Senior Relationship Manager, Private & Commercial Banking

Banc of California, Inc.; United States; Remote; USD 145,000 - 243,000; Full time

Benefits offered by this job

401k with company match

Medical, dental, vision insurance

AD&D and life insurance

Parental leave and family support

Paid time off & holidays

Tuition reimbursement

Job summary

Banc of California, Inc. is seeking a highly experienced relationship professional to develop and manage a portfolio of private clients, from complex credits to deposit relationships.

You will lead negotiations, grow revenue, provide financial advice, and build referral networks while working on-site in Los Angeles. A bachelor’s degree and 12+ years in sales/relationship management are required.

Qualifications

• Bachelor’s degree from an accredited college or university or equivalent work experience.
• Minimum of twelve years of experience in sales or relationship management.
• Advanced skills in computer terminal and personal computer operation, mainframe computer systems, word processing, spreadsheets, and specialty software programs.
• Intermediate knowledge of applicable state and federal banking compliance regulations governing lending, including fair lending, privacy, and RESPA, as well as Company operational policies, procedures, products, and services.
• Intermediate math skills, including the ability to calculate interest and percentages; balance accounts; add, subtract, multiply, and divide using whole numbers, common fractions, and decimals; identify routine mathematical errors; compute rates, ratios, and percentages; and draft and interpret bar graphs.
• Excellent organizational and time management skills.
• Exceptional oral, written, and interpersonal communication skills, with the ability to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly with clients and employees.
• Ability to make decisions that have a significant impact on the immediate work unit.
• Ability to organize thoughts and ideas into understandable terminology.
• Ability to organize and prioritize work on both a short-term and long-term basis.
• Ability to address difficult problems involving multiple facets and variables in non-standardized situations.
• Ability to perform duties with little to no supervision.

Responsibilities

• Develop and manage a portfolio of primarily privately held business clients, ranging from complex credits to deposit-only relationships, and act as lead negotiator with prospects and clients.
• Grow revenue by prospecting for new business and retaining and expanding existing client relationships through interest income, fee income, and cash management revenue.
• Provide financial advice to clients and identify and sell appropriate bank products and services to prospects and clients.
• Build strong relationships with referral sources and centers of influence.
• Structure and underwrite credits jointly with Loan Portfolio Managers.
• Operate a computer terminal or personal computer to process account activity, determine balances, and resolve problems within established authority.
• Answer in-person, telephone, or email questions from clients and staff and direct inquiries to the appropriate Company personnel when necessary.
• Assume responsibility for various department functions during staff absences or high-volume situations.
• Perform other duties and projects as assigned.

Skills

PC & mainframe

Word processing

Spreadsheets

Communication skills

Mathematical ability

Education

Bachelor's degree or equivalent

Tools

Mainframe systems

Banking software

Job description

Banc of California, Inc. is seeking a highly experienced relationship professional to develop and manage a portfolio of private clients, from complex credits to deposit relationships.

You will lead negotiations, grow revenue, provide financial advice, and build referral networks while working on-site in Los Angeles. A bachelor’s degree and 12+ years in sales/relationship management are required.