Senior Relationship Banker

4 hours ago


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

At CalPrivate Bank, we are seeking a highly skilled Senior Relationship Banker to join our team. As a key member of our client-facing team, you will be responsible for developing and managing a portfolio of clients, identifying their banking needs, and designing tailored product and service portfolios to meet their requirements.

Key Responsibilities:
  • Develop and manage a portfolio of clients, including credits and deposit-only relationships
  • Grow revenue by successfully prospecting for new business and retaining and expanding existing client relationships
  • Provide financial advice to clients and identify and sell appropriate bank products and services
  • Build strong relationships with referral sources, centers of influence, and other stakeholders
  • Work with business development staff, lenders, and underwriters to structure loans
  • Respond to client inquiries in a professional and knowledgeable manner
Requirements:
  • Minimum five years of banking experience, including business development and relationship management skills
  • Knowledge of bank policies and procedures, as well as regulatory compliance
  • Ability to effectively sell bank products and services, with credibility and professionalism
  • Ability to close business and meet or exceed sales targets
What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


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