Banc of California, Inc. (NYSE: BANC) is a bank holding company with approximately $9.4 billion in assets and one wholly-owned banking subsidiary, Banc of California, N.A. (the “Bank”). With our 600 dedicated professionals, we provide customized and innovative banking and lending solutions to businesses, entrepreneurs and individuals throughout California. We proudly partner with community organizations that provide financial literacy, job training, small business support, and affordable housing to help improve the communities where we live and work. With a commitment to service and building enduring relationships, we provide a higher standard of banking.

Responsible for managing a portfolio of primarily business clients in the Small Business Banking market sector with deposit & loan balances generally below $1,500,000. Increases client retention for the bank by building successful relationships with the portfolio clients. Acts as the primary banking contact for the subject clients. Identifies the appropriate areas in the bank to provide solutions for clients on lending, depository, or treasury management needs. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Manages a portfolio of primarily business clients; prepares a Relationship Plan and calling schedule for each client.
• Completes all required loan portfolio management, including reviews, renewals, modifications, risk rating certifications, covenant compliance.
• Calls on clients to discuss and promote all bank products and services in order to establish a strong client banking relationship.
• Builds strong relationships with internal referral sources. Identifies business opportunities and solicits referrals of other bank products or services and/or external referrals from existing customers.
• Develops a strong understanding of the company, industry, business and needs to assist in client servicing. Brings in product specialists, as necessary, to help problem-solve or structure transactions.
• Exercises sound credit and risk judgment in reviewing transactions. Recommends approval of credits meeting the banks credit standards. Ensures the quality of all business introduced to the bank.
• Monitors portfolio for quality, risk, and adherence to policy. Works with the appropriate staff departments to resolve issues.
• Prioritizes workload and follow up with pending information in a timely manner.
• Works independently and takes the initiative to complete assigned duties on schedule.
• Manages all system updates in a timely and accurate method.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs other duties and projects as assigned.
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.

• Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
• Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
• Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services.
• Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
• Excellent organizational and time management skills
• Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
• Ability to make decisions that have significant impact on the immediate work unit
• Ability to organize thoughts and ideas into understandable terminology
• Ability to organize and prioritize own work schedule on a short-term and long-term basis
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations
• Ability to work with little to no supervision while performing duties

• Bachelor’s degree from an accredited college or university or equivalent work experience.
• Minimum of two (2) years of experience in commercial and other related forms of lending and portfolio products; or equivalent combination of education, training and experience
• Previous experience in relationship management required

SALARY RANGE: $74,900.00 - 108,800.00; Exact compensation may vary based on skills, experience, and location.