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Specialty Deposit Solutions Relationship Manager, Commercial

Company: HomeStreet Bank
Location: Irvine
Posted on: February 22, 2021

Job Description:

Specialty Deposit Solutions Relationship Manager, Commercial Banking (Irvine, CA) HomeStreet - CA - Irvine - 17901 Von Karman EO/AA Employer including Vets and Disabled Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. Job Description Summary Specialty Deposit Solutions Relationship Manager is responsible for the acquisition of new, complex commercial deposit clients and the expansion of existing deposit relationships while delivering a high level of customer service to the clients of the Bank; working closely and in cooperation with other HomeStreet Bank departments and services.

This position builds and manages an assigned deposit portfolio and is responsible for growth, maintenance, retention and profitability of these deposit accounts. Cross-sells the bank's products and services in order to enhance and grow the bank's deposit relationship and makes referrals to other departments within the bank. Job Details Primary Functions:

  • Identify client/prospect deposit account needs, create and customize proposals for new and additional business that develops and enhances client relationships
  • Function as primary point of contact for assigned Commercial Banking deposit clients; escalate issues to other areas of the bank as appropriate
  • Maintain regular contact with clients in order to promote client retention
  • Maintain thorough records of our activities with each prospect / client to ensure fluidity of communication with multiple touch points throughout the relationship
  • Deliver the highest level of customer service to both external clients (Commercial Banking) and internal clients-business partners
  • Ensure the quality, accuracy and timeliness of the overall administration and management of assigned relationships
  • Manage the profitability of assigned deposit relationships
  • Maintains a strong working knowledge of the Bank's products and services especially with regard to deposit and cash management products and services
  • With the assistance of Commercial Deposit Services, open and maintain deposit accounts (checking/savings/money market/CDs) for Commercial Banking clients in accordance with all banking laws and regulations, including USA Patriot Act, BSA/AML, and in compliance with audit requirements.
  • Work directly with Cash Management to assess client's complex treasury products and services needs and delivering industry specific digital solutions
  • Engages with Commercial Real Estate and Residential Construction teams to leverage a "One Team" approach in acquiring the client's full relationship
  • Sales experience in a salary plus incentive environment
  • Cross-sell the Bank's products and services and ask for referrals from existing clients and other business referral sources
  • Participate in joint calls as appropriate - to develop new business, to provide support and assistance to the Bank's current deposit clients, and to ensure customer satisfaction
  • Under guidance of Team Leader, manages and monitors assigned deposit portfolio, communicating directly with depositors as appropriate
  • Provides advice and counsel to prospects and customers regarding deposits and related matters, representing the Bank's best interests at all times
  • Consistently operates in compliance with banking laws and regulations, established Bank policies and procedures, audit and security policies
  • Performs other duties as assigned by ManagementQualifications:
    • 10 years of senior level knowledge and experience in commercial bank operations, deposit products, complex treasury products / current technology trends, sales, new accounts administration, and client contact/customer service
    • A BS/BA degree or higher in business administration, economics, accounting, finance, or other business-related field or relevant education and experience
    • Motivated self-starter with a high level of initiative and demonstrated commitment to facilitating the growth and development of the Bank
    • Ability to work independently (self-starter), set priorities and handle multiple tasks
    • Impeccable personal integrity/judgement and ability to maintain confidentiality of customer information and data
    • Positive attitude and team player approach, with excellent customer service skills for both internal and external customers
    • Must possess excellent communication skills and customer service skills with a high level of professionalism, whether on the phone, in person, or in writing
    • Demonstrated ability to problem solve and work in an organized manner on multiple projects
    • Good written and verbal communication skills with the ability to be persuasive one-on-one, as well as in a group setting
    • Strong desire to serve and act in the best interest of the client and the bank-effectively managing client relationships
    • Independent thinker who has the desire to work in a fast-paced organization
    • Possess computer skills including knowledge of Word and ExcelMental and Physical Considerations:
      • Able to operate a Personal Computer and view information on a monitor.
      • Must be able to sit for many hours each day.
      • Must be able to communicate via telephone and possess dexterity to include filing document, reaching and bending.
      • May be required to stand for extended periods of time.
      • Ability to lift or carry up to 10 pounds
      • Ability to speak and understand English and express ideas and have difficult conversation in person and over the telephone
      • Ability to listen and comprehend speech.
      • Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner.
      • Ability to travel to markets and sales meetings as appropriate, 25-40%Work Environment:
        • Normal business office environment.
        • Ability to work in artificial light for extended periods of time
        • Working remotely in markets throughout the HomeStreet footprintThis Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area Commercial (Sales) Posted 30+ Days Ago Full time R0006698 About Us Who We Are-- Founded in 1921, HomeStreet Bank offers consumer and business banking, mortgage financing, commercial lending, investment and insurance products and services in the Pacific Northwest, California and Hawaii. We maintain a shared goal across teams and regions to be the trusted and preferred source of financial services for our clients. Our drive to achieve this goal begins with trust - in our own abilities and in those who we work with each day. At HomeStreet, we respect and empower our employees to make decisions that support innovation, and deliver results for customers. Employees collaborate across teams to make the right decisions, share knowledge, continually move forwards and grow. We believe in promoting from within to deliver the strongest base of company knowledge, shared experience. And understanding about how our company has grown and evolved since its founding in 1921. Our teams reflect motivation, caring and a drive to achieve while having fun and supporting the communities where we live and work. This is how we deliver value every day. Work Culture As a rapidly expanding company, HomeStreet offers many opportunities to learn and grow. Throughout a period of dramatic growth, we have preserved the tradition of working in cross-functional project teams and promoting advancement across the company. Whether your interest lies in the banking or lending aspects of our business, if you have a desire to learn, are enthusiastic, perform quality work and have a passion for customer service, you will thrive in this fast paced and fun environment where people respect and help each other. Diversity and Inclusion Diversity-- HomeStreet is committed to a diverse workplace with employees from a wide range of backgrounds. We recognize that a more diverse workforce translates to broader perspective and greater understanding, which in turn translates to a greater capacity for customer service. We focus on recruiting and retaining employees from different backgrounds and who are representative of the people in our communities. By doing so, we are better able to serve our customers and understand their financial services needs and goals. Equal employment opportunity is a fundamental HomeStreet belief. We practice fair and equal treatment for everyone, regardless of race, color, national origin, ancestry, religion, creed, political ideology, gender, marital status, sexual orientation, age, or the presence, history or perception of having any sensory, mental or physical disability, genetic information, or protected veteran status. In addition, we ensure compliance with federal, state and local laws governing nondiscrimination in employment. This philosophy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Employing Individuals with Disabilities HomeStreet embraces the American with Disabilities Act (ADA) and applicable state and local laws providing for nondiscrimination in employment against qualified individuals with disabilities. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment with HomeStreet Bank: Come Grow With Us For more than 90 years, HomeStreet Bank has maintained a strong commitment to ethics, customer service and support of our communities. Building trust with our customers and employees is at the core of everything we do, and we're looking for talented and motivated people to join us as we grow and evolve as a company. We are an equal opportunity employer with a commitment to employee development. We continually aim to build and maintain a successful team of talented people who feel challenged to do their best every day. We hire for potential, support personal development, and whenever possible, promote from within. We offer competitive salaries, benefits, and incentives with the opportunity to give back to the community. Whether you're just beginning your career in financial services, or have years of experience, we have a wide range of job opportunities for you to consider.

Keywords: HomeStreet Bank, Irvine , Specialty Deposit Solutions Relationship Manager, Commercial, Accounting, Auditing , Irvine, California

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