Relationship Manager : Technology and Venture : Santa Monica - Western Alliance Bank (santa monica,
Posted: Wednesday, May 10, 2017 3:25 AM
We are looking for Relationship Managers who do things differently, who will go the extra mile to make sure our clients have the best chance of succeeding. Our ideal banker is someone who wants to be more than just a banker. They want to be a valued partner to some of the most innovative businesses in the country. We provide uniquely flexible financing solutions to companies in a wide variety of technology and innovation verticals.As a Technology Relationship Manager you are responsible for making sure that clientA?s needs are met, and always being on the lookout for how we can do things better. Analyzing financial data to make sure that the client is within their covenants and identifying when a conversation needs to take place. Essential Duties:Source prospects and develop new customer relationships with emphasis on technology and venture bankingAnalyze creditworthiness, structure and negotiate loan transactions, prepare loan proposals, and present credits to the loan committee for approvalWith assistance of credit analysts, prepare credit write:ups which are complete and adhere to Bank standardsMaintain an effective calling program on customers, prospects and referral sourcesIdentify cross:sell opportunities and make appropriate referralsComplete understanding of internal Bank departments/process in order to complete banking functionsAccept special projects in support of the team and community involvementExperience Requirements:5:10+ years Banking/Accounting/Finance experience required with emphasis on technology and venture lending Understand and follow BSA/AML/OFAC policy and procedures as applicable to job function and promptly report suspicious activity when identifiedProficient in Microsoft Office with particular skills in Excel, ITI, One Point, etcMinimum of BS/BA in Business, Finance, Accounting or comparable degree Required Skills:Clear understanding of financial statement analysis and strong accounting skillsAbility to make daily credit decisionsStrong credit authorization skillsStrong written and verbal communication skills, interpersonal skills, negotiating and problem solving skillsPrevious relationship management and business development/sales skills are requiredUnderstand loan documentation including funding requests, Business Finance Agreements, UCC perfection, etc.Excellent client service skills.
• Location: San Fernando Valley
• Post ID: 115441403 sanfernandovalley