Private Banking Relationship Manager

Private Banking Relationship Manager

Mechanics Bank is currently searching for a Private Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Beverly Hills Branch.

As a Private Banking Relationship Manager, you will be responsible for developing high net worth private client relationships and providing a full complement of banking and financial services, including residential mortgages, business lines of credit, other credit facilities, deposits and investment management for our clients. You will acquire clients by networking with your community, professional service firms and real estate brokers to build relationships and a referral network to provide superior service and help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank's business in a team environment.

What you will be doing :

• Service - Be the single point of contact for clients and run point on all inquiries and requests, ensuring they are handled in a timely manner while providing outstanding service to build long lasting relationship and gather referrals.
• Growth - Responsible for growing deposits and using credit facilities to attract private banking cliental. Having a deep understanding of credit, underwriting, pricing, risk, and treasury management products. Knowledge of local real estate markets, rates and current economy. Reporting progress on pipeline tracker and meeting regularly with leadership about prospects.
• Collaboration - Work and build relationship with internal partners from all lines of business within the bank to expand on cross selling and providing clients with the necessary financial tools and products.
• Marketing - Align with local associations, networking groups and COI's to market yourself and the bank. Attend events and functions where high net worth individuals and professional services are the target audience.
• Team - Work with other private bankers on client interaction, attend client calls with other private bankers and learn processes to develop a understanding of the private bank. Assist with the training and development of less experienced members of the team.

Who you are :

Salary Range : $120,000-193,500 annually

Eligible for commission / incentive plans

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes :

Final compensation package will be determined by the work experience, education, and / or skill level of the applicant along with internal equity and alignment with geographic market data.