VP, Treasury Relationship Manager - TM Sales in San Diego, CA

Description

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “Bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through Banc Edge.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace.

We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®

THE OPPORTUNITY

Responsible for treasury, deposit, and non-loan product sales on behalf of assigned business unit partner(s) (i.e., Commercial Banking, Business Banking, Real Estate Banking, Specialty Banking and/or Community Banking). Presents customers with compelling business solutions which enable customers to more effectively manage cash flow and efficiency of their business operations. Maintains up to date and superior expertise in treasury product suite and working knowledge of bank offering to effectively identify and close opportunities on behalf of bank.

Maintains a disciplined and organized calling schedule with prospects and clients to meet sales goals and ensure client satisfaction and retention. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU’LL MAKE A DIFFERENCE

• Takes a consultative approach with clients and matches clients with the right set of treasury, card, and other non-loan products. Meets aggregate product revenue goals. In a client-centric way, seek opportunities to improve the Bank’s NII through treasury product sales and cross sell of fee-based products. Manage product price concessions, ECRs, and fee waivers.

• Drive deposit growth consistent with bank’s appetite and at direction of Manager. Work with lending teams to ensure (i) new deposit relationships are established simultaneously with new loan relationships, and (ii) appropriate mix of non-interest bearing/analyzed accounts and interest bearing accounts. Recommend deposit pricing that ensures retention and promotes growth as market interest rates change, while optimizing deposit margin for the bank.

• Deepen Client Relationships/Profitability:
  For existing clients, completes systematic deposit/treasury relationship reviews and works closely with business unit RMs to cross-sell and migrate clients to the appropriate product set.

• Provides continuous communication with Product Management, Deposit Operations, and Customer Service teams to ensure we have the right product set and each client’s experience with the bank is timely, professional, and high quality. Works with internal partners to solve critical issues.

• Contributes to a high performance culture and fosters collaboration within the team/bank. Coaches and mentors junior team members at all levels. Work with HR to ensure performance plans provide clear direction, sales goals, and metrics. Networks with potential hires to support bank’s recruitment efforts.

• Maintains strong knowledge of risk and compliance – including BSA/AML, information security/fraud, and identity…