Senior Private Banker

1 week ago

Santa Rosa, California, United States Dexian Full time
Job Title: Senior Private Banker

Location: Remote

Duration: Full Time / Direct Hire / Perm

Pay: $75,000 - $125,000 Depending on experience

Number of Positions: 1

Job Overview

The Senior Private Banker is responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections.

Responsibilities
  • Manage a portfolio of clients with personalized attention and financial solutions.
  • Grow the client base while maintaining strong relationships through strategic communication.
  • Ensure compliance with all bank policies, procedures, and applicable regulations.
Client Relationship Management
  • Serve as the primary point of contact for assigned private banking clients.
  • Introduce yourself to new clients and ensure they feel welcomed.
  • Address client needs, concerns, and inquiries promptly.
Client Interaction Cadence
  • Maintain annual contact with all clients in your portfolio.
  • Engage actively with at least 25% of your clients on a quarterly basis to discuss financial needs, performance, and concerns.
  • Provide extra attention to the top 10% of clients, organizing personal touchpoints (lunches, dinners, golf outings) with senior executives as appropriate.
Client Growth & Retention
  • Identify and nurture opportunities to deepen client relationships, increase balances, and expand services utilized.
  • Proactively monitor and address situations where client balances may drop, implementing strategies to retain business.
  • Generate business results through acquisition of new assets from both existing and new clients.
Reporting & Collaboration
  • Collaborate closely with the SVP Head of Branch Banking to align with overall bank strategy and meet branch goals.
  • Provide regular updates on client interactions, growth opportunities, and retention efforts.
  • Complete a minimum of 10 hours of CRA volunteer hours per year (compensable time with mileage reimbursement).
  • Perform other duties as assigned.
Qualifications
  • 6+ years of experience in private banking or financial services.
  • Bachelor's degree or equivalent work experience.
  • Proven experience in managing high-net-worth client relationships.
  • Strong communication and interpersonal skills.
  • Ability to build and maintain relationships with clients across varying wealth levels.
  • Detail-oriented with the capability to manage a large client portfolio effectively.
  • Experience in hosting client engagement activities (lunches, dinners, golf outings, executive meetings) is a plus.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

  • Private Banker

    3 weeks ago

    Santa Rosa, California, United States AppleOne Employment Services Full time

    Private Banker Job DescriptionAt AppleOne Employment Services, we are seeking a skilled Private Banker to join our team. As a Private Banker, you will be responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections.Key Responsibilities:Client Relationship Management: Serve as the primary...

  • Senior Relationship Banker

    3 days ago

    Santa Barbara, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship BankerPacific Premier Bank is seeking a highly skilled Senior Relationship Banker to join our team in the Santa Barbara and Ventura, CA market. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with small business and middle market clients, providing...

  • Senior Relationship Banker

    3 weeks ago

    Santa Monica, California, United States Banc of California Full time

    Job SummaryBanc of California is seeking a highly skilled Senior Relationship Banker to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving business growth.Key ResponsibilitiesProvide exceptional customer service, responding to customer...

  • Senior Relationship Banker

    3 weeks ago

    Santa Monica, California, United States Banc of California Full time

    Job SummaryBanc of California is seeking a highly skilled Senior Relationship Banker to join our team in Manhattan Beach. As a key member of our banking team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving business growth through strategic sales and marketing initiatives.Key...

  • Senior Software Engineer

    6 days ago

    Santa Clara, California, United States Calsoft Private Limited Full time

    Job DescriptionWe are seeking a highly skilled Senior Software Engineer to join our team at Calsoft Private Limited.Key Responsibilities:Design, develop, and integrate new features in SONiC Network Operating SystemWork with NVIDIA CUDA/Linux OpenGPU driver on DPU/GPU hardwareCollaborate with cross-functional teams to deliver high-quality software...

  • Regional President

    3 days ago

    Santa Rosa, California, United States WaFd Bank Full time

    Job SummaryThe Regional President is a critical senior leadership role at WaFd Bank, responsible for driving the development and growth of high-quality loans and low-cost deposits within their respective geographical region. This position plays a key role in supporting the bank's goals and initiatives, working closely with the Chief Commercial Banker and the...

  • Tax Senior

    3 weeks ago

    Santa Rosa, California, United States Moss Adams LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Moss Adams LLP. As a Tax Senior, you will play a key role in delivering quality tax solutions to our clients, including public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.ResponsibilitiesParticipate in client engagements...

  • Tax Senior

    3 weeks ago

    Santa Rosa, California, United States Moss Adams LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Moss Adams LLP. As a Tax Senior, you will play a key role in delivering quality tax solutions to our clients, including public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.ResponsibilitiesParticipate in client engagements...

  • Tax Senior Manager

    4 weeks ago

    Santa Rosa, California, United States Moss Adams Full time

    About the RoleMoss Adams is seeking a highly skilled Tax Senior Manager to join our Tax Services team. As a key member of our team, you will be responsible for delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.Key ResponsibilitiesManage economic...

  • Tax Senior

    3 weeks ago

    Santa Rosa, California, United States Moss Adams LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Moss Adams LLP. As a Tax Senior, you will play a key role in delivering quality tax solutions to our clients, including public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.Key ResponsibilitiesParticipate in client...

  • Senior Eligibility Specialist

    4 weeks ago

    Santa Rosa, California, United States County of Sonoma Full time

    Job SummaryWe are seeking a highly skilled Senior Eligibility Specialist to join our team at the County of Sonoma Human Services Department. As a Senior Eligibility Specialist, you will be responsible for determining eligibility and performing case management for complex or specialized eligibility cases. You will assist junior Eligibility Specialists with...

  • Senior Relationship Banker

    3 weeks ago

    Santa Barbara, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role at Pacific Premier Bank, responsible for building and maintaining strong relationships with commercial clients in the Santa Barbara and Ventura, CA market. This position requires a deep understanding of the banking industry, excellent communication skills, and the ability to...

  • Senior Relationship Banker

    4 weeks ago

    Santa Barbara, California, United States Premier Financial Bancorp Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role within our Commercial Banking team, responsible for building and maintaining strong relationships with our small business and middle market clients in the Santa Barbara and Ventura, CA market.Key Responsibilities:Relationship Development: Develop and maintain strong...

  • Senior Relationship Banker

    4 weeks ago

    Santa Barbara, California, United States Premier Financial Bancorp Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role within our Commercial Banking team, responsible for building and maintaining strong relationships with our clients in the Santa Barbara and Ventura, CA market.Key Responsibilities:Relationship Development: Develop and maintain relationships with existing and prospective...

  • Senior Survey Crew Chief

    2 days ago

    Santa Rosa, California, United States NV5 Full time

    Senior Survey Crew ChiefNV5 is a leading provider of engineering and consulting services to public and private sector clients. As a Senior Survey Crew Chief, you will play a crucial role in overseeing and managing surveying operations, leading a team of survey technicians, and ensuring the successful execution of various land survey projects.Key...

  • Senior Relationship Banker

    3 days ago

    Santa Barbara, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role at Pacific Premier Bank, responsible for building and maintaining strong relationships with commercial small business and middle market clients in the Santa Barbara and Ventura, CA market.Key Responsibilities:Develop and execute strategies to identify and pursue new business...

  • Regional President

    4 weeks ago

    Santa Rosa, California, United States WaFd Bank Full time

    Regional President Job DescriptionWaFd Bank is seeking a highly skilled and experienced Regional President to lead our commercial banking efforts in the region. As a key member of our senior leadership team, you will be responsible for driving business growth, developing strategic plans, and building strong relationships with clients and stakeholders.Key...

  • Regional Banking Leader

    4 weeks ago

    Santa Rosa, California, United States WaFd Bank Full time

    Job SummaryThe Regional President is a key senior leadership role at WaFd Bank, responsible for driving the development and growth of high-quality loans and low-cost deposits within its respective geographical region. This role requires a strong understanding of financial products, services, and regulations, as well as exceptional leadership and team...

  • Regional President

    4 weeks ago

    Santa Rosa, California, United States WaFd Bank Full time

    Regional President Job DescriptionWaFd Bank is seeking a highly skilled and experienced Regional President to lead our commercial banking efforts in the region. As a key member of our senior leadership team, you will be responsible for driving business growth, developing strategic plans, and building strong relationships with clients and stakeholders.Key...

  • Tax Senior Manager

    4 weeks ago

    Santa Rosa, California, United States Moss Adams LLP Full time

    About the RoleMoss Adams LLP is seeking a highly skilled Tax Senior Manager to join our Partnership Services team. As a key member of our team, you will be responsible for delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.Key ResponsibilitiesManage economic...