Senior Relationship Manager

3 weeks ago


Brea, California, United States SMBC Full time
About the Organization

SMBC MANUBANK is a leading regional business bank that provides specialized banking services to middle-market businesses and professionals in California. With a strong focus on customer relationships and loyalty, we strive to be the bank of choice for our clients.

Our mission is to deliver superior products and services through a core of highly skilled and seasoned bankers. We are committed to establishing long-term customer relationships and providing personalized service to meet the unique needs of our clients.

Job Summary

The Senior Relationship Manager position is a key role in our Brea region, responsible for deposit growth products with new and existing client relationships and lower middle market prospects. The successful candidate will have a strong track record of prospecting new business and enhancing existing relationships.

Key Responsibilities
  1. Achieve targeted goals for the retention of existing accounts and growth of deposit balances.
  2. Assist 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.
  3. Develop and maintain long-term relationships with customers and center of influence (COI) through strong relationship-building and excellent communication skills.
  4. Manage sales process to include proposals and implementation, and travel to attend and present at large conferences, meet with prospective clients, and attend networking events.
  5. 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.
Requirements
  • 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.
  • 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 MANUBANK is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.



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