Small Business Banking Relationship Manager II
About The Position
Washington Trust Bank is looking for a dynamic candidate to join our Small Business Banking team. Our Relationship Manager position offers an opportunity to develop and maintain client relationships, becoming a trusted business partner to our North Puget Sound, Bellingham market. Our team is experienced, equipped and empowered to provide the highest level of customer service. We are looking for someone who has the drive to establish meaningful relationships with customers, use trust and respect in an effort to deepen these relationships, maintain personal accountability in relation to the team’s and branch’s goals, collaborate with managers and team members for the bank’s sales strategy, and participate in community events. You will be working toward ultimate customer service with other driven professionals like yourself. When faced with those customers whose service needs exceed the capacity of your branch, you will have the support of the rest of WTB, the Pacific Northwest’s largest privately held bank.
Requirements
- Bachelor’s Degree in Finance, Accounting, Business or related field or equivalent experience
- General banking knowledge and/or Small Business lending acquired through experience in the Small Business transactions, processing control procedures, general ledger and accounting principles and familiar with traditional bank policies.
- Work experience in fiduciary relationship management, including experience in Small Business Lending
- Knowledge of Small Business policies and structure, product knowledge and financial analysis.
- 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
- High degree of PC based technical skills, including proficiency with the Microsoft Suite of products.
- Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).
Nice To Haves
- The drive and proven ability to source and generate external business
- You value your personal achievements and working with a team toward success
- You value building strong relationships
- You have ambition to excel in your career
- You take pleasure in working with a company that values the highest level of integrity and ethics
Responsibilities
- Proactively investigating opportunities
- Taking applications and booking loans
- Knowledgeable in business and financial acumen
- Taking a leadership role in community activities
- Being fully equipped to speak to WTB’s products and services
- Establish meaningful relationships with customers
- Use trust and respect in an effort to deepen these relationships
- Maintain personal accountability in relation to the team’s and branch’s goals
- Collaborate with managers and team members for the bank’s sales strategy
- Participate in community events
Benefits
- Health
- Financial
- Retirement
- Work/Life Benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
