Quick overview
Job description
Premier Relationship Manager
Sacramento, CA
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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