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Columbia Bank
Columbia Bank
1,001 – 5,000 Employees
Columbia Bank is a banking organization serving customers through financial products and services. This company profile provides a starting point for exploring Columbia Bank and any current career opportunities associated with its teams.
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Senior Private Bank Relationship Manager – Irvine, CA

Lead private banking relationships for high-net-worth clients at Columbia Bank in Irvine. Drive wealth planning, credit, investment, and business development strategies tailored to client needs.

USUnited StatesAZArizonaCACalifornia
$129,000 – $238,000 / year
On-siteFull-timeSeniorEnglish RequiredAccount ManagerSales

Description

  • Build and expand relationships with high-net-worth private banking clients through targeted business development.
  • Source new opportunities and cultivate qualified leads.
  • Collaborate with product specialists to assemble client teams and deliver comprehensive financial guidance.
  • Generate relationships through referrals, community engagement, Centers of Influence, and internal partnerships.
  • Evaluate client goals and recommend solutions spanning investments, trust and wealth transfer, credit, deposits, and related services.
  • Direct client teams through planning, solution delivery, and recurring relationship reviews.
  • Maintain regular, personal communication with clients and internal stakeholders.
  • Keep clients informed about relevant financial market developments.
  • Review client finances and track changes in their ongoing personal and financial circumstances.
  • Uncover additional needs among existing clients and coordinate internal resources to serve as the primary provider.
  • Oversee the preparation of client presentations and review documentation.
  • Keep client financial records current and clearly explain recommended solutions.
  • Coordinate with clients and risk functions, including Credit for borrowing relationships.
  • Follow applicable banking regulations, internal policies, procedures, and required training.
  • Maintain practical knowledge of the Bank Secrecy Act, Regulations CC and E, Bank Security requirements, and other applicable rules.
  • Coach, mentor, and train colleagues or deliver subject-matter coursework when requested.
  • Support Columbia Bank’s corporate culture and model its values in daily work.
  • Complete other responsibilities assigned by the bank.

Requirements

  • Bachelor’s degree or equivalent professional experience in financial services.
  • More than 10 years of financial services industry experience.
  • Ability to register as a Mortgage Loan Originator under SAFE Act requirements.
  • This role is limited to acting as a bank MLO for open-ended transactions.
  • Advanced credit and analytical capability, including management of complex portfolios.
  • Working knowledge of banking products and services.
  • Active involvement in community organizations.
  • Ability to train and present to small and large groups of senior and executive professionals.
  • Demonstrated expertise in business development, relationship management, portfolio management, private banking, and wealth management.
  • Intermediate estate planning and tax knowledge, along with advanced investment management skills.
  • Willingness to travel occasionally.
  • Master’s degree preferred.
  • Preferred credentials include CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS, or AWMA.
  • Preferred securities registrations include Series 7 and 66, or Series 7 with Series 63 and 65.
  • Insurance license preferred.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k) retirement plan with employer matching for eligible associate contributions.
  • Employee assistance program.
  • Life insurance coverage.
  • Disability insurance.
  • Tuition assistance.
  • Mental health resources.
  • Identity theft protection.
  • Legal support services.
  • Auto and home insurance options.
  • Pet insurance.
  • Online employee discount marketplace.
  • Paid vacation, sick leave, volunteer days, and holidays.
  • Performance-based incentive compensation may be available.

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