Senior Relationship Manager

Sunwest Bank; Irvine (CA); On-site; USD 165,000 - 195,000; Full time

Job summary

Sunwest Bank in Irvine, CA, is seeking a Senior Relationship Manager for the Specialty Deposit Group to drive new C&I business through specialty depository services. You will act as a consultant to the Sales Team, offering deposits, title, escrow, and Treasury Management products, with a focus on pricing and client solutions.

This role involves post-sale support and frequent travel. The position requires five years of Deposit/Treasury experience, strong regulatory knowledge, and the ability to

Qualifications

• Five years of Deposit and Treasury Management experience.
• Knowledge of banking compliance regulations and deposit products.
• Excellent verbal and written communication skills.

Responsibilities

• Generate new business by identifying market opportunities through cold calls, warm leads, and referrals.
• Drive new sales by identifying client needs and cross-sell deposit and Treasury Management products.
• Maintain an active sales pipeline and provide real-time CRM updates.
• Support the Sales Team by educating clients and selling additional products through onsite and virtual meetings.
• Maintain working knowledge of industry practices and the Bank’s deposit and treasury products.
• Handle inbound inquiries related to Deposit, Treasury Management, and Internet Banking services.

Skills

Deposit/Treasury exp

Sales relationship

CRM familiarity

Independent worker

Tools

Salesforce

Job description

Job Title: Specialty Deposit Group. Sr. Relationship Manager

Department: Commercial Lending (Irvine) - 11

Reports to: Commercial Banking Manager

About the Role

This position is responsible for driving new C&I business through the sale of Specialty Depository services, including Property Management, Title, Escrow, deposits, and Treasury Management solutions. The Sr. Relationship Manager serves as a consultant and business partner to the Sales Team, ensuring clients with specialized depository needs are offered appropriate products and pricing structures. The role provides pre‑and post‑sale support to clients managed by the Specialty Deposit Group.

Schedule: Monday – Friday, 8:00 AM - 5:00 PM

Travel: Frequent (more than 25%)

What You’ll Do

• Generate new business by identifying market opportunities through cold calls, warm leads, and referrals
• Drive new sales by identifying client needs and cross‑selling deposit and Treasury Management products
• Maintain an active sales pipeline and provide real‑time updates using CRM tools
• Support the Sales Team by educating clients and selling additional products through onsite and virtual meetings
• Maintain working knowledge of industry practices and the Bank’s full suite of deposit and treasury products
• Handle inbound customer service inquiries, training, and support requests related to Deposit, Treasury Management, and Internet Banking services
• Review customer agreements, maintenance requests, and cancellation forms for completeness and accuracy
• Complete new client setup and deletion requests, including client training on related products and services
• Support internal Bank staff regarding Electronic Banking, Deposit, and Treasury Management products
• Assist with audit requirements and ensure completion of agreed audit recommendations
• Serve as a subject matter expert for system capabilities, onboarding processes, worksheets, and bank agreements related to Deposit and Treasury services
• Ensure compliance with all applicable laws, regulations, and Bank policies

What We’re Looking For

(Required)

• Five (5) years of Deposit and Treasury Management experience or equivalent education and experience
• Working knowledge of banking compliance regulations, operational policies, and deposit products
• Exceptional verbal, written, and interpersonal communication skills
• Ability to analyze and resolve complex, non‑standard situations
• Ability to work independently with minimal supervision

(Nice to Have)

• Experience with Salesforce or similar CRM tools

Why You’ll Love Working Here

• Team Culture
• Benefits or Perks

Posting Location(s):

Compensation

$165,000.00-$195,000.00 + Commission

Physical Demands:

In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.

Sedentary: Limited activity, no lifting, limited walking

Moderate: Mostly standing, walking, bending, frequent lifting

Light: Office work, some lifting, bending, stooping or kneeling, walking

Arduous: Heavy lifting, bending, crawling, climbing

The Fine Print

This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.

Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.