Deposit Relationship Manager

West-Coast-Community-Bank; Salinas (CA); Presencial; USD 65 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical/Dental/Vision

Paid time off

Volunteer time

Life insurance

401(k) with employer matching

Training & career development

Resumo da oferta

West Coast Community Bank in Salinas, CA is seeking a Deposit Relationship Manager to develop new business relationships and deepen existing ones through the full range of bank services, community engagement, and a proactive calling program.

This on-site role requires travel to client offices, active participation in community events, and coordination with Relationship Managers to gather financial packages and close deals, with a focus on exceptional service and growth.

Qualificações

• Bachelor's degree in business, finance, or related field or equivalent experience.
• Knowledge of branch management, including sales, customer service, risk management and management principles.
• Working knowledge of consumer and business deposit products for the branch's target market.
• Ability to maintain confidentiality of files and privileged information.
• Excellent written and verbal communication skills and strong interpersonal skills.

Responsabilidades

• Calls on existing customers to maintain and expand banking relationships; calls on prospective customers to develop new business.
• Cross-sells all bank products and services in a professional manner.
• Representing the company at community events or sponsored activities; coordinate involvement to ensure representation.
• Receives work assignments from the Regional President based on current needs.
• Assists Relationship Managers with calling, gathering of financial packages, document signing and related support activities.
• Attends meetings, classes, and seminars related to banking and credit skills.
• Researches and tracks donation requests by non-profit organizations.
• Manages workload, prioritizes business development, relationship management, and community involvement activities.
• Performs additional duties as assigned by the bank.

Conhecimentos

Communication skills

Interpersonal skills

Sales & Management

Formação académica

Bachelor's degree in business, finance, or related field

Descrição da oferta de emprego

Description

Who We Are

West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area.

Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.

Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.

Position Overview

This is an on-site position based in our Salinas office. Travel to client offices and other sites is required.

The Deposit Relationship Manager develops new business relationships and augments existing business relationships through the utilization of all bank services, participation in community and non-profit organizations, and an active business development calling program.

• Calls on existing customers to maintain and expand banking relationships; calls on prospective customers to develop new business.
• Cross sells all bank products and services in a professional manner.
• Representing the company in a professional manner at various community events or sponsored activities of the company. Will coordinate all involvement to ensure the bank is represented at significant community events.
• Receives work assignments from the Regional President based on current needs.
• Assists Relationship Managers with calling efforts, follow up for gathering of complete financial packages and updates, document signing, and all other related support activities.
• Attends all appropriate meetings, classes, and seminars related to maintaining and developing all general banking and credit-specific skills and expertise.
• Researches, recommends and tracks donation requests by non-profit organizations.
• Works within time frame guidelines to manage the overall workload. Must prioritize all business development, relationship management, and community involvement activities on an ongoing basis.
• Performs additional duties as assigned that are consistent with the business needs of the Bank and the scope, responsibilities, and level of the role.

Requirements

• Bachelor's Degree in business, finance, or related field preferred, or equivalent experience required.
• Comprehensive knowledge of all aspects of branch management, including sales, customer service, risk management, and management principles.
• Working knowledge of consumer and Business Deposit Products as applicable to the branch’s target market.
• Working knowledge of principles and methods of organization and management.
• Ability to maintain confidentiality of files and privileged information.
• Ability to effectively and efficiently organize work files.
• Excellent written and verbal communication skills, strong interpersonal skills, proven sales and management

Benefits

• Medical, dental, and vision plans
• Vacation, sick leave, paid Holidays
• Paid volunteer time
• Employer paid life insurance
• 401(k) with employer matching
• Ongoing training, professional development and career advancement opportunities

Physical Demands

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
• Travel between company locations as needed.

Work Environment

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
• Ability to work in a confined area.
• Ability to sit or stand at a computer terminal for an extended period.

*To ensure a consistent hiring process, we do not accept unsolicited resumes from third-party recruiters or agencies. Submissions without prior approval will not be considered.