Job Description

Title: Cross Border Banking Relationship Manager

Office Status : San Francisco, CA (Hybrid)

Base Salary: Competitive Base + Incentive Compensation (Market Dependent)

Overview:

We’re working with a nationally recognized retail and commercial banking institution expanding its Premier / High Net Worth segment. They are seeking a licensed Relationship Manager to serve as the primary point of contact for affluent clients, delivering comprehensive financial guidance across deposits, lending, insurance, and investment solutions. This is a revenue-generating role ideal for someone who thrives in a consultative sales environment and enjoys building long-term client relationships within the community.

Key Responsibilities:

• Mandarin is a plus - not required
• Proactively acquire, deepen, and retain High Net Worth / Premier client relationships
• Develop and execute localized business development and client engagement strategies
• Drive wallet share growth through holistic financial needs assessments and cross-sell execution
• Partner with internal product specialists (investments, insurance, lending, business banking) to deliver tailored financial solutions
• Generate new business through networking, referrals, outside calling, and community involvement
• Serve as a trusted financial advisor supporting clients across life-stage planning needs
• Maintain strong knowledge of banking, wealth, and insurance products to identify referral opportunities
• Ensure compliance with regulatory requirements, audit standards, and operational risk controls
• Provide client feedback to leadership to support ongoing branch and service enhancements

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