Commercial Relationship Manager II-IV

Washington Trust Bank Careers • Vancouver, WA

23d • Onsite

About The Position

Ability to develop and expand current client portfolio in the Vancouver area required. This is an exciting opportunity to join a new team in the Southwest Washington market. Washington Trust Bank brings more than 100 years of full-service banking expertise to individuals, families, companies and organizations throughout the Washington, Idaho, and Oregon. With total assets of $11 billion, our bank is well positioned to compete with others in our market, and we are sought out by clients and their professional advisors for stability, expertise and unparalleled client service levels. As the oldest and largest privately-held commercial bank in the Northwest, we focus our efforts on what is happening in our communities and set our sights on long-term goals that are right for our employees and clients. As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met.

Requirements

• Bachelor’s Degree in Finance, Accounting, Business or related field.
• Seasoned commercial lender with at least 5 years of experience as a commercial lender, generally working with clients with revenues ranging from $5 million to $50 million.
• Able to work with clients as a trusted advisor, with moderate to complex credit needs.
• Excellent relationship management skills required as well as strong credit background and 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.

Responsibilities

• Maintains responsibility for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account or relationship as needed in order to provide superior service to Bank clients.
• Proactively investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients.
• Identifies opportunities and continually prospects for new clients.
• Generates leads through existing relationships and other referrals sources.
• Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management.
• Keeps abreast of applicable laws and regulations.

Benefits

• Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits.
• We are proud to share an overview of our benefits HERE as part of your total compensation.
• Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level