SVP, Relationship Manager - San Diego

Posted 4 Days Ago
Be an Early Applicant
2 Locations
In-Office
Expert/Leader
Fintech • Software • Financial Services
The Role
Develops and manages portfolios of primarily privately held business clients, grows revenue through prospecting and relationship expansion, provides financial advice, sells banking products, and builds referral networks. The role structures and underwrites credits with loan portfolio managers, manages client inquiries, resolves account issues, and ensures compliance with lending regulations and company procedures.
Summary Generated by Built In

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!


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.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree from an accredited college or university, or equivalent work experience
  • At least 12 years of experience in sales or relationship management
  • Advanced computer skills, including computer terminals, personal computers, mainframe systems, word processing, spreadsheets, and specialty software
  • Intermediate knowledge of state and federal banking compliance regulations governing lending, including fair lending, privacy, and RESPA
  • Knowledge of company operational policies, procedures, products, and services
  • Intermediate mathematics skills, including interest, percentages, rates, ratios, account balancing, and error identification
  • Excellent organizational and time management skills
  • Exceptional oral, written, and interpersonal communication skills
  • Ability to make decisions with significant impact on the immediate work unit
  • Ability to organize, prioritize, and manage short-term and long-term work
  • Ability to address complex, non-standardized problems involving multiple variables
  • Ability to perform duties with little to no supervision
  • Experience in commercial and related lending and portfolio products
  • High school diploma or equivalent

Banc of California Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Banc of California and has not been reviewed or approved by Banc of California.

  • Retirement Support — Retirement benefits feature an immediately vested company 401(k) match and solid plan options. This provides notable long-term value within total compensation.
  • Leave & Time Off Breadth — Paid parental leave, disability leave for childbirth, and PTO that accrues with tenure (with flexible time off for some senior roles) indicate wide coverage. These programs offer meaningful time-away support for different life stages.
  • Wellbeing & Lifestyle Benefits — Weekly wellness events, access to professional legal advice, commuter benefits, and emergency travel assistance expand the package beyond core insurance. These offerings enhance daily support and convenience.

Banc of California Insights

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The Company
HQ: Los Angeles, California
3,241 Employees

What We Do

About Banc of California, Inc. Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $38 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services through more than 90 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as through regional offices nationwide. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. 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. Member FDIC | Equal Housing Lender | NMLS# 530611

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