Top 8 Senior brokerage associate Jobs in San Jose, Ca

Senior Private Banking Rel Manager - Menlo Park, CA
California Bank & Trust —Menlo Park, CA
- $220,000 - $270,000 a year
- Word processing
- Office
- Bachelor's degree
- Profit sharing
- Paid training
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- $79,860 - $80,000 a year
- Full-time
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- Full-time
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senior brokerage associate jobs near san jose, ca

Senior Private Banking Rel Manager - Menlo Park, CA

California Bank & Trust -
Menlo Park, CA

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Job Details

$220,000 - $270,000 a year

Benefits

Profit sharing
Paid training
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching

Qualifications

Staff supervision
Financial sales
Mortgage lending
Commercial loans
Credit risk assessment
Interviewing clients
Word processing
Spreadsheets
Banking analysis in risk and credit
Promoting bank products
Financial plan development
Series 7
Staff training
Financial product expertise
Interviewing
Productivity software
Experience practicing in the securities industry

Full Job Description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a Private Bank Relationship Manager in Menlo Park, CA . This role acts as the principal account and relationship manager for new and existing clients. Candidates must possess active investment licenses, such as Series 7 and Series 66, or the Series 63 and Series 65 combination.

Essential Functions: Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients. Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. Responsible for credit analysis and proper loan structuring. Responsible for maintaining a high level of client satisfaction. Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and makes recommendations as needed. Other duties as assigned.

Qualifications: Requires a Bachelor's and 10+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. Expert knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Ability to display sound judgment. Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing, and perceptive character judgment skills. Extensive working knowledge in financial planning, enabling recognition of investments, brokerage sales, and referral possibilities. Excellent interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Advanced computer skills including word processing and spreadsheet software. Ability to train or lead lower-level staff.

Benefits: Medical, Dental and Vision Insurance – START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $ 220,000 - $270,000 depending on job-related factors such as level of experience.

Apply Now

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senior brokerage associate jobs in san jose, ca

Senior Private Banking Rel Manager - Menlo Park, CA

Business Manager (Natural Channel)

Sr Vice President Valuation

Senior Real Estate Investment Sales Advisor

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