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Business Relationship Manager – Assistant Vice President

Job in Lake Forest, Orange County, California, 92630, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Lead as the subject matter expert across a broad sales Area of assigned branches
  • Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan
  • Accountable to scorecard metrics and KPI’s as defined by Senior Management
  • Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities
  • Call on your assigned book of high valued clients, to deepen the relationship and retain their business
  • Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio
  • Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K
  • Develop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients
Requirements
  • 5-8 years of experience, preferably 2-5 years banking experience or 2-3 years in Business Banking
  • Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships
  • Demonstrate analytical skills and ability to assimilate complex financial and company operating information
  • Professional presentation skills
  • Strong working knowledge of credit structuring and processing; credit trained preferred
  • Highly effective communication and influence skills
  • Customer oriented and responsive
  • Superior organizational skills
  • Excellent business development skills
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