Job Description

At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Responsible for direct oversight of sales and service activities of specific teams of Small Business Relationship Managers Team Managers and Small Business Relationship Managers within Bank of the West RBG SME Division. Manages and strategically coaches employees to performance, strategy, goals and vision of the Company and division. Responsible for the following functions: Small Business Relationship Manager portfolio and sales management, business development strategy and activities, customer retention and cross sell, customer service, and revenue and profit generation. Business target market is companies, including sole proprietorships, with sales generally up to $10 million in annual sales.

Essential Job Functions

* Provides direct management and tactical coaching to SBRM Team Managers, Small Business Relationship Managers and Small Business Relationship Associates whose primary responsibility is focused on customer retention and deepening of customer relationships remotely. This includes joint calling and coaching.

* Monitors progress on all objectives and goals. Accountable for achievement of loan, deposit, portfolio retention, customer service and fee income targets of the SBRM teams. Participates in the development of coaching tools, activity objectives, performance goals, sales and coaching protocols, performance plans, tracking and reporting tools, recruiting profiles and relevant training (sales, product, and credit).

* Manages SBRM Team Managers and employees directly, including selection, resource allocation and performance managements.

* Monitors variance against budget on an ongoing basis. Accountable for achieving positive or neutral variances to Small Business Banking related budgets for the team.

* Conducts regular communication meetings with direct reports to communicate information, discuss problems, train staff, and provide a forum for discussion of pertinent issues.

* Provides regular communication to Division Executives and Business Banking Management regarding the performance of small business teams, strategies, and tactics.

Other Job Duties

* Gathers industry and market intelligence so that industry and market opportunities may be capitalized on as they occur.

* Ensures that operating procedures are in compliance with the approved policies and procedures of the Bank with applicable regulations.

* Provides Feedback and strategy around products and service enhancements meet the needs of the Bank's customers.

* Participates in community and business functions/groups to insure a positive image for the Bank. Ensures compliance with bank CRA programs.

* Performs other duties as assigned.

Required Experience

* Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one area.

* Typically has advanced knowledge and skills within a specific technical or professional discipline with understanding of the impact of work on other areas of the organization.

* Requires 10 years minimum prior relevant experience.

Education

* Bachelor's Degree Business Admin, Accounting, Finance

* High School Diploma or GED Required

Skills

* Sales Management.

* Bank Product, Marketing and Service Knowledge.

* Analytical and budgeting skills.

* Negotiating skills.

* Planning & Organizational Skills.

* PC Skills including knowledge of Microsoft Office products.

* Portfolio management procedures.

* Written and verbal communications and presentations.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.