Washington Trust Bank · 23 hours ago
Private Banking Relationship Manager II-IV
Seattle, Washington, United States
Full-time
Onsite
Mid, Senior Level
$161K/yr - $241K/yr
1+ years expWashington Trust Bank is a financial institution seeking a Private Banking Relationship Manager to serve as a proactive, client-focused financial partner. The role involves business development, client relationship management, and risk management to ensure superior service and bank profitability.
FinanceFinancial Services
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
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
Required
Bachelor's Degree in Finance, Accounting, Business or related field
Minimum 1 year work experience in commercial lending, including relationship management
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
Benefits
Health, Financial, Retirement and Work/Life Benefits
Company
Washington Trust Bank
Washington Trust Bank is an banking, money, advice, financial, wealth, and investment provider.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jack Heath
Chief Executive Officer
Recent News
2025-11-05
2025-10-07
2025-08-27
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