Relationship Support Liaison- Specialty Deposits

CalPrivate Bank•Newport Beach, CA

3d•Onsite

About The Position

The Relationship Support Liaison plays a vital role in ensuring the smooth execution of high-level initiatives and day-to-day operations that directly support strategic goals and client satisfaction. This dynamic position involves managing a wide range of responsibilities, from coordinating internal meetings and tracking project progress, to following up on critical action items that drive results. The liaison serves as a trusted representative of the bank and the Specialty Deposit Group in interactions with clients, internal branches, and business units. Proactive communication and organizational skills are essential to ensure client needs are met with precision and care, maintaining an exceptional level of service that strengthens long-term relationships and reflects the values of the institution. Additionally, the role supports marketing efforts and special initiatives, contributing to client outreach and brand visibility. Frequent engagement with current and prospective clients allows for a direct impact on business development and the overall client experience. This position offers a unique opportunity to work at the intersection of executive leadership, client relations, and strategic projects, making a meaningful difference every day.

Requirements

Notary Public
Minimum 5 years of banking and administrative experience
Excellent client relationship management and communication skills
Strong ability to work with clients, peers and other team members to gain trust and results.
Competency in Bank compliance and audit policies/procedures.
Highly organized, take articulate notes, have very strong follow through
Ability to sit or stand for extended periods of time.
Ability to physically use a keyboard/mouse
Ability to walk to and from workstations
Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision and ability to adjust focus

Nice To Haves

Bachelor’s Degree preferred

Responsibilities

Significant participant and contributor to the “Your Bankers” team” in its goal of providing a creative, service-driven, solutions-oriented experience to clients at all times.
Assist with the tracking of signed documents, printing documents, flagging documents for signatures.
Exceed client service expectations.
Build superior client relationships.
Sit in on client meetings as needed, both prospect and existing.
Efficiently document and track items discussed at the meetings.
Follow up to ensure applicable items are actioned by the Your Bankers team.
Maintain an organized action and follow up system to ensure client and department needs are met and exceeded.
Collect information for deposit and account applications.
Conduct wire call backs as needed.
Transporting loan documents to/from our Newport Beach Branch and picking up signed loan documents from client’s homes or offices as needed.
Assist in building and maintaining a service driven upbeat bank culture. Understand and drive the Banks vision.
Demonstrate all of the Bank’s Service Standards.
Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention.
Perform other duties as assigned; opening new accounts, special projects and/or any operational functions.
Report suspicious activity to the BSA Officer as appropriate.
Understand and follow the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer.
Understand and follow the Bank’s compliance program.