Job Details

Overview

Private Banking Relationship Manager - San Francisco or Menlo Park, CA

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We are looking for a Private Banking Relationship Manager in San Francisco or Menlo Park, CA. This role acts as the principal account and relationship manager for new and existing clients.

Responsibilities

• Acts as the principal account and relationship manager for new and existing clients.
• Focuses on generating, managing and servicing a portfolio of clients.
• Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
• Responsible for credit analysis and proper loan structuring.
• Responsible for maintaining a high level of client satisfaction.
• Develops and follows up on new client leads through existing clients, referrals from other bank departments and divisions.
• Calls on existing relationships to review portfolios and make recommendations as needed.
• Other duties as assigned.

Qualifications

• Requires a Bachelor's degree and 6+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
• This position requires series 7, 63, 65 & California Life Insurance licenses.
• Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
• Ability to display sound judgment.
• Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
• Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
• Excellent interpersonal and communication skills, both verbal and written.
• Commitment to a high degree of service quality.
• Advanced computer skills including word processing and spreadsheet software.

Benefits

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $123,000 - $181,000 depending on job-related factors such as level of experience.