SVP, Relationship Manager, Commercial Banking - Orange County

Banc of California
Ontario
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 12+ yearsEducation: bachelorsSkills: ["Organizational","Time management","Communication","Relationship building","Decision making"]

Develop and manage a portfolio of primarily privately-held business clients, serving as lead negotiator for prospects and clients. Grow revenue through prospecting and by retaining and expanding relationships across interest, fee, and cash management revenue. Provide financial advice and recommend appropriate bank products and services. Structure and help underwrite credits with Loan Portfolio Managers, build referral relationships, and handle client inquiries and day-to-day account support within established policies.

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FursaFursa
Banc of California
Banc of California
5 months ago

SVP, Relationship Manager, Commercial Banking - Orange County

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Develop and manage a portfolio of primarily privately-held business clients, serving as lead negotiator for prospects and clients. Grow revenue through prospecting and by retaining and expanding relationships across interest, fee, and cash management revenue. Provide financial advice and recommend appropriate bank products and services. Structure and help underwrite credits with Loan Portfolio Managers, build referral relationships, and handle client inquiries and day-to-day account support within established policies.
Location: Ontario
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Develop and manage a portfolio of primarily privately-held business clients, acting as lead negotiator.
  • •Grow revenue through prospecting and retention/expansion of existing client relationships.
  • •Provide financial advice and 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 InsuranceDentalVisionHsaFsaPaid LeavePaid ParentalVolunteer Time

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •Minimum 12 years’ experience in sales or relationship management.
  • •Experience in commercial lending and related portfolio products.
  • •Advanced skills operating computer terminal/personal computer, including mainframe and productivity software.
  • •Intermediate knowledge of state and federal banking compliance regulations for lending (e.g., fair lending, privacy, RESPA).
Experience:12+ years
Education:Bachelor's
Skills:OrganizationalTime managementCommunicationRelationship buildingDecision making
Tech Stack:MainframeComputer terminalPersonal computerWord processingSpreadsheetSpecialty software

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