Banking Manager Jobs in Palo Alto, CA

INTRODUCTION

We are seeking a highly skilled, passionate and results-driven Commercial Relationship Manager - Deposits fluent in Hebrew to drive business growth and client success within the Technology Sector. Our clients have a presence in Israel and the United States. In this role, you will be responsible for deepening relationships with existing clients, delivering tailored financial solutions that align with their business needs, and developing new relationships. If you are a motivated professional with a passion for relationship management and business growth, we encourage you to apply and be part of a commercial banking team.

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.

OTHER RESPONSIBILITIES

- 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.

BASIC QUALIFICATIONS

- Demonstrated experience and success in meeting sales goals, managing client relationships and experience in credit, credit support or financial analysis.
- Superior knowledge of commercial banking products and services (both credit and non-credit).
- Proven ability to manage high-end Middle Market Clients.
- Ability to work independently and leverage professional relationships within and outside the bank.
- Understanding or willing to learn about all bank offerings.
- Full utilization of sales automation tools and related technologies.
- Superior sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally.
- Persuasion, Diplomacy, Negotiation and closing skills.

REQUIRED EXPERIENCE

- High School Diploma or equivalent and 7+ years of Relationship Manager and/or Business Development Officer experience.
- Bachelor's Degree in a discipline related to the position preferred.