SVP, Relationship Manager, Commercial Banking - Central Coast

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

Develop and manage a portfolio of primarily private clients, ranging from complex credit relationships to deposit-only relationships. Serve as a lead negotiator, grow revenue through prospecting and relationship expansion, and provide financial advice by identifying and selling appropriate banking products and services. Build strong relationships with referral sources and centers of influence, and structure/underwrite credits with Loan Portfolio Managers while operating within applicable laws and company policies.

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FursaFursa
Banc of California
Banc of California
1 day ago

SVP, Relationship Manager, Commercial Banking - Central Coast

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Develop and manage a portfolio of primarily private clients, ranging from complex credit relationships to deposit-only relationships. Serve as a lead negotiator, grow revenue through prospecting and relationship expansion, and provide financial advice by identifying and selling appropriate banking products and services. Build strong relationships with referral sources and centers of influence, and structure/underwrite credits with Loan Portfolio Managers while operating within applicable laws and company policies.
Location: United States
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 private clients, including complex credits and deposit-only relationships.
  • •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 and sell appropriate bank products and services to prospects and clients.
  • •Structure and underwrite credits jointly with Loan Portfolio Managers, while operating within company policies and applicable laws.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionHsaFsaPaid LeaveParental LeaveLearning Budget

Key Requirements

  • •Bachelor’s degree from an accredited college/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 (preferred).
  • •Intermediate knowledge of state and federal banking compliance regulations governing lending, including fair lending, privacy, and RESPA.
  • •Advanced computer skills to operate terminal/personal computer and use word processing, spreadsheet, and specialty software programs.
Experience:12+ years
Education:Bachelor's
Skills:Organizational skillsTime managementCommunicationDecision-makingRelationship building
Tech Stack:Computer terminalPersonal computerMainframeWord processingSpreadsheetsSpecialty 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