Sr. Relationship Manager-Specialty Deposits (Los Angeles)

Job Level: Vice President

Job Function: Relationship Management

Location:

Beverly Hills, CA, US, 90212

Requisition ID: 4842

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

JOB SUMMARY:

The Senior Relationship Manager (RM) position is an integral component of the Insert region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

Achieve targeted goals for the retention of existing accounts and growth of deposit balances.
Assists the Area Manager in implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained.
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
Comply with SMBC MANUBANK compliance requirements.
Excellent relationship management skills – must be able to cold call, develop and maintain long term relationships with customer and center of influence (COI)
Excellent presentation and communication skills – ability to hear what a prospect or client needs and translate that into a marketable solution.
Ability to work well independently. Requires self-motivation, a knowledge of contact tracking systems and excellent time management skills.
Manage sales process to include proposals and implementation.
Ability to travel, to attend and present at large conferences, meet with prospective clients.
Attend networking events that require early morning, evening and overnight travel
Strong written and verbal communication skills
Requires experience in the planning and attendance of large conference events and managing conference vendor relationships.
Must be able to review court orders and legal documents, work with legal, compliance and operations in executing the new accounts process and meet with professionals and their clients to sign new account documents.
Community and/or industry involvement in territory
Performs other related duties/projects as assigned.

POSITION SPECIFICATIONS:

Education:

Bachelor’s degree or equivalent

Skills/ Qualifications:

Minimum of 7 years of banking sales experience
Minimum of 5 years’ experience in a Business Banking Relationship Management role
Minimum of 2 years’ experience in deposit acquisition. Fiduciary, Trust & Estate experience is preferred but not required.
Proven ability to develop and manage large and complex new business relationships.
Proficient computer skills using Microsoft Word, Excel, and Outlook.
Proven track record of prospecting new business and enhancing existing relationships.
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.