Senior Private Relationship Manager - Los Angeles, CA

Private Banking Relationship Manager in Los Angeles, CA.

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 loan and deposit products, investment and trust referrals, commercial business referrals.

Responsible for credit analysis and proper loan structuring.

Maintain a high level of client satisfaction.

Develop and follow up on new client leads through existing clients, referrals from other bank departments and divisions.

Call on existing relationships to review portfolios and make recommendations as needed.

Other duties as assigned.

Qualifications

Requires a Bachelor's degree and 10+ years’ experience with lending, sales, banking products and services, or other directly related experience.

Requires Series 7, 63, 65 and 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.

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 $168,000-205,000 depending on job‑related factors such as level of experience.

Req ID:

070341

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

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