Senior Private Client Relationship Manager

Banc of California, Inc.; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Medical, dental, vision insurance

Parental leave and family support

Paid time away

Job summary

Banc of California, Inc. is seeking a seasoned professional to develop and manage a portfolio of primarily private business clients. You will lead negotiations, grow revenue, and provide tailored financial advice while coordinating with loan teams.

You will build relationships with referral sources, underwrite credits, and ensure service excellence across deposit and lending products. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree required with a minimum of 12 years in sales or relationship management (experience may substitute education).
• Ability to advise clients on financial products and services and build revenue through new and existing relationships.
• Strong written and verbal communication, negotiation, and analytical skills.

Responsibilities

• Develop and manage a portfolio of privately held business clients, from complex credits to deposit-only relationships.
• Grow revenue by acquiring new business and expanding existing client relationships through interest, fees, and cash management.
• Provide financial advice to clients and identify appropriate bank products and services.
• Build relationships with referral sources and centers of influence.
• Underwrite credits jointly with Loan Portfolio Managers.

Skills

Relationship management

Sales and business development

Financial advisory

Interpersonal communication

Education

Bachelor's degree

Tools

Mainframe systems

Excel / Office tools

Job description

Banc of California, Inc. is seeking a seasoned professional to develop and manage a portfolio of primarily private business clients. You will lead negotiations, grow revenue, and provide tailored financial advice while coordinating with loan teams.

You will build relationships with referral sources, underwrite credits, and ensure service excellence across deposit and lending products. Strong communication and analytical skills are essential.