Commercial Relationship Manager I-IV

2 weeks ago


Bend, United States Washington Trust Bank Full time
Description

Location: Bend Office - 1219 NE 3rd St, Ste 120 Bend, OR 97701

Annual salary plus performance-based incentive program. Hiring salary based on experience.
Ability to develop and expand current client portfolio in the Bend, OR market required.

This is an exciting opportunity to join a new team of professionals in our Bend Office to build and grow our Commercial Banking presence in the Oregon market. Washington Trust brings more than 100 years of banking and investment management, and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. With total assets of $11 billion, our bank is well positioned to compete with all others in our market and we are sought out by clients and their professional advisors for stability, expertise and unparalleled client service levels.

As a member of our Bend Team, the Commercial Relationship Manager serves as a proactive, client-focused, trusted financial partner to clients through a seamless delivery of credit and depository services. You will engage in business expansion and new client development by identifying and calling on prospects and clients to achieve established sales goals. You will provide premier client service while assuring bank reputation, profitability and asset quality standards are maintained.

Relationship Management/Client Service:

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.

Sales/Business Development:

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.

Risk Management:

Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations.

Requirements:

  • 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 $2 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.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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