Senior VP - Middle‑Market Relationship Executive

Banc of California, Inc.; Edison (CA); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

401k with company match

Health insurance

Paid time off

Tuition reimbursement

Job summary

Banc of California, Inc. is seeking a senior relationship manager to develop and manage a portfolio of primarily private clients within our California banking team.

You will lead negotiations, drive revenue, and provide financial guidance across cash management and bank products. You will build and sustain client relationships, collaborate with Loan Portfolio Managers on structuring credits, and maintain high standards of compliance, communication, and professional integrity.

Qualifications

• 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

Responsibilities

• Develops and manages a portfolio of privately-held business clients ranging from complex credits to deposit-only relationships. Acts as lead negotiator with prospects & clients.
• Grows revenue by 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
• Takes actions consistent with the company’s values and policies, including integrity and respect for cultural differences.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering health or safety to themselves or others and will report potentially unsafe conditions.

Skills

Lead negotiator

New business prospecting

Relationship management

Financial advisory

Credit structuring

Education

Bachelor's degree

Tools

Mainframe system

Excel

Word processing

Job description

Banc of California, Inc. is seeking a senior relationship manager to develop and manage a portfolio of primarily private clients within our California banking team.

You will lead negotiations, drive revenue, and provide financial guidance across cash management and bank products. You will build and sustain client relationships, collaborate with Loan Portfolio Managers on structuring credits, and maintain high standards of compliance, communication, and professional integrity.