Private Bank Assistant Relationship Manager

Columbia Bank•Tacoma, WA

1d•$27 - $35•Onsite

About The Position

A Private Banking Assistant Relationship Manager supports the development, management, and retention of Private Banking client relationships through strong interpersonal skills and collaboration with internal Bank Partners. The role develops working knowledge of Wealth Management services, including consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutions. It delivers client experiences that build, expand, and retain long-term relationships by assessing individual client needs, and independently supports and resolves client issues. The position collaborates with partners across the Bank and within the Private Bank team. It follows applicable regulations, Bank policies and procedures, and required training, while maintaining working knowledge of relevant regulations such as the Bank Secrecy Act, Regulation CC, and Regulation E. The role may also coach, mentor, or train others and teach coursework as a subject matter expert. It is expected to embody Columbia's corporate culture, take personal initiative, and support the vision to become the “Business Bank of Choice.” Other duties may be assigned. The role is fully onsite at the posted location: 1301 A Street, 8th Floor, Tacoma, WA 98402. Travel is not required. The pay range is $27.00–$35.00 per hour. The selected candidate's pay rate depends on factors including job-related knowledge, skills, experience, education, and geographic location. The position may be eligible for performance-based incentive compensation.

Requirements

3–5 years of banking experience (required).
Bachelor’s degree or equivalent (preferred).
Experience assisting with consumer and commercial lending.
Basic knowledge of credit structures.
Ability to retain client relationships.
Proactive approach and focus on client satisfaction.
Ability to work independently and provide client solutions.
Learning to prospect, build, and manage new client relationships.
Basic knowledge of bank products and services to cross-sell.
Basic knowledge of job functions and banking services offered by other Lines of Businesses to identify and offer qualified referrals.

Responsibilities

Support the development, management, and retention of Private Banking client relationships.
Develop working knowledge of Wealth Management services, including consumer and commercial credit, financial planning, deposits, investment management, and trust solutions.
Assess individual client needs and deliver experiences that build, expand, and retain long-term client relationships.
Collaborate with partners across the Bank and within the Private Bank team.
Independently support and resolve client issues directly.
Comply with bank regulations, policies, procedures, and required annual or job-specific training; keep current on regulation changes.
Maintain working knowledge of policies and procedures related to the 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.
Demonstrate Columbia's corporate culture, take personal initiative, and support the vision to become the “Business Bank of Choice.”
Perform other duties as assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
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
Online discount marketplace
Paid vacation
Paid sick days
Paid volunteer days
Paid holidays