SVP, Relationship Manager - Orange County & Inland Empire

Overview

Description of Banc of California and the career opportunity. Banc of California is a bank holding company headquartered in Los Angeles with a focus on providing banking and treasury management services to small, middle-market, and venture-backed businesses. The bank offers a broad range of loan and deposit products and services, with branches throughout California and Denver, Colorado, and full-stack payment processing through Banc Edge.

The company is committed to its local communities and emphasizes growth, empowerment, and a dynamic and inclusive workplace.

The Opportunity

Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the company’s policies and procedures, and all applicable U.S. state and federal laws and regulations.

• 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 and clients.

• Grows revenue by 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.

• Treats people with respect; keeps commitments; inspires trust; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes a work environment free of harassment.

• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.

• Performs the position safely, reporting potentially unsafe conditions as required by OSHA standards and company policies.

• Performs other duties and projects as assigned.

• 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 lending and related portfolio products preferred.

• Advanced skills in computer terminal and personal computer operation; mainframe systems; and word processing, spreadsheet and related software.

• Knowledge of related state and federal banking compliance regulations governing lending, including but not limited to fair lending and privacy, RESPA, as well as company policies and procedures.

• Intermediate math skills; ability to calculate interest, balances, and percentages; ability to interpret data and bar graphs.

• Excellent organizational and time management skills.

• Exceptional oral, written and interpersonal communication skills.

• Ability to make decisions that significantly impact the immediate work unit.

• Ability to organize thoughts and ideas into understandable terminology.

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

• Ability to solve difficult problems involving multiple facets and variables in non-standardized situations.

• Ability to work with little to no supervision.

• Financial Security: Eligible to participate in the company’s 401(k) plan with company match and immediate vesting.

• Health & Well-Being: Comprehensive insurance options including medical, dental, vision, AD&D, life, disability, and health accounts with employer contributions.

• Family & Care: Adoption, surrogacy and fertility assistance, paid parental leave and family support options.

• Paid Time Away: Paid vacation, holidays, and volunteer time off.

• Career…