Relationship Manager

CalPrivate Bank • San Diego, CA

9d • $134,000 - $171,000

About The Position

The Relationship Manager develops, manages, and expands relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. The role provides tailored credit, deposit, and treasury solutions, oversees portfolio performance, identifies cross-selling opportunities, and advises clients through a consultative, relationship-driven approach. The Relationship Manager works with credit, operations, and product specialists to coordinate financial solutions that support client objectives.

The role contributes to organizational growth by developing new business, deepening existing relationships, maintaining strong credit quality, and generating revenue. It also supports the client experience and CalPrivate Bank’s market presence through trust-building, long-term partnerships, and customized financial guidance.

The position includes BSA/AML and compliance responsibilities. The employee must understand and follow the Bank’s applicable policies and report or elevate suspicious activity to the BSA Officer as appropriate. The role requires 50% travel to support clients and business development.

Requirements

• At least 5 years of progressive commercial banking experience emphasizing business development, relationship management, portfolio management, and sales.
• Ability to sell bank products and services effectively and work with clients credibly and professionally.
• Ability to close business.
• Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.
• Strong analytical, organizational, and communication skills, including the ability to influence and align across markets and departments.
• Proven success reinforcing a disciplined, performance-driven credit culture.
• Must understand and follow the Bank’s BSA/AML and compliance policies and elevate suspicious activity to the BSA Officer as appropriate.
• Ability to travel 50% to support clients and business development.
• Ability to sit or stand for extended periods, use a keyboard and mouse, and walk to and from workstations.
• Ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
• Close vision and ability to adjust focus.

Nice To Haves

• Bachelor’s degree in Business, Finance, or a related field preferred.

Responsibilities

• Develop, deepen, and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through proactive, consultative engagement.
• Identify new business opportunities, expand existing relationships, and provide tailored credit, deposit, and treasury solutions to grow the portfolio and contribute to revenue goals.
• Oversee portfolio health, credit quality, loan performance, risk management, and client onboarding in accordance with internal policies and regulatory requirements.
• Partner with Credit Administration, Operations, Client Services, Treasury, and Compliance to coordinate client needs and deliver a seamless client experience.
• Work with business development staff, lenders, and underwriters to structure loans.
• Respond to client inquiries professionally and knowledgeably.
• Report suspicious activity to the BSA Officer as appropriate and understand and follow the Bank’s BSA/AML and compliance policies.
• Demonstrate leadership through mentorship, cross-departmental influence, and participation in business initiatives.
• Perform other duties as assigned or needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed