Senior Private Banking Rel Manager - Menlo Park, CA

California Bank & Trust; Menlo Park (CA); On-site; USD 220,000 - 270,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) plan with company match

Tuition Reimbursement

Job summary

California Bank & Trust is seeking a Private Bank Relationship Manager in Menlo Park, CA. This pivotal role focuses on managing relationships with new and existing clients and ensuring satisfaction through expert financial guidance.

The ideal candidate will have over 10 years of experience in banking, superb sales skills, and a strong understanding of commercial lending and investments, alongside excellent communication abilities.

This position offers a competitive base salary ranging from $220,000 to $270,000, along with comprehensive benefits beginning on day one.

Qualifications

• 10+ years of experience in banking products and services.
• Expert knowledge of commercial lending and investments.
• Excellent interpersonal and communication skills.

Responsibilities

• Acts as the principal account and relationship manager for clients.
• Focuses on managing and servicing a portfolio of clients.
• Responsible for maintaining high client satisfaction.

Skills

Sales skills

Client relationship management

Credit analysis

Excellent communication skills

Expert knowledge of banking products

Education

Bachelor's degree

Job 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.

California Bank & Trust is a California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large).

We are looking for a Private Bank Relationship Manager in Menlo Park, 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, commercial business referrals.
• 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 10+ years' experience with lending, sales, banking products and services, or other directly related experience. 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, 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. Ability to train or lead lower-level staff.

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 $220,000 - $270,000 depending on job-related factors such as level of experience.