Patriot Bank, N.A. · 2 months ago
Junior Relationship Manager
Beverly Hills, CA
Full-time
Onsite
Entry Level
2+ years expPatriot Bank, N.A. is seeking a Junior Relationship Manager to support their high-net-worth clients in Beverly Hills. This role involves client relationship management, operational support, and ensuring a premium experience for valued clients.
BankingFinancial ServicesInformation Services
Responsibilities
Assist in maintaining and expanding relationships with HNW clients and House Accounts through proactive communication and exceptional service
Support the Vice President and senior Relationship Managers in onboarding new clients by coordinating documentation and workflow with Deposit Operations, Lending, and Credit
Serve as a professional point of contact for clients, addressing inquiries, coordinating transactions, collecting documents for loan underwriting, and escalating issues appropriately
Assist with property-related site visits or assessments as needed to support lending and relationship management
Collaborate with internal teams (Deposit Operations, Lending, Credit, Compliance) to deliver integrated client solutions and ensure a consistent service experience
Participate in initiatives led by the Office of the President to refine HNW service models, operational efficiency, and client engagement strategies
Lead the Beverly Hills office’s concierge and client-experience efforts, maintaining an environment that embodies the Bank’s private-client standard
Proactively manage meeting and lounge readiness, coordinating all hospitality details to ensure a discreet, seamless, and elevated experience for executives and founder clients
Qualification
Required
Bachelor's degree required
2-4 years of experience in banking, wealth management, or client service; exposure to high-net-worth clients or private banking strongly preferred
Strong interpersonal and relationship-building skills; confident engaging with affluent clients, executives, and external advisors (CPAs, attorneys, real estate professionals)
Working knowledge of banking and lending fundamentals; ability to learn credit and wealth-management concepts quickly
Exceptional communication (verbal and written), organizational, and follow-through skills
High degree of professionalism, discretion, and judgment when handling sensitive client and institutional information
Ability to manage multiple priorities in a fast-paced, dynamic environment with poise and accuracy
Proficiency with Microsoft Office (Excel, PowerPoint, Word); comfort learning new systems and banking platforms
Benefits
401K
Health Insurance
Dental Insurance
Vision Insurance
Health Savings Account
Flexible Spending Account
Employee Assistance Program
Paid Time Off
Company
Patriot Bank, N.A.
Patriot Bank is a leading community and commercial bank headquartered in Stamford, CT with branches in Fairfield and New Haven Counties in Connecticut and in Westchester County in New York.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$10.66M2025-06-05Post Ipo Equity· $10.66M
1994-09-09IPO
Leadership Team
Steven Sugarman
President and CEO
Recent News
Patriot National Bancorp Inc.
2025-10-31
Company data provided by crunchbase