CalPrivate Bank
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Relationship Manager
role at
CalPrivate Bank 1 week ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
CalPrivate Bank This range is provided by CalPrivate Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$125,000.00/yr - $165,000.00/yr Additional compensation types
Annual Bonus and Commission Direct message the job poster from CalPrivate Bank VP Talent Acquistion & Employee Retention
Job Summary Builds, develops and manages a portfolio of clients in market area. Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times.
Senior Relationship Manager responsible for developing and managing more complex banking relationships. Duties and Responsibilities Develops and manages a portfolio of clients ranging from credits to deposit only relationships. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships. Provides financial advice to clients and identifies and sells appropriate bank products and services as needed. Builds strong relationships with referral sources, centers of influence, etc. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed . 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 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 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 and current commercial/business 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 clients. Ability to close business. Customer Focus Technical Skills Problem Solving Judgment Teamwork Composure Strong Verbal and Written Communication Skills Quality and Accuracy of Work Physical Dema nds Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Sales and Customer Service Industries Banking Referrals increase your chances of interviewing at CalPrivate Bank by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Relationship Manager jobs in
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Relationship Manager
role at
CalPrivate Bank 1 week ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
CalPrivate Bank This range is provided by CalPrivate Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$125,000.00/yr - $165,000.00/yr Additional compensation types
Annual Bonus and Commission Direct message the job poster from CalPrivate Bank VP Talent Acquistion & Employee Retention
Job Summary Builds, develops and manages a portfolio of clients in market area. Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times.
Senior Relationship Manager responsible for developing and managing more complex banking relationships. Duties and Responsibilities Develops and manages a portfolio of clients ranging from credits to deposit only relationships. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships. Provides financial advice to clients and identifies and sells appropriate bank products and services as needed. Builds strong relationships with referral sources, centers of influence, etc. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed . 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 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 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 and current commercial/business 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 clients. Ability to close business. Customer Focus Technical Skills Problem Solving Judgment Teamwork Composure Strong Verbal and Written Communication Skills Quality and Accuracy of Work Physical Dema nds Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Sales and Customer Service Industries Banking Referrals increase your chances of interviewing at CalPrivate Bank by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Relationship Manager jobs in
Newport Beach, CA . Sales, Artistry & Education Account Executive- Orange County, CA
Santa Ana, CA $90,000.00-$100,000.00 1 month ago Business Relationship Manager I - Officer
Retail Account Executive - SoCal (OC or LA Based)
Account Executive (remote anywhere in the USA)
Irvine, CA $120,000.00-$160,000.00 3 days ago Newport Beach, CA $50,000.00-$100,000.00 6 days ago Wealth Relationship Manager - Tustin Ranch
Irvine, CA $83,920.00-$125,880.00 5 days ago Relationship Manager - Middle Market Healthcare
Newport Beach, CA $150,000.00-$225,000.00 2 weeks ago Long Beach, CA $113,275.00-$239,775.00 2 weeks ago Major Account Executive - Orange County, CA
Orange County, CA $69,000.00-$110,000.00 2 weeks ago Newport Beach, CA $10.00-$50.00 4 hours ago Irvine, CA $100,000.00-$200,000.00 3 days ago JPMorgan Private Client Relationship Manager – Irvine, CA
SVP, Relationship Manager - Orange County
Irvine, CA $146,900.00-$179,500.00 2 days ago Irvine, CA $137,300.00-$167,800.00 34 minutes ago Jr Account Executive/ Account Executive Orange County
Orange County, CA $110,000.00-$185,000.00 5 days ago SVP, Relationship Manager - Orange County
Santa Ana, CA $68,000.00-$90,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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