Sr Relationship Manager - Commercial (C&I) Los Angeles, CA market

Full-time - Senior

Pasadena, CA

Credit Intermediation and Related Activities

About the position

The Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships in the Los Angeles, CA market. The incumbent in this position will provide expert-level advice and education to customers on opportunities to utilize the bank's deposit and loan products and services to enhance their financial operations.

Responsibilities

• Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face-to-face visits and written communication to introduce the Bank's products and services.
• Participates in community events and tradeshows to promote the Bank's available services and financial products.
• Meets with centers of influence, business brokers, CPAs, attorneys, real estate agents, business owners, senior executives and others to evaluate and analyze their financial and business needs.
• Provides expert advice to prospective clients about the advantages and disadvantages of certain financial products and services offered by Pacific Premier Bank.
• Communicates and collaborates with internal stakeholders and departments, as required, to help achieve customer goals and to address customer needs.
• Makes independent threshold determinations regarding the creditworthiness of prospective clients.
• Actively manages and maintains existing clients on an ongoing basis by independently monitoring the financial condition and business aspects of a group of customers.
• Discusses and evaluates current business requirements to anticipate additional customer needs or concerns.
• Develops individual marketing strategies and approaches to execute plans for promoting the Bank's financial products.
• Specializes in particular industries to gain a deeper knowledge of client needs and challenges.
• Scrutinizes customer and potential customer information provided for evidence of irregularities, discrepancies and fraud.
• Effectively negotiates credit pricing, terms and conditions with the managers or officers of small to middle market companies.
• Makes site visits to prospective or existing clients' offices to examine collateral for new or existing loans or other assessments as needed.
• Supports Bank compliance efforts by completing pertinent courses.
• Facilitates the creation of necessary documentation to open, close and renew all types of loans and accounts.
• Obtains necessary information for preliminary underwriting purposes.

Requirements

• 7+ years of financial commercial banking (C&I) middle market experience.
• Proven record of developing and maintaining strong customer relationships in the Los Angeles, CA market.

Benefits

• A business line incentive may be provided ranging from 0% - 1% per loan and 0%-2% per deposit.
• Medical and other benefits.