Private Banking Relationship Manager - San Francisco, CA

Zions Bancorporation; San Francisco (CA); On-site; USD 190,000 - 211,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Life and disability insurance

Paid parental leave

Adoption assistance

Health Savings (HSA)

Flexible Spending (FSA)

Dependent care accounts

Paid training

Paid time off (PTO)

11 paid federal holidays

401(k) with company match

Profit sharing

Mental health benefits

Tuition reimbursement

Employee ambassador programs

Job summary

California Bank & Trust in San Francisco is seeking a Private Banking Relationship Manager to serve as the principal account and relationship manager for a portfolio of high-net-worth clients. You will focus on generating, managing, and servicing client relationships.

The role requires a Bachelor's degree and 8+ years in lending, sales, or banking, with expert knowledge across banking products, credit analysis, and financial planning.

Qualifications

• Bachelor's degree and 8+ years' experience in lending, sales, banking products and services.
• Expert knowledge of banking, commercial lending, mortgages, investments, trusts, and insurance products.
• Sound judgment with strong sales, credit analysis, loan structuring, and interviewing skills.
• Experience in financial planning enabling recognition of investments and referrals.
• Excellent interpersonal and written communication skills.
• Commitment to high service quality.
• Advanced computer skills: word processing and spreadsheets.
• Ability to train or lead junior staff.

Responsibilities

• Act as principal account and relationship manager for new and existing clients.
• Generate, manage, and service a portfolio of clients.
• Grow business in loans, deposits, investments, and referrals.
• Perform credit analysis and loan structuring.
• Maintain high client satisfaction and follow up on new leads.
• Review portfolios and provide product recommendations as needed.
• Other duties as assigned.

Skills

lending experience

sales

banking products

credit analysis

loan structuring

portfolio management

interpersonal skills

communication skills

financial planning

leadership

Education

Bachelor's degree

Tools

Word

Excel

Job description

Private Banking Relationship Manager - San Francisco, CA

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 aPrivate Bank Relationship ManagerinSan Francisco,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,retainingand 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 formaintaininga high levelof client satisfaction.
• Develops andfollows-up on new client leads through existing clients, referrals from other bank departments and divisions.
• Calls on existing relationships to review portfolios andmakesrecommendations as needed.
• Other duties as assigned.

Qualifications:

• Requires a Bachelor's and 8+years' experiencewith lending, sales, bankingproductsand services, or otherdirectly relatedexperience. A combination of education and experience may meet requirements.
• Expert 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, applicantinterviewing,and perceptive character judgment skills.
• Extensive working knowledge in financial planning,enabling recognition of investments, brokeragesales,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.
• Ability to train or leadlower-levelstaff.
• 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 $190,000 - $211,000 depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

Create and manage profiles for future opportunities.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC