Private Banking Relationship Specialist

CalPrivate Bank; El Segundo (CA); On-site; USD 77,000 - 85,000; Full time

Job summary

CalPrivate Bank in El Segundo, CA is seeking a Relationship Officer to serve as a front-line ambassador, delivering high-touch service and building meaningful client relationships for high net worth and professional clients.

Open and maintain accounts, handle documentation and disclosures, process wires, ensure compliance, and identify cross-selling opportunities while upholding security and accuracy. Must have 3–5 years banking experience and active Notary Public.

Qualifications

• Minimum 3-5 years banking experience.
• New account documentation and opening experience required.
• Strong knowledge of Bank policies, procedures, and regulatory compliance.
• Proven ability to cross-sell need-based products and services.
• Experience in Commercial Banking preferred.
• Active Notary Public.

Responsibilities

• Deliver high-touch service to clients, consistently anticipating needs and exceeding expectations in every interaction.
• Open and maintain new accounts utilizing the Bank’s account opening platform, ensuring accuracy, completeness, and efficiency.
• Prepare and process signature cards, disclosures, and all required documentation in a timely and precise manner.
• Demonstrate a thorough understanding of legal documentation requirements across all account types, including complex entity structures, beneficial ownership, and due diligence requirements.
• Process wire transactions including input, approval, and client callback as assigned, with a strong ability to identify and resolve potential fraud risks.
• Maintain a high level of knowledge of wire processing procedures and red flag detection protocols.
• Act as dual custodian for vault, cash, and keys, ensuring adherence to security and internal control procedures.
• Collaborate effectively with team members across the Bank, maintaining strong communication and partnership with all levels of staff and external contacts.
• Uphold compliance with all Bank policies, procedures, and regulatory requirements.
• Perform notary services as required.
• Support additional duties and initiatives as assigned, contributing to team success and overall Bank growth.
• Perform other duties as assigned or needed.

Job description

CalPrivate Bank in El Segundo, CA is seeking a Relationship Officer to serve as a front-line ambassador, delivering high-touch service and building meaningful client relationships for high net worth and professional clients.

Open and maintain accounts, handle documentation and disclosures, process wires, ensure compliance, and identify cross-selling opportunities while upholding security and accuracy. Must have 3–5 years banking experience and active Notary Public.