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Washington Trust Bank · 5 months ago

Commercial Relationship Manager II-IV

Vancouver, WA

Full-time

Onsite

Mid, Senior Level

$93K/yr - $207K/yr

5+ years exp

Washington Trust Bank is a well-established financial institution with over 100 years of banking expertise, serving clients in Washington, Idaho, and Oregon. They are looking for a Commercial Relationship Manager to proactively manage and expand client relationships while providing premier client service and achieving sales goals. The role involves business development, risk management, and maintaining a thorough knowledge of compliance and banking regulations.

FinanceFinancial Services

Comp. & Benefits

Responsibilities

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

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

Identifies opportunities and continually prospects for new clients

Generates leads through existing relationships and other referrals sources

Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management

Keeps abreast of applicable laws and regulations

Qualification

Commercial lending experienceRelationship managementBusiness developmentCash management salesFiduciary relationship managementBank lending proceduresLoan documentation knowledgeAnalytical skillsGoal settingWritten communicationVerbal communicationInterpersonal skills

Required

Bachelor's Degree in Finance, Accounting, Business or related field

Seasoned commercial lender with at least 5 years of experience as a commercial lender, generally working with clients with revenues ranging from $5 million to $50 million

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