Job Description
ABOUT THE ORGANIZATION
SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.
The anticipated salary range for this role is between $102,000.00 and $165,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.
Specialties:
Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services
Role Description
The Senior Relationship Manager (RM) position is an integral component of the Orange County region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services.
Role Objectives: Delivery
Key Responsibilities:
Achieve targeted goals for the retention of existing accounts and growth of deposit balances.
Assists the Area Manager in implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained.
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
Comply with SMBC MANUBANK compliance requirements.
Excellent relationship management skills – must be able to cold call, develop and maintain long term relationships with customer and center of influence (COI)
Excellent presentation and communication skills – ability to hear what a prospect or client needs and translate that into a marketable solution.
Ability to work well independently. Requires self-motivation, a knowledge of contact tracking systems and excellent time management skills.
Manage sales process to include proposals and implementation.
Ability to travel, to attend and present at large conferences, meet with prospective clients.
Attend networking events that require early morning, evening and overnight travel
Strong written and verbal communication skills
Requires experience in the planning and attendance of large conference events and managing conference vendor relationships.
Must be able to review court orders and legal documents, work with legal, compliance and operations in executing the new accounts process and meet with professionals and their clients to sign new account documents.
Community and/or industry involvement in territory
Performs other related duties/projects as assigned.
Qualifications and Skills
Education:
Bachelor’s degree or equivalent
Skills/ Qualifications:
Minimum of 7 years of banking sales experience
Minimum of 5 years’ experience in a Business Banking Relationship Management role
Minimum of 2 years’ experience in deposit acquisition. Fiduciary, Trust & Estate experience is preferred but not required.
Proven ability to develop and manage large and complex new business relationships.
Proficient computer skills using Microsoft Word, Excel, and Outlook.
Proven track record of prospecting new business and enhancing existing relationships.
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.
EOE STATEMENT
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
CCPA DISCLOSURE
Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at https://www.smbcmanubank.com/privacy/ccpa-disclosure. Persons with disabilities may contact our Customer Contact Center toll-free at (877) 560-9812 to request the information in this Notice in an alternative format.
SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.
The anticipated salary range for this role is between $102,000.00 and $165,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.
Specialties:
Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services
Role Description
The Senior Relationship Manager (RM) position is an integral component of the Orange County region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services.
Role Objectives: Delivery
Key Responsibilities:
Achieve targeted goals for the retention of existing accounts and growth of deposit balances.
Assists the Area Manager in implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained.
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
Comply with SMBC MANUBANK compliance requirements.
Excellent relationship management skills – must be able to cold call, develop and maintain long term relationships with customer and center of influence (COI)
Excellent presentation and communication skills – ability to hear what a prospect or client needs and translate that into a marketable solution.
Ability to work well independently. Requires self-motivation, a knowledge of contact tracking systems and excellent time management skills.
Manage sales process to include proposals and implementation.
Ability to travel, to attend and present at large conferences, meet with prospective clients.
Attend networking events that require early morning, evening and overnight travel
Strong written and verbal communication skills
Requires experience in the planning and attendance of large conference events and managing conference vendor relationships.
Must be able to review court orders and legal documents, work with legal, compliance and operations in executing the new accounts process and meet with professionals and their clients to sign new account documents.
Community and/or industry involvement in territory
Performs other related duties/projects as assigned.
Qualifications and Skills
Education:
Bachelor’s degree or equivalent
Skills/ Qualifications:
Minimum of 7 years of banking sales experience
Minimum of 5 years’ experience in a Business Banking Relationship Management role
Minimum of 2 years’ experience in deposit acquisition. Fiduciary, Trust & Estate experience is preferred but not required.
Proven ability to develop and manage large and complex new business relationships.
Proficient computer skills using Microsoft Word, Excel, and Outlook.
Proven track record of prospecting new business and enhancing existing relationships.
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.
EOE STATEMENT
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
CCPA DISCLOSURE
Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at https://www.smbcmanubank.com/privacy/ccpa-disclosure. Persons with disabilities may contact our Customer Contact Center toll-free at (877) 560-9812 to request the information in this Notice in an alternative format.
💡 Quick Summary
Seeking a career-building opportunity? The VP Senior Relationship Manager - Specialty Deposits - Brea (Hybrid) position is now open for candidates interested in the Bank Jobs sector. This role in Berat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
