Description
The Sr PB Client Relations Manager supports private-bank clients through the loan origination and servicing lifecycle, including prospecting, prequalification, documentation analysis, credit screening, loan structuring, underwriting, closing, and post-close service. The role also coordinates client meetings, reviews deposit opportunities, answers client inquiries, and mentors junior colleagues. It requires 5–10+ years of experience supporting relationship managers and private-bank clients, a bachelor’s degree, and expertise in commercial and consumer lending and credit analysis. The position is full-time, Monday through Friday, with a stated annual salary of $185,000–$240,000 plus a discretionary bonus and medical, dental, and vision coverage.
