Premier Relationship Manager

Management Recruiters of Spokane

  • Sacramento, California
  • 30+ days ago

    Highlights

    This position is responsible for developing deposit and lending relationships with clients; promoting business for the Bank through relationship-building opportunities; maintaining good client relations and referring clients to appropriate staff for new services. The Relationship Manager demonstrates expertise in financial services and acts as a knowledgeable resource for the Bank's most valued clients and potential clients in this area.

    Numbers & Facts

    LocationSacramento, California

    Description

    Premier Relationship Manager

    WFH Flexible • Sacramento, CA • Premier Banking

    Job Type

    Full-time

    Description

    The Premier Relationship Manager manages a deposit and loan portfolio for high-net-worth consumer and commercial clients. The Relationship Manager demonstrates expertise in financial services and acts as a knowledgeable resource for the Bank's most valued clients and potential clients in this area. This position is responsible for developing deposit and lending relationships with clients; promoting business for the Bank through relationship-building opportunities; maintaining good client relations and referring clients to appropriate staff for new services. This position is responsible for providing exceptional service to the Bank’s high-value clients facilitating ease of doing business and enhancing the client experience.

    Requirements

    • Three years of proven and progressive business development and sales experience in the banking/financial services industry - acquired through experience in premier/private banking positions.
    • Comprehensive knowledge of financial services and products as well as operations and security policies, practices, and procedures.
    • Expert knowledge of cash management services and lending solutions.
    • Mortgage loan origination experience is strongly preferred.
    • NMLS registration is strongly preferred.
    • A notary license is strongly preferred.

    Required Education:

    Bachelor's degree in business and/or finance from an accredited college or equivalent work experience.


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