Payments Relationship Manager — Grow SMB Partnerships

Banc of California

Santa Ana (CA)

Hybrid

USD 90,000 - 150,000

Full time

12 days ago
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Benefits offered by this job

401(k) plan with company match
Health, dental, vision insurance
Paid time off & holidays
Parental leave & family support

Job summary

Banc of California is seeking an Officer, Relationship Manager - Payments to drive merchant services opportunities with small and mid-sized businesses in Southern California. You will manage a portfolio, pursue referrals, evaluate payment solutions, and work with Operations, Product, Technology, Risk, and other partners to implement and support client needs.

The role demands a proactive sales approach, strong relationship-building, and the ability to close opportunities while meeting production

Qualifications

  • Bachelor’s degree in finance, business, or related field preferred or equivalent work experience.
  • Minimum of 2–4 years of experience in payments, merchant services, treasury management, banking, or related business development roles.
  • Working knowledge of payment processing, card acquiring, merchant services solutions, and the merchant client lifecycle.
  • Demonstrated ability to generate new business, conduct sales calls, and develop client and referral relationships.

Responsibilities

  • Generate revenue by selling payment processing and acquiring services to SMB clients and prospects.
  • Develop new payment and acquiring relationships and deepen existing client relationships.
  • Build and maintain internal and external referral networks to generate new business opportunities.
  • Independently manage an assigned sales pipeline and portfolio and achieve production goals.
  • Lead client presentations, product demonstrations, and consultative sales discussions.
  • Coordinate setup and implementation and provide training to new and existing clients on payment products, systems, and services.

Skills

Relationship management
Business development
Payments knowledge
Sales pipeline
Client presentations
MS Office

Education

Bachelor's degree

Tools

MS Excel
PowerPoint
CRM systems

Job description

Banc of California is seeking an Officer, Relationship Manager - Payments to drive merchant services opportunities with small and mid-sized businesses in Southern California. You will manage a portfolio, pursue referrals, evaluate payment solutions, and work with Operations, Product, Technology, Risk, and other partners to implement and support client needs.

The role demands a proactive sales approach, strong relationship-building, and the ability to close opportunities while meeting production

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