Relationship Officer

Job Description

Job Description

The Role: Relationship Officer

The Location: Newport Beach, California

Reports To: Client Services Manager

Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.


We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.

Your Opportunity: Relationship Officer

The Relationship Officer serves as a critical front-line ambassador of CalPrivate Bank’s commitment to delivering a distinctly different banking experience. This role directly impacts the Bank’s success by fostering meaningful client relationships, ensuring operational excellence, and consistently elevating the client experience. Through a proactive, service-driven approach, the Relationship Officer anticipates client needs, identifies tailored solutions, and reinforces trust at every interaction. By balancing precision in execution with a white-glove service mindset, this individual plays a key role in deepening relationships, supporting growth, and upholding the Bank’s reputation among high net worth and professional clients.

What You’ll Do

• Deliver exceptional, high-touch service to clients, consistently anticipating needs and exceeding expectations in every interaction
• Build and maintain strong relationships with clients, serving as a trusted point of contact and advocate for their banking needs
• Identify, recommend, and act on need-based cross-selling opportunities aligned with client goals and the Bank’s solutions
• Open and maintain new accounts utilizing the Bank’s account opening platform, ensuring accuracy, completeness, and efficiency
• Prepare and process signature cards, disclosures, and all required documentation in a timely and precise manner
• Demonstrate a thorough understanding of legal documentation requirements across all account types, including complex entity structures, beneficial ownership, and due diligence requirements
• Process wire transactions including input, approval, and client callback as assigned, with a strong ability to identify and resolve potential fraud risks
• Maintain a high level of knowledge of wire processing procedures and red flag detection protocols
• Act as dual custodian for vault, cash, and keys, ensuring adherence to security and internal control procedures
• Collaborate effectively with team members across the Bank, maintaining strong communication and partnership with all levels of staff and external contacts
• Uphold compliance with all Bank policies, procedures, and regulatory requirements
• Perform notary services as required
• Support additional duties and initiatives as assigned, contributing to team success and overall Bank growth
• Perform other duties as assigned or needed.

Who You Are

Experience & Expertise

• Minimum 3-5 years banking experience.
• New account documentation and opening experience required.
• Strong knowledge of Bank policies and procedures and regulatory compliance.
• Proven ability to cross sell need-based products and services.
• Experience in Commercial Banking preferred.
• Ability to travel to client locations; perform docs signing as needed
• Active Notary Public

Mindset & Values

• You lead with accountability, integrity, and consistency.
• You thrive in a collaborative environment where transparency and follow-through matter.
• You model professionalism, calm under pressure, and a solutions-oriented mindset.
• You embrace data-driven decision-making while maintaining a client-first perspective.
• You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.

Physical Demands

• Ability to sit or stand for extended periods of time.
• Ability to physically use a keyboard/mouse
• Ability to walk to and from workstations
• Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus

Why CalPrivate Bank?

This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do.

If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?