Treasury Management Relationship Manager

The Relationship Manager - Digital Banking is responsible for generating new commercial deposit and treasury management relationships for the bank by leveraging the banks proprietary Application Programming Interface (“API”) technology solution.  Successful candidates must have strong direct sales skills to acquire new deposit and treasury management clients from industries such as commercial / rental / multi-family property management, homeowner associations, legal/bankruptcy, healthcare, utilities, title/escrow, trust & custody, 1031 Exchange, and/or similar deposit verticals. 

Utilizing a systematic sales approach, duties will include customer prospecting, analyzing business needs, and conducting API demonstrations to exhibit how the bank’s API and Treasury Management solutions can provide the client with efficiency gains, enhanced reporting, and data security improvements.   Requires the ability to cultivate relationships with targeted ERM platforms with the potential to cross-sell to their customer base by leveraging jointly developed embedded API treasury management solutions.  

RESPONSIBILITIES

• Develop new banking relationship via cold calling, networking, email, and niche industry event attendance to bring in low cost deposits to the bank
• Must poses the ability to sell complex treasury management services and API banking integrations to both users of niche software systems and the provider of these software systems
• Responsibilities include sharing a deep understanding of industries such as Multifamily Property management, 1031 Exchange, Title and Escrow and similar deposit centric businesses internally, with the ability to earn new client and software vendor relationships.
• Review and understand account analysis, create new business proposals, and create and share complex proforma’s to prospective clients
• Ability to travel nationally to develop new business, attend industry events or similar.
• Partners with Treasury Management and the API Application Development team to create new treasury management sales opportunities through a consultative sales approach
• Conduct client needs analysis and develop proposed solutions / sales presentations to develop new business opportunities leveraging the banks unique API and other treasury management and cash management tools
• Coordinate implementation calls to ensure proper service concepts are developed and delivered as proposed to the client and integrated software partner
• Responsible for actively calling on prospective integration partners once a sales opportunity / niche market has been qualified as a solid deposit rich vertical and selling them on fully integrating to the bank’s API technology
• Manage new clients brought to the bank to ensure services levels are maintained and customer is satisfied. 
• Continue to develop existing client relationships and provide consultative training to ensure an understanding of the Bank’s product offerings and communicate product changes
• Upsell new products and service with the goal to increase price times volume revenue.

QUALIFICATIONS

• Minimum of 5 years of treasury management and commercial deposit related experience required.
• Certified Treasury Professional (CTP), Certified Cash Manager (CCM), Accredited ACH Professional (AAP) designation preferred.

KNOWLEDGE, SKILLS, ABILITIES REQUIRED

• Must have strong client interaction skills and has demonstrated the ability to influence the outcome of the sales process.
• Must have strong treasury knowledge to solve complex treasury needs.
• Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
• Excellent oral and written skills.
• Basic proficiency in PC software (MS office).
• Technical Treasury Management competencies.
• Understanding of Treasury Management products and solutions.
• Understanding of Application Programming Interface (API) technology
• Ability to build new & existing client relationships.
• Ability to evaluate client needs.
• Strong understanding of the Account Analysis process
• Basic understanding of financial statement analysis.

Developing professional expertise, applies company policies and procedures to resolve a variety of issues.

Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships. Normally receives general instructions on routine work, detailed instructions on new projects or assignments.

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $82,898 to $138,162. Actual compensation will vary based on various factors including but not limited to location, experience, and performance.  A business line incentive may be provided  ranging from 0% - 1% per loan and 0%-2% per deposit, in addition to a medical and other benefits, dependent on the position.  For more information regarding our benefits, please visit https://www.ppbi.com/careers.html

CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) (“Section 19”). In accordance with Section 19, the Company will consider an applicant’s criminal history after an applicant is made a conditional offer of employment.  Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance.  Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance.  Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing. 

Salary : $82,898 - $138,162