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Columbia Bank · 2 weeks ago

HOA Relationship Development Manager

Hillsboro, OR

Full-time

Onsite

Entry, Mid Level

$100K/yr - $181K/yr

1+ years exp

Columbia Bank is focused on becoming a high-performing bank recognized as The Business Bank of Choice. The Relationship Development Manager is responsible for expanding and nurturing client relationships by providing tailored banking solutions and ensuring an exceptional client experience.

BankingFinanceFinancial Services

Responsibilities

Create a plan to expand and deepen client relationships holistically addressing both business and personal objectives

Engage our partners in the development of customized solutions for our businesses, their owners, and employees

Proactively introduce internal partner expertise to relationships for client guidance and support through business and personal life cycle transitions

Implement an exceptional and consistent client experience for our Professional, and HOA clients

Lead our teams through proactive identification of opportunities to expand and deepen relationships more efficiently when servicing requests and through periodic relationship reviews

Facilitate Servicing Support Team Member collaborative discussions to share onboarding and servicing best practices, identify opportunities to expand skills sets and streamline processes, and nurture client relationships

Develop a support structure that assists our relationship managers with the larger more complex relationships

Additional objectives, projects, and duties may be assigned to support the growth and differentiated client experience initiatives of our HOA teams and bank

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes

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 Columbia 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

Qualification

Client relationship managementBanking knowledgeSharePointExcelCommunication skillsMultitaskingPrioritizationInterpersonal skills

Required

H.S. Diploma/GED Required

1-2 years of bank depository delivery. Required

Demonstrate strong communications skills, written and verbal and interpersonal skills to interact with a wide range of individuals and situations with tact, diplomacy and discretion

Ability to multitask and prioritize