This is a business development role responsible for developing and managing deposit relationships within designated market segments (e.g. Fiduciary, Title, Escrow, Law, Nonprofit, etc.) and fostering the Bank's relationship management culture by actively pursuing new deposit opportunities from prospective and current customers.
Responsibilities:
Serve as a dedicated relationship manager resource in the Specialty Deposit group, responsible for new deposit origination. Ideal candidate will have a track record of generating over $20MM in new deposit origination annually. Deposit customer base ranges from $1MM to $50MM in average deposits per customer.
Prospects, markets, structures, and originates new deposit products such as:
- Title and Escrow Services
- Third Party Escrow Services
- RE Investments Entities (DSTs/REITs/TIC)
- Property and Community Management
- Legal Fiduciaries and Service Plans
- Unions and other Public Service Organizations
- Schools and School Districts
- Non-Profit Organizations
- Government Agencies including Cities, Municipalities, and Water Districts
- Insurance Company Custodian Accounts
- Medical Groups including Hospitals, Medical Service Plans, and Medical Billing
- Employment Agencies and Payroll Companies
Qualifications:
- Business development/sales in the financial industry: 5 years +
- Specialty Deposit Business Development Origination: 2 years +
- Track record of generating over $20MM in new deposit origination
- Must be able to work out of one of our locations #orangecounty #LosAngeles #SanDiego