Senior Private Banking Rel Manager – Menlo Park, CA

Zionsbancorp; United States; On-site; USD 220,000 - 270,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Life & Disability Insurance

401(k) with company match

Paid PTO & Holidays

Tuition Reimbursement

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a Senior Private Banking Rel Manager in Menlo Park, CA to manage a client portfolio and drive new business. Candidates must hold active investment licenses (Series 7/66 or Series 63/65) and possess strong lending and relationship management skills.

The role offers a base salary in the 220,000–270,000 USD range, with comprehensive benefits and federal licensing requirements. Primary location is Menlo Park office.

Qualifications

• Requires a Bachelor's and 10 years’ experience with lending, sales, banking products and services.
• 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.

Responsibilities

• 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.

Skills

Lending & sales

Credit analysis

Client relationship management

Education

Bachelor's degree

Tools

Microsoft Excel

NMLS

Job description

Senior Private Banking Rel Manager – Menlo Park, CA (

Job Number:

1. hours per week: 40

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.

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 a Private Bank Relationship Manager in Menlo Park, CA. This role acts as the principal account and relationship manager for new and existing clients. Candidates must possess active investment licenses, such as Series 7 and Series 66, or the Series 63 and Series 65 combination.

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.

This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act.

Work Locations

California-Menlo Park-CA – Menlo Park Admin Office
Private Banking

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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