| Location: |
CA-Los Angeles
West Coast (CA, OR, WA, AK & HI) |
| Salary Range: |
175,000 - 200,000 |
| Bonus & Incentives: |
|
| Position Responsibilities: |
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: |
Bachelors |
| Mandatory Minimum Qualifications: |
10+ years of Private/Corporate Banking Experience |
| Preferred Qualifications: |
Series 7 & 65 Licensed, CA Life & Health Licensed |
| Additional Comments: |
Only candidates from Private/Corporate Banking |
| Benefits: |
STD
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Yes |
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