Commercial Banking Market Manager- San Francisco
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Description
Responsible for leading the Bank’s Commercial Banking activities in the San Francisco Bay Area to (a) provide superior service to existing clients, (b) expand the relationship with existing clients by providing new products and services, and (c) develop new business with a wide variety of private sector commercial and industrial prospective clients.
The services provided include, but are not limited to credit, deposit, and cash management. The target market is typically clients with revenues of $25-$250 million, resulting in aggregate credit and deposit relationships in the $5-$75 million range.
Essential Functions
- Manage Commercial Banking Relationship Managers, Business Development Officers, and Support Staff, while working closely with Portfolio Managers/Credit Analysts, Loan Documentation specialists, the Cash Management team, Premier Banking, to expand existing client relationships through the provision of the Bank’s products.
- Identify and develop deposit, cash management, and lending opportunities with prospective Bank clients. Arrange meetings and conduct interviews with prospective clients to determine whether a relationship will be profitable and an acceptable risk for the Bank.
- Supervise department staff to ensure a highly competent, motivated staff through selective hiring, and ongoing training, counseling, supervising, and reviewing performance of employees. Provide daily leadership/coaching of staff to ensure accountability and achievement of assigned sales and referral goals.
- Provide marketing information and make professional presentations to clients and prospects, specifying product availability, and applying creative solutions to satisfy client problems/issues utilizing a consultative selling model.
- Develop and maintain strong relationships with referral sources/COIs, such as CPAs, lawyers, wealth managers, etc.
- Develop a rolling 3-year business plan, including objectives, target market identification, loan & deposit growth forecasts, head-count needs, and annual profitability budgets.
- Actively participate in the development of employees through training, coaching and mentoring. Collaborate with the Human Resources Training personnel on the curriculum and implementation.
- Maintain a current knowledge of bank regulations and ensure compliance with all relevant bank policies, procedures, and operating regulations.
- Support the Bank’s desire to comply with the Community Reinvestment Act (CRA) through business development efforts.
- Participate in the Bank’s Loan Committee, Pricing Committee, and Asset/Liability Committee (ALCO).
- Other duties as assigned.