Strategic Private Banking Relationship Manager

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

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.