Business Banking Relationship Manager 3 - Woodland Hills, CA.

About the role

Our Business Banking Relationship Managers combine sales expertise, relationship management, and financial acumen to help business clients achieve their goals. This role involves serving as a trusted advisor to business owners, connecting them with various financial solutions, and building strong, long-term relationships.

Responsibilities

• Allocate 65–70% of time to active prospecting, self-sourcing business, building a book from the ground up, and driving new client acquisition.
• Build, develop, enrich and manage new and existing relationships with business clients.
• Deliver financial expertise and client-centric solutions that build strong, long-term relationships.
• Afford clients' banking needs and educate them on available deposit and loan products and services.
• Recommend financial solutions based on each client’s unique goals and needs.
• Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams.

Requirements

Basic Qualifications:

• Bachelor's degree, or equivalent work experience
• Five to seven years of relevant experience

Preferred Skills/Experience:

• Knowledge of local market
• Strong business to business sales skills, with the ability to independently source and grow a book of business
• Strong business development acumen, grounded in effective sales practices and process discipline
• Strong interpersonal and collaboration skills, with the ability to partner across multiple business lines
• Proven track record onboarding and retaining businesses with annual revenues between $2.5MM and $50MM
• Certain track record of meeting measurable performance goals across quantitative and qualitative metrics

Qualifications

Basic Qualifications:

• Bachelor's degree, or equivalent work experience
• Five to seven years of relevant experience

Preferred Skills/Experience:

• Knowledge of local market
• Strong business to business sales skills, with the ability to independently source and grow a book of business
• Strong business development acumen, grounded in effective sales practices and process discipline
• Strong interpersonal and collaboration skills, with the ability to partner across multiple business lines
• Proven track record onboarding and retaining businesses with annual revenues between $2.5MM and $50MM
• Certain track record of meeting measurable performance goals across quantitative and qualitative metrics

Skills

Skills required for this role include:

• Business to business sales skills
• Financial acumen
• Relationship management
• Client-centric solutions
• Collaboration and partnership skills
• Product knowledge

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

$117,630.00 - 143,770.00

Schedule

The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.