Strategic Relationship Manager, Commercial Banking

CalPrivate Bank; Montecito (CA); In loco; USD 135.000 - 170.000; Tempo pieno

Descrizione del lavoro

CalPrivate Bank is seeking a Relationship Manager for the Montecito, CA area to develop and manage relationships with high-net-worth clients, real estate investors, and professional service firms. You will provide tailored credit and deposit solutions, monitor portfolio health, and collaborate with Credit Administration, Operations, Treasury and Compliance to deliver holistic client experiences.

The role focuses on driving new business, deepening existing relationships, and maintaining strong

Competenze

• 5+ years of progressive experience in commercial banking, emphasizing business development and relationship management.
• Ability to sell bank products and services with credibility and professionalism.
• Strong background in loan structuring, risk identification, cash flow analysis.
• Bachelor’s degree in Business, Finance, or related field preferred.

Mansioni

• Develop, deepen and retain relationships with high-net-worth clients and businesses.
• Drive portfolio growth by identifying new opportunities and delivering tailored credit, deposit and treasury solutions.
• Oversee portfolio health, loan performance, and onboarding while ensuring regulatory compliance.
• Collaborate with Credit Administration, Operations, Treasury and Compliance to deliver seamless client experiences.
• Lead with accountability and participate in business initiatives to support growth.

Conoscenze

Relationship management

Sales

Credit understanding

Loan structuring

Risk assessment

Analytical skills

Communication skills

Formazione

Bachelor’s degree in Business/Finance or related field

Descrizione del lavoro

CalPrivate Bank is seeking a Relationship Manager for the Montecito, CA area to develop and manage relationships with high-net-worth clients, real estate investors, and professional service firms. You will provide tailored credit and deposit solutions, monitor portfolio health, and collaborate with Credit Administration, Operations, Treasury and Compliance to deliver holistic client experiences.

The role focuses on driving new business, deepening existing relationships, and maintaining strong