Relationship Manager in Newport Beach, California at Allied First Bank

As a Relationship Manager, you will play a pivotal role in expanding our treasury management business by acquiring new clients, fostering deposit growth, and cultivating strong client relationships. Your focus will be integral to the success of our Commercial Banking Division, particularly in enhancing Treasury Management services and facilitating client onboarding.

Leveraging your deep expertise in treasury products, you will develop and execute targeted strategies tailored to local market dynamics. Your responsibilities will encompass a spectrum of sales functions, including crafting compelling sales proposals, generating proformas, preparing documentation, and providing essential technical support. Moreover, you will ensure seamless integration and efficient onboarding of our products and services for clients.

This position demands a proactive approach to business development, coupled with meticulous attention to detail in servicing and supporting our clients' treasury management needs. Your contributions will be instrumental in driving both revenue growth and client satisfaction within our organization.

About Servbank:

Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.

Job Responsibilities

• Drive revenue growth by effectively prospecting and securing new treasury management business, while driving deposit growth and expanding existing customer relationships.
• Initiate strategic discussions around client-centric issues, integrating best practices, industry benchmarks, opportunity assessment, and solution positioning.
• Collaborate with bankers and senior-level clients to deliver integrated treasury solutions in a consultative manner.
• Lead business process reviews independently to support key client sales opportunities; engage industry solution specialists for complex business process reviews.
• Innovate new solution concepts and collaborate with internal product teams to advocate for client needs in complex product development.
• Provide thought leadership on working capital solutions to markets, prospects, and clients through roundtables, conferences, webinars, and professional media platforms.
• Manage non-credit risks within the customer portfolio and enhance profitability across all assigned relationships.

• Minimum 5 years of experience in cash management, sales, and relationship management.
• Proven track record in new business development, utilizing strong selling and negotiation skills.
• Comprehensive understanding of Treasury Service products, credit and risk processes, overdraft management, and pricing strategies.
• Exceptional verbal and written communication abilities.
• Ability to build strong relationships with clients, colleagues, external centers of influence (COIs), and consulting organizations.
• Strong time management, organizational, and planning skills.
• Demonstrated success in meeting or exceeding sales goals as a top individual contributor.

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree.
• Certified Treasury Professional (CTP) designation (Preferred).
• Strong problem-solving skills and ability to propose creative solutions.

EEO Statement:

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.