Senior Private Banking Relationship Manager
Banc of California
BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!THE OPPORTUNITY
Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. How You’ll Make a Difference Develops and manages a portfolio of primarily privately-held business clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue. Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients. Builds strong relationships with referral sources, centers of influence, etc. Structures and underwrites credits jointly with Loan Portfolio Managers. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary. Assumes responsibility for various department functions in the absence of staff members or in overload situations Follow all established policies and procedures. Perform other duties and projects as assigned. What You’ll Bring Bachelor’s degree from an accredited College or University or equivalent work experience. A minimum of twelve years’ experience in sales or relationship management Experience in commercial and other related forms of lending and portfolio products preferred Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs Excellent organizational and time management skills Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to make decisions that have significant impact on the immediate work unit Ability to organize thoughts and ideas into understandable terminology Ability to organize and prioritize own work schedule on a short-term and long-term basis Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations Ability to work with little to no supervision while performing duties How We’ll Support You Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.SALARY RANGE
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. #J-18808-Ljbffr Banc of CaliforniaVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Banking Relationship Manager in California, MO vacancy
$23.75 - $29 per hour
First Bank is seeking a Banking Specialist III - Sales in California, responsible for building and deepening client relationships through exceptional service and proactive sales strategies. This role plays a crucial part in driving branch growth by acquiring new clients...SeniorHourly pay- ...CSUN Advancement’s campaign priorities and strategic fundraising goals. The role leads a robust donor portfolio, collaborates with senior leadership and donors’ advisors, and drives ethical, mission-aligned fundraising while fostering an inclusive, high-performing team...Senior
- ...SAIC is seeking a Senior Principal Software Engineer to support the Space Development Agency (SDA) in delivering BMC3 software and hosting environments for the Proliferated Warfighter Space Architecture (PWSA). The role focuses on end-to-end software development, secure...SeniorRemote job
- EP Wealth Advisors—EPWA—is seeking a Senior Financial Planner to collaborate with advisors in developing tailored financial plans for high-net-worth clients in the region. You will lead planning efforts, analyze client data, and present actionable strategies to help clients...Senior
- ...to deliver value across accounting, reporting, and transformation projects for a diverse client base. You will work with public and private companies, including PE-backed portfolios, on close processes, financial reporting, and control improvements. Ideal candidates have...Senior
- Autodesk GET Applied AI is seeking a Senior Principal AI/ML Developer to advance data-informed decisions for the B2C business. You will design and deploy high‑impact ML models, build scalable pipelines, and partner with cross‑functional teams to create personalized experiences...Senior
- Autodesk, Inc. seeks a Senior Principal AI/ML Developer to lead data-driven decisions for its B2C strategy within GET Applied AI. You will design scalable ML pipelines and deploy models that power personalized recommendations, segmentation, and forecasting, using user...Senior
- A financial advisory firm in Los Angeles seeks a Senior Advisor to guide public sector leaders in financing strategies for infrastructure and economic development. Candidates must have a Bachelor's degree in Finance or related fields, along with 2-3 years of municipal...Senior
- ...written or oral reports of audit results to senior management and audit committees including... ...recommended actions Build and manage relationships with Business Lines across all three lines... ...in BSA/ AML/BSA, consulting/advisory, bank internal audit, or compliance testing...Senior
$200k - $250k
...position offers a total compensation target of $200k-$250k annually, including base salary and variable pay, plus a full benefits package. Primary responsibilities include managing client relationships, facilitating the planning #J-18808-Ljbffr Wealth Enhancement Group, LLCSeniorRemote jobFlexible hours- ...Cerence Inc. is seeking a Senior Principal Technical Solution Architect for Humanoid Robotics in the California Bay Area. You will own the end-to-end software architecture for humanoid robot applications, bridging AI, robotics OS, and hardware. Lead decisions on platforms...SeniorRemote job
- Franklin Templeton is seeking a Senior Advisor Consultant to serve the Edward Jones broker/dealer community across designated U.S. regions. The role requires relocation to the assigned region and involves growing assets under care by supporting Edward Jones Financial Advisors...SeniorRelocation
- ...renowned defense company is seeking a Controller to lead the finance function following a strategic acquisition. The role entails managing accounting, payroll, and compliance with DCAA standards. Ideal candidates will have a bachelor's in finance or accounting, at least...SeniorFull time
- ...Municipal Advisory firm, is seeking a Senior Advisor to join our highly... ...public agencies as well as private entities that require public... ...independent advisory standards. Manage multiple client projects while maintaining strong relationships and delivering exceptional...SeniorFull timeLocal area
- ...partners (LPL or external) to ensure they get the support they need. Refer advisors to relevant LPL planning support such as Practice Management Coaching, Case Consulting, and Paraplanning. Requirements CFP® designation 5+ years of experience in financial services industry,...SeniorWork at office
- ...activities by preparing financial materials, participating in investor calls, and managing due diligence data requests and responses. Strategic & Operational Finance Support: Partner closely with senior leadership to support fund and corporate operations, including budgeting,...Senior
- ...processes. This position offers the flexibility of remote work combined with occasional onsite commitments. Responsibilities include managing projects, participating in client interactions, and ensuring high-quality deliverables. Candidates should have 2-3 years of...SeniorRemote job
- Planters Bank & Trust Company is an equal opportunity employer and all qualified applicants... ...for building and strengthening customer relationships by providing excellent service and... ...other job-related duties as requested by management. Qualifications Education, Experience,...SeniorWork at office
$160k - $200k
...supporting the Space Development Agency (SDA) in delivering the Battle Management Command, Control, and Communications (BMC3) software... ...Command and Control (JADC2). SAIC has an immediate opening for a Senior Principal Software Engineer experienced in software and...SeniorImmediate startRemote work$85k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as... ...their professional careers. Summary The Senior Financial Planner works closely with... ...developing and maintaining strong client relationships, overseeing financial planning...SeniorTemporary workWork at officeLocal areaFlexible hours- Interface with program managers, functional management, and cost account managers (CAMs) Provide financial and administrative support and analysis to meet program requirements Support the development of budget baselines and maintain cost/schedule integration Perform...SeniorWork at office
$23.75 - $29 per hour
...RadNet, Inc. is looking for a Banking Specialist III – Sales in California to enhance client relationships and achieve branch sales goals. This position requires strong... ...and a commitment to exceptional client service, managing banking products, and maintaining compliance...Hourly payWork at office- ...Bank of America is hiring for a front-line role focused on guiding clients through transactions using self-service tools and maintaining... ...Diploma or GED, strong communication skills, and a proven ability to build relationships and identify client solutions. #J-18808-Ljbffr...
$25 - $26.77 per hour
...Job Description: At Bank of America, we are guided by a common purpose to help make... ...strives for operational excellence Builds relationships with clients to meet financial needs Follows... ...business, lending, and investments Manages financial center traffic, appointments,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Socket.dev is seeking a Relationship Manager to oversee a portfolio of Commercial clients and develop strong banking relationships that drive Commercial and Industrial loans, deposits, and other bank products. You will support the Center's sales and service efforts to...
- ...GEDTravel Percentage: Up to 25%Job Shift: DayJob Category: Banking The Relationship Banker I is responsible for creating key relationships with... ...present information and respond to questions from groups of managers, clients, customers and the general public. Ability to...Shift work
$24 - $25 per hour
...at UMB are experts at building customer relationships and recommending and selling products... ...their financial well-being while making banking easy. UMB’s branches offer many opportunities... ...Learning processes like transactions, managing a cash drawer and completing bank...Local areaFlexible hoursAfternoon shift$24 - $25 per hour
...at UMB are experts at building customer relationships and recommending and selling products... ...their financial well-being while making banking easy.UMB’s branches offer many opportunities... ...processes like transactions, managing a cash drawer and completing bank documentation...Local areaFlexible hours$25 - $26.77 per hour
...Job Description: t Bank of America, we are guided by a common purpose to help make financial... ...for operational excellence Builds relationships with clients to meet financial needs... ...small business, lending, and investments Manages financial center traffic, appointments,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$170k - $277k
...flexibility when it’s needed. This model supports real-time problem-solving, stronger relationships, and the kind of precision that drives great outcomes. Job Summary We are seeking a Senior Principal Software Engineer who is first and foremost a software craftsman with...SeniorFull timeWork at officeVisa sponsorshipWork visa
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banking Relationship Manager. Be the first to apply!
Related searches
- personal banker California, MO
- private banker California, MO
- srs distribution California, MO
- senior associate architect California, MO
- senior dynamics crm developer California, MO
- senior application security California, MO
- senior account director California, MO
- sr hr business partner California, MO
- senior supervisor California, MO
- senior plumbing designer California, MO


