Deposit Relationship Manager
About The Position
West Coast Community Bank is a community bank serving businesses and individuals along the Central Coast, in Silicon Valley, and throughout the Bay Area. The Deposit Relationship Manager is an on-site role based in the Salinas office, with travel to client offices and other sites required. The role develops new business relationships and expands existing relationships through the Bank’s services, community and nonprofit participation, and an active business-development calling program. The manager maintains and grows customer relationships, develops prospective business, cross-sells products and services, and represents the Bank at community events. The position also supports Relationship Managers, coordinates and tracks nonprofit donation requests, attends relevant training and meetings, and manages business development, relationship management, and community involvement workloads within established time frames. Work assignments are received from the Regional President.
Requirements
- Bachelor’s degree in business, finance, or a related field preferred, or equivalent experience required.
- Comprehensive knowledge of branch management, including sales, customer service, risk management, and management principles.
- Working knowledge of consumer and business deposit products applicable to the branch’s target market.
- Working knowledge of organizational and management principles and methods.
- Ability to maintain confidentiality of files and privileged information.
- Ability to organize work files effectively and efficiently.
- Excellent written and verbal communication skills and strong interpersonal skills.
- Proven sales and management skills.
Nice To Haves
- Bachelor’s degree in business, finance, or a related field.
Responsibilities
- Develop new business relationships and augment existing business relationships through use of Bank services, community and nonprofit participation, and an active business-development calling program.
- Call on existing customers to maintain and expand banking relationships and on prospective customers to develop new business.
- Cross-sell Bank products and services professionally.
- Represent the Bank at community events and sponsored activities, coordinating involvement to ensure the Bank is represented at significant events.
- Assist Relationship Managers with calling efforts, gathering complete financial packages and updates, document signing, and related support activities.
- Attend appropriate meetings, classes, and seminars to maintain and develop general banking and credit-specific skills and expertise.
- Research, recommend, and track donation requests from nonprofit organizations.
- Prioritize and manage business development, relationship management, and community involvement activities within time-frame guidelines.
- Perform additional duties consistent with Bank business needs and the scope and level of the role.
Benefits
- Medical, dental, and vision plans
- Vacation and sick leave
- Paid holidays
- Paid volunteer time
- Employer-paid life insurance
- 401(k) with employer matching
- Ongoing training, professional development, and career advancement opportunities
