Senior Private Banking Rel Manager - Menlo Park, CA

About the role

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

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 makes recommendations as needed.

Qualifications

• Requires a Bachelor's and 10+ years' experience with lending, sales, banking products and services, or other directly related experience.
• A combination of education and experience may meet requirements.
• Expert 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.
• Ability to train or lead lower-level staff.

Pay

This position is eligible to earn a base salary in the range of $ 220,000 - $270,000 depending on job-related factors such as level of experience.