Relationship Officer

CalPrivate Bank • Beverly Hills, CA

3d

About The Position

The Relationship Officer serves as a critical front-line ambassador of CalPrivate Bank’s commitment to delivering a distinctly different banking experience. This role directly impacts the Bank’s success by fostering meaningful client relationships, ensuring operational excellence, and consistently elevating the client experience. Through a proactive, service-driven approach, the Relationship Officer anticipates client needs, identifies tailored solutions, and reinforces trust at every interaction. By balancing precision in execution with a white-glove service mindset, this individual plays a key role in deepening relationships, supporting growth, and upholding the Bank’s reputation among high net worth and professional clients.

Requirements

• Minimum 3-5 years banking experience.
• New account documentation and opening experience required.
• Strong knowledge of Bank policies and procedures and regulatory compliance.
• Proven ability to cross sell need-based products and services.
• Ability to travel to client locations; perform docs signing as needed
• Active Notary Public

Nice To Haves

• Experience in Commercial Banking preferred.

Responsibilities

• Deliver exceptional, high-touch service to clients, consistently anticipating needs and exceeding expectations in every interaction
• Build and maintain strong relationships with clients, serving as a trusted point of contact and advocate for their banking needs
• Identify, recommend, and act on need-based cross-selling opportunities aligned with client goals and the Bank’s solutions
• Open and maintain new accounts utilizing the Bank’s account opening platform, ensuring accuracy, completeness, and efficiency
• Prepare and process signature cards, disclosures, and all required documentation in a timely and precise manner
• Demonstrate a thorough understanding of legal documentation requirements across all account types, including complex entity structures, beneficial ownership, and due diligence requirements
• Process wire transactions including input, approval, and client callback as assigned, with a strong ability to identify and resolve potential fraud risks
• Maintain a high level of knowledge of wire processing procedures and red flag detection protocols
• Act as dual custodian for vault, cash, and keys, ensuring adherence to security and internal control procedures
• Collaborate effectively with team members across the Bank, maintaining strong communication and partnership with all levels of staff and external contacts
• Uphold compliance with all Bank policies, procedures, and regulatory requirements
• Perform notary services as required
• Support additional duties and initiatives as assigned, contributing to team success and overall Bank growth
• Perform other duties as assigned or needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees