Market Manager

Mechanics Bank; Santa Rosa (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k) and Roth 401(k)

Paid holidays

Paid vacation

Job summary

Mechanics Bank is seeking a Market Manager in Santa Rosa to expand the bank's business customer base through proactive outreach, strategic partnerships, and tailored financial solutions.

You will lead cross-functional collaboration with Branch Managers and commercial teams, build long-term relationships with local businesses, and drive disciplined execution of sales strategies while traveling 60-70% of the time.

Qualifications

• Bachelor's degree preferred in Business Administration, Finance or related field.
• Minimum of 7 years of experience in Banking, Sales or Business Development.
• Strong outbound business development mindset with a focus on new relationship acquisition.
• Maintains an active deposit and credit pipeline with regular forecasts and activity reporting.
• Proactively prospects for new credit opportunities up to $250K through outbound calling, referrals, and community networking.
• Strong understanding of business banking products and services.
• Excellent interpersonal and communication skills with the ability to engage decision-makers.
• Strategic thinker with a strong analytical mindset and the ability to solve complex problems.
• Target-driven and highly motivated with the ability to work independently.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Partner with local Branch Managers to align on sales priorities and execution.
• Collaborate with Retail, Commercial Banking, and Treasury Management for seamless onboarding of new customers.
• Conduct market research to identify potential clients and expansion opportunities.
• Build and maintain relationships with local businesses through networking and community engagement.
• Assess financial needs of prospects and recommend banking solutions.
• Leverage leads and referrals to identify sales opportunities and deliver excellent service.
• Stay informed about industry trends, competition, and regulatory changes.
• Maintain knowledge of products and the Bank's acquisition strategy.
• Monitor weekly/monthly sales efforts to ensure targets are met.
• Travel: 60-70%.

Skills

Outbound sales

Relationship building

Communication skills

Strategic thinking

Analytical mindset

Time management

MS Office proficiency

Education

Bachelor's degree in Business Administration, Finance or related field

Tools

Microsoft Office

Job description

Mechanics Bank is currently searching for a Market Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.

The Market Manager plays a critical role in expanding the bank’s customer base by strategically targeting and acquiring new business customers. This position requires a proactive approach in identifying potential business opportunities and the ability to deliver tailored banking solutions that meet the diverse needs of prospects and customers. The position requires taking a leadership role in the business community, working closely with local businesses to provide financial products and services that support their growth and success. The Market Manager will acquire, build, and grow the customer base by profiling each customer through regular communication to strengthen and deepen relationships. The Market Manager serves as the face of the bank in the local market, building strong referral networks and ensuring disciplined execution of sales strategies. Business development will be accomplished through an aggressive sales effort resulting in new client acquisition and quality growth of business relationships. At all times, superior leadership and customer service is expected.

What you will be doing:

• Partner with local Branch Managers to ensure alignment on sales priorities and execution.
• Collaborates with Retail Branches, Commercial Banking, and Treasury Management sales to ensure seamless onboarding of new customers and exceptional service delivery.
• Conducts market research to identify potential clients and sectors for expansion of customer base. Proactively identifies and retains “at risk” customers.
• Builds and maintains strong relationships with local businesses through networking, community engagement, and strategic partnerships. Participates in branch events/sponsorships and is involved with groups and organizations within the community.
• Assesses the financial needs of prospective and existing customers and recommends banking solutions that align with their business objectives.
• Makes use of advertising leads, internal customer lead lists, personal contacts, referrals from the Bank, internal business lines, and branch customer base to identify sales opportunities and provides an outstanding customer experience.
• Stays informed about industry trends, competitive landscape, and regulatory changes to effectively position banking services.
• Maintains a complete understanding of and competency with products, services, and the Bank’s business-customer acquisition strategy.
• Monitors personal weekly/monthly sales efforts, ensuring sales targets and results are achieved.
• Travel: 60-70%

Who you are:

• Bachelor's degree in Business Administration, Finance or related field preferred. Additional experience may be considered in lieu of degree.
• Minimum of 7 years of experience in Banking, Sales or Business Development with a proven track record of acquiring business customers.
• Demonstrates a strong outbound business development mindset, with a primary focus on new relationship acquisition.
• Maintains an active and accurate deposit and credit pipeline, providing regular forecasts and activity reporting to management.
• Proactively prospects for new credit opportunities up to $250K through outbound calling, referrals, and community networking activities.
• Strong understanding of business banking products and services.
• Excellent interpersonal and communication skills, with the ability to engage and influence decision-makers.
• Strategic thinker with a strong analytical mindset and the ability to solve complex problems.
• Target-driven and highly motivated with a proven ability to work independently, setting priorities and managing time to maximize market results.
• Proficiency in Microsoft Office Suite.

ADA Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• The work environment characteristics described here are representative of those an employee encounters while performing 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 is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision.
• The noise level in the work environment is usually moderate.

Pay Range: $80,000-100,000

AIP up to 10%

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.

Benefits package includes[1]:

• Medical, prescription, dental, and vision coverage for employees and their eligible family members
• Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
• Health Savings Account with employer contribution
• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
• 401(k) and Roth 401(k) with company contribution
• 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
• Supplemental Health plans, Voluntary Legal and Identity Theft Services
• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
• Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

California Privacy Policy for Prospective Employees | Mechanics Bank

[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.