Commercial Banking Relationship Manager

Columbia BankEncino, CA
13dOnsite

About The Position

Commercial Relationship Manager develops, advises, manages, and retains client relationships. They also solicit new business relationships with a focus on the profitability of those relationships. This is a sales- and solutions-focused position. Business development of current and new commercial client relationships Develop internal relationships in order to provide comprehensive financial solutions to clients from all areas of the Bank Advise clients on financial solutions and strategies Manage and review client relationships Demonstrate a high level of awareness of banking industry and industry-specific trends Demonstrate a broad knowledge in other banking services offered by other lines of business to identify and offer qualified referrals Demonstrate an in-depth knowledge, understanding, and development of commercial banking financial solutions, including complex credit structures and solutions, treasury management and deposit solutions, and engaging in community relationships and activities for business development Other responsibilities as assigned All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.

Requirements

  • Bachelor’s degree in finance or other appropriate area preferred or equivalent work experience., required.
  • 7 years of Commercial Banking experience or equivalent, required.
  • Proven ability to cross-sell all bank products
  • Expert in building client relationships
  • Handles complex relationships and interact with outside counsel
  • Expert business development and sales skills
  • Ability to manage an existing portfolio
  • Consultative selling skills and approach
  • Proactive
  • Deep knowledge of credit structures
  • Well-developed credit skills and acumen
  • Well-developed underwriting skills
  • In-depth understanding of personal and business financial statements and tax returns
  • Ability to manage a complex workflow
  • Strong written and verbal skills
  • Ability to work independently, provide client solutions, prospect new client relationships, and coach and mentor other team members
  • Deep knowledge of bank products and services
  • Expert in building, advising, and managing client relationships.
  • Excellent oral and written communication, interpersonal, and client service skills
  • Ability to work fully onsite at the posted location(s).

Responsibilities

  • Business development of current and new commercial client relationships
  • Develop internal relationships in order to provide comprehensive financial solutions to clients from all areas of the Bank
  • Advise clients on financial solutions and strategies
  • Manage and review client relationships
  • Demonstrate a high level of awareness of banking industry and industry-specific trends
  • Demonstrate a broad knowledge in other banking services offered by other lines of business to identify and offer qualified referrals
  • Demonstrate an in-depth knowledge, understanding, and development of commercial banking financial solutions, including complex credit structures and solutions, treasury management and deposit solutions, and engaging in community relationships and activities for business development
  • Other responsibilities as assigned
  • All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
  • Keeps up to date on regulation changes.
  • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  • Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
  • Takes personal initiative and is a positive example for others to emulate.
  • Embraces our vision to become “Business Bank of Choice”
  • May perform other duties as assigned.

Benefits

  • We offer a competitive total rewards package including base wages and comprehensive benefits.
  • The pay range for this role is $1 46 , 081 .0 1 - $ 265 ,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.
  • The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
  • We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays.
  • Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
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