SVP, Relationship Manager - Bay Area & Central Coast

Banc of California•Fresno, CA

About The Position

Banc of California is hiring an SVP, Relationship Manager to develop and manage a portfolio of primarily private clients. The role serves privately held businesses with needs ranging from complex credit relationships to deposit-only relationships, and performs all duties in accordance with company policies and applicable state and federal laws and regulations. The Relationship Manager grows revenue by prospecting for new business, retaining and expanding client relationships, and generating interest income, fee income, and cash management revenue. The role provides financial advice, identifies and sells appropriate bank products and services, negotiates with prospects and clients, builds referral-source relationships, and structures and underwrites credits jointly with Loan Portfolio Managers. The position also handles account activity and client and staff inquiries, follows established procedures, and performs other duties as assigned. Banc of California is a relationship-based business bank offering banking and treasury management services, loan and deposit products, payment processing, and technology-enabled services. The company describes benefits that include retirement-plan matching, insurance and health accounts, family-building and parental-leave support, paid time away, and career-development resources.

Requirements

Bachelor’s degree from an accredited college or university, or equivalent work experience.
At least twelve years of experience in sales or relationship management.
High school diploma or equivalent required.
Advanced skills operating computer terminals and personal computers, mainframe computer systems, word-processing and spreadsheet software, and specialty software programs.
Intermediate knowledge of state and federal banking compliance regulations governing lending, including fair lending, privacy, and RESPA, as well as company policies, procedures, products, and services.
Intermediate math skills, including calculating interest and percentages, balancing accounts, performing arithmetic, identifying routine mathematical errors, and computing rates, ratios, and percentages, including drafting and interpreting bar graphs.
Excellent organizational and time-management skills.
Exceptional oral, written, and interpersonal communication skills, including the ability to follow instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly with customers and employees.
Ability to make decisions with significant impact on the immediate work unit.
Ability to organize thoughts and ideas into understandable terminology.
Ability to organize and prioritize work schedules over short- and long-term periods.
Ability to address difficult problems involving multiple facets and variables in non-standardized situations.
Ability to work with little to no supervision.

Nice To Haves

Experience in commercial and other related forms of lending and portfolio products is preferred.

Responsibilities

Develop and manage a portfolio of primarily privately held business clients, including complex credit and deposit-only relationships.
Act as lead negotiator with prospects and clients.
Grow revenue by prospecting for new business and retaining and expanding existing relationships through interest income, fee income, and cash management revenue.
Provide financial advice and identify and sell appropriate bank products and services to prospects and clients.
Build relationships with referral sources and centers of influence.
Structure and underwrite credits jointly with Loan Portfolio Managers.
Use a computer terminal or personal computer to process account activity, determine balances, and resolve problems within assigned authority.
Answer client and staff questions by telephone or email and direct callers to appropriate company personnel when necessary.
Assume responsibility for department functions when staff members are absent or during overload situations.
Follow established policies and procedures.
Perform other duties and projects as assigned.

Benefits

Company 401(k) plan with company match and immediate vesting.
Comprehensive insurance options, including medical, dental, vision, AD&D, supplemental life, and long-term disability coverage.
Pre-tax Health Savings Account with employer contributions and pre-tax Flexible Spending Account.
Adoption, surrogacy, and fertility assistance.
Paid parental leave and family support solutions, including family care options.
Paid vacation days, holidays, and volunteer time off for eligible team members.
Tuition reimbursement.
Annual mentorship program.
Leadership development resources.
Access to LinkedIn Learning.