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.