Relationship Officer
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
