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Washington Trust Bank · 5 months ago

Small Business Banking Relationship Manager II-IV

Bellingham, WA

Full-time

Onsite

Mid Level

$84K/yr - $125K/yr

Washington Trust Bank is a dynamic organization focused on customer service and integrity. They are seeking a Small Business Banking Relationship Manager to develop and maintain client relationships while promoting the bank's products and services in the North Puget Sound, Bellingham market.

FinanceFinancial Services

Comp. & Benefits

Responsibilities

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

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

Qualification

Small Business LendingFinancial AnalysisRelationship ManagementGeneral Banking KnowledgeAnalytical SkillsMicrosoft Suite ProficiencyCommunity EngagementCommunication SkillsInterpersonal SkillsTeam CollaborationLeadership SkillsNegotiation Skills

Required

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)