Private Banking Relationship Manager - San Francisco or Menlo Park, CABankTalent HQ • Palo Alto, CA, United States
Private Banking Relationship Manager - San Francisco or Menlo Park, CA
BankTalent HQ • Palo Alto, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Requires a Bachelor's and 6+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. This position requires Series 7, 63, 65 & California Life Insurance licenses. Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Ability to display sound judgment. Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Excellent interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Advanced computer skills including word processing and spreadsheet software. Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Private Banking Relationship Manager in San Francisco or Menlo Park, CA . This role acts as the principal account and relationship manager for new and existing clients.
Essential Functions
- Acts as the principal account and relationship manager for new and existing clients.
- Focuses on generating, managing and servicing a portfolio of clients.
- Responsible for generating, retaining and expanding business in one or more of the following areas : loan and deposit products, investment and trust referrals, commercial business referrals.
- Responsible for credit analysis and proper loan structuring.
- Responsible for maintaining a high level of client satisfaction.
- Develops and follows up on new client leads through existing clients, referrals from other bank departments and divisions.
- Calls on existing relationships to review portfolios and makes recommendations as needed.
- Other duties as assigned.
Qualifications
Benefits
This position is eligible to earn a base salary in the range of $123,000 - $181,000 depending on job-related factors such as level of experience.
#J-18808-Ljbffr
[job_alerts.create_a_job]
Private Banking Relationship Manager • Palo Alto, CA, United States
[internal_linking.related_jobs]
Application Deadline : 01 / 30 / 2026 Address : 890 N.Job Family Group : Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier ...[show_more]
The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables a...[show_more]
Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking ex...[show_more]
The world of payment processing is rapidly evolving, and businesses are looking for loyal and strategic partners to help them grow.
The Canadian fintech company accelerating the business of clients ...[show_more]
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...[show_more]
A US-based fintech company is looking for a candidate to maintain CEO / CFO relationships with enterprise-level customers and drive new customer acquisition.
The ideal applicant should have 1-5 years ...[show_more]
Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West.
Our teams of experienced, mult...[show_more]
A financial services institution is seeking a Group Director to lead client services, manage banking operations, and drive business development.
The ideal candidate must have a minimum of 10 years i...[show_more]
Analyst SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the are...[show_more]
Bank Of America Financial Center Representative.At Bank Of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...[show_more]
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right t...[show_more]
Every day Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit debit prepaid and merchant services.Our worldwide...[show_more]
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...[show_more]
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...[show_more]
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...[show_more]
Commercial Banking Loan Analyst.Analyzes credit information to support lending decisions and processes for new and existing commercial banking loans and credit solutions in an assigned portfolio of...[show_more]
Stellantis Financial Services (SFS) is the new captive finance company for one of the worlds leading automakers and a mobility provider with iconic brands including Abarth Alfa Romeo Chrysler Citro...[show_more]
Principal Relationship Manager, Commercial (Emerging Middle Market).Be among the first 25 applicants.BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressi...[show_more]
Senior Premier Relationship Manager
BMO Financial • San Jose, CA, United States
[job_card.part_time]
[last_updated.last_updated_30] • [promoted]
Senior Relationship Banker
Tech CU • Cupertino, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Relationship Banker
East West Bancorp • Pleasanton, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Relationship Manager
Nuvei • San Jose, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Branch Relationship Banker - Fremont, CA
BankTalent HQ • Fremont, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Enterprise Trade Finance Relationship Manager
Drip Capital Inc. • Palo Alto, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Associate Banker
East West Bank • Fremont, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Group Director : Private Banking Growth Leader
Flagstar Bank • Palo Alto, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Wealth Relationship Manager - San Jose, CA (Eastridge)
Citigroup Inc. • San Jose, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Relationship Banker - Monterey Bay Valley area
Bank of America • Scotts Valley, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Relationship Banker - South San Jose Market - San Jose, CA
Chase • Campbell, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Relationship Manager
Global Payment Holding Company • Palo Alto, California, USA
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Relationship Consultant 2 (Banker) - Bayfair - San Leandro, CA
California Staffing • San Leandro, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Private Client Banker - Mountain View Branch - Mountain View, CA
JPMorgan Chase • Mountain View, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Private Client Banker - Mountain View Branch - Mountain View, CA
JPMorgan Chase Bank, N.A. • Mountain View, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
AVP, Portfolio Manager - Commercial Banking Religious Institutions
Bmo • San Ramon, CA, US
[job_card.part_time]
[last_updated.last_updated_30] • [promoted]
Dealer Relationship Manager
Stellantis Financial Services • San Jose, California, USA
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Principal Relationship Manager, Commercial (Emerging Middle Market)
BMO U.S. • San Jose, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]