THE OPPORTUNITYThis position is responsible for overseeing Commercial Banking Relationship Managers in the execution of their duties, which include sourcing loan and deposit opportunities, negotiating and issuing term sheets, gathering appropriate information; performing analysis, due diligence, underwriting of proposed loan requests, requesting and reviewing loan documentation and entity documents, file maintenance, compliance, and audit readiness. This position will supervise or take the lead in client engagement. Assist in structuring and guiding credit requests through credit administration. 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- Oversee the development and execution of a sound and controlled program of business development and retention for the team you supervise that supports executive management philosophies, policies and goals.
- Direct and monitor results from a team of Relationship Managers and support staff.
- Ensure team's activity is consistent with Bank's compliance and audit programs.
- Generate new loans and deposits consistent with Bank underwriting and compliance standards.
- Ensure strong relationships with existing customers while continuing to meet their banking needs.
- Advise and update senior management of timely changes in the portfolio.
- Identify and interview suitable candidates for open positions.
- Prepare and deliver employee performance evaluations, goal planning, and counseling.
- Manage, support, coach and train employees.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
WHAT YOU'LL BRING- A minimum of seven or more years of lending/credit and banking experience.
- At least three or more years of experience managing three or more people.
- Bachelor's degree in finance, accounting or related field.
- CPA or MBA is desirable.
- Strong analytical and communication skills required, together with an entrepreneurial work ethic
- Ability to travel for client visits and other meetings as needed.
- Proficient with Word and Excel.
- Championing Customer Needs: Provides timely and professional service to both internal and external customers; is responsive to customer needs and requests; is always courteous to the customer and considers the needs of the customer when making decisions, while always protecting the bank.
- Communicating Effectively: Shares information. Listens and involves others. Clearly conveys ideas in a manner that engages others and helps them understand and retain the message.
- Delivering High Quality Work: Makes sure responsibilities central to the role meet all requirements and expectations. Finishes tasks promptly and critically reviews work to ensure quality and accuracy. Considers impact of work to others and takes steps to mitigate unnecessary work. Seeks additional work after finishing tasks.
- Demonstrating Initiative: Takes action on his/her own without being prompted; handles problems independently when appropriate; able to resolve issues without relying on extensive help from others; does more than is expected or asked.
- Supporting Change: Supports change and innovation. Is comfortable with a changing environment and is adaptive to such an environment.
- Review and be knowledgeable of departmental and human resource policies & procedures.
HOW WE'LL SUPPORT YOU- Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match percentage and immediate vesting.
- Health & Well-Being: 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).
- Building & Supporting Your Family: 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.
- Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
- Career Growth Opportunities: 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.
SALARY RANGEThe base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
