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SVP, Banker - Fund Finance

San Francisco, CA, USA | Pacific Western Bank

  • Industry:
    Banking / Investment Banking
  • Position Type:
  • Functions:
    Accounting / Control
  • Experience:
    10-12 years
Job Description:
102 people have viewed this job

The Senior Vice President, Banker is primarily accountable for developing the most significant of new client relationships in a specified region or business vertical, but will also support existing client needs as appropriate.The SVP Banker will have the ability to sell all products offered by the Bank and know when to call upon their specialist support experts for added help. They will help with the training of staff and will work with the team to reach budgeted financial goals.The Banker will work to market the Bank and develop relationships with venture capital firms, venture backed technology or life science companies, and other key contacts within the entrepreneurial ecosystem.


Play an integral part in overall team and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan outstandings, and non-interest income, all while effectively managing the credit risk of both new and recently boarded credits

Leverage an existing personal network of venture capital and entrepreneurial ecosystem contacts to self-generate new loan clients

Own the primary day to day relationships with key contacts in your given ecosystem

Source high quality deals and sponsor the deals through underwriting and credit committee process

Assist portfolio team in managing existing relationships and adding value to the relationships

Assist portfolio team in adding loans, deposits and GTM products to existing relationships

Manage documentation, negotiating terms, and closing credit requests with limited assistance or counsel

Adhere to all corporate compliance and regulatory needs including but not limited to all compliance training, Reg B, NOD, CDD, etc.

Assist in developing less experienced bankers and analysts in your area of influence


Bachelor’s degree required or equivalent work experience;

10+ years of venture technology or life sciencesbanking and / or financial services experience

Creative and strategic thinker with excellent problem solving and organizational skills;

Ability to exhibit professionalism and a positive attitude under pressure;

Ability to work independently yet collaborate cross-functionally in a team environment;

Superior oral and written communication skills;

Ability to handle multiple priorities, projects and relationships simultaneously;

Proven success in managing large client accounts.


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