A Day In The Life Of A Region Manager At Banc Of California
A region manager's schedule at Banc of California is not rigid, but rather follows a weekly rhythm; Tuesdays and Thursdays involve credit committee meetings where large credits are analyzed, while Wednesdays and Fridays are dedicated to business development, including client outreach and networking—"constantly promoting yourself, your bank, your industry". Mondays are for administrative tasks and compliance.
Executive/Leadership, Networking, Business Development, Credit Analysis, Client Relationship Management
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Andrew Boogusch
EVP Region Manager
Banc of California
California State University at Chico
University of Washington
Economics, International Relations & Affairs
Finance (Banking, Fintech, Investing), Real Estate
Finance
Worked 20+ Hours in School, Student Athlete
Video Highlights
1. Credit committee meetings are held bi-weekly on Tuesdays and Thursdays to analyze large credits and approve loans.
2. Mondays are typically dedicated to catching up on emails, office work, and compliance matters.
3. Business development activities, such as client and prospect meetings, networking, and relationship building, are focused on Wednesdays and Fridays to promote the bank and maintain visibility within the business community.
Transcript
What does a day in the life of a region manager look like?
A region manager's day is different every day, though there's more of a weekly schedule. Tuesdays and Thursdays are for credit committee meetings at 8:30 AM. We need to get in before then.
These meetings are where the bank analyzes large credits, and a committee of bankers approves them. We, as the lending teams, submit those loans for approval and have to defend why we want to do them.
Mondays are usually catch-up days for emails, office work, and compliance. Wednesdays are typically my business development day. Every region's routine manager is different, but I'll reach out to clients or prospects to meet, talk, golf, or have lunch.
Fridays I try to do that as well. In this business, you have to constantly promote yourself, your bank, and your industry. It's important to be in front of business owners so that when they have a need, you are right there for them.
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