Manager – San Diego, CA(

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.

We are looking for a Private Bank Relationship Manager in San Diego, CA. This role acts as the principal account and relationship manager for new and existing clients.

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.

• Must have experience managing high net worth client relationships.

• Seeking highly seasoned financial industry expert capable of handling complex, wealth, and relationship management issues, providing council and expert advice.

• Must have excellent relationship management, networking and business development skills.

• 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 6-8 years’ experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.

• Must have series 7, 63, 65 (or 66 instead of 63 & 65) and Insurance Licenses

• 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 $147,000 – $196,000 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-San Diego-SD – Golden Triangle 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.
For more information, click here

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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