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SVP/Non-Profit Relationship Manager

2 months ago

Oakland, United States Heritage Bank of Commerce Full time

Ready to embark on your next career adventure?

Come join us at Heritage Bank of Commerce

At Heritage Bank of Commerce, you will discover not just a financial institution, but a true community business bank focused on building long-term relationships with our clients, our communities, and our employees. Founded in 1994, Heritage Bank of Commerce now has over $5 billion in assets and 17 office locations serving businesses and professionals across the San Francisco Bay area. We offer a full suite of loan, deposit, and treasury management products, all delivered with high-touch, customized service.

At Heritage Bank of Commerce, each and every day is an opportunity to make a meaningful impact on the vibrant Bay Area business community. As a member of our dynamic and innovative team, your skills will flourish, and your career can grow. Join us and your adventure starts now

Job Code: HBC 24-50

Job Summary:

The SVP/Non-Profit Relationship Manager will work independently to develop new and additional deposits & bank services revenue. The SVP will be responsible for achieving target deposit totals with an emphasis on the Non-Profit sector, jointly with achieving cash management and loan referral targets and will serve as a Community Relations officer for HBC by partnering with organizations supporting the sector. Additionally, the SVP will manage giving budget and organize events to support the non-profit community in conjunction with driving the success of the Heritage Hearts volunteerism and community involvement program at Heritage Bank of Commerce. 

Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $143,798/YR  Max- $239,663/YR

Primary Responsibilities:

  • Act as a trusted advisor to our business clients and actively develop new client relationships:
    • Manage a portfolio of deposit clients with an emphasis on the Non Profit sector and maintain ongoing visibility with client base through an aggressive retention & cross sell calling program
    • Work with clients to resolve account or service related problems, and with support services to ensure timely and accurate implementation of all new business
    • Develop and maintain referral relationships to promote new business development
    • Actively seek all types of loans for purposes of referral to appropriate group levels
    • Prepare credit authorizations and recommend ACH limits for deposit only clients
    • Work with Cash Management specialist to provide competitive and complete banking services to new and existing clients
    • Offer other Bank products and services as appropriate
  • Conduct business development and actively lead and engage in community investment:
    • Act as Bank representative at civic and/or industry meeting or function
    • Partner with organizations that support the Non Profit sector ensuring HBC is viewed as a community leader in this sector
    • Drive Heritage Hearts, volunteerism and community involvement program at Heritage Bank, ensuring each region is represented and the company’s commitment to each community is fulfilled
    • Act as a Bank representative at civic and/or industry meeting or function
    • Participate in community activities and civic organizations to generate new business
    • Support Bank's community and CRA lending initiatives
  • Perform all other duties and special projects as assigned

Qualifications/Professional Experience

  • Bachelor's degree from a four-year college or university or equivalent work experience
  • A demonstrated record of success with 7+ years of business banking experience
  • Experience in leading community involvement initiatives and events  
  • Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment
  • Demonstrates initiative and the ability to work in an autonomous manner
  • Strong communication and organizational skills with the ability to interact effectively with all levels of management
  • Ability to foster a collaborate team environment 

Compliance Responsibilities

The employee is responsible for ensuring compliance with all aspects of job-related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. 

Job related laws and regulations include, but are not limited to the following:  Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.