Strategic Deposit Relationship Manager

California Bank & Trust; Menlo Park (CA); On-site; USD 157,000 - 197,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

401(k) plan

Sales bonuses

Paid Training

Tuition Reimbursement

Job summary

California Bank & Trust in Menlo Park, CA is seeking a Deposit Relationship Manager to grow and manage a high-value business deposit portfolio. You will deliver tailored banking and treasury solutions while balancing sales targets, risk, and profitability.

The role emphasizes self-sourced prospecting, industry knowledge, and strong client relationship skills to maximize portfolio profitability and grow the bank's deposit base.

Qualifications

• Requires Bachelor's degree and 4+ years in finance or banking.
• Experience with bank products and deposits preferred.
• Education plus experience may meet requirements.

Responsibilities

• Provide a full range of depository products to businesses with focus on sales and service.
• Manage a portfolio of deposit clients and grow relationships.
• Balance sales, efficiency, risk, and profitability in portfolio.
• Generate self-sourced leads and expand existing relationships.
• Engage clients with banking services like deposits, treasury, and wealth services.
• Prepare relationship reviews and recommendations for bank partners.

Skills

Client relationship skills

Communication skills

Problem solving

Presentation skills

Education

Bachelor's degree + 4+ years experience

Job description

California Bank & Trust in Menlo Park, CA is seeking a Deposit Relationship Manager to grow and manage a high-value business deposit portfolio. You will deliver tailored banking and treasury solutions while balancing sales targets, risk, and profitability.

The role emphasizes self-sourced prospecting, industry knowledge, and strong client relationship skills to maximize portfolio profitability and grow the bank's deposit base.