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Columbia Bank
Columbia Bank
1 001 – 5 000 Darbuotojai
„Columbia Bank“ yra bankininkystės organizacija, teikianti klientams finansinius produktus ir paslaugas. Šis įmonės profilis yra atspirties taškas norint susipažinti su „Columbia Bank“ ir galimomis dabartinėmis karjeros galimybėmis jos komandose.
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Darbai įmonėje

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.

USJungtinės ValstijosAZArizonaCAKalifornija
129 000 $ – 238 000 $ / metai
Darbas vietojeVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųKlientų vadybininkasPardavimai

Aprašymas

  • 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.

Reikalavimai

  • 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.

Privalumai

  • 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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