VP, Relationship Manager, Payments

Banc of California • San Diego, CA

5d

About The Position

The VP, Relationship Manager for Payments is responsible for developing new
business opportunities for BancEdge merchant services by pursuing referrals from
internal sources and calling on small medium business (SMB) commercial clients
and prospects to identify payment processing/acquiring opportunities and to sell
those services to ensure that client needs are met. This position also works in
conjunction with Operations, Product, and Technology to provide exceptional
customer service through setup, implementation, and training of new and existing
clients on all payments/acquiring products and services for SMB clients. You
will also research, analyze, and resolve a broad range of complex customer
issues involving services and products. This position will be expected to travel
at least 50% of the time, visiting with Relationship Manager, branch staff and
corporate officers in various locations in Southern California. Performs all
duties in accordance with the Company’s policies and procedures, all U.S. state
and federal laws and regulations, wherein the Company operates.

Requirements

• Minimum of 4-7 years of experience in SMB payments business development, including experience in relationship management.
• Bachelor’s degree in finance or related field preferred and/or relevant work experience.
• Sales call and customer service experience.
• Possess excellent customer service and follow-up skills.
• Knowledge of the payment processing and card acquiring industry.
• Knowledge of competitive products and services strongly preferred.
• Excellent people skills; ability to communicate verbally and in writing with a wide range of people.
• Have the analytical ability to gather and analyze data, identify pros and cons, arrive at conclusions and present recommendations clearly and concisely.
• Ability to facilitate effective virtual meetings with internal and external partners.
• Must be responsiveness and have strong judgment, integrity, and time management skills.
• Be able to work independently to achieve objectives.
• Demonstrated ability to influence, active listening, and conflict resolution.
• Strong computer skills with emphasis on Microsoft Office tools (Word, Excel, PowerPoint).

Responsibilities

• Generate revenue by selling payment/acquiring services to SMBs.
• Establish new SMB payments/acquiring relationships and foster existing relationships.
• Create and employ internal and external referral networks.
• Analyze payment processing/acquiring opportunities, including reviewing processing statements, fund flows, customer payment experience, integration needs, and if the business complies with payments rules and regulations, and contribute to the design and development of products to address those needs.
• Work cross functionally to evaluate and close opportunities.
• Assist with Implementation and training of new and existing clients on products, systems, and services.
• Manage a portfolio of clients; prepare a Relationship Plan and calling schedule for each client.
• Perform retention calling and organic balance growth activities in accordance with calling schedule.
• Process complex customer service requests.
• Manage all client updates in a timely and accurate method.
• Monitor trends and developments in customer’s businesses and in the financial services industry and recommend possible products and services to enhance client relationships, generate income for the Bank, and retain and improve the Bank’s competitive position in the market.
• Anticipate, identify, and report issues to managers or supervisors across all departments and make appropriate recommendations for resolution or improvements, including processes and products with an awareness of customer service levels.
• Develops a strong understanding of the company, industry, business and needs to assist in client servicing. Bring in product specialists, as necessary, to help problem-solve or design solutions.
• Recognize cross-sell opportunities and refer business accordingly.
• Monitors portfolio for quality, risk, and adherence to policy. Works with the appropriate staff departments to resolve issues.
• Prioritizes workload and follow up with pending information in a timely manner.
• Create and complete individual development plan.
• Participate in community and CRA activities to promote bank brand.
• Travel is required.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Benefits

• Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees