Deposit Relationship Manager

Who We Are

West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area.

Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.

Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.

Position Overview

This is an on-site position based in our San Luis Obispo office. Travel to client offices and other sites is required.

The Deposit Relationship Manager develops new business relationships and augments existing business relationships through the utilization of all bank services, participation in community and non-profit organizations, and an active business development calling program.

• Calls on existing customers to maintain and expand banking relationships; calls on prospective customers to develop new business.
• Cross sells all bank products and services in a professional manner.
• Representing the company in a professional manner at various community events or sponsored activities of the company. Will coordinate all involvement to ensure the bank is represented at significant community events.
• Receives work assignments from the Regional President based on current needs.
• Assists Relationship Managers with calling efforts, follow up for gathering of complete financial packages and updates, document signing, and all other related support activities.
• Attends all appropriate meetings, classes, and seminars related to maintaining and developing all general banking and credit-specific skills and expertise.
• Researches, recommends and tracks donation requests by non-profit organizations.
• Works within time frame guidelines to manage the overall workload. Must prioritize all business development, relationship management, and community involvement activities on an ongoing basis.
• Performs additional duties as assigned that are consistent with the business needs of the Bank and the scope, responsibilities, and level of the role.