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9126 Private Banking Regional Manager Job

Location: CA-Los Angeles  
West Coast/Northwest (CA, OR, WA, AK & HI)
Salary Range: 200,000 - 200,000
Total Compensation: 250,000 - 250,000
Job Description: Manages a team of Private Bankers responsible for managing simple to moderately complex banking relationships with high net worth customers. Assigns accounts and ensures relationships are managed according to customer objectives and company policy/procedures. Analyzes financial, tax and credit needs of customers, monitors customers changing needs and recommends strategies that utilize company products/services. Manages cross-sale ratios and account retention within team and develops new business through existing customer base and interaction with external resources. Manages staff levels including selection and development of staff. May act as Private Banker for a portfolio of complex relationships.
Education and Certifications/Licenses: University - Bachelor's Degree/3-4 Year Degree, None, None
Mandatory Minimum Qualifications: 10+ years of Private/Corporate Banking Experience
Preferred Qualifications: Series 7 & 65 Licensed, CA Life & Health Licensed
Benefits: STD
Overnight Travel: None Listed
Relocation Assistance: Y
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