Commercial Banking Relationship Manager Deposits (Hebrew speaker)

Valley Bank•Palo Alto, CA

About The Position

The Commercial Banking Relationship Manager Deposits develops and manages commercial client relationships, focusing on acquiring complex and profitable relationships, sourcing low-cost deposits and Treasury fee income, and building primary bank relationships. The role is the primary point of contact for clients and works with line-of-business relationship managers, leaders, and product partners to develop business and deliver banking solutions. The position manages deposit accounts, advises clients, coordinates services, resolves customer issues, and identifies emerging customer trends and cross-selling opportunities. It makes presentations to prospective and existing clients, contributes to sales targets, represents the Bank in civic and community functions, and uses Salesforce as a CRM tool. The role also follows applicable BSA, USA PATRIOT Act, and OFAC requirements, completes annual BSA training, and reports suspicious activity. The person is open to coaching and mentoring; the stated next career step is Senior Deposit Relationship Manager.

Requirements

High school diploma or equivalent.
At least 7 years of Relationship Manager and/or Business Development Officer experience.
Demonstrated success meeting sales goals and managing client relationships.
Experience in credit, credit support, or financial analysis.
Superior knowledge of commercial banking products and services, including credit and non-credit offerings.
Proven ability to manage high-end Middle Market clients.
Ability to work independently and leverage professional relationships inside and outside the Bank.
Understanding of, or willingness to learn about, all bank offerings.
Ability to fully utilize sales automation tools and related technologies.
Superior sales presentation, interpersonal, negotiation, written, and verbal communication skills.
Persuasion, diplomacy, negotiation, and closing skills.
Ability to use Salesforce as a CRM tool.
Hebrew-speaking ability, as indicated in the job title.

Nice To Haves

Bachelor’s degree in a discipline related to the position.

Responsibilities

Source new centers of influence (COIs) and serve as the primary contact for business development focused on acquiring complex and profitable commercial relationships.
Attract and retain clients, manage client relationships, and strengthen existing relationships.
Source low-cost deposits and Treasury fee income and build primary bank relationships.
Maximize cross-selling opportunities through customer profiling and coordinate with product partners to win new business.
Resolve and oversee customer issues related to advisory services, new information, and Treasury services, solutions, and products.
Present to potential and existing clients and contribute to sales targets.
Own client relationships as the primary point of contact, working with line-of-business relationship managers and leaders.
Use Salesforce as a CRM tool.
Represent the Bank at civic and community functions.
Anticipate emerging customer trends to recommend products and services and expand line-of-business activity.
Support clients in coordinating solutions in an advisory role, managing deposit accounts, receiving advice, and overseeing services.
Document and identify trends in customer service needs to ensure client questions and issues are addressed correctly and efficiently.
Work with the line-of-business manager and receive coaching and mentoring to onboard new primary bank relationships and sell and activate recommended bank products and services.
Comply with BSA, USA PATRIOT Act, and OFAC regulations; complete annual BSA training; and report suspected criminal activity or attempts to avoid BSA reporting requirements to the AML/BSA Compliance Department.
For supervisory positions, ensure staff complete required BSA training.
Perform other duties as assigned.