Bank of Marin · 2 hours ago
Relationship Officer
Corte Madera, CA
Full-time
Onsite
Mid, Senior Level
$69K/yr - $89K/yr
3+ years expBank of Marin, voted by employees as one of the 'Best Places to Work' in the North Bay Business Journal, is seeking a Relationship Officer for their Corte Madera branch. The role involves assisting management in achieving sales goals for small business products, managing relationships, and promoting the Bank's services to meet customers' financial needs.
BankingConsultingWealth Management
Responsibilities
Ensure compliance with Bank’s policies and procedures
Responsible for identifying potential private banking prospects and introducing and referring these prospects to the Private Banker
Responsible for leading and directing all business product campaigns/promotions the Bank rolls out, including but not limited to cash management, business loans/lines of credit, Pentegra, and Business DDA
Generate and screen leads following Bank’s policies and procedures to attain new business relationships and product sales (10% of the time)
Call and visit target customers to promote and sell Bank’s products and services (10% of the time)
Promote and cross-sell other Bank’s products and services as appropriate
Assist the Retail Bankers by providing legendary customer service to existing private banking clients in the Banker's absence
Provide back up to branch walk-in sales business
May provide training to junior sales personnel
Other duties may be assigned
Qualification
Required
3 – 5 years related experience and/or training
Generally, recommend 5-7 years previous bank sales experience (or) mastery of all Financial Services Officer functions
Bachelor's degree (B.A.) from four-year college or university; or equivalent combination of experience and/or training
Benefits
Comprehensive health care coverage
A retirement savings plan with employer matching opportunity
Bank paid employee stock ownership plan
Tuition reimbursement
Employee volunteer program
Company
Bank of Marin
Bank of Marin is the community and business bank in Marin County with 21 offices in Marin, San Francisco, Napa, Sonoma and Alameda.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$45M2025-11-19Post Ipo Debt· $45M
1999-12-31IPO
Leadership Team
Misako Stewart
Executive Vice President and Chief Credit Officer
Recent News
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2025-11-05
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