Senior Relationship Manager

4 days ago

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

At CalPrivate Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our client-facing team, you will be responsible for developing and managing a portfolio of Bank clients in a designated market area.

Key Responsibilities:
  • Develop and manage a portfolio of clients ranging from credits to 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 as needed.
  • Build strong relationships with referral sources, centers of influence, etc.
  • Work with business development staff, lenders, and underwriters to structure loans.
  • Respond to client inquiries in a professional and knowledgeable manner.
BSA/AML/Compliance Responsibilities:

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML.

The employee will have the 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 five years of banking experience, including business development and relationship management skills.
  • Knowledge of Bank policies and procedures and regulatory compliance.
  • Ability to effectively sell bank products and services.
  • Possesses credibility and professionalism when working with clients.
  • Ability to close business.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.

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