• Client Relations Manager

    Job Locations
    US-CA-Palo Alto
    Customer Service/Support
  • Overview

    The Client Relations Associate will work with a top producing Deputy Regional Managing Director's Team and will have the opportunity to be a liaison with both internal partners and clients. The role allows for high visibility in a variety of analytical responsibilities, client development and outreach, relationship building and market trend insight.


    • Manage existing client relationships and determine cross-sell opportunities.
    • Work with start ups, improving cash management services, Foreign Exchange and employee banking.
    • Work on lending opportunities, including mortgages and lines of credit.
    • Assist in the planning and development of Marketing Events for the Tech community.
    • Develop strategies to increase market penetrations to high growth companies.
    • Administrative responsibilities.
    • Attain foundational skill-sets to begin and grow a career in the financial industry.
    • Initial visibility into underwriting facilities to verify a client’s ability to qualify for financing.
    • Develop the ability to spread business and personal financial statements, balance sheets, business and personal tax returns.
    • Manage pipeline of pending credit facilities by keeping borrowers up-to-date.
    • Respond to and research client inquiries.
    • Assist with financial reporting, covenant monitoring and research/audit requests.
    • Assist in developing a marketing pipeline to mine new Tech opportunities.
    • Act as liaison with Marketing Department and assist Team with marketing campaigns and promotions.
    • Join Team at offsite events and client meetings.
    • Responsibilities include the following: 1) Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) Adhering to Bank policies and procedures, 3) Completing required training, 4) Identifying and reporting suspicious activity to the AML Officer, and 5) Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.


    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel for business


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