Comml Bnkg Reln Mgr - Deposits Job Listing at Valley Bank in Palo Alto, CA (Job ID 25-529)

Description

The Commercial Banking Deposits Relationship Manager will be responsible for identifying and pursuing new sales from prospects or new clients within existing footprint or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new deposit business, build new primary bank relationships ensuring a consistent flow of new business and revenues to the bank. The primary role is to generate new low cost deposits, source new Treasury fee income, build new primary bank relationships and cross sell other bank products and services. Responsibilities include but are not limited to:

• Sources new COIs and acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial relationships.
• Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships.
• Will focus on sourcing new low-cost deposits, new Treasury fee income and building primary bank relationships.
• Activities include maximizing cross-sales opportunities through customer profiling with the goal of cultivating interest in new bank products and services. Banker will coordinate with other product partners to win new business.
• Resolves and oversees customer issues surrounding advisory, new information, and Treasury services, solutions and products.
• Makes presentations to potential and existing clients and contributes to the achievement of sales targets.
• Owns the relationship as primary point of contact by working with their respective LOB RMs and leader.
• Use of Salesforce as a CRM tool is required.
• Represents the Bank in civic and community functions.
• Anticipates emerging customer trends as a basis for recommending products and services and expanding business for the LOB.
• Provide support to help clients coordinate solutions in an advisory role, manage deposit accounts, offer advice and oversee services provided. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs.
• This person is open to receiving coaching and mentoring as it relates to their role to onboard new primary bank relationships, sell and activate other recommended bank products and services and works closely with the manager of the LOB. The next step in the career path is a Senior Deposit Relationship Manager.

• Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
• All other duties as assigned.