Private Banking Relationship Manager

Overview

Mechanics Bank is currently searching for a Private Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Beverly Hills Branch.

As a Private Banking Relationship Manager, you will be responsible for developing high net worth private client relationships and providing a full complement of banking and financial services, including residential mortgages, business lines of credit, other credit facilities, deposits and investment management for our clients. You will acquire clients by networking with your community, professional service firms and real estate brokers to build relationships and a referral network to provide superior service and help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank's business in a team environment.

What you will be doing

• Service - Be the single point of contact for clients and run point on all inquiries and requests, ensuring they are handled in a timely manner (within our SLA) while providing outstanding service to build long lasting relationships and gather referrals.
• Growth - Responsible for growing deposits and using credit facilities (single family, business LOC, CRE, multifamily, personal LOC) to attract private banking clientele. Have a deep understanding of credit, underwriting, pricing, risk, and treasury management products. Knowledge of local real estate markets, rates and current economy. Reporting progress on pipeline tracker and meeting regularly with leadership about prospects.
• Collaboration - Work and build relationships with internal partners from all lines of business within the bank to expand cross selling and provide clients with the necessary financial tools and products.
• Marketing - Align with local associations, networking groups and COIs to market yourself and the bank. Attend events and functions where high net worth individuals and professional services are the target audience.
• Team - Work with other private bankers on client interaction, attend client calls with other private bankers and learn processes to develop an understanding of the private bank. Assist with the training and development of less experienced members of the team.

Who you are

Salary Range : $120,000-193,500 annually

Eligible for commission / incentive plans

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes :

Final compensation package will be determined by the work experience, education, and / or skill level of the applicant along with internal equity and alignment with geographic market data.

Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

Please view Equal Employment Opportunity Posters provided by OFCCP here.

To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

California Privacy Policy for Prospective Employees | Mechanics Bank

The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

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