Private Bank Assistant Relationship Manager

Columbia Bank•Tacoma, WA

7d•Onsite

About The Position

A Private Bank 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 builds working knowledge of Wealth Management services, including consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutions. The position delivers exceptional client experiences by assessing client needs, building and retaining long-term relationships, collaborating across Bank business lines and the Private Bank team, and independently supporting and resolving client issues. The role follows Bank policies, procedures, and regulatory requirements; maintains knowledge of applicable regulations and written policies, including those concerning the Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security; and completes required training. The employee may coach, mentor, or train others and teach coursework as a subject matter expert. The position also involves actively fostering Columbia’s corporate culture and vision to become the “Business Bank of Choice,” and may include other duties as assigned. The position is fully onsite at 1301 A Street, 8th Floor, Tacoma, WA 98402. The stated pay range is $27.00–$35.00 per hour. The selected candidate’s rate depends on job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.

Requirements

3–5 years of banking experience.
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.
Basic knowledge of bank products and services to support cross-selling.
Basic knowledge of banking services offered by other lines of business to identify and offer qualified referrals.
Basic knowledge across job functions.
Ability to learn to prospect, build, and manage new client relationships.

Nice To Haves

Bachelor’s degree or equivalent (preferred).

Responsibilities

Support the development, management, and retention of Private Banking client relationships.
Assess individual clients’ needs and deliver exceptional experiences to build, expand, and retain long-term relationships.
Collaborate with partners across Bank lines of business and with the Private Bank team.
Independently support and resolve client issues.
Develop working knowledge of Wealth Management services, including consumer and commercial credit, financial planning, deposits, investment management, and trust solutions.
Comply with Bank regulations, policies, and procedures, and stay current on applicable regulatory changes.
Maintain working knowledge of policies and procedures relating to the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
Complete required annual or job-specific training.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Foster Columbia’s corporate culture and act as a positive example for others.
May perform other duties as assigned.

Benefits

Medical, dental, and vision plans for eligible associates.
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, sick days, volunteer days, and holidays.