CalPrivate Bank
CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.
Overview Job Title: Relationship Manager / Sr. Relationship Manager
Department: Branch Operations / Lending
Reports To: Market President or Chief Banking Officer
FLSA Status: EXEMPT
Job Summary
Develops and manages a portfolio of Bank 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.
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 inquiries in a professional and knowledgeable manner. Performs other duties as assigned or needed.
BSA / AML / Compliance
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 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.
Competencies
Sales Effectiveness
Persuasive Skills
Customer Focus
Technical Skills
Problem Solving
Planning / Organizing
Judgment
Team Work
Composure
Strong Verbal and Written Communication Skills
Quality and Accuracy of Work
Physical Demands
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
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Overview Job Title: Relationship Manager / Sr. Relationship Manager
Department: Branch Operations / Lending
Reports To: Market President or Chief Banking Officer
FLSA Status: EXEMPT
Job Summary
Develops and manages a portfolio of Bank 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.
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 inquiries in a professional and knowledgeable manner. Performs other duties as assigned or needed.
BSA / AML / Compliance
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 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.
Competencies
Sales Effectiveness
Persuasive Skills
Customer Focus
Technical Skills
Problem Solving
Planning / Organizing
Judgment
Team Work
Composure
Strong Verbal and Written Communication Skills
Quality and Accuracy of Work
Physical Demands
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
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