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Relationship Officer at Bank's

Compensation

$66,000 – $85,000/yr

Location
San Diego, California
Level
mid
Posted

Description

CalPrivate Bank is hiring a Relationship Officer to serve as a front-line banking ambassador for high-net-worth and professional clients. The role focuses on high-touch client service, relationship building, need-based cross-selling, account opening and documentation, wire processing, fraud-risk detection, vault and key custody, compliance, regulatory requirements, and notary services. Candidates need at least 3–5 years of banking experience, new-account documentation and opening experience, knowledge of bank policies and regulatory compliance, cross-selling ability, travel availability, and an active Notary Public license; commercial banking experience is preferred.

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