SVP, Relationship Manager - Bay Area & Central Coast

Banc of California•Menlo Park, CA

8h•$145,000 - $243,000

About The Position

The SVP, Relationship Manager is responsible for developing and managing a portfolio of primarily privately held business clients, ranging from complex credit relationships to deposit-only relationships. The role serves as lead negotiator with prospects and clients, grows revenue through new business prospecting and the retention and expansion of existing relationships, and provides financial advice and appropriate banking products and services. The position also builds relationships with referral sources and centers of influence and structures and underwrites credits jointly with Loan Portfolio Managers. Duties are performed in accordance with company policies and applicable state and federal laws and regulations.

Requirements

Bachelor’s degree from an accredited college or university, or equivalent work experience.
At least 12 years of experience in sales or relationship management.
Advanced skills in computer terminal and personal computer operation, mainframe computer systems, word processing, spreadsheets, and specialty software.
Intermediate knowledge of state and federal banking compliance regulations governing lending, including fair lending, privacy, and RESPA, as well as company operational policies, procedures, products, and services.
Intermediate math skills, including calculating interest and percentages, balancing accounts, performing arithmetic with whole numbers, fractions, and decimals, locating routine mathematical errors, computing rates, ratios, and percentages, 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 on both short-term and long-term bases.
Ability to address difficult problems involving multiple facets and variables in non-standardized situations.
Ability to work with little to no supervision.
High school diploma or equivalent.

Nice To Haves

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

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 client 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 strong 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 in person, by telephone, or by 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

Eligibility to participate in the 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 insurance.
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 care options for family members.
Paid vacation days, holidays, and volunteer time off for eligible team members.
Tuition reimbursement.
Annual mentorship program.
Leadership development resources.
Access to LinkedIn Learning.