What You'll Do:

• Support Relationship Managers and Business Development Managers in managing and expanding banking client relationships.
• Serve as a key point of contact for clients, prospects, internal partners, and external business contacts to help ensure a high level of service and responsiveness.
• Assist with client onboarding, account maintenance, documentation collection, and ongoing relationship support.
• Help identify client needs and coordinate appropriate banking solutions, products, and services in partnership with Relationship Managers and Business Development Managers.
• Support business development activities, including preparation for client meetings, prospect follow-up, relationship reviews, and pipeline tracking.
• Coordinate with internal banking partners, operations teams, New Accounts, Client Services and other departments to support client requests and resolve service needs.
• Maintain accurate client relationship information, account records, contact updates, and activity notes within applicable systems.
• Assist with deposit account activity, account documentation, and other banking-related client needs.
• Monitor client accounts and relationship activity to help ensure compliance with established company policies, procedures, regulatory requirements, and risk management guidelines.
• Prepare reports, account summaries, client presentation materials, and other documentation to support relationship management and business development efforts.
• Meet regularly with Relationship Managers, Business Development Managers, and internal partners to review client needs, service issues, opportunities, and relationship priorities.
• Support client communication and follow-up to ensure timely completion of requests, documentation, and service items.
• Provide professional, responsive service to banking clients while helping strengthen long-term client relationships.
• Works on problems of moderate scope where analysis of situations or data requires review of a variety of factors.
• Exercises judgment within defined procedures and practices to determine appropriate action.
• Follows department processes and procedures and makes recommendations to improve efficiency, client experience, and relationship support.
• Supports client relationships, business development initiatives, and relationship management activities that contribute to department revenue, client retention, and growth objectives.
• Typically supports a defined portfolio of banking client relationships and/or business development opportunities in partnership with Relationship Managers and Business Development Managers.

What You'll Bring:

• Bachelors degree or equivalent combination of education and experience.
• Minimum of 3 years of related work experience, including experience in client relations, banking, financial services, business development support, or relationship management support.
• Banking, treasury management, commercial banking, private banking, or financial services experience preferred.
• Experience preferred in banking, financial services, client relationship support, business development support, or a related field.
• Working knowledge of banking products and services, including deposit accounts, treasury management services, client onboarding, account maintenance, and client service processes.
• Ability to support banking clients with professionalism, discretion, and a strong service orientation.
• Strong ability to work closely with Relationship Managers, Business Development Managers, and internal partners to support client needs and relationship growth.
• Strong written and verbal communication skills.
• High level of accountability, organization, follow-through, and attention to detail.
• Ability to work independently while also contributing effectively in a team environment.
• Strong client service, advisory, problem-solving, and follow-up skills.
• Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs.
• Experience working with business professionals and commercial banking clients preferred.
• Working knowledge of Word, Excel, Outlook, and client relationship management systems.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **