Senior Private Bank Relationship Manager

Columbia Bank; Irvine (CA); On-site; USD 129,000 - 238,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Employee assistance program

Life insurance

Job summary

Columbia Bank seeks a seasoned Private Banker to pursue business development with high-net-worth clients and lead a client team with holistic financial planning. You will coordinate investments, trust and wealth transfer, credit, and deposits, collaborating with product specialists to craft tailored solutions.

Travel may be involved, and regulatory compliance is essential. The role demands extensive private banking experience, strong relationship and portfolio management skills, and applicable

Qualifications

• Bachelor's Degree or equivalent professional financial experience, required.
• Master's Degree, preferred.
• More than 10 years of experience in the financial services industry, required.
• Bank MLO registration and SAFE Act compliance required.
• Extensive credit and analytical skills with ability to manage complex portfolios.
• Involvement in community organizations.
• Ability to train and present to senior/executive audiences.
• Proven business development, relationship, portfolio management, private banking, and wealth management skills.
• Intermediate estate planning, tax, and advanced investment management skills.
• CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred.
• Series 7, 66 (or 63 and 65) required.
• Insurance licensed, preferred.
• Occasional travel.

Responsibilities

• Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients.
• Manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios.
• Lead client team in planning, delivery and regular reviews with clients.
• Provide tailored advice across investments, trust and wealth transfer, credit, deposit and other services.
• Coordinate with product specialists to ensure comprehensive financial planning.
• Develop new relationships through referrals, Center of Influences, and internal partners.
• Profile full spectrum of client needs and deliver solutions with the client team.
• Communicate current market conditions and client financial needs proactively.

Skills

Business development

Relationship management

Portfolio management

Private banking

Wealth management

Estate planning

Tax planning

Investment management

Certifications (CFP/CIMA/CPWA/ChFC/CTF

Series 7/66

Insurance licensed

Public speaking/training

Community involvement

Travel

Education

Bachelor's Degree

Master's Degree

Job description

About the Role

• Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients.
• This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing new business opportunities.
• Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs.
• This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management.
• Primary role is to pursue business development opportunities, must be self-driven individual who excels at new business and lead generation.
• Build teams around clients and relationships by partnering with product specialists to ensure comprehensive financial advice and planning.
• Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners.
• Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client team.
• Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services.
• Manage relationships by leading the client team in the planning, delivery and regular review with clients.
• Deliver a high degree of personal contact and open communication with clients and internal team that creates a superior client experience.
• Proactively communicate with clients about current conditions in the financial markets.
• Analyze the financial needs of clients and monitor their ongoing financial and personal circumstances to make suggestions or act accordingly.
• Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client’s lead or sole provider.
• Work with the Client Team to ensure preparation of all presentation and review materials.
• Keep current on client’s financial information while ensuring that clients understand the solutions being provided.
• Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit team when there is a borrowing relationship.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
• Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”.
• May perform other duties as assigned.

About You

• Bachelor's Degree or equivalent professional financial experience, required.
• Master's Degree, preferred.
• More than 10 years of experience in the financial services industry, required.
• This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain.
• All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
• This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
• Extensive credit and analytical skills with ability to manage the most complex portfolios and knowledge of bank products and services.
• Involved in community organizations.
• Ability to train and present to small and large audiences of senior and executive level professionals.
• Proven business development, relationship and portfolio management, private banking, and wealth management skills.
• Intermediate estate planning, tax, advanced investment management skills.
• CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred.
• (Series 7, 66 (or 63 and 65)).
• Insurance licensed, preferred.
• Occasional travel.

The base pay range for this role is $129,000.00 to $238,000.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.

The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Our Benefits

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].

With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.

Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.

A culture of belonging and purpose, where your ideas matter and your work has impact.

Competitive benefits and flexibility designed to help you thrive personally and professionally.

Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.