The Washington Trust Company · 1 month ago
Retail Banking Business Relationship Officer
Westerly, RI
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expThe Washington Trust Company is seeking an experienced Retail Banking Business Relationship Officer to support their Retail Banking Team and develop new and existing consumer and business banking relationships. This role involves collaborating with branch staff and business partners to provide banking solutions and generate new business opportunities.
BankingCredit CardsMortgageWealth Management
Responsibilities
Work with business partners to take the lead or assist on new business opportunities
Generate a book of prospects/existing profitable small business and consumer deposits and loans
Determine customers' financial service needs and prepare proposals to offer services that address these needs
Refer, cross-sell, and build cross-divisional relationships. Facilitate joint calling efforts as necessary
Team up with branches to onboard new business acquired from referrals or own leads that result in booked business
Utilize the Bank's Customer Relationship Management system (CRM) for client activity tracking, call reports and pipeline management. Complete administrative responsibilities weekly
Network with related industry segments, key customers, and COIs to generate prospect leads and develop referral opportunities that lead to new business
Attend and participate in community and/or specific industry forums, conferences and/or meetings to broaden relationship networks and continually deepen knowledge of trends, practices, services, and the competitive landscape
Qualification
Required
10 plus years of proven sales experience, preferably in a banking environment
Outstanding interpersonal/communication skills (written/verbal) with the ability to communicate with bank customers, business owners, branch employees and internal departments
Ability to collaborate with internal business partners to identify potential prospects and cultivate relationships
Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint) and the ability to navigate various software systems
Preferred
Bachelor's degree preferred
Benefits
Health and welfare benefits
Paid time-off
Work-life program
401(k) plan
Company
The Washington Trust Company
Founded in 1800, Washington Trust is the oldest community bank in the nation and one of the Northeast’s premier financial services companies.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$55M2024-12-12Post Ipo Equity· $55M
1984-01-23IPO
Leadership Team
Edward Handy
Chairman and Chief Executive Officer
Cristina Offenberg
Vice President
Recent News
Providence Business News
2026-01-22
Providence Business News
2025-12-27
2025-12-24
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