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Columbia Bank · 2 weeks ago

Sr Private Bank Relationship Manager

Irvine, CA

Full-time

Onsite

Senior Level, Lead/Staff

$129K/yr - $238K/yr

10+ years exp

Columbia Bank is seeking a Sr Private Bank Relationship Manager who will focus on business development and maintaining relationships with high-net-worth clients. The role involves managing client portfolios, providing tailored financial advice, and ensuring compliance with bank regulations.

BankingFinanceFinancial Services

Responsibilities

Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients

Primary role is to pursue business development opportunities, must be self-driven individual who excels at new business and lead generation

Build teams around clients and relationships by partnering with product specialists to ensure comprehensive financial advice and planning

Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners

Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services

Manage relationships by leading the client team in the planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets

Analyze the financial needs of clients and monitor their ongoing financial and personal circumstances to make suggestions or act accordingly

Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client’s lead or sole provider

Work with the Client Team to ensure preparation of all presentation and review materials

Keep current on client’s financial information while ensuring that clients understand the solutions being provided

Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit team when there is a borrowing relationship

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description

May be asked to coach, mentor, or train others and teach coursework as subject matter expert

Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words

Takes personal initiative and is a positive example for others to emulate

Embraces our vision to become “Business Bank of Choice”

May perform other duties as assigned

Qualification

Business developmentRelationship managementWealth managementCredit analysisEstate planningTax planningInvestment managementPortfolio managementPublic speakingCoachingCommunity involvementCompliance knowledgeTeam collaborationCommunication skillsInitiative

Required

Bachelor's Degree or equivalent professional financial experience

More than 10 years of experience in the financial services industry

This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements

This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only

Extensive credit and analytical skills with ability to manage the most complex portfolios and knowledge of bank products and services

Involved in community organizations

Ability to train and present to small and large audiences of senior and executive level professionals

Proven business development, relationship and portfolio management, private banking, and wealth management skills

Intermediate estate planning, tax, advanced investment management skills

Occasional travel