Banc of California
VP, Treasury Relationship Manager
Banc of California, Santa Ana, California, United States, 92725
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VP, Treasury Relationship Manager
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Banc of California At Banc of California, our success is driven by our people. We foster an environment where everyone can reach their full potential, with a culture of empowerment, entrepreneurial spirit, and a focus on growth and well-being through comprehensive benefits and development programs. THE OPPORTUNITY Responsible for treasury, deposit, and non-loan product sales on behalf of assigned business unit partner(s) (i.e., Commercial Banking, Business Banking, Real Estate Banking, Specialty Banking and/or Community Banking). Presents customers with compelling business solutions which enable customers to more effectively manage cash flow and efficiency of their business operations. Maintains up-to-date and superior expertise in treasury product suite and working knowledge of bank offerings to effectively identify and close opportunities on behalf of the bank. Maintains a disciplined and organized calling schedule with prospects and clients to meet sales goals and ensure client satisfaction and retention. Performs all duties in accordance with the Company’s policies and procedures, and all applicable laws and regulations. What You’ll Bring Minimum seven (7) years’ experience in a Technical Sales role. CTP Certification preferred. Current Driver’s License and vehicle with appropriate insurance if required to drive for duties. Bachelor’s Degree and/or relevant work experience or training. Knowledge of and compliance with state and federal regulations and laws relevant to this position (e.g., Regulation Z, Regulation B, FHA, HMDA, RESPA, FCRA, BSA/AML, USA PATRIOT Act, CIP, RFPA, CRA). Strong technical treasury product knowledge and understanding of business credit and underwriting. Accomplished sales skills with working knowledge of Commercial Banking, Business Banking, Community Banking, Specialty Banking, and Real Estate segments. Self-starter with effective organizational and time-management skills. Proficiency with Microsoft Office Suite (Excel, PowerPoint, Outlook). Excellent verbal and written communication skills; skilled with both formal and informal presentations. Ability to collaborate effectively within a team; professional demeanor and integrity; commitment to organizational values. Ability to travel up to 50%. How We’ll Support You Financial Security: Eligible to participate in the company’s 401k plan with company match and immediate vesting. Health & Well-Being: Comprehensive medical, dental, vision, life, LTD, HSA with employer contributions, and FSA options. Building & Supporting Your Family: Adoption, surrogacy and fertility assistance, paid parental leave, and family support solutions. Paid Time Away: Vacation, holidays, and volunteer time off. Career Growth Opportunities: Tuition reimbursement, mentorship program, leadership development resources, LinkedIn Learning, and more. SALARY RANGE The base salary offered is determined through a review of education, experience, training, knowledge, skills, abilities, and market data. EEO / Compliance
Banc of California is an equal opportunity employer committed to a diverse workforce. All qualified applicants will receive consideration without regard to age, race, color, religion, sex, national origin, disability, or other protected status. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Seniority level Executive Employment type Full-time Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Banc of California by 2x. Get notified about new Vice President Treasury jobs in Santa Ana, CA. Note: This refined version preserves the essential job details and responsibilities while removing extraneous boilerplate and ensuring proper HTML structure with only the allowed tags.
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VP, Treasury Relationship Manager
role at
Banc of California At Banc of California, our success is driven by our people. We foster an environment where everyone can reach their full potential, with a culture of empowerment, entrepreneurial spirit, and a focus on growth and well-being through comprehensive benefits and development programs. THE OPPORTUNITY Responsible for treasury, deposit, and non-loan product sales on behalf of assigned business unit partner(s) (i.e., Commercial Banking, Business Banking, Real Estate Banking, Specialty Banking and/or Community Banking). Presents customers with compelling business solutions which enable customers to more effectively manage cash flow and efficiency of their business operations. Maintains up-to-date and superior expertise in treasury product suite and working knowledge of bank offerings to effectively identify and close opportunities on behalf of the bank. Maintains a disciplined and organized calling schedule with prospects and clients to meet sales goals and ensure client satisfaction and retention. Performs all duties in accordance with the Company’s policies and procedures, and all applicable laws and regulations. What You’ll Bring Minimum seven (7) years’ experience in a Technical Sales role. CTP Certification preferred. Current Driver’s License and vehicle with appropriate insurance if required to drive for duties. Bachelor’s Degree and/or relevant work experience or training. Knowledge of and compliance with state and federal regulations and laws relevant to this position (e.g., Regulation Z, Regulation B, FHA, HMDA, RESPA, FCRA, BSA/AML, USA PATRIOT Act, CIP, RFPA, CRA). Strong technical treasury product knowledge and understanding of business credit and underwriting. Accomplished sales skills with working knowledge of Commercial Banking, Business Banking, Community Banking, Specialty Banking, and Real Estate segments. Self-starter with effective organizational and time-management skills. Proficiency with Microsoft Office Suite (Excel, PowerPoint, Outlook). Excellent verbal and written communication skills; skilled with both formal and informal presentations. Ability to collaborate effectively within a team; professional demeanor and integrity; commitment to organizational values. Ability to travel up to 50%. How We’ll Support You Financial Security: Eligible to participate in the company’s 401k plan with company match and immediate vesting. Health & Well-Being: Comprehensive medical, dental, vision, life, LTD, HSA with employer contributions, and FSA options. Building & Supporting Your Family: Adoption, surrogacy and fertility assistance, paid parental leave, and family support solutions. Paid Time Away: Vacation, holidays, and volunteer time off. Career Growth Opportunities: Tuition reimbursement, mentorship program, leadership development resources, LinkedIn Learning, and more. SALARY RANGE The base salary offered is determined through a review of education, experience, training, knowledge, skills, abilities, and market data. EEO / Compliance
Banc of California is an equal opportunity employer committed to a diverse workforce. All qualified applicants will receive consideration without regard to age, race, color, religion, sex, national origin, disability, or other protected status. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Seniority level Executive Employment type Full-time Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Banc of California by 2x. Get notified about new Vice President Treasury jobs in Santa Ana, CA. Note: This refined version preserves the essential job details and responsibilities while removing extraneous boilerplate and ensuring proper HTML structure with only the allowed tags.
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