Senior Relationship Manager – Private Banking

Banc of California, Inc.; Denver (CO); Hybrid; USD 145,000 - 243,000; Full time

Benefits offered by this job

401k match

Insurance options

Parental leave

Tuition reimbursement

Mentorship program

Job summary

Banc of California, Inc. is seeking a senior banker to develop and manage a portfolio of private clients, handling complex credits and deposit relationships. You will negotiate with prospects and clients, and grow revenue through new business and ongoing client engagement.

You will provide financial advice, cross-sell bank products, and cultivate relationships with referral sources. Strong regulatory knowledge and collaboration with loan teams are essential for success in this on-site role.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Strong organizational and time management abilities.
• Excellent communication and interpersonal skills.
• Ability to work with minimal supervision and make decisions.

Responsibilities

• Develops and manages a portfolio of private clients, including complex credits and deposit relationships.
• Grows revenue by prospecting for new business and expanding existing client relationships.
• Provides financial guidance and recommends bank products and services.
• Builds relationships with referral sources and centers of influence.
• Structures and underwrites credits with Loan Portfolio Managers.
• Processes account activity and assists clients via various channels.
• Responds to client and staff inquiries and directs callers appropriately.
• Fills in for department functions during absences or overloads.
• Adheres to policies and procedures and performs other duties as assigned.

Skills

Communication skills

Time management

Decision making

Problem solving

Education

Bachelor’s degree or equivalent

Tools

Mainframe

Word processing

Spreadsheets

Specialty software

Job description

Banc of California, Inc. is seeking a senior banker to develop and manage a portfolio of private clients, handling complex credits and deposit relationships. You will negotiate with prospects and clients, and grow revenue through new business and ongoing client engagement.

You will provide financial advice, cross-sell bank products, and cultivate relationships with referral sources. Strong regulatory knowledge and collaboration with loan teams are essential for success in this on-site role.