Sr Private Bank Relationship Manager

Umpqua Bank-posted 5 months ago
$129,000 - $238,000/Yr
Senior
Seattle, WA
1,001-5,000 employees
Credit Intermediation and Related Activities
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Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients. Manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management.

  • Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners.
  • Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client team.
  • Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services.
  • Manage relationships by leading the client team in the planning, delivery and regular review with clients.
  • Deliver a high degree of personal contact and open communication with clients and internal team that creates a superior client experience.
  • Proactively communicate with clients about current conditions in the financial markets.
  • Analyze the financial needs of clients and monitor their ongoing financial and personal circumstances to make suggestions or act accordingly.
  • Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider.
  • Work with the Client Team to ensure preparation of all presentation and review materials.
  • Keep current on client's financial information while ensuring that clients understand the solutions being provided.
  • Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit team when there is a borrowing relationship.
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
  • 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 Umpqua 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.
  • Bachelor's Degree or equivalent professional financial experience, required.
  • Master's Degree, preferred.
  • More than 10 years of experience in the financial services industry, required.
  • This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person.
  • Extensive credit and analytical skills with ability to manage the most complex portfolios and knowledge of bank products and services.
  • Involved in community organizations.
  • Ability to train and present to small and large audiences of senior and executive level professionals.
  • Proven business development, relationship and portfolio management, private banking, and wealth management skills.
  • Intermediate estate planning, tax, advanced investment management skills.
  • CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred.
  • (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred.
  • Comprehensive healthcare coverage (medical, dental, and vision plans).
  • 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.
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