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S E C T I O � I – J O B I D E � T I F I C A T I O �

Job Title: Vice President, Facilities and Administrative Services

Department: Facilities

Location: San Francisco

S E C T I O � I I – J O B S U M M A R Y

The VP, Facilities and Administrative Services is an important member of the Bank’s

management and leadership team. The Facilities department is generally responsible

for the following critical functions:

� Lease negotiations, administration, and management of landlord relations

� Market surveys and new branch site evaluation

� Architectural design and development for new locations and existing portfolio

remodels

� New office/ branch acquisition and build-out

� Facilities project management (including coordination/ participation with a wide

range of Bank activities with Facilities impacts or dependencies)

� Day-to-day property management

� Construction management

� Long-term Bank-wide space planning and capacity management

� Coordination and execution of internal personnel moves

� Developing and managing Facilities-component of the Bank’s energy and

sustainability programs

� Support efforts to ensure the safety and security of the Bank’s facilities

� Manage the compliance with applicable laws and regulations

This executive will play an important role supporting the department in accomplishing

these objectives. In addition to providing his/ her leadership and participation to these

important activities broadly, this individual will have specific responsibility for space

planning, corporate remodels, and corporate employee moves.

S E C T I O � I I I – D U T I E S A � D R E S P O � S I B I L I T I E S

1. Develop and maintain the Bank’s long-term space plan, related reporting, and

planning activities. Ensure that the Bank’s anticipated growth and evolving

facilities requirements are closely monitored, anticipated and satisfied. At times

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this role will involve setting aside excess capacity, balancing the demands of

multiple internal departments/ executives for limited space, and defining a clear

long-term strategy (with specific goals and standards).

2. Manage corporate remodel and department/ employee relocation activities. This

regularly involves coordinating complex schedules, adjusting to shifting

requirements/ priorities, managing diverse internal and external resources,

providing regular interdepartmental updates/ reports, and resolving/ escalating

issues as required on a timely basis.

3. Support the management and delivery of day-to-day Facilities services and

functions. This includes managing effective processes/ controls and responding

to issues on a timely, cost effectively, and to the satisfaction of the end user.

4. Keep abreast of current trends and provide feasibility studies and cost proposals

for new innovative opportunities (particularly in the sustainability and energy

efficiency areas). Demonstrate ownership of the Bank’s premier customer

experience, the success of our front line and operational partners, and shareholder

value.

5. Keep abreast of regulatory, legal and industry best practices to maintain

compliance and an appropriate level of risk. Partner closely with leadership of

Audit, Risk Management, Information Systems, Information Security/ Disaster

Recovery, and Compliance/ Legal to develop and execute risk management

activities. Regularly report on the status and success of risk management and any

open remediation activities.

6. Perform duties & responsibilities specific to department functions & activities.

7. Performs other duties & responsibilities as required or assigned by supervisor.

8. Responsibilities include the following: 1) adhering to and complying with the

applicable, federal and state laws, regulations and guidance, including those

related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)

2) adhering to Bank policies and procedures, 3) completing required training, 4)

identifying and reporting suspicious activity to the AML Officer, and 5) knowing

and verifying the identity of any customer(s) that enters into a relationship with

the Bank.

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S E C T I O � I V – P O S I T I O � D I M E � S I O � S

Reports To: Senior Vice President, Facilities and Administrative Services

Positions Supervised: Manager, Space Planning

Internal Contacts: Deposit Services, Lending Services, Information Services,

Audit, Compliance, Legal, Relationship Managers, Preferred

Banking, Preferred Banking Office Management, Project

Management, Executive Management, and other teams/

resources as required.

External Contacts: Current and potential business partners/ vendors.

Skills, Knowledge and

Abilities:

Education/ work experience:

� Undergraduate degree required; MBA preferred

� 10+ years in a facilities management role required

� 5+ years of management experience required

� Relevant experience with a financial institution or firm

with comparable concerns and quality standards desired

Technical skill/ competency

� Must be highly conversant with lease terms, conditions,

and the associated negotiations/ administration processes

� Strong business orientation, understanding of business

processes, and the resulting applications to Facilities from

an employee, customer and Bank perspective

� Possess depth of knowledge and competency in facilities

management, construction management, and decisively

resolving Facilities-related issues

� Skilled at identifying and evaluating new locations

� Skilled at development and managing related policies and

enterprise standards

Leadership skill/ competency

� Demonstrated leadership, planning, and managerial skills

with the ability to contribute broadly at an executive level

� Pragmatic with an ability to generate trust and build

alliances across business and functional lines

� Empowers others and demonstrates a positive and

energizing style

� Consistently demonstrates and follows high standards of

integrity in business decision-making, and expects the

same standards of performance from his/her subordinates

Personal skill/ competency

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� Strategic perspective and business acumen - Looks

toward the broadest possible view of an issue/ challenge;

can easily pose future scenarios; can think globally about

all aspects of the Bank; can discuss multiple

considerations of an issue and forecast them into the

future; understands how the Bank works, competes, serves

clients, and generates shareholder value

� Decision making - Makes decisions in a timely manner,

often with incomplete information and under tight

deadlines; makes good decisions based upon a mixture of

analysis, wisdom, experience, and judgment

� Communication skills - Demonstrates excellent

communication and interpersonal skills; able to

communicate clearly and concisely in a variety of settings

and styles; is effective in a variety of formal presentation

and meeting settings; commands attention and can manage

group process during presentation/ discussion

� Change management - Gains support for change by

providing context and responding with sensitivity to

concerns; removes obstacles that prevent or slow the

implementation of change; takes initiative to recommend/

develop innovative approaches to getting things done

� �egotiation skills - Negotiates skillfully in tough

situations with internal and external groups; can win

concessions without damaging relationships; can be both

direct and diplomatic

� Peer relationships - Can quickly find common ground

and solve problems for the good of all; can represent own

interests and yet be fair to others; is a team player and

encourages collaboration; can be candid with peers

Physical

Requirements:

- Vision must be sufficient to read data reports, manuals and

computer screens.

- Hearing must be sufficient to understand a conversation at a

normal volume, including telephone calls and in person.

- Speech must be coherent to clearly convey or exchange

information, including the giving and receiving of

assignments and/or directions.

- Position involves sitting most of the time, but may involve

walking or standing for brief periods of time.

- Must be able to travel in a limited capacity.