Banc of California is seeking an SVP, Relationship Manager to develop and manage a portfolio of primarily private clients. The successful candidate will have a minimum of 12 years of experience in sales or relationship management and a Bachelor's degree from an accredited college or university. The role is responsible for growing revenue, providing financial advice, and building strong relationships with clients and referral sources.
Requirements
- Develop and manage a portfolio of primarily privately-held business clients
- Act as lead negotiator with prospects & clients
- Grow revenue by successfully prospecting for new business and retaining and expanding existing client relationships
- Provide financial advice to clients and identify and sell appropriate bank products and services
- Build strong relationships with referral sources, centers of influence, etc.
- Structures and underwrites credits jointly with Loan Portfolio Managers
- 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
- Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
- Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type
- Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
- Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions
Benefits
- Financial Security: 401k plan with company match and immediate vesting
- Health & Well-Being: 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: Adoption, surrogacy, and fertility assistance, paid parental leave, and family support solutions including care options for your family
- Paid Time Away: Paid vacation days, holidays, and volunteer time off
- Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, access to LinkedIn Learning, and more
