Healthcare Relationship Manager

Columbia Bank•Seattle, WA

2d•Onsite

About The Position

A Healthcare Relationship Manager IV develops, advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment management, and trust services. Business development of client relationships Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial planning, and other wealth services. Manage and review client relationships on an ongoing basis, including loan origination, portfolio management, and audit readiness. Engage with and develop internal and external referral partners. 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 (preferred)
7 years of Healthcare and lending experience (Required)
Proactive
Working knowledge of credit structures
Focused on client satisfaction
Ability to work independently
Ability to provide client solutions
Extensive knowledge of bank products and services in order to cross-sell
Proficient in prospecting, building, and managing client relationships
Proactive in external and internal job functions
Working knowledge in all job functions
Proficient knowledge in other banking services offered by other lines of business to identify and offer qualified referrals

Responsibilities

Develops, advises, manages, and retains Healthcare and Professional Banking client relationships.
Provides wealth management services including deposit, cash management, credit, investment management, and trust services.
Engages in business development of client relationships.
Collaborates with bank partners for wealth management and implementation strategies.
Manages and reviews client relationships on an ongoing basis, including loan origination, portfolio management, and audit readiness.
Engages with and develops internal and external referral partners.
Demonstrates compliance with all bank regulations and policies.
Maintains a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other applicable regulations.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture.