Officer, Relationship Manager, Payments

Banc of California
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2-4 yearsEducation: bachelorsSkills: ["Client service","Follow-up","Organization","Responsiveness","Presentation","Active listening","Relationship-building","Independent judgment","Time management","Integrity","Collaboration","Prioritization"]

Develop new business opportunities for merchant services by prospecting small and medium business clients, building referral networks, and managing an assigned sales pipeline to achieve production and revenue goals. Conduct client discovery, analyze payment processing needs, and recommend payment products, pricing, and implementation next steps. Partner cross-functionally with Operations, Product, Technology, and Risk to support setup, training, and ongoing relationship management, while traveling throughout Southern California.

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FursaFursa
Banc of California
Banc of California
1 hour ago

Officer, Relationship Manager, Payments

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Source: Company careers pageValidated by: Fursa AI
Last checked: 28 minutes agoStatus: Live

Job Summary

Develop new business opportunities for merchant services by prospecting small and medium business clients, building referral networks, and managing an assigned sales pipeline to achieve production and revenue goals. Conduct client discovery, analyze payment processing needs, and recommend payment products, pricing, and implementation next steps. Partner cross-functionally with Operations, Product, Technology, and Risk to support setup, training, and ongoing relationship management, while traveling throughout Southern California.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Generate revenue by selling payment processing and acquiring services to small and medium business clients and prospects.
  • •Develop and deepen payment and acquiring relationships through discovery conversations and consultative sales.
  • •Independently manage a sales pipeline and portfolio to achieve production and revenue goals.
  • •Lead client presentations and product demonstrations; coordinate setup, implementation, and training.
  • •Work cross-functionally to evaluate, structure, and close opportunities while supporting ongoing relationship and issue resolution.
Travel: Extensive travel

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveHsaFsaLife InsuranceDisability

Key Requirements

  • •Bachelor’s degree in finance, business, or a related field preferred and/or equivalent work experience.
  • •Minimum 2-4 years of experience in payments, merchant services, treasury management, banking, or related business development and relationship management roles.
  • •Working knowledge of payment processing, card acquiring, and the merchant client lifecycle.
  • •Demonstrated ability to generate new business, conduct sales calls, and develop client and referral relationships.
  • •Proficiency with Microsoft Office (Word, Excel, PowerPoint) and ability to manage a sales pipeline and achieve revenue goals.
Experience:2-4 yearsPaymentsMerchant servicesTreasury managementBankingBusiness developmentRelationship management
Education:Bachelor's in finance, business
Skills:Client serviceFollow-upOrganizationResponsivenessPresentationActive listeningRelationship-buildingIndependent judgmentTime managementIntegrityCollaborationPrioritization
Tech Stack:Microsoft OfficeWordExcelPowerPoint

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