Private Banking Relationship Manager II-IV
$113,764–$170,646 year
On-siteSeattle, Washington, United States
Job Summary
Maintain a specific book of relationships by retaining and expanding client accounts while providing superior service through seamless delivery of credit and depository services. Proactively investigate opportunities to expand market share by identifying prospects and additional financial needs among present clients to achieve established sales goals. Control and minimize potential risks through thorough knowledge of compliance, applicable laws, and regulations while assuring bank profitability and asset quality standards are met. This role requires a trusted advisor approach to moderate to complex credit needs, leveraging strong analytical skills to review and interpret complex data for risk assessment. Candidates must demonstrate excellent interpersonal skills to collaborate with diverse groups, negotiate for results, and develop working relationships with potential and current clients.
Required Qualifications
- Bachelor's Degree in Finance, Accounting, Business or related field
- Minimum 1 year work experience in commercial lending, including relationship management
- Able to work with clients as a trusted advisor, with moderate to complex credit needs
- Excellent relationship management skills
- Strong credit background
- Business development acumen
- Work experience in the sales of cash management products or related sales experience at a financial institution
- Work experience in fiduciary relationship management, including experience in specific unit area (investment, securities, cash management, real estate, commercial lending, consumer lending, etc)
- Knowledge of Bank lending procedures, as set by the current, published Loan Policy
- Basic loan documentation knowledge; ability to document basic credits
- Working knowledge of Bank products and services
- Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc)
- Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
- Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients
- Ability to set and achieve challenging goals
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