VP, Senior Relationship Manager - San Diego

Banc of California
San Diego
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Organizational","Time management","Communication","Interpersonal communication","Risk judgment"]

Develop and manage a portfolio of business banking clients, ranging from complex credits to deposit-only relationships. Drive revenue growth by prospecting for new clients and retaining/expanding existing relationships through cross-selling, fee and cash management opportunities, and providing tailored financial advice. Lead negotiations and structure credit transactions in line with bank policy and regulatory requirements, while monitoring portfolio quality, risk, profitability, and preparing reports for management.

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FursaFursa
Banc of California
Banc of California
3 days ago

VP, Senior Relationship Manager - San Diego

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Develop and manage a portfolio of business banking clients, ranging from complex credits to deposit-only relationships. Drive revenue growth by prospecting for new clients and retaining/expanding existing relationships through cross-selling, fee and cash management opportunities, and providing tailored financial advice. Lead negotiations and structure credit transactions in line with bank policy and regulatory requirements, while monitoring portfolio quality, risk, profitability, and preparing reports for management.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Develop and manage a portfolio of business clients, including complex credits and deposit-only relationships.
  • •Grow revenue through prospecting for new business and retaining/expanding existing relationships via interest income, fee income, and cash management revenue.
  • •Lead negotiations with prospects and clients, documenting and closing loan transactions while ensuring compliance with bank policy and regulatory requirements.
  • •Provide financial advice and identify and sell appropriate banking products and services; structure financing solutions to meet client needs.
  • •Monitor portfolio quality, risk, adherence to policy, and profitability; analyze problem credits, resolve issues, and prepare reports for management.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionHsaFsaPaid LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent required; bachelor’s degree or equivalent preferred.
  • •Intermediate knowledge of applicable state and federal banking compliance regulations governing lending (including fair lending, privacy, and RESPA) and the bank’s policies, procedures, products, and services.
  • •Excellent organizational and time management skills.
  • •Exceptional verbal, written, and interpersonal communication skills, including the ability to understand procedures, write reports/correspondence, and communicate clearly with clients and employees.
  • •Intermediate math skills to calculate interest, percentages, and rates/ratios using whole numbers, fractions, and decimals.
Education:High School
Skills:OrganizationalTime managementCommunicationInterpersonal communicationRisk judgment
Tech Stack:MainframeComputer terminalWord 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