Regional Team Lead - Labor Service Division

Job DetailsLevel: ManagementJob Location: Walnut Creek 1 - Walnut Creek, CA 94596Position Type: Full TimeSalary Range: $140,000.00 - $150,000.00 SalaryJoin a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

About the Position...

The Regional Team Lead - Labor Services Division (RTL - LSD) is an onsite position and does not have remote opportunities.

The Regional Team Lead - Labor Services Division (RTL - LSD) is responsible for fostering meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Alongside the CCO, the RTL manages the Labor Services Division team and is responsible for developing relationships with prospective and current clients within the union, Trust Fund, Apprenticeship, professional union affiliate, and non-profit markets. The RTL - LSD is responsible for ensuring that they and the Labor Services team identifies client needs and delivers the Bank’s wide range of products to retain and grow both their portfolio and the team’s portfolio. Additionally, the RTL - LSD supports the team in achieving their deposit and loan goals.  With the guidance of the RTL, the entire Labor Services Division team provides comprehensive services including commercial and/or real estate credits, deposit products, remote deposit capture, ACH origination, positive pay, account reconciliation, and client Request for Proposal (RFPs) for Trust Services and more. The entire team is responsible for the full loan lifecycle – from initial contact to closing and funding, including analyzing financial statements, calculating debt service coverage, recommending credit requests, processing and presenting complex credit requests, making recommendations when applicable, and submitting for approval while ensuring requests are within acceptable risk within the framework of the Bank’s policy. To achieve individual and division goals, the RTL – LSD is solution focused and serves as a subject matter expert and as a primary escalation point. They support, mentor, and coach team members through loan structuring, deal closing and client calls, along with ensuring each team member is meeting their individual goals for growth, retention, and all other job requirements. The RTL- LSD is responsible for the team’s incentive calculation, reconciliation and submission, as well as providing the CCO with monthly reports on Intra-Fi products, monitoring rate exceptions and as needed, providing back-up support to branch staff. This position represents the Bank professionally through their involvement in union and non-profit client groups and through their participation in events and activities, including those that are CRA eligible. The RTL – LSD exhibits accountability and supports the Chief Credit Officer with other duties and projects as assigned. All duties are performed accurately, timely, and efficiently, and according to Bank policies and procedures including the Bank’s Lending Policy, regulatory guidelines, SBA SOP, and other GGL practices.
QualificationsAbout You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

Education & Certification(s) Required:

Bachelor’s Degree in Business or related field. 

Knowledge Required: 

Extensive knowledge of deposit, cash management, and lending products and operations, Trust Banking, credit analysis and procedures.
Thorough knowledge of regulations and standard banking practices.  
Knowledge of Bank Lending Policy, SBA SOP and other GGL practices.
Knowledge of commercial credit structures. 

Experience Required:

Minimum of 7 years of experience in the financial services industry and at least 5 years of credit experience and involvement with business, non-profits or unions. 
Project management experience and Request for Proposal (RFP) experience.
Minimum of 3 years of experience training, mentoring and/or coaching team members.
Proven experience in managing Trust Fund relationships, preferred.
Minimum of 5 years of sal