Executive VP, Private Client Relationship Banking

Banc of California; Denver (CO); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

401k with company match

Health insurance

Paid parental leave

Tuition reimbursement

LinkedIn Learning access

Job summary

Banc of California seeks an experienced professional to develop and manage a portfolio of private clients. The role covers complex credits and deposit relationships, acting as lead negotiator with prospects and clients.

You will grow revenue by acquiring new business and expanding existing client relationships through interest, fees, and cash management revenue, while providing tailored financial advice.

Qualifications

• Bachelor’s degree from an accredited college or university or equivalent work experience.
• Twelve years’ experience in sales or relationship management.
• Experience in commercial lending and portfolio products preferred.
• Advanced computer terminal and PC operation skills.
• Familiarity with lending regulations and policy adherence.
• Strong organizational and time management abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Develops and manages a portfolio of privately-held business clients.
• Grows revenue through prospecting and expanding client relationships.
• Provides financial advice and cross-sells bank products and services.
• Builds relationships with referral sources and centers of influence.
• Structures and underwrites credits with Loan Portfolio Managers.
• Handles account activity and resolves client inquiries within authority.
• Performs duties and projects as assigned.

Skills

Relationship management

Sales

Financial advisory

Credit analysis

Client relationship building

Communication skills

Education

Bachelor's degree

Tools

Mainframe

Spreadsheet

Word Processing

Job description

Banc of California seeks an experienced professional to develop and manage a portfolio of private clients. The role covers complex credits and deposit relationships, acting as lead negotiator with prospects and clients.

You will grow revenue by acquiring new business and expanding existing client relationships through interest, fees, and cash management revenue, while providing tailored financial advice.