Private Bank Relationship Manager

    Published
    September 17, 2019
    Location
    San Jose, CA
    Category
    Job Order #
    2181
    Recruiter Name
    Linda Noland
    Company
    Stone and Associates

    Description

    Join a successful Private Banking team in San Jose as a Relationship Manager. You'll lead with credit and be the quarterback on the team as you partner with internal specialists in wealth management, trust and estate planning, etc.

    This is a bifurcated role, so you'll have plenty of time to leverage your external centers of influence (COIs) and focus on marketing and networking to HNWI. You'll have plenty of credit support so you can be mobile.

    Bachelor's Degree
    Formal Commercial Credit Training
    Successful track record of bringing new clients to the bank
    7+ years of experience

    Qualifications:
    • Bachelor's degree in Accounting, Finance, or Business.
    • 7 years commercial lending experience.
    • 7 years managing a portfolio of clients
    • 7 years financial sales experience
    • Completion of a Commercial Credit Training Program

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