20 days old

Director, Private Banking

Banc of California
Los Angeles, CA 90012
  • Job Code
    19000297

Banc of California, Inc.
(NYSE: BANC) is a bank holding company with approximately $9 billion in assets
and one wholly-owned banking subsidiary, Banc of California, N.A. (the Bank).
With our 700+ 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.




JOB
SUMMARY:




Responsible to proactively grow and retain targeted Private Bank customers
investment share by using an ongoing sales dialogue and proactive, disciplined,
advice-based sales and planning approach to build lasting customer relationships. Responsible to apply well developed
consultative sales and financial planning principles, practices and techniques
in meeting the customers investment and needs.
Ensures the performance of all duties in accordance with the companys
policies and procedures, all U.S. state and federal laws and regulations,
wherein the company operates.




ESSENTIAL
DUTIES AND RESPONSIBILITIES:



  1. Increase
    the profitability of your assigned portfolio by advising clients and offering
    them financial planning solutions adapted to their profile and needs, as well
    as cross-selling services.
  2. Help
    identify the business potential of assigned and unassigned clients and provide
    expertise.
  3. Rigorously
    follow processes and procedures in order to properly analyze clients needs and
    establish an integrated and profitable financial strategy with them.
  4. Oversee
    the implementation of action plans by integrating the work of the different
    specialists at the Bank and its subsidiaries.
  5. Monitor
    portfolios closely and contact clients frequently to keep track of their changing
    needs and adapt proposed financial planning solutions to ensure quality
    customer service.
  6. Help
    grow the Bank and increase profitability by selling integrated financial
    solutions to specifically identified clients in line with their profile and
    needs.
  7. Develop
    strategic action plans with clients that are tailored to their situation and
    oversee their application.
  8. Be
    responsible for developing and maintaining lasting and profitable relationships
    with the clients in your portfolio.
  9. Involve
    the appropriate specialists/parties in the relationship, when required, to
    properly meet client needs.
  10. Ensure
    effective and profitable management of client portfolios under your
    responsibility.
  11. Be
    responsible for serving Private Banking 1859 clients under Wealth Management.
  12. Interpret
    financial data in sophisticated analysis systems and submit financing and
    credit renewal applications.
  13. Negotiate
    terms and conditions for authorized credit applications, making sure that they
    meet risk management standards and established profitability criteria.
  14. Treats
    people with respect; keeps commitments; inspires the trust of others; works
    ethically and with integrity; upholds organizational values; accepts
    responsibility for own actions.
  15. 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.
  16. Follows
    policies and procedures; completes tasks correctly and on time; supports the
    companys goals and values.
  17. Performs
    the position safely, without endangering the health or safety of 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 ones own actions and conduct.
  18. Performs
    other duties and projects as assigned.


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.



ESSENTIAL
KNOWLEDGE, SKILLS, AND ABILITIES:



  • 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)
  • Intermediate
    skills in computer terminal and personal computer operation; Microsoft Office
    applications including but not limited to: Word, Excel, PowerPoint and Outlook.
  • 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.
  • Effective
    organizational and time management skills.
  • Exceptional
    oral, written and interpersonal communication skills.
  • Ability
    to make decisions that have moderate impact on the immediate work unit and
    cross functional departments.
  • Ability
    to organize and prioritize work schedules on a short-term and long-term basis.
  • Ability
    to provide consultation and expert advice to management.
  • Ability
    to make informal and formal presentations, inside and outside the organization;
    speaking before assigned team or other groups as needed.
  • Ability
    to deal with complex difficult problems involving multiple facets and variables
    in non-standardized situations.
  • Ability to work with little to no
    supervision while performing duties.

EDUCATION,
EXPERIENCE AND/OR LICENSES:



  • Bachelors
    Degree and a minimum of five (5)+ years experience working in a similar field
  • Experience
    in the Banking industry preferred
  • Experience
    in sales and customer service
  • Business
    development experience
  • Financial
    planner or financial advisor experience
  • Current
    Drivers License and a vehicle with appropriate insurance coverage if required
    to drive in the course of performing assigned duties and responsibilities






Posted: 2020-01-08 Expires: 2020-02-06
Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

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Director, Private Banking

Banc of California
Los Angeles, CA 90012

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