Top 5 Private banker Jobs in San Clemente Ca

Private Banker
Boutique Recruiting —Irvine, CA
- $160,000 - $250,000 a year
- 7 years
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
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Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
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Private Banker
City National Bank —Irvine, CA
- $127,626 - $237,014 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance

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Private Banker
Boutique Recruiting —Irvine, CA
Series 6 or Series 7 certification is preferred. Conduct business development activities to identify and pursue new opportunities.
$160,000 - $250,000 a year
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Private Banker
Sunflower Bank NA —Irvine, CA
Follow established lending procedures and perform adequate credit analysis. Success is measured by client satisfaction and growth in relationship balances (…
$132,500 - $205,000 a year
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Private Banker-Float
CFBank —Columbus, OH
Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions…
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Sr. Private Banker
CFBank —Columbus, OH
Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions…
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private banker jobs near san clemente ca

Private Banker

Boutique Recruiting -
Irvine, CA

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Job Details

$160,000 - $250,000 a year

Benefits

401(k) 3% Match
Health insurance
Paid time off
401(k) matching

Qualifications

Wealth management
Salesforce Cloud
Bachelor's degree
Sales management systems proficiency
High-end sales
Business development within finance
CRM system proficiency

Full Job Description

Position Title: Private Banker

We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.

This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.

Salary Range: $160,000 - $250,000+ / Year DOE

Responsibilities:

Develop new client relationships and enhance existing ones through proactive outreach
Engage with referral sources, including CPAs and attorneys, to expand business opportunities
Track and manage client data using Salesforce to ensure effective follow-up and relationship management
Respond promptly to client needs and inquiries, facilitating timely solutions
Conduct business development activities to identify and pursue new opportunities

Requirements:

7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth
Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management
Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
Minimum Bachelor's degree
Proficiency in Salesforce or similar software, along with strong Excel skills
Experience in high-end banking, preferably in private wealth
Series 6 or Series 7 certification is preferred

Benefits:

Medical benefits with eligibility details provided by HR
401k plan with a 3% employer match
Generous paid time off policy, including four weeks of PTO and potential for a fifth week
All standard banking holidays plus a float day

If you are a Private Banker looking to take the next step in your career, apply now! #LI-RB1

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