Senior Private Banking Relationship Manager

Banc of California; California (MO); On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

401k plan with match

Comprehensive health insurance

Paid time off

Tuition reimbursement

Job summary

A leading banking institution in Canada is seeking an experienced professional to develop and manage a portfolio of private clients. This role includes financial advising, negotiating business deals, and maintaining client relationships. Candidates should have a Bachelor's degree and a minimum of 12 years in sales or relationship management, alongside expertise in banking regulations. Benefits include health insurance, 401k participation, and paid time away.

Qualifications

• 12 years of experience in sales or relationship management.
• Knowledge of banking compliance regulations essential.
• Ability to work independently and manage time efficiently.

Responsibilities

• Manage a portfolio of private clients and grow revenue.
• Negotiate with prospects and provide financial advice.
• Answer client questions and process account activity.

Skills

Sales expertise

Relationship management

Organizational skills

Exceptional communication

Education

Bachelor’s degree

Tools

Word processing software

Spreadsheet software

Job description

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!

THE OPPORTUNITY

Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

How You’ll Make a Difference

• Develops and manages a portfolio of primarily privately-held business clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients.
• Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue.
• Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients.
• Builds strong relationships with referral sources, centers of influence, etc.
• Structures and underwrites credits jointly with Loan Portfolio Managers.
• Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
• Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary.
• Assumes responsibility for various department functions in the absence of staff members or in overload situations
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.
  
  

What You’ll Bring

• Bachelor’s degree from an accredited College or University or equivalent work experience.
• A minimum of twelve years’ experience in sales or relationship management
• Experience in commercial and other related forms of lending and portfolio products preferred
• Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
• Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services.
• Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
• Excellent organizational and time management skills
• Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
• Ability to make decisions that have significant impact on the immediate work unit
• Ability to organize thoughts and ideas into understandable terminology
• Ability to organize and prioritize own work schedule on a short-term and long-term basis
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations
• Ability to work with little to no supervision while performing duties
  
  

How We’ll Support You

• Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
  
  

SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.