Senior Private Banking Relationship Manager – San Diego

Zionsbancorp; United States; On-site; USD 147,000 - 196,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

PTO & Holidays

401(k) match

Tuition Reimbursement

Mental health support

Employee discounts

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a Private Banking Relationship Manager in San Diego, CA to lead a high-net-worth client portfolio and provide expert financial guidance. This role emphasizes relationship management, loan structuring and cross-sell opportunities within wealth and banking services.

The successful candidate will have extensive experience with lending, investments and trust services, complemented by strong networking and business development

Qualifications

• Requires a Bachelor’s degree and 6-8 years’ experience in lending, sales, banking products or related fields.
• Series 7, 63, 65 (or 66 in place of 63 & 65) and Insurance Licenses required.
• Advanced knowledge of banking, commercial lending, mortgages, investments and trusts.
• Strong judgment, sales, credit analysis, loan structuring and client interviewing skills.
• Experience managing high net worth client relationships.

Responsibilities

• Acts as principal account and relationship manager for new and existing clients.
• Generates, manages and services a portfolio of clients across banking products.
• Responsible for credit analysis and proper loan structuring.
• Develops and follows up on new client leads and referrals.
• Calls on existing relationships to review portfolios and make recommendations.
• Other duties as assigned.

Skills

Relationship management

High net worth

Financial analysis

Sales skills

Credit analysis

Education

Bachelor’s degree

Job description

California Bank & Trust, a division of Zions Bancorporation, seeks a Private Banking Relationship Manager in San Diego, CA to lead a high-net-worth client portfolio and provide expert financial guidance. This role emphasizes relationship management, loan structuring and cross-sell opportunities within wealth and banking services.

The successful candidate will have extensive experience with lending, investments and trust services, complemented by strong networking and business development