Banc of California

SVP, Relationship Manager - San Diego

Banc of California • $160K — $200K *
San Diego, CA 92154In-Person
Finance & Insurance
11 - 15 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience.
  • 12+ years in sales or relationship management.
  • Advanced computer and software skills.
  • Intermediate knowledge of banking compliance regulations.
  • Strong math skills for financial calculations.
  • Exceptional communication skills.
  • Ability to make impactful decisions.

Responsibilities

  • Develop and manage a portfolio of private business clients.
  • Grow revenue through new business and existing client relationships.
  • Provide financial advice and recommend bank products.
  • Build relationships with referral sources and influential contacts.
  • Structure and underwrite credits with Loan Portfolio Managers.
  • Process account activities and resolve client inquiries.
  • Handle additional duties during staff absences or high-volume periods.

Benefits

  • 401k plan with company match and immediate vesting.
  • Comprehensive health insurance options.
  • Family support programs including adoption and parental leave.
  • Paid vacation, holidays, and volunteer time off.
  • Career growth resources, including tuition reimbursement and mentorship opportunities.
Full Job Description
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, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU'LL MAKE A DIFFERENCE

  • Develop and manage a portfolio of primarily privately held business clients, ranging from complex credits to deposit-only relationships, and act as lead negotiator with prospects and clients.
  • Grow revenue by prospecting for new business and retaining and expanding existing client relationships through interest income, fee income, and cash management revenue.
  • Provide financial advice to clients and identify and sell appropriate bank products and services to prospects and clients.
  • Build strong relationships with referral sources and centers of influence.
  • Structure and underwrite credits jointly with Loan Portfolio Managers.
  • Operate a computer terminal or personal computer to process account activity, determine balances, and resolve problems within established authority.
  • Answer in-person, telephone, or email questions from clients and staff and direct inquiries to the appropriate Company personnel when necessary.
  • Assume responsibility for various department functions during staff absences or high-volume situations.
  • Perform other duties and projects as assigned.


WHAT YOU'LL BRING

  • Bachelor's degree from an accredited college or university or equivalent work experience.
  • Minimum of twelve years of experience in sales or relationship management.
  • Advanced skills in computer terminal and personal computer operation, mainframe computer systems, word processing, spreadsheets, and specialty software programs.
  • Intermediate knowledge of applicable state and federal banking compliance regulations governing lending, including fair lending, privacy, and RESPA, as well as Company operational policies, procedures, products, and services.
  • Intermediate math skills, including the ability to calculate interest and percentages; balance accounts; add, subtract, multiply, and divide using whole numbers, common fractions, and decimals; identify routine mathematical errors; compute rates, ratios, and percentages; and draft and interpret bar graphs.
  • Excellent organizational and time management skills.
  • Exceptional oral, written, and interpersonal communication skills, with the ability to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly with clients and employees.
  • Ability to make decisions that have a significant impact on the immediate work unit.
  • Ability to organize thoughts and ideas into understandable terminology.
  • Ability to organize and prioritize work on both a short-term and long-term basis.
  • Ability to address difficult problems involving multiple facets and variables in non-standardized situations.
  • Ability to perform duties with little to no supervision.
  • Experience in commercial and other related forms of lending and portfolio products preferred.
  • High school diploma or equivalent required.


HOW WE'LL SUPPORT YOU

  • Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match 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.


The 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.

About Banc of California

Banc of California, Inc. is a bank holding company headquartered in Santa Ana, California. The company provides banking services to individuals and businesses throughout California. Banc of California operates through its subsidiary, Banc of California, N.A., which has over 30 branches throughout the state. The bank offers a range of deposit products, including checking, savings, and money market accounts, as well as various loan products, such as commercial and industrial loans, commercial real estate loans, and residential mortgage loans. Banc of California was founded in 1941 and went public in 2013.
Learn more about Banc of California
Size
673 employees
Market Cap
$921.4 million
Industry
Finance & Insurance
Net Income
$12.5 million
Founded
1941
5 Year Trend
-4.6%
NASDAQ
BANC
* Ladders Estimates

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