Comml Bnkg Reln Mgr - Deposits - Palo Alto, CA

The Commercial Banking Deposits Relationship Manager will be responsible for identifying and pursuing new sales from prospects or new clients within the existing footprint or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new deposit business, build new primary bank relationships, ensuring a consistent flow of new business and revenues to the bank. The primary role is to generate new low cost deposits, source new Treasury fee income, build new primary bank relationships, and cross‑sell other bank products and services.

• Sources new COIs and acts as primary contact for new business development focusing on the acquisition of complex and profitable commercial relationships.
• Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships.
• Will focus on sourcing new low-cost deposits, new Treasury fee income, and building primary bank relationships.
• Maximizes cross‑sales opportunities through customer profiling with the goal of cultivating interest in new bank products and services; coordinates with other product partners to win new business.
• Resolves and oversees customer issues surrounding advisory, new information, and Treasury services, solutions and products.
• Makes presentations to potential and existing clients and contributes to the achievement of sales targets.
• Owns the relationship as primary point of contact by working with their respective LOB RMs and leader.
• Uses Salesforce as a CRM tool (required).
• Represents the Bank in civic and community functions.
• Anticipates emerging customer trends as a basis for recommending products and services and expanding business for the LOB.
• Provides support to help clients coordinate solutions in an advisory role, manage deposit accounts, offer advice and oversee services provided. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs.
• Opens to receiving coaching and mentoring as it relates to onboarding new primary bank relationships, selling and activating recommended bank products and services, and works closely with the manager of the LOB. The next step in the career path is a Senior Deposit Relationship Manager.

• Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Completes annual BSA training. Reports suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensures BSA training requirements are completed by staff.
• All other duties as assigned.