Com'l Banking Relationship Manager II
About The Position
The Commercial Banking Relationship Manager II serves as the primary commercial banking relationship contact for assigned commercial clients. The role is accountable for prospecting new business and partnering with a Commercial team to deepen client relationships. It acts as a trusted advisor to executive-level client contacts, assessing holistic banking needs and providing customized insights and solutions. The role supports a portfolio of mid-size commercial clients with varying levels of complexity and drives profitable revenue growth and quality credit. The position identifies and secures new Commercial relationships to grow the bank’s Commercial and Industrial market share, while meeting individual production goals for loans, deposits, and core fee income. It develops strategies to acquire, retain, and grow selected clients; builds and uses referral networks; maintains an active prospect pipeline; and works with internal partners to structure and coordinate credit and non-credit solutions. The manager leads cross-functional teams in responding to client needs and presents the full range of the bank’s offerings. The role studies commercial, industrial, economic, and financial conditions as part of business development and portfolio management, performs client reviews, and participates in community organizations to source business opportunities. It also follows applicable bank policies, procedures, and regulations, completes required training, and may coach or train others. The position is based fully onsite at the posted location in Redding, California, and requires frequent travel.
Requirements
- 7–10 years of relevant commercial banking experience and/or a proven track record of exceeding performance in developing business in the commercial industry (required).
- Ability to work fully onsite at the posted location.
Responsibilities
- Serve as the primary commercial banking relationship contact for assigned commercial clients.
- Prospect for new business and work with the Commercial team to deepen client relationships.
- Engage executive-level client contacts as a trusted advisor to assess banking needs and provide customized insights and solutions.
- Support a portfolio of mid-size commercial clients with varying levels of complexity.
- Identify, attract, and secure new Commercial relationships to grow Commercial and Industrial market share.
- Meet individual production goals for loans, deposits, and core fee income.
- Develop a thorough understanding of clients’ and prospects’ businesses and industries, and perform client reviews to ensure solutions remain relevant.
- Develop strategies to acquire, retain, and grow selected clients.
- Develop and maximize referral networks; proactively prospect for clients and identify opportunities to expand existing relationships.
- Partner with internal teams to structure, coordinate, and sponsor credit and non-credit solutions.
- Lead cross-functional teams in responding to client requests and needs, using subject-matter experts to present the bank’s offerings.
- Maintain an active prospecting effort and pipeline.
- Study commercial, industrial, economic, and financial situations relevant to business development and portfolio management.
- Participate in community organizations to source business development opportunities.
- Comply with applicable bank regulations, policies, procedures, and required training, and keep current with regulatory changes.
- Maintain working knowledge of applicable written policies and regulations, including Bank Secrecy Act, Regulation CC, and Regulation E.
- May coach, mentor, or train others and teach coursework as a subject matter expert.
- Demonstrate and foster Columbia’s corporate culture, take personal initiative, and serve as a positive example.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision plans
- 401(k) retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Access to an online discount marketplace
- Paid vacation
- Paid sick days
- Paid volunteer days
- Paid holidays
- May be eligible for performance-based incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
