Senior Relationship Leader — Private Business Banking

Banc of California, Inc.; Westlake Village (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401k with company match

Health insurance

Paid time off

Tuition reimbursement

Mentorship program

Job summary

Banc of California, Inc. is seeking a Senior Relationship Manager to develop and manage a portfolio of primarily private clients. You will lead negotiations and grow revenue through new business and expanding existing relationships.

The role emphasizes financial advisory, credit structuring, and collaboration with loan portfolio managers, with access to comprehensive benefits and growth opportunities at Banc of California.

Qualifications

• Bachelor’s degree or equivalent work experience is required.
• Minimum of twelve years in sales or relationship management.
• Intermediate knowledge of banking regulations (lending, privacy, RESPA).

Responsibilities

• Develop and manage a portfolio of privately held business clients.
• Grow revenue through new business and expanding existing relationships.
• Provide financial advice and cross-sell bank products.
• Structure and underwrite credits with loan portfolio managers.
• Support client inquiries in person, by phone, or by email.
• Maintain strong referral networks and centers of influence.
• Handle department functions during staff absences or high volume.

Skills

Portfolio management

Sales experience

Financial advising

Interpersonal communication

Decision making

Organization & time management

Education

Bachelor’s degree or equivalent work experience

High school diploma or equivalent

Tools

Mainframe systems

PC software (word processing, spreadsheets)

Financial software

General banking systems

Job description

Banc of California, Inc. is seeking a Senior Relationship Manager to develop and manage a portfolio of primarily private clients. You will lead negotiations and grow revenue through new business and expanding existing relationships.

The role emphasizes financial advisory, credit structuring, and collaboration with loan portfolio managers, with access to comprehensive benefits and growth opportunities at Banc of California.