SVP, Relationship Manager, Middle Market Banking (California)

Banc of California
Los Angeles, Menlo Park
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 12+ yearsEducation: bachelorsSkills: ["Relationship management","Negotiation","Organizational skills","Time management","Communication"]

Develop and manage a portfolio of privately held middle-market business clients, serving as the lead negotiator for prospects and customers. Grow revenue by prospecting for new relationships and retaining/expanding existing clients through interest, fee, and cash management revenue. Provide financial advice, recommend and sell appropriate banking products, build referral relationships, and structure/underwrite credits in partnership with Loan Portfolio Managers.

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FursaFursa
Banc of California
Banc of California
1 year ago

SVP, Relationship Manager, Middle Market Banking (California)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Develop and manage a portfolio of privately held middle-market business clients, serving as the lead negotiator for prospects and customers. Grow revenue by prospecting for new relationships and retaining/expanding existing clients through interest, fee, and cash management revenue. Provide financial advice, recommend and sell appropriate banking products, build referral relationships, and structure/underwrite credits in partnership with Loan Portfolio Managers.
Location: Los Angeles, Menlo Park
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Develop and manage a portfolio of privately held business clients and act as lead negotiator with prospects and clients.
  • •Grow revenue by prospecting for new business and retaining/expanding client relationships through interest, fee, and cash management revenue.
  • •Provide financial advice and identify/sell appropriate bank products and services.
  • •Build strong relationships with referral sources and centers of influence.
  • •Structure and underwrite credits jointly with Loan Portfolio Managers.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveLearning BudgetParental Leave

Key Requirements

  • •Bachelor’s degree from an accredited college or university or equivalent work experience.
  • •Minimum of twelve years’ experience in sales or relationship management.
  • •Experience in commercial and other related forms of lending and portfolio products.
  • •Advanced skills operating computer terminal and personal computer, including mainframe systems, word processing, and spreadsheets.
  • •Intermediate knowledge of banking compliance regulations governing lending (including fair lending, privacy, and RESPA).
Experience:12+ yearsCommercial lendingBankingMiddle marketRelationship management
Education:Bachelor's
Skills:Relationship managementNegotiationOrganizational skillsTime managementCommunication
Tech Stack:MainframeComputer terminalPersonal computerWord processingSpreadsheets

Company Brief

Banc of California
Provides commercial and business banking services including deposits, lending, treasury management, and specialty financing for small and middle-market businesses, entrepreneurs, and real estate clients through its U.S. banking operations.
Industry: Corporate Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Los Angeles, United States
Founded: 1941
WebsiteLinkedIn