Market Manager

Posted 16 Days Ago
Be an Early Applicant
Santa Rosa, CA, USA
In-Office
80K-100K Annually
Senior level
Financial Services
The Role
The Market Manager acquires and grows business banking relationships through outbound prospecting, networking, market research, referrals, and community engagement. Responsibilities include recommending banking solutions, managing deposit and credit pipelines, partnering with branch and commercial banking teams, retaining at-risk customers, onboarding new clients, and meeting sales targets. The role requires strong business development, banking product knowledge, communication, analytical, and independent time-management skills, with 60–70% travel.
Summary Generated by Built In
Mechanics Bank is currently searching for a Market Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.
The Market Manager plays a critical role in expanding the bank’s customer base by strategically targeting and acquiring new business customers. This position requires a proactive approach in identifying potential business opportunities and the ability to deliver tailored banking solutions that meet the diverse needs of prospects and customers. The position requires taking a leadership role in the business community, working closely with local businesses to provide financial products and services that support their growth and success. The Market Manager will acquire, build, and grow the customer base by profiling each customer through regular communication to strengthen and deepen relationships. The Market Manager serves as the face of the bank in the local market, building strong referral networks and ensuring disciplined execution of sales strategies. Business development will be accomplished through an aggressive sales effort resulting in new client acquisition and quality growth of business relationships. At all times, superior leadership and customer service is expected.

What you will be doing:

  • Partner with local Branch Managers to ensure alignment on sales priorities and execution.
  • Collaborates with Retail Branches, Commercial Banking, and Treasury Management sales to ensure seamless onboarding of new customers and exceptional service delivery.
  • Conducts market research to identify potential clients and sectors for expansion of customer base. Proactively identifies and retains “at risk” customers.
  • Builds and maintains strong relationships with local businesses through networking, community engagement, and strategic partnerships. Participates in branch events/sponsorships and is involved with groups and organizations within the community.
  • Assesses the financial needs of prospective and existing customers and recommends banking solutions that align with their business objectives.
  • Makes use of advertising leads, internal customer lead lists, personal contacts, referrals from the Bank, internal business lines, and branch customer base to identify sales opportunities and provides an outstanding customer experience.
  • Stays informed about industry trends, competitive landscape, and regulatory changes to effectively position banking services.
  • Maintains a complete understanding of and competency with products, services, and the Bank’s business-customer acquisition strategy.
  • Monitors personal weekly/monthly sales efforts, ensuring sales targets and results are achieved.
  • Travel: 60-70%

Who you are:

  • Bachelor's degree in Business Administration, Finance or related field preferred. Additional experience may be considered in lieu of degree.
  • Minimum of 7 years of experience in Banking, Sales or Business Development with a proven track record of acquiring business customers.
  • Demonstrates a strong outbound business development mindset, with a primary focus on new relationship acquisition.
  • Maintains an active and accurate deposit and credit pipeline, providing regular forecasts and activity reporting to management.
  • Proactively prospects for new credit opportunities up to $250K through outbound calling, referrals, and community networking activities.
  • Strong understanding of business banking products and services.
  • Excellent interpersonal and communication skills, with the ability to engage and influence decision-makers.
  • Strategic thinker with a strong analytical mindset and the ability to solve complex problems.
  • Target-driven and highly motivated with a proven ability to work independently, setting priorities and managing time to maximize market results.
  • Proficiency in Microsoft Office Suite.

ADA Requirements

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
  • The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision.
  • The noise level in the work environment is usually moderate.

#LI-AS1


Pay Range: $80,000-100,000

AIP up to 10%

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:

  • Medical, prescription, dental, and vision coverage for employees and their eligible family members

  • Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits

  • Health Savings Account with employer contribution

  • Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit

  • 401(k) and Roth 401(k) with company contribution

  • 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program

  • Supplemental Health plans, Voluntary Legal and Identity Theft Services

  • 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year

  • Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

    California Privacy Policy for Prospective Employees | Mechanics Bank

[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.

Skills Required

  • Bachelor’s degree in Business Administration, Finance, or a related field, or equivalent additional experience
  • Minimum of 7 years of experience in banking, sales, or business development
  • Proven track record of acquiring business customers
  • Strong outbound business development mindset focused on new relationship acquisition
  • Active and accurate deposit and credit pipeline management, including forecasts and activity reporting
  • Experience prospecting for credit opportunities up to $250,000
  • Strong understanding of business banking products and services
  • Excellent interpersonal and communication skills with the ability to influence decision-makers
  • Strategic thinking, analytical ability, and complex problem-solving skills
  • Target-driven, highly motivated, and able to work independently while managing priorities and time
  • Proficiency in Microsoft Office Suite
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The Company
HQ: Seattle, WA
1,528 Employees
Year Founded: 1921

What We Do

HomeStreet Bank is one of the largest community banks in the Northwest, California and Hawaii. Since we began in 1921, we've stayed focused on what we believe is most important: building long-term relationships with our customers and providing ongoing support to our communities. We offer a full range of financial services including commercial banking, commercial lending, consumer banking, mortgage lending, residential construction financing, commercial real estate financing and insurance services. Our primary area of community focus is housing and homes. HomeStreet also supports organizations where our employees have an integral involvement. HomeStreet is an Equal Housing Lender and makes mortgage loans without regard to race, color, religion, national origin, sex, handicap, or familial status. Member FDIC.

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