SVP, Relationship Manager, Middle Market Banking (California)

Banc of California; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401k with company match

Comprehensive insurance options

Tuition reimbursement

Paid vacation days

Career growth opportunities

Job summary

Banc of California is seeking a candidate to manage a portfolio of private clients in San Diego, California. The role involves developing relationships, providing financial advice, and ensuring adherence to compliance laws.

The ideal candidate will have a Bachelor's degree or equivalent experience along with a robust background in sales and relationship management. Professional growth opportunities and a range of benefits are included.

Qualifications

• Minimum twelve years’ experience in sales or relationship management.
• Experience in commercial lending preferred.
• Intermediate knowledge of banking compliance regulations.

Responsibilities

• Manage a portfolio of private clients.
• Provide financial advice and sell bank products.
• Negotiate with clients and prospects.

Skills

Sales skills

Relationship management

Communication skills

Organizational skills

Mathematics skills

Education

Bachelor's degree or equivalent work experience

Tools

Personal computer operation

Spreadsheet software

Job description

The Opportunity

Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with company policies and procedures, all U.S. state and federal laws and regulations, in which the company operates.

How You’ll Make a Difference

• Develops and manages a portfolio of primarily privately‑held business clients ranging from complex credits to deposit‑only relationships. Acts as lead negotiator with prospects & clients.
• Grows revenue by successfully 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.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned.

What You’ll Bring

• 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.

How We’ll Support You

• Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account with employer contributions, and pre‑tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

Salary Range

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.