Team Manager Technology Banking

City National Bank • San Francisco, CA

10d • Onsite

About The Position

Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned Technology segment business while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Technology Banking Relationship Managers. Develops business opportunities by being active in the community and maintaining positive relationships within the Bank. Creates and maintains effective relationships with Division team, ensuring that lines of communication remain open and clients are serviced at a consistently high level.

Requirements

• Bachelor's Degree or equivalent
• Minimum 10 years of experience in commercial lending focused in the Technology industry.
• Minimum 5 years of management experience required
• Demonstrated sales and relationship management ability.
• Solid understanding of and broad exposure to the Technology market
• Solid grasp of Technology industry from well established businesses to start-up and leading-edge technologies.
• Excellent knowledge of commercial credit policies/procedures and risk management techniques.
• Excellent skills in motivating staff and assisting in the creation and achievement of individual and team goals.
• Willingness and ability to communicate with staff so that everyone feels informed at all times.
• Perception as a trusted advisor by both the staff and the client.
• Strong strategic skills that will assist the staff in creating strategies for each client.
• Strong interpersonal skills to effectively interact with all levels of internal and external clients and Bank colleagues to achieve results

Responsibilities

• Establishes individual sales goals and objectives for team and creates an environment that encourages team members to develop profitable relationships and focus their efforts on achieving highest levels of performance.
• Ensures that relationship development plans are created, implemented, and monitored for each client or prospect. Conducts progress meetings to review results to goal and provides alternative strategies to ensure individual and team goals are met. Redirects team members’ efforts when necessary and helps them achieve their performance objectives.
• Manages the ongoing measurement, tracking, and reporting of team sales activities and performance metrics.
• Implements client strategies for both new and existing clients.
• Regularly accompanies Technology Banking Relationship Managers on key client visits and assists them with closing deals.
• Conducts an annual review of all client relationships to ensure that clients are properly assigned.
• Monitors relationships to ensure that cross-sell activities and retention efforts are maximized and that client satisfaction is maintained.
• Hires, terminates, develops, coaches, and motivates team members; identifies staff development needs and provides educational/training opportunities.
• Maintains appropriate staffing ratios and manages resources to optimize client support and unit profitability.
• Interfaces with Credit Products team to ensure credit quality and compliance strategies are implemented and the process is efficient and effective.
• Insures accurate and timely risk identification.
• Monitors the loan and credit process.
• Works with Credit Products team and Relationship Manager to approve credit transactions that meet client needs and ensures consistency with the credit quality standards and operational compliance requirements of the Bank.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Manager