Deposit Relationship Manager at West Coast Community Bank

San Luis Obispo, California, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

125000.0

Posted On

07 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Banking, Local Market Knowledge, Client Relationship Management, Business Development, Cross Selling, Community Involvement, Risk Management, Sales, Customer Service, Management Principles, Deposit Products Knowledge, Communication, Interpersonal Skills

Industry

Banking

Description

Description West Coast Community Bank is looking to expand our team with experienced relationship bankers who bring deep local market knowledge and strong client relationships. If you value relationship banking and local decision-making backed by one of the nation's top-rated community banks, then we’d love to connect. We are a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville. Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California. Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually. Our success is driven by our exceptional team — experienced, knowledgeable and focused on delivering results! National, regional and local honors we’ve received include: Newsweek – America’s Best Regional Banks and Credit Unions 2025 American Banker Magazine – Top 100 Best Performing Community Banks in the U.S., 10 years Good Times – Readers’ Poll, Best Bank in Santa Cruz County, 13 years Santa Cruz Sentinel – Readers’ Choice, Best Bank in Santa Cruz County, 10 years Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive Santa Cruz Area Chamber of Commerce – Business of the Year 2025, 2021 and 2018 The Pajaronian – Best of the Pajaro Valley 2024 Readers’ Poll, Best Bank The Press Banner – The Best of Scotts Valley 2024 Readers’ Poll, Best Local Bank About The Role: This is an on-site position based in our San Luis Obispo office. Travel to client offices and other sites is required. The Deposit Relationship Manager develops new business relationships and augments existing business relationships through the utilization of all bank services, participation in community and non-profit organizations, and an active business development calling program. Calls on existing customers to maintain and expand banking relationships; calls on prospective customers to develop new business. Cross sells all bank products and services in a professional manner. Representing the company in a professional manner at various community events or sponsored activities of the company. Will coordinate all involvement to ensure the bank is represented at significant community events. Receives work assignments from the Regional President based on current needs. Assists Relationship Managers with calling efforts, follow up for gathering of complete financial packages and updates, document signing, and all other related support activities. Attends all appropriate meetings, classes, and seminars related to maintaining and developing all general banking and credit-specific skills and expertise. Researches, recommends and tracks donation requests by non-profit organizations. Works within time frame guidelines to manage the overall workload. Must prioritize all business development, relationship management, and community involvement activities on an ongoing basis. Requirements: Comprehensive knowledge of all aspects of branch management, including sales, customer service, risk management, and management principles. Working knowledge of consumer and Business Deposit Products as applicable to the branch’s target market. Working knowledge of principles and methods of organization and management. Ability to maintain confidentiality of files and privileged information. Ability to effectively and efficiently organize work files. Excellent written and verbal communication skills, strong interpersonal skills, proven sales and management Preferred Qualifications: Bachelor's Degree in business, finance, or related field preferred, or equivalent experience required. Benefits: Medical, dental, and vision plans Vacation, sick leave, paid Holidays Paid volunteer time Employer paid life insurance 401(k) with employer matching Ongoing training, professional development and career advancement opportunities Physical Demands: The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard. Specific vision abilities required by this job include close vision requirements due to computer work. Light to moderate lifting may be required. Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate. Travel between company locations as needed. Work Environment: The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic). Ability to work in a confined area. Ability to sit or stand at a computer terminal for an extended period.

Responsibilities

The Deposit Relationship Manager is responsible for developing new business relationships and expanding existing ones through utilizing all bank services, active business development calling, and community participation. This role involves calling on existing and prospective customers, cross-selling all bank products and services, and representing the company professionally at community events.