Jobs · Sales · California

VP, Relationship Manager, Payments

Banc of California · Santa Ana, CA · Yesterday
On-siteSales$34/hrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes sections: "THE OPPORTUNITY" (description), "How You’ll Make a Difference" (list of duties), "What You’ll Bring" (requirements/qualifications), "How We’ll Support You" (benefits). Also maybe "Pay" not given; "Schedule" not given (though travel requirement mentioned). We should not create sections without real content. Travel requirement is in "How You’ll Make a Difference": "requires at least 50% travel throughout Southern California." That's part of duties, not schedule. So we can include that in duties list. We need headings:

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to map content to appropriate headings. The posting has: "THE OPPORTUNITY" could be "About the role" or "Responsibilities"? Actually "THE OPPORTUNITY" includes role description. Could map to "About the role". Then "How You’ll Make a Difference" is responsibilities/duties -> could be "Responsibilities". "What You’ll Bring" is qualifications/requirements -> could be "Requirements" or "Qualifications". "How We’ll Support You" is benefits -> "Benefits". Also maybe "Skills" could be separate but we can combine. We must not repeat job title as heading. No Job ID. We must output only HTML fragment, no /, no markdown fences. We need to use
  • for any list of duties/requirements/benefits, and

    for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: EEO etc. Also remove navigation/cookie/legal etc. The posting includes EEO paragraph at end; we should remove that. Also remove "If you require reasonable accommodation..." maybe considered boilerplate? It's accommodation statement; might be considered EEO/legal; better to remove. Also remove "Banc of California is an equal opportunity employer..." etc. Also remove "The base salary ultimately offered is determined..." maybe that's pay info? It mentions base salary determined via review but no specific number; we should not create Pay section unless posting actually states them. It does not give a specific salary range or number, just says base salary determined via review. That's not specific content; we should not create Pay section. Similarly schedule: travel requirement is mentioned but not schedule; we should not create Schedule section unless posting actually states them. Travel is part of duties, we can include in responsibilities. We need to preserve all substantive information: company overview, role description, duties list, qualifications, benefits details. We must not invent or summarize away detail: keep specifics like "requires at least 50% travel throughout Southern California." Keep bullet points. We need to format: For each section, heading

    then content: either

    for prose or

    • for list. We need to decide which parts are prose vs list. "The OPPORTUNITY" paragraph: It's a prose description of role responsibilities. Could be

      . "How You’ll Make a Difference": list of bullet points (each line starts with a verb). Should be

      • . "What You’ll Bring": list of requirements/qualifications. Should be
        • . "How We’ll Support You": list of benefits. Should be
          • . Also there is introductory paragraph about Banc of California and your career at top. That's company overview; could be included as "About the company" but not required heading. Could be placed as a

            before sections. The instruction: "use

            for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but we should follow that pattern. Could include "About the company" as

            maybe but not in list; but better to stick to given examples. However we can include a

            for company overview without heading. We need to ensure we don't create empty sections. Let's extract content. Company overview paragraph: "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!" That's a lot; we can keep as

            . Then "THE OPPORTUNITY" heading: we can treat as

            About the role

            and then a

            with the description: "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." We need to preserve all details; keep travel mention. Then "How You’ll Make a Difference": list items. We'll create

            Responsibilities

            then
              with each bullet. List items: - 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. Note: "Travel as required." is separate bullet; we already have travel requirement earlier; keep. Then "What You’ll Bring": list. Items: - 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. We could split into Requirements and Qualifications but we can just use one heading "Requirements" or "Qualifications". The instruction allows either. We'll use

              Requirements

              . Then "How We’ll Support You": benefits list. Items: - 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. We'll use

              Benefits

              . We should not include Pay or Schedule sections. We need to output only HTML fragment. Let's construct:

              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

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