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Senior Private Banking Relationship Manager
2 months ago
At BankTalent HQ, we're seeking a highly skilled Senior Private Banking Relationship Manager to join our team in Irvine, CA. As a key member of our private banking team, you'll be responsible for building and maintaining strong relationships with our clients, providing expert financial guidance, and driving business growth.
Key Responsibilities- Act as the principal account and relationship manager for new and existing clients.
- Focus on generating, managing, and servicing a portfolio of clients.
- Responsible for generating, retaining, and expanding business in loan and deposit products, investment and trust referrals, and commercial business referrals.
- Responsible for credit analysis and proper loan structuring.
- Responsible for maintaining 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.
- Requires a Bachelor's degree and 4+ years of experience in lending, sales, banking products, and services, or other directly related experience.
- Must have series 7, 63, and 65 licenses.
- Extensive knowledge of banking, commercial lending, mortgages, investments, trusts, affinity, and insurance products and services.
- Ability to display sound judgment.
- Strong 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.
- Strong 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.
- Local leadership and support.
- Medical, dental, and vision insurance - starting on day one.
- Life and disability insurance, paid parental leave, and adoption assistance.
- Health savings, flexible spending, and dependent care accounts.
- Paid training, paid time off (PTO), and 11 paid federal holidays, and any applicable state holidays.
- 401(k) plan with company match, profit sharing, and competitive compensation in line with work experience.
- Mental health benefits, including coaching and therapy sessions.
- Tuition reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year.
- Employee ambassador preferred banking products.
This position is eligible to earn a base salary in the range of $130,000 - $180,000 annually, depending on job-related factors such as level of experience and location.
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