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Banc of California · 2 days ago

VP, Client Manager

New York, NY

Full-time

Onsite

Mid Level

3+ years exp

Banc of California is a premier relationship-based business bank focused on providing banking and treasury management services. The VP Client Manager will oversee client management, retention, and expansion for Venture Capital and Private Equity fund borrowers, ensuring a high-quality customer experience and managing a portfolio of loans.

BankingFinanceFinancial Services

Responsibilities

Proactively monitor performance and compliance, as well as negotiating and closing any necessary loan amendments

Anticipate and lead deal processes for new loans to existing clients, including deal negotiation, underwriting, credit committee presentations/approvals, diligence, and legal document review

Cross collaborate effectively and concurrently with key constituents including legal counsel, credit/risk management teams, and operational teams

Provide a high quality customer experience through pro-actively anticipating customer needs, building rapport and trust with key client constituents, and through promptly addressing requests

Communicate with client and or supervisor to anticipate potential loan issues or questions and formulate creative resolutions

Prepare reports and summaries to keep management informed on portfolio performance, as required

Provide guidance for and mentoring of junior level team members assisting in the underwriting and compliance processes

Prepare and deliver employee performance evaluations, goal planning, and counseling, if required

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

Client relationship managementFinancial statement analysisLegal document reviewPortfolio managementMicrosoft ExcelNegotiation skillsBachelor's degreeCPACFAMBACommunication skillsAttention to detailTeam player

Required

Proven track record of maintaining commercial relationships

Strong negotiation and communication skills with the ability to close deals

Proficient in financial statement analysis

Proficiency in legal document review and negotiation

Ability to thrive working independently but also a team player

Extreme attention to detail

Strong communication skills

Bachelor's degree in Finance, Accounting or related field

Preferred

3+ years of client relationship or portfolio management experience, ideally in a lending/credit environment

Ability to travel 1-2 days per quarter when/if necessary

Proficient in Microsoft Office, especially Excel

CPA, CFA or MBA

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.