Brnch Svcs Rep II

ABOUT THE ORGANIZATION

SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.

The anticipated salary range for this role is between $37,000.00 and $56,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.

Specialties:

Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services

Role Description

Increase the deposit base through promoting branch identity, with overall accountability for driving net new business as well as increased share of wallet with existing customers. Supervise and provide leadership to branch staff. Maintain overall accountability for the flow of cash and financial instruments as well as for all regulatory and other reporting. Oversee personnel decisions at the branch level, including hiring, training, advancement, pay decisions, etc.

Role Objectives: Delivery

Increase the deposit base through promoting branch identity, with overall accountability for driving net new business as well as increased share of wallet with existing customers. Cross-sell products and services including revolving lines of credit, syndicated facilities, treasury and cash management services, and trade finance, loans, insurance and investment referrals. Supervise and provide leadership to branch staff in providing customer service. Implement and drive firm-wide campaigns including sales promotion and incentive programs, product launches, customer satisfaction surveys, etc. Maintain overall accountability for the flow of cash and financial instruments within the branch in accordance with firm standards. Have overall accountability for all regulatory and other reporting as required. Accountable for internal control standards, including implementation of internal and external audit points together with any issues raised by external regulators as applicable. Actively manage the branch commercial loan portfolio, identifying problem accounts and creating solutions for repayment. Oversee personnel decisions at the branch level, including hiring, training, advancement, pay decisions, etc.

Role Objectives: Interpersonal

Contact customers and participate in community affairs and civic organizations to increase the bank's visibility and promote goodwill. Forge partnerships with local business to build the brand in the local market. Foster an environment that encourages branch staff to provide an exceptional customer experience, addressing client issues promptly and completely. Assist platform staff and other sales people with the most sensitive and high value customer relationships. Establish and maintain external relationships with counterparts in related areas, such as real estate, insurance and securities. Help clients understand the digital platforms the bank has available, and encourage their uptake and use.

Role Objectives: Expertise

Display a comprehensive knowledge of the bank's products and services, such as such as term loans, revolving lines of credit, syndicated facilities, treasury and cash management services, and trade finance. Where relevant, understand the broader offerings of the firm beyond the retail branch, in order to cross-sell additional useful offerings Demonstrate a complete command of relevant and related products Have a deep understanding of the USA PATRIOT Act, Bank Secrecy Act, the Office of Foreign Assets Control sanctions program, TILA-RESPA integrated disclosures as it pertains to the branch, including Customer Identification Program, AML, KYC, customer due diligence, and high-risk account identification. Display the requisite expertise and judgment to approve various large transactions, general ledger tickets, and the appro