Private Banking Relationship Manager - San Diego, CA

About the role

As a Private Bank Relationship Manager at California Bank & Trust, you will act as the principal account and relationship manager for new and existing clients, focusing on generating, managing, and servicing a portfolio of clients. You will be responsible for generating, retaining, and expanding business in loan and deposit products, investment and trust referrals, and commercial business referrals, while maintaining a high level of client satisfaction.

Responsibilities

• Act as the principal account and relationship manager for new and existing clients.
• Generate, manage, and service a portfolio of clients.
• Develop and expand business in loan and deposit products, investment and trust referrals, and commercial business referrals.
• Perform credit analysis and ensure proper loan structuring.
• Maintain a high level of client satisfaction.
• Develop and follow up on new client leads through existing clients, referrals from other bank departments, and divisions.
• Call on existing relationships to review portfolios and make recommendations as needed.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree required; 6-8+ years of experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
• Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity, and insurance products and services.
• Strong sales, self-management, credit analysis, loan structuring, applicant interviewing, and perceptive character judgment skills.
• Extensive working knowledge of financial planning to recognize investments, brokerage sales, and referral opportunities.
• 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 starting on day one.
• Life and disability insurance, paid paternal leave, and adoption assistance.
• Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts.
• Paid training, Paid Time Off (PTO), and 11 paid federal holidays.
• 401(k) plan with company match and 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.

Pay

This position is eligible to earn a base salary in the range of $147,000 - $196,000, depending on job-related factors such as level of experience.