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Sr. Private Banking Relationship Manager
Zions Bancorporation
Irvine, CA, United States
Job Details - this job has expired, please see similar jobs below
Description
California Bank and Trust, a leader amongst banks in California with over $10 billion in assets and nearly 100 branch offices in the state, is currently seeking a Private Banking Relationship Manager to generate and manage the servicing of high net worth portfolios. California Bank & Trust prides itself on creating California’s best banking relationships and to do this we must continue to build a team of intelligent contributors who can add value to our clients’ businesses and build deep roots in the communities we serve.
Position Responsibilities:
• This position focuses on generating, managing and servicing a portfolio of high net worth clients.
• Responsible for generating, retaining and expanding business in the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
• Develops and follows-up on new client leads through existing clients, referrals from other bank departments and centers of influence.
• This position requires strong sales, self-management, credit analysis, proper loan structuring, applicant interviewing, perceptive character judgment, knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
Qualifications
• Bachelor's degree
• 5+ years experience with lending, sales, banking products and services, or other directly related experience.
• A combination of education and experience may meet requirements.
• Advanced knowledge of investments, trust, commercial lending, mortgage, affinity and insurance.
• Must be independent and display sound judgment. interpersonal communication skills and commitment to a high degree of service quality.
• Intermediate word processing and spreadsheet software experience is required.
Benefits:
• Health/ Dental /Vision plan
• 401 k plan with up to 5 % matching – no waiting period for new employees
• Competitive pay commensurate with experience
• Promotional Opportunities
• Stable Employer