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Banc of California · 5 months ago

SVP, Relationship Manager - Orange County

Anaheim, California, United States

Full-time

Onsite

Senior Level, Lead/Staff

12+ years exp

Banc of California is a bank holding company focused on providing banking and treasury management services to businesses. The SVP, Relationship Manager will be responsible for developing and managing a portfolio of primarily private clients, growing revenue through new business and client retention, and providing financial advice while adhering to company policies and regulations.

BankingFinanceFinancial Services

Responsibilities

Develops and manages a portfolio of primarily privately-held business clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients

Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue

Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients

Builds strong relationships with referral sources, centers of influence, etc

Structures and underwrites credits jointly with Loan Portfolio Managers

Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority

Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary

Assumes responsibility for various department functions in the absence of staff members or in overload situations

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

Relationship managementSales experienceCommercial lendingBanking compliance knowledgeAdvanced computer skillsOrganizational skillsTime managementCommunication skillsProblem-solving skills

Required

Bachelor's degree from an accredited College or University or equivalent work experience

A minimum of twelve years' experience in sales or relationship management

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

Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs

Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company's products and services

Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs

Excellent organizational and time management skills

Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees

Ability to make decisions that have significant impact on the immediate work unit

Ability to organize thoughts and ideas into understandable terminology

Ability to organize and prioritize own work schedule on a short-term and long-term basis

Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations

Ability to work with little to no supervision while performing duties

Preferred

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

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.