Private Banking Associate

🔍 San Diego, California, United States

New

📁: Private Banking

💼: California Bank & Trust

📅   : 069766 Requisition #

Responsible for managing and servicing a portfolio and/or generating and servicing a wide variety of private banking services, loans and developing strong, low risk relationships while maintaining quality customer service. Functions as an account and relationship manager for new and existing clients. May develop, generate and follow-up on new client leads through existing clients and referrals from other bank departments. May monitor portfolio for past dues, documentation and collateral exceptions, financial performance updates, problem loans, loan concentrations and portfolio profitability, etc. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance. Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. May manages a small portfolio. Cross sell other bank products. Other duties as assigned. Requires a bachelor's degree in banking, finance or a related field and 2+ year of banking services, credit analysis, portfolio management, credit associated lending processes and procedures or other directly related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of banking services, lending, credit analysis, portfolio management preferable in a small business loan environment. Ability to expand loans, client relationships, manage portfolios and cross sell bank products. Ability to interview applicants and be perceptive of character judgment. Ability to structure loans and monitor credit performance. Must have good interpersonal and communication skills. Knowledge of banking products and procedures, small business credit structuring. Strong sales, client product and relationship management skills. Working knowledge of a software applications, including word processing and spreadsheets.

This position will be open until filled.

To review our Benefits Summary click here.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

Click here to view our EEO Statement.

Click here to view applicable Federal, State and/or local employment law posters.

If you have any technical issues while completing the application, please first try these troubleshooting steps. If you continue to have issues, please reach out to us at careers@zionsbancorp.com.

Private Banking Associate

🔍 San Diego, California, United States

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