Private Banking Relationship Manager II-IV

Washington Trust Bank Careers•Seattle, WA

9d•$113,764 - $241,107•Onsite

About The Position

As a member of our Private Banking Team, this role serves as a proactive, client-focused, trusted financial partner to clients through a seamless delivery of credit and depository services. This individual will engage in business development efforts by identifying and calling on prospects and clients to achieve established sales goals. They will provide premier client service while assuring bank profitability and asset quality standards are met.

Requirements

Bachelor’s Degree in Finance, Accounting, Business or related field.
Minimum 1 year work experience in commercial lending, including relationship management.
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

Relationship Management/Client Service: 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.
Sales/Business Development: 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.
Risk Management: Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations.