Relationship Manager

2 weeks ago

San Diego, California, United States CalPrivate Bank Full time
Job Title: Relationship Officer

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion

Job Summary:

We are seeking a skilled Relationship Officer to join our team. As a key member of our branch operations, you will be responsible for interviewing and determining customer banking needs, selecting accounts and services, and accurately opening new accounts. You will also be responsible for responding to customer inquiries, resolving issues, and representing the Bank in a professional and courteous manner.

Duties and Responsibilities:

  • Maintain a high level of service to Bank Customers; anticipate client needs; exceed customer expectations always.
  • Strong interpersonal and communications skills with all levels of bank staff, customers, and outside contacts.
  • Identify and act on need-based cross-sell opportunities.
  • Open new accounts utilizing the Bank's new account platform.
  • Produce signature cards and other documents, disclosures timely and efficiently.
  • Understand legal documentation requirements for all account types, including legal entity due diligence and identification of beneficial ownership.
  • Responsible for wire input, approval, and/or call back as assigned, including full knowledge of wire transactions and ability to detect/resolve fraud red flags.
  • Act as dual custodian for vault, cash, keys, etc. as applicable.
  • Perform other tasks and duties as assigned.
  • Notary Public.

BSA/AML/Compliance:

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies, including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.

Qualifications:

  • Minimum 3-5 years banking experience in a branch or other client-facing role.
  • New account documentation and opening experience required.
  • Understands Banking policies and procedures, regulatory compliance.
  • Proven ability to cross-sell need-based products and services.
  • Ability to travel to client locations, perform doc signings as needed.

Competencies:

  • Customer Focus.
  • Technical Skills.
  • Problem Solving.
  • Process flow oriented.
  • Planning/Organizing.
  • Judgment.
  • Teamwork.
  • Composure.
  • Strong Verbal and Written Communication Skills.
  • Quality and Accuracy of Work.

Physical Demands:

  • Regularly required to talk or listen.
  • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
  • Required to sit for long periods of time.
  • Occasionally required to stand and walk.
  • Occasionally required to lift up to 25 pounds.
  • Specific vision abilities required by this position include close vision and the ability to focus.
  • Employee may be required to travel occasionally between banking offices.

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