Healthcare Relationship Manager

1 day ago


Tacoma, Washington, United States Umpqua Bank Full time
About Us

Umpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees and a commitment to excellence, we offer a unique blend of relationship banking and a culture that fosters growth and development.

About the Role

A Private/Healthcare Relationship Manager IV is responsible for developing, advising, and managing client relationships in the private and professional banking sectors. This role involves providing wealth management services, including deposit, cash management, credit, investment management, and trust services.

Key Responsibilities
  • Business development and relationship management
  • Advising clients on wealth management strategies and implementation
  • Managing and reviewing client relationships on an ongoing basis
  • Demonstrating expertise in wealth management services, including consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutions
  • Compliance with bank regulations and adherence to policies and procedures
  • Coaching, mentoring, and training others as needed
  • Embodying the Umpqua corporate culture and values
About You
  • Bachelor's degree, preferred
  • Certified Financial Planner designation, preferred
  • 9 years of Private Banking/Commercial Banking experience, required
  • Proactive and results-driven individual
  • Strong knowledge of credit structures and financial planning
  • Ability to work independently and as part of a team
  • Excellent communication and interpersonal skills
Workstyle

This role is fully onsite, and we offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $97,000 - $139,934.00, and the pay rate for the selected candidate will be dependent on various factors, including job-related knowledge, skills, and experience, education, and geographic location.

We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan with employer match, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.

Our Commitment to Diversity

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.



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