Private Banking Manager jobs in California

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Jr. Relationship Manager
  • Sumitomo Mitsui Banking Corporation
  • Los Angeles, CA FULL_TIME
  • SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.


    In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.


    The anticipated salary range for this role is between $94,500.00 and $116,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

    JOB SUMMARY

    The Relationship Manager will be responsible for assisting in driving business development sale as well as monitoring the quality of new and existing portfolios. They will help coordinate with SMBC (Americas & Asia) and other referral sources to bring in and deepen the relationship of assigned customers and prospects. Assist in managing the overall relationship profitability and portfolio risk and providing a positive experience to customers and colleagues while operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

    PRINCIPAL DUTIES & RESPONSIBILITIES

    • Assist in achieving sales goals and contributing to the growth of Bank loan and deposit portfolio.
    • This position requires a strong understanding of Deposit Accounts, Services and Products.
    • Work with product partners (Middle Office, Portfolio Managers, Cash Management Sales, International, Treasury, etc..) to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
    • Ensure that customer relationships are managed to maximize the opportunity for the Bank, while considering risk and customer needs.
    • Work with other Relationship Managers to identify and develop profitable new client relationships by leveraging centers of influence, existing clients & referral sources.
    • Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
    • Attend community and industry specific conferences and/or meetings to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and competitive landscape.
    • May require business trips within and/or outside of the state of California.

    POSITION SPECIFICATION

    • Bachelor’s degree or equivalent
    • 3 to 6 years in banking or financial services industries experience
    • 1 to 2 years in business development/Sales experience
    • Fluent in one of the following languages: Japanese (Verbal and Written)
    • Excellent verbal and written communication skills.
    • Experience with Business & Personal Deposit Accounts, Products such as Foreign Exchange, online banking, business lending, cash management, etc.
    • Experience with new accounts and documentation requirements.
    • Considerable understanding of Financial Statements, Business and Personal Tax Returns.

    Preferable

    • Knowledge of Trade Finance

    SMBC’s employees participate in a hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process.


    We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

  • 19 Days Ago

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Risk Program Credit Card Oversight Manager (Remote)
  • Sumitomo Mitsui Banking Corporation
  • UNKNOWN, CA FULL_TIME
  • Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close-knit and fun-loving team of seasoned financial services professionals w...
  • 18 Days Ago

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Private Banking Officer II
  • City National Bank
  • Walnut Creek, CA FULL_TIME
  • PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY?Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operatio...
  • 14 Days Ago

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Marketing Manager (Hybrid)
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • Los Angeles, CA FULL_TIME
  • ABOUT THE ORGANIZATIONSMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, whol...
  • 6 Days Ago

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Privacy Compliance Manager (Remote)
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • Los Angeles, CA FULL_TIME
  • Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close-knit and fun-loving team of seasoned financial services professionals w...
  • Just Posted

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Sr. Relationship Manager
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • Los Angeles, CA FULL_TIME
  • ABOUT THE ORGANIZATIONSMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, whol...
  • 24 Days Ago

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Financial Associate
  • Wintrust Financial
  • Delafield, WI
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/12/2024 12:00:00 AM

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Financial Advisor
  • Wintrust Financial
  • Chicago, IL
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/12/2024 12:00:00 AM

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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Buffalo, NY
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM

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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Pittsburgh, PA
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM

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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Albany, NY
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM

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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Syracuse, NY
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM

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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Rochester, NY
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM

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SVP, Private Banker
  • NexBank
  • Dallas, TX
  • Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
  • 6/10/2024 12:00:00 AM

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$198,205 to $282,242

Private Banking Manager in Columbus, OH
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Private Banking Manager in Troy, NY
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