Private Banking Team Lead - Menlo Park, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.     

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. 

We are looking for a Private Banking Team Lead in Menlo Park, CA. This role Responsible for developing strong, low risk private banking relationships while maintaining quality customer service. 

Essential Functions:

• Responsible for developing strong, low risk private banking relationships while maintaining quality customer service. 

• Acts as an account and relationship manager for new and existing clients. 

• Maintains a high level of client satisfaction by generating, managing and servicing a portfolio of clients. 

• Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. 

• Calls on existing relationships to review portfolios and makes recommendations as needed. 

• Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgement. 

• Cross sell other bank products. 

• Responsible for managing members of a team, coaching a team to develop new relationships, growing existing relationships through cross selling and providing excellent client service. 

• Other duties as assigned.

Qualifications:

• Requires a bachelor's degree in banking, finance or a related field and 6+ years private banking services, lending, credit analysis or other directly related experience. 

• An equivalent combination of education and experience may meet qualifications.

• Extensive knowledge of various types of loans, credit analysis, lending, loan processing and closing processes. 

• Ability to expand private banking services and loans, client relationships and cross sell bank products. 

• Requires strong sales ability. 

• Advanced experience in applicant interviewing and perceptive character judgment skills. 

• Ability to structure loans and monitor credit performance. 

• Must have excellent interpersonal and communication skills. 

• Ability to train, lead and mentor a team of relationship managers. 

• Working knowledge of software applications, including word processing and spreadsheets. 

• Strong supervisory or leadership skills required.

Benefits:

• Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! 

• 401(k) plan, competitive compensation in line with work experience. 

• Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements

• Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within

• Tuition Reimbursement for qualifying employees

• Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.

This position is eligible to earn a base salary in the range of $157,000 - $232,000 annually depending on job-related factors such as level of experience.