Deposit Relationship Manager

Posting Date: 11/10/2023
Location: San Jose, CA (on-site only)
Requisition #: HBC 23-157
Department: Commercial Lending

Please indicate the requisition number when applying for this role.

Job Summary:

The Deposit Relationship Manager is responsible for working independently or in tandem with all credit officers to develop new and additional deposits, cash management and bank services revenue.  Responsible for achieving target deposit totals and loan referral goals by performing the following duties.

Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $54,698/yr  Max- $91,163/yr

Primary Responsibilities:

  • Manages a portfolio of deposit clients for a designated region within a banking division.  Maintains ongoing visibility with client base.
    • Develops and maintains referral relationships to promote new business development.
    • Actively seeks all types of loans for purposes of referral to appropriate group levels.
    • Prepares credit authorizations and recommends ACH limits for deposit only clients.
    • Participates in community activities and civic organizations to generate new business.
    • Supports Bank’s community and CRA lending initiatives.
  • Work with credit team and business development team in establishing an aggressive calling program targeting Controllers, Property Managers, and 1031 Exchange segments for new business growth of all existing relationships.
    • Responsible for carrying out targeted deposit generating strategies.
  • Perform all other duties and special projects as assigned
  • Works with clients to resolve account or service related problems, and with Banking Services to ensure timely and accurate implementation of all new business.
  • Works with Cash Management specialist to provide competitive and complete banking services to Business Banking and Commercial Clients.
    • Cross sells other Bank products and services as appropriate.
    • Perform all other duties and special projects as assigned


  • Bachelor’s degree (B. A.) from four-year college or university; or two years supervisory experience in bank operations or lending; or equivalent combination of education and experience.
  • Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment
  • Demonstrates initiative and the ability to work in an autonomous manner
  • Strong communication and organizational skills with the ability to interact effectively with all levels of management

Compliance Responsibilities:

The employee is responsible for ensuring compliance with all aspects of job-related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.

Job related laws and regulations include but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.


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