Banker I, Technology Banking jobs in United States
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Banc of California · 2 weeks ago

Banker I, Technology Banking

Banc of California is a premier relationship-based business bank headquartered in Los Angeles, focused on providing banking and treasury management services. The Banker I, Technology Banking role involves supporting business development by analyzing and underwriting lending opportunities, coordinating loan transitions, and cultivating a personal network in the tech ecosystem.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Join all calls with prospect from start to be up to speed on firm and deal
Coordinate demo with GTM if needed
Aggregate and review all diligence materials required for EOI/CAR
Prepare EOI with guidance of banker/CM
Prepare CAR
Engage appropriate CM
Work with Client Services/Prospect to ensure relevant bank accounts set up
Work with CM/loan closing/prospect to ensure all needed diligence and closing docs have been received
Work with prospect on borrowing kit and determine advance needed at close
Prepare any needed change memos and portfolio duties to ensure efficient transition (if applicable)
Review LinkedIn, Axios, Pitchbook data and other resources to build targeted lead list
Reach out to prospects to set meeting for banker when needed (usually on deals banker has no connectivity or small firms banker)
Manage pitch meeting scheduling and follow up (largely sending marketing collateral after meetings) where needed
Work with GTM and client services to close deposit only opportunities
Attend/organize local events to build network with CFOs/Attorneys and/or service providers
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
Performs other duties and projects as assigned

Qualification

Venture Banking experienceCredit analysisUnderwriting skillsDegreeCustomer serviceTeam orientationAttention to detailOrganizational skills

Required

At least two years' experience as a Venture Banking Portfolio Analyst or comparable experience at a financial institution, venture capital/private equity firm, business development, or in public accounting
Bachelor's degree or equivalent experience
Responsiveness, passion for excellent customer service
Willingness to go above and beyond
Proven ability to underwrite well and independently
Accuracy, attention to detail, strong organizational skills
Excellent knowledge of Venture Bank compliance systems
Team orientation

Preferred

Master's degree or higher

Benefits

You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
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).
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.
Eligible team members receive paid vacation days, holidays, and volunteer time off.
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.

Company

Banc of California

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Banc of California provides a full-service banking and home lending to individuals and their businesses and families.

H1B Sponsorship

Banc of California has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$20M
Key Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO

Leadership Team

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Ken McMullen
Treasurer
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Company data provided by crunchbase