Junior Relationship Manager

2 weeks ago

Beverly Hills, CA, United States Patriot Bank, N.A. Full time

This role requires a unique combination of client-facing finesse, operational precision, and hospitality awareness. The Junior Relationship Manager will ensure both the financial and experiential excellence that define Patriot Bank's private-client standard, serving as an indispensable extension of the Office of the President and the Bank's brand in Beverly Hills.

As a Junior Relationship Manager within the Office of the President at Patriot Bank, you will play an integral role in supporting the bank's high-net-worth (HNW) and Founder Client segment. This position is based in our Beverly Hills office and combines relationship management, client service, and executive support to ensure a seamless, white-glove experience for our most valued clients. You will work closely with the Vice President, Office of the President, senior Relationship Managers, and executive leadership to anticipate client and executive needs, coordinate banking and lending activities, and uphold the highest service and presentation standards within the client environment.

Client Relationship & Banking Support

  • Assist in maintaining and expanding relationships with HNW clients and House Accounts through proactive communication and exceptional service.
  • Support the Vice President and senior Relationship Managers in onboarding new clients by coordinating documentation and workflow with Deposit Operations, Lending, and Credit.
  • Serve as a professional point of contact for clients, addressing inquiries, coordinating transactions, collecting documents for loan underwriting, and escalating issues appropriately.
  • Assist with property-related site visits or assessments as needed to support lending and relationship management.
  • Collaborate with internal teams (Deposit Operations, Lending, Credit, Compliance) to deliver integrated client solutions and ensure a consistent service experience.
  • Participate in initiatives led by the Office of the President to refine HNW service models, operational efficiency, and client engagement strategies.
Client & Executive Experience - Beverly Hills Office
  • Lead the Beverly Hills office's concierge and client-experience efforts, maintaining an environment that embodies the Bank's private-client standard.
  • Proactively manage meeting and lounge readiness, coordinating all hospitality details to ensure a discreet, seamless, and elevated experience for executives and founder clients.
Requirements
  • Bachelor's degree required.
  • 2-4 years of experience in banking, wealth management, or client service; exposure to high-net-worth clients or private banking strongly preferred.
  • Strong interpersonal and relationship-building skills; confident engaging with affluent clients, executives, and external advisors (CPAs, attorneys, real estate professionals).
  • Working knowledge of banking and lending fundamentals; ability to learn credit and wealth-management concepts quickly.
  • Exceptional communication (verbal and written), organizational, and follow-through skills.
  • High degree of professionalism, discretion, and judgment when handling sensitive client and institutional information.
  • Ability to manage multiple priorities in a fast-paced, dynamic environment with poise and accuracy.
  • Proficiency with Microsoft Office (Excel, PowerPoint, Word); comfort learning new systems and banking platforms.
Schedule
  • Full-time position
  • Monday - Friday (40 hrs/wk)
Benefits
  • 401K
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Health Savings Account
  • Flexible Spending Account
  • Employee Assistance Program
  • Paid Time Off

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