Private Banking Relationship Manager

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 Bank Relationship Manager in San Diego, 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.  

• Must have experience managing high net worth client relationships.

• Seeking highly seasoned financial industry expert capable of handling complex, wealth, and relationship management issues, providing council and expert advice. 

• Must have excellent relationship management, networking and business development skills. 

• 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\: 

• Requires a Bachelor's and 6-8+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. 
• Must have series 7, 63, 65 (or 66 instead of 63 & 65) and 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. 

Benefits\:  

• 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 

This position is eligible to earn a base salary in the range of $147,000 - $196,000 depending on job-related factors such as level of experience. 

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 Bank Relationship Manager in San Diego, 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.  

• Must have experience managing high net worth client relationships.

• Seeking highly seasoned financial industry expert capable of handling complex, wealth, and relationship management issues, providing council and expert advice. 

• Must have excellent relationship management, networking and business development skills. 

• 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\: 

• Requires a Bachelor's and 6-8+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. 
• Must have series 7, 63, 65 (or 66 instead of 63 & 65) and 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. 

Benefits\:  

• 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 

This position is eligible to earn a base salary in the range of $147,000 - $196,000 depending on job-related factors such as level of experience.