VP, Relationship Manager, Payments

Posted Yesterday
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Santa Ana, CA, USA
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Develop new business and manage client relationships for merchant services and payment processing solutions. Responsibilities include prospecting, building referral networks, analyzing payment environments, recommending solutions, leading presentations and implementations, managing sales pipelines, achieving revenue goals, resolving client issues, identifying cross-sell opportunities, monitoring portfolio risk, and collaborating with Operations, Product, Technology, and Risk teams. The role requires at least 50% travel throughout Southern California.
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

The VP, Relationship Manager - Payments is responsible for developing new business opportunities for BancEdge merchant services by pursuing internal referrals and calling on small and medium business commercial clients and prospects to identify payment processing and acquiring opportunities. This role independently develops and manages a portfolio of clients and prospects, builds referral networks, evaluates payment processing opportunities, recommends solutions, and drives opportunities through implementation and ongoing relationship management. The role works cross-functionally with Operations, Product, Technology, Risk, and other partners to support setup, implementation, training, and resolution of client needs. This position is accountable for achieving assigned production and revenue goals and requires at least 50% travel throughout Southern California. 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

  • Generate revenue by selling payment processing and acquiring services to small and medium business clients and prospects.
  • Develop new payment and acquiring relationships and deepen existing client relationships.
  • Build and maintain internal and external referral networks to generate new business opportunities.
  • Independently manage an assigned sales pipeline and portfolio and achieve established production and revenue goals.
  • Conduct client discovery conversations and analyze payment processing opportunities, including processing statements, fund flows, customer payment experience, integration needs, business models, and applicable payment rules and requirements.
  • Exercise independent judgment to evaluate client needs, compare alternatives, and recommend payment products, pricing approaches, implementation strategies, and next steps within delegated authority and established guidelines.
  • Determine whether opportunities align with product capabilities, operational requirements, and risk parameters, and identify matters requiring specialist review, additional approval, or escalation.
  • Work cross-functionally with Operations, Product, Technology, Risk, and other partners to evaluate, structure, advance, and close opportunities.
  • Lead client presentations, product demonstrations, and consultative sales discussions.
  • Coordinate setup and implementation and provide training to new and existing clients on payment products, systems, and services.
  • Develop and execute relationship plans, calling schedules, retention activities, and organic growth strategies for assigned clients.
  • Independently research, analyze, and resolve client service requests and payment-related issues, engaging internal specialists when appropriate.
  • Maintain timely and accurate client, pipeline, forecast, and activity information in applicable systems.
  • Monitor client activity, portfolio quality, retention risk, and adherence to policy, and initiate appropriate relationship or corrective actions.
  • Monitor developments in clients’ businesses, payment services, and the financial services industry and recommend products and services that enhance client relationships, generate income, and support the Bank’s competitive position.
  • Identify cross-sell opportunities and engage appropriate partners to address broader client needs.
  • Recommend improvements to products, processes, controls, or service practices based on client feedback, recurring issues, and market observations.
  • Prioritize workload and independently manage competing client, sales, and implementation deadlines.
  • Create and complete an individual development plan.
  • Participate in community and Community Reinvestment Act activities to promote the Bank’s brand.
  • Travel as required.
  • Perform other duties and projects as assigned.

WHAT YOU’LL BRING

  • Minimum of 7 years of experience in payments business development, merchant services, or relationship management, including a demonstrated record of direct sales and portfolio growth.
  • Expert knowledge of payment processing, card acquiring, merchant services solutions, competitive offerings, industry trends, and the merchant client lifecycle.
  • Demonstrated track record of consistently achieving high levels of production and revenue growth.
  • Extensive experience independently managing large, complex, or strategically important client relationships and payment opportunities.
  • Advanced ability to analyze complex payment environments, evaluate alternatives, structure solutions, and present clear recommendations to clients and senior internal partners.
  • Significant independent judgment in developing relationship strategies, balancing client and business objectives, resolving complex issues, and making decisions within delegated authority.
  • Ability to identify material risks or exceptions, recommend solutions or approvals with clear rationale, and lead matters through resolution.
  • Demonstrated ability to influence business outcomes, lead cross-functional execution, and build strong relationships with senior clients and internal partners.
  • Excellent verbal, written, presentation, negotiation, active listening, and executive relationship management skills.
  • Recognized payments subject matter expertise and ability to provide market intelligence, competitive insight, and product or process feedback to leadership.
  • Demonstrated ability to coach, mentor, and serve as a resource to less experienced Relationship Managers while remaining accountable for individual production.
  • Proficiency with Microsoft Office tools, including Word, Excel, and PowerPoint.
  • Bachelor’s degree in finance, business, or a related field preferred and/or equivalent work experience.
  • 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

  • At least 7 years of experience in payments business development, merchant services, or relationship management, including direct sales and portfolio growth
  • Expert knowledge of payment processing, card acquiring, merchant services solutions, competitive offerings, industry trends, and the merchant client lifecycle
  • Track record of achieving high levels of production and revenue growth
  • Experience independently managing large, complex, or strategically important client relationships and payment opportunities
  • Ability to analyze complex payment environments, evaluate alternatives, structure solutions, and present recommendations
  • Ability to exercise independent judgment in relationship strategy, issue resolution, and decision-making
  • Ability to identify material risks or exceptions and recommend solutions or approvals
  • Ability to influence business outcomes, lead cross-functional execution, and build relationships with senior clients and internal partners
  • Excellent verbal, written, presentation, negotiation, active listening, and executive relationship management skills
  • Payments subject matter expertise, including market intelligence and competitive insight
  • Ability to coach, mentor, and support less experienced Relationship Managers
  • Proficiency with Microsoft Office, including Word, Excel, and PowerPoint
  • Bachelor's degree in finance, business, or a related field
  • 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.

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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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