Private Banking Director jobs in Fullerton, CA

The Senior Relationship Manager (RM) position is an integral component of the Brea region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services.

• Achieve targeted goals for the retention of existing accounts and growth of deposit balances.
• Assists the Area Manager in implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained.
• Requires experience in the planning and attendance of large conference events and managing conference vendor relationships.
• Must be able to review court orders and legal documents, work with legal, compliance and operations in executing the new accounts process and meet with professionals and their clients to sign new account documents.
• Community and/or industry involvement in territory
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
• Comply with SMBC MANUBANK compliance requirements.
• Excellent relationship management skills - must be able to cold call, develop and maintain long term relationships with customer and center of influence (COI)
• Excellent presentation and communication skills - ability to hear what a prospect or client needs and translate that into a marketable solution.
• Ability to work well independently. Requires self-motivation, a knowledge of contact tracking systems and excellent time management skills.
• Manage sales process to include proposals and implementation.
• Ability to travel, to attend and present at large conferences, meet with prospective clients.
• Strong written and verbal communication skills
• Performs other related duties/projects as assigned.

Education:
Bachelor's degreeor equivalent

Skills/ Qualifications:

• Minimum of 7 years of banking sales experience

• Minimum of 5 years' experience in a Business Banking Relationship Management role

• Minimum of 2 years' experience in deposit acquisition. Fiduciary, Trust & Estate experience is preferred but not required.

• Proven ability to develop and manage large and complex new business relationships.

• Proficient computer skills using Microsoft Word, Excel, and Outlook.

• Proven track record of prospecting new business and enhancing existing relationships.

• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.