DEPOSIT RELATIONSHIP MANAGER
Overview
The Deposit Relationship Manager provide banking services to high net worth, Business and Commercial Clients.
• Location: San Gabriel - CA
• Job Type: Full-time
Duties and Responsibilities
• Supports and develops new and additional deposits, cash management and bank services revenue.
• Manages a portfolio of deposit clients.
• Prepares Cash Management documentation and recommends ACH, Wire, and RDC limits for their prospects and clients.
• Maintains ongoing visibility with client base.
• Other duties as assigned.
Qualifications:
EDUCATION/CERTIFICATION:
• Bachelor’s degree in business administration or related field, and/or five years of experience in bank operations or back office operations role.
REQUIRED KNOWLEDGE:
• Thorough knowledge of bank services and products.
• Working knowledge of all branch operations and functions including Central Operations and Cash Management.
• Thorough knowledge of compliance regulations including BSA.
• Working knowledge of MS Office products (Excel, Word, and Outlook).
• Advanced knowledge of banking laws and regulations.
EXPERIENCE REQUIRED:
• At least five years of experience in bank operations.
SKILLS/ABILITIES:
• Demonstrates leadership skills. Ability to manage, supervise, instruct, and coach.
• Solid analytical abilities. Ability to make independent decisions and utilize sound judgement.
• Excellent organizational and problem solving abilities.
• Excellent interpersonal and communication skills.
BENEFITS:
• Relationship Manager – Deposit (salary commensurate with experience)
• Medical, Dental, and Vision insurance.
• LTD and Life Insurance
• 401K
• Paid vacation and sick days
• 11 paid holidays per year
VP, RELATIONSHIP MANAGER
Overview
The VP, Relationship Manager will bring in new business relationships (loans and deposits) through business development, with a core focus on increasing the bank’s regional market share.
• Location: San Gabriel - CA, Irvine - CA
• Job Type: Full-time
Duties and Responsibilities
• Generates, retains, and expands new lending and deposit relationships.
• Willing and able to travel within the bank’s service area.
• Skilled in cross-selling bank’s financial products and services.
• With bank’s growth-oriented strategy, executes a disciplined approach to achieving or exceeding specific business development goals from management.
• As a trusted advisor to clients, provides insights and ideas for enhancing client’s cash flow, profitability, and efficiency.
• As portfolio expands, manages profitability, credit quality, assists underwriters with normal and customary receipt of financial statements, covenant compliance, etc.
• Negotiates loan proposals, prepares term sheets, and, once terms agreed, assists underwriters in gathering financial data in connection with submitting loan requests for credit approval.
• Monitors accounts to identify potential credit problems and assures proper loan documentation.
• Participates in community and professional activities in order to expand personal network of business contacts for development of new business.
• Other duties as assigned.
Qualifications:
EDUCATION/CERTIFICATION:
• Bachelor’s degree in business, finance, or a related field.
REQUIRED KNOWLEDGE:
• Strong understanding of cash flow analysis, balance sheet and income statement analysis, and collateral valuation.
• Thorough understanding of income property lending, C&I lending.
• Complete knowledge of commercial lending requirements, loan documentation and servicing requirements.
• Proficient in Microsoft Office Suite and financial software used for spreading financial information.
EXPERIENCE REQUIRED:
• Minimum of 7 years of related lending experience.
SKILLS/ABILITIES:
• Strong business development, communication, and negotiation abilities.
• Excellent interpersonal and communication skills.
BENEFITS:
• Relationship Manager – Commercial Lending (salary commensurate with experience)
• Medical, Dental, and Vision insurance.
• LTD and Life Insurance
• 401K
• Paid vacation and sick days
• 11 paid holidays per year
Pacific Alliance Bank is an Equal Opportunity Employer and hires qualified candidates without regard to race, religion, color, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. Job candidates must be legally eligible to work in the United States.