Relationship Manager

CalPrivate Bank; San Diego (CA); On-site; USD 127,000 - 154,000; Full time

Job summary

A community-focused bank in California is seeking a Senior Relationship Manager to develop and manage complex banking relationships. The ideal candidate will have a minimum of five years of banking experience and proven skills in business development and relationship management. Responsibilities include managing a diverse client portfolio, providing financial advice, and working to grow revenue through new business prospects. This position offers a competitive salary and opportunities for professional development.

Qualifications

• Minimum five years of banking experience including business development and relationship management skills.
• Knowledge of Bank policies and procedures and regulatory compliance.
• Ability to effectively sell bank products and services.

Responsibilities

• Develops and manages a portfolio of clients ranging from credits to deposit only relationships.
• Grows revenue by successfully prospecting for new business and retaining existing client relationships.
• Provides financial advice to clients and identifies appropriate bank products.

Skills

Business development

Relationship management

Sales ability

Customer focus

Problem solving

Strong verbal communication

Strong written communication

Job description

Develops and manages a portfolio of Bank clients in market area. Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Senior Relationship Manager responsible for developing and managing more complex banking relationships.

ESSENTIAL DUTIES and RESPONSIBILITIES

• Develops and manages a portfolio of clients ranging from credits to deposit only relationships.
• Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships.
• Provides financial advice to clients and identifies and sells appropriate bank products and services as needed.
• Builds strong relationships with referral sources, centers of influence, etc.
• Works with business development staff, lenders and underwriters to structure loans.
• Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed.

BANK SECRECY ACT REQUIREMENTS

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

KNOWLEDGE, SKILLS and ABILITIES REQUIRED (MINIMUM QUALIFICATIONS)

• Minimum five years of banking experience including business development and relationship management skills.
• Knowledge of Bank policies and procedures and regulatory compliance.
• Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients.
• Ability to close business.
• Customer Focus
• Technical Skills
• Problem Solving
• Judgment
• Team Work
• Composure
• Strong Verbal and Written Communication Skills
• Quality and Accuracy of Work

PHYSICAL DEMANDS

• Regularly required to talk or listen
• Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
• Required to sit for long periods of time
• Occasionally required to stand and walk
• Occasionally required to lift up to 25 pounds
• Specific vision abilities required by this position include close vision and the ability to focus.
• Employee may be required to travel occasionally between banking offices

Salary Range: $127,000.00 To $154,000.00

Our Career Benefits & Team Member Commitments

Our mission is driven through Relationships,Solutions and Trust. This is built by our incredible Team Members.Learn about our benefits and our mission to provide a DistinctlyDifferent ™ banking experience.