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VP, Private Banking Relationship Manager

Company: EH Private Bank
Location: Sherman Oaks
Posted on: November 22, 2021

Job Description:

Understanding that exceptional people... create exceptional circumstances!

Who we are: We are a small private bank that knows our clients by name, understands their banking needs and works as a team to provide the highest level of service possible. -We provide modern banking strengthened by a renowned tradition of service. -We offer our clients choice and flexibility in managing their finances, while preserving the personal touch and accessibility they expect from a Private Bank.

What to expect: Driven by shared values of team spirit, commitment, responsibility, and innovation, all our teams are focused on delivering a truly personal service. All team members, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity. As a subject matter expert, you will have access to all decision makers.

Here's what you'll do : -We're expanding! -The new role as Vice President, Private Banking Relationship Manager is responsible for the acquisition of deposits for new clients and expanding share of wallet of existing client portfolio. -Utilizes a robust network of local centers of influence of high net individuals and commercial businesses that can be leveraged into profitable relationships. Position(s) available in the following counties: Los Angeles, Orange, Riverside, and San Bernardino.

- - - - - - - - -Develops and manages a portfolio of primarily high net individuals and commercial business deposit relationships.
- - - - - - - - -Generates new deposit business through prospecting, outside calling, networking, and referrals.
- - - - - - - - -Average annual deposit goal is $15 million.
- - - - - - - - -Makes a substantial number of outside, in-person calls on prospects and clients requiring extensive automobile travel.
- - - - - - - - -Develops and maintains a referral source database for both local and the bank overall Commercial marketing purposes.
- - - - - - - - -Works to foster new and expand existing client relationships through cross-selling products and services in a consultative manner.
- - - - - - - - -Researches and fully understands competitors - strengths/weaknesses and product offerings/pricing.
- - - - - - - - -Works in partnership with Private Banking Team and HOA Lending Group Team to develop new Commercial business relationships.
- - - - - - - - -Provide the highest level of client service possible to all EH Private Bank's employees, and client relationships.
- - - - - - - - -Assists the bank in the promotion of all product lines offered in assigned market.
- - - - - - - - -Represents the Bank in various community, civic and community reinvestment functions to further enhance the Bank's image and develop additional business. -Assists the Bank in establishing and maintaining market position in the financing arena.

What you need to succeed:
- - - - - - - - -3 years' experience in deposit relationship sales and business development with proven results.
- - - - - - - - -Bachelor's Degree (BA) or equivalent, with a concentration in finance/business or 3 years of related experience in banking and finance or equivalent combination of education and experience preferred.
- - - - - - - - -Excellent presentation, verbal, and written communication skills.
- - - - - - - - -In depth knowledge of financial products and banking regulations.
- - - - - - - - -High energy, results-oriented, goal achiever, and works well in a team environment.
- - - - - - - - -Excellent Microsoft skills in power point, excel, word, Team, and on-line presentations.
- - - - - - - - -Current Driver's License and a vehicle with appropriate insurance coverage to drive while performing assigned duties and responsibilities.

What's in it for You:
EH Private Bank offers competitive compensation and incentive packages, along with comprehensive benefits that includes:
- - - - - - - - -Competitive salary.
- - - - - - - - -Excellent comprehensive benefits package includes medical HMO or PPO, dental, and vision.
- - - - - - - - -Bank paid life insurance and long-term disability.
- - - - - - - - -Matching 401(K).
- - - - - - - - -Vacation and Sick Benefits.
- - - - - - - - -Paid Bank Observed Holidays.
We offer a highly desirable work environment with committed banking professionals who value teamwork and collaboration.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
EH Private Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants for employment at EH Private Bank will receive consideration for employment without regard to race, religion, color, sex, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, age, protected medical condition, disability, or any other protected status in accordance with all applicable federal, state, and local laws.
- 2021 EH Private Bank
Member FDIC

Keywords: EH Private Bank, Los Angeles , VP, Private Banking Relationship Manager, Executive , Sherman Oaks, California

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