VP, Relationship Manager, Payments
Banc of California, Santa Ana, CA, United States
BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship‑based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full‑service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full‑service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology‑forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.
At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
THE OPPORTUNITY The VP, Relationship Manager for Payments is responsible for developing new business opportunities for BancEdge merchant services by pursuing referrals from internal sources and calling on small medium business (SMB) commercial clients and prospects to identify payment processing/acquiring opportunities and to sell those services to ensure that client needs are met. This position also works in conjunction with Operations, Product, and Technology to provide exceptional customer service through setup, implementation, and training of new and existing clients on all payments/acquiring products and services for SMB clients. You will also research, analyze, and resolve a broad range of complex customer issues involving services and products. This position will be expected to travel at least 50% of the time, visiting with Relationship Manager, branch staff and corporate officers in various locations in Southern California. 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.
How You’ll Make a Difference
Generate revenue by selling payment/acquiring services to SMBs.
Establish new SMB payments/acquiring relationships and foster existing relationships.
Create and employ internal and external referral networks.
Analyze payment processing/acquiring opportunities, including reviewing processing statements, fund flows, customer payment experience, integration needs, and if the business complies with payments rules and regulations, and contribute to the design and development of products to address those needs.
Work cross‑functionally to evaluate and close opportunities.
Assist with implementation and training of new and existing clients on products, systems, and services.
Manage a portfolio of clients; prepare a Relationship Plan and calling schedule for each client.
Perform retention calling and organic balance growth activities in accordance with calling schedule.
Process complex customer service requests.
Manage all client updates in a timely and accurate method.
Monitor trends and developments in customer’s businesses and in the financial services industry and recommend possible products and services to enhance client relationships, generate income for the Bank, and retain and improve the Bank’s competitive position in the market.
Anticipate, identify, and report issues to managers or supervisors across all departments and make appropriate recommendations for resolution or improvements, including processes and products with an awareness of customer service levels.
Develop a strong understanding of the company, industry, business and needs to assist in client servicing. Bring in product specialists, as necessary, to help problem‑solve or design solutions.
Recognize cross‑sell opportunities and refer business accordingly.
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.
Create and complete individual development plan.
Participate in community and CRA activities to promote bank brand.
Travel is required.
Follow all established policies and procedures.
Perform other duties and projects as assigned.
What You’ll Bring
Minimum of 4-7 years of experience in SMB payments business development, including experience in relationship management.
Bachelor’s degree in finance or related field preferred and/or relevant work experience.
Sales call and customer service experience.
Possess excellent customer service and follow‑up skills.
Knowledge of the payment processing and card acquiring industry.
Knowledge of competitive products and services strongly preferred.
Excellent people skills; ability to communicate verbally and in writing with a wide range of people.
Have the analytical ability to gather and analyze data, identify pros and cons, arrive at conclusions and present recommendations clearly and concisely.
Ability to facilitate effective virtual meetings with internal and external partners.
Must be responsiveness and have strong judgment, integrity, and time management skills.
Be able to work independently to achieve objectives.
Demonstrated ability to influence, active listening, and conflict resolution.
Strong computer skills with emphasis on Microsoft Office tools (Word, Excel, PowerPoint).
How We’ll Support You
Financial Security: You will be eligible to participate in the company’s 401(k) plan which includes a company match and immediate vesting.
Health & Well‑Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account with employer contributions, and pre‑tax Flexible Spending Account (FSA).
Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
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At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
THE OPPORTUNITY The VP, Relationship Manager for Payments is responsible for developing new business opportunities for BancEdge merchant services by pursuing referrals from internal sources and calling on small medium business (SMB) commercial clients and prospects to identify payment processing/acquiring opportunities and to sell those services to ensure that client needs are met. This position also works in conjunction with Operations, Product, and Technology to provide exceptional customer service through setup, implementation, and training of new and existing clients on all payments/acquiring products and services for SMB clients. You will also research, analyze, and resolve a broad range of complex customer issues involving services and products. This position will be expected to travel at least 50% of the time, visiting with Relationship Manager, branch staff and corporate officers in various locations in Southern California. 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.
How You’ll Make a Difference
Generate revenue by selling payment/acquiring services to SMBs.
Establish new SMB payments/acquiring relationships and foster existing relationships.
Create and employ internal and external referral networks.
Analyze payment processing/acquiring opportunities, including reviewing processing statements, fund flows, customer payment experience, integration needs, and if the business complies with payments rules and regulations, and contribute to the design and development of products to address those needs.
Work cross‑functionally to evaluate and close opportunities.
Assist with implementation and training of new and existing clients on products, systems, and services.
Manage a portfolio of clients; prepare a Relationship Plan and calling schedule for each client.
Perform retention calling and organic balance growth activities in accordance with calling schedule.
Process complex customer service requests.
Manage all client updates in a timely and accurate method.
Monitor trends and developments in customer’s businesses and in the financial services industry and recommend possible products and services to enhance client relationships, generate income for the Bank, and retain and improve the Bank’s competitive position in the market.
Anticipate, identify, and report issues to managers or supervisors across all departments and make appropriate recommendations for resolution or improvements, including processes and products with an awareness of customer service levels.
Develop a strong understanding of the company, industry, business and needs to assist in client servicing. Bring in product specialists, as necessary, to help problem‑solve or design solutions.
Recognize cross‑sell opportunities and refer business accordingly.
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.
Create and complete individual development plan.
Participate in community and CRA activities to promote bank brand.
Travel is required.
Follow all established policies and procedures.
Perform other duties and projects as assigned.
What You’ll Bring
Minimum of 4-7 years of experience in SMB payments business development, including experience in relationship management.
Bachelor’s degree in finance or related field preferred and/or relevant work experience.
Sales call and customer service experience.
Possess excellent customer service and follow‑up skills.
Knowledge of the payment processing and card acquiring industry.
Knowledge of competitive products and services strongly preferred.
Excellent people skills; ability to communicate verbally and in writing with a wide range of people.
Have the analytical ability to gather and analyze data, identify pros and cons, arrive at conclusions and present recommendations clearly and concisely.
Ability to facilitate effective virtual meetings with internal and external partners.
Must be responsiveness and have strong judgment, integrity, and time management skills.
Be able to work independently to achieve objectives.
Demonstrated ability to influence, active listening, and conflict resolution.
Strong computer skills with emphasis on Microsoft Office tools (Word, Excel, PowerPoint).
How We’ll Support You
Financial Security: You will be eligible to participate in the company’s 401(k) plan which includes a company match and immediate vesting.
Health & Well‑Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account with employer contributions, and pre‑tax Flexible Spending Account (FSA).
Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
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 their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
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