SVP/Deposit Relationship Manager

Location

Palo Alto, CA | United States

Job description

Job Code: HBC 24-17

Job Summary:

The SVP/Deposit Relationship Manager primary responsibility is to work independently or in tandem with all credit officers to develop new and additional deposits and bank services revenue. Responsible for achieving target deposit totals and loan referral goals by performing the following duties.

Pay Range:

Base Compensation is dependent upon role, experience, and skill set: Min- $143,798/yr Max- $239,663/yr

Primary Responsibilities:

• Manages a portfolio of deposit clients for a designated branch within a banking division. Maintains ongoing visibility with client base.
  • Work with credit team and business development team in establishing an aggressive calling program targeting Controllers, Property Managers, and 1031 Exchange segments for new business growth of all existing relationships.
  • Responsible for carrying out targeted deposit generating strategies.
  • Works with clients to resolve account or service related problems, and with Banking Services to ensure timely and accurate implementation of all new business.
  • Cross sells other Bank products and services as appropriate.
  • Participates in community activities and civic organizations to generate new business.
  • Supports Bank's community and CRA lending initiatives.
• Develops and maintains referral relationships to promote new business development.
  • Actively seeks all types of loans for purposes of referral to appropriate group levels.
  • Prepares credit authorizations and recommends ACH limits for deposit only clients.

• Works with Cash Management specialist to provide competitive and complete banking services to Business Banking and Commercial Clients.

• Performs all other duties and special projects as assigned

Qualifications:

• Bachelor's degree (B. A.) from four-year College or University; and/or two years supervisory experience in bank operations or cash management; or equivalent combination of education and experience.

• Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment
• Demonstrates initiative and the ability to work in an autonomous manner
• Strong communication and organizational skills with the ability to interact effectively before groups of customers or employees of organization.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to deal with problems involving several concrete variables in standardized situations.

• Travel may be required

Compliance Responsibilities  

The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. 

Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

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Salary