Private Bank, Client Relations Manager (Newport Beach, CA)

Job description

This is a compelling opportunity to join a high-growth Private Bank platform, work alongside accomplished Relationship Managers, and make a meaningful impact on client relationships and business growth in a premier Southern California market! We are seeking a Private Bank, Client Relations Manager (CRM) to join our team in Newport Beach, CA. This role is ideal for a seasoned professional with strong experience in complex residential and commercial lending and underwriting who thrives in a collaborative, high-performing environment. Role Overview: As a Private Bank, Client Relations Manager (CRM), you will serve as a critical partner to the Relationship Manager team, supporting client needs while actively contributing to new business development and delivering an exceptional experience from initial engagement through post-close servicing. The CRM assists clients throughout the loan application process and serves as a key point of contact after loan closing. This individual will bring a deep understanding of the loan origination lifecycle and ongoing servicing channels for both mortgage and deposit solutions. In partnership with Relationship Managers, the CRM supports credit analysis...