Commercial Banking Relationship Manager III
4 weeks ago
Umpqua Bank is a leading western-based regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to grow to over $50B in assets under management, while maintaining our commitment to our associates, customers, and communities.
About the RoleA Commercial Banking Relationship Manager is responsible for developing, advising, managing, and retaining client relationships. This sales- and solutions-focused position requires the ability to cross-sell all bank products, build client relationships, and interact with outside counsel. The ideal candidate will have a proven track record of business development and sales skills, as well as the ability to manage a complex workflow and provide client solutions.
Key Responsibilities- Develop internal relationships to provide comprehensive financial solutions to clients
- Advise clients on financial solutions and strategies
- Manage and review client relationships
- Demonstrate a high level of awareness of banking industry and industry-specific trends
- Demonstrate a broad knowledge of other banking services offered by other lines of business to identify and offer qualified referrals
- Demonstrate an in-depth knowledge of commercial banking financial solutions, including complex credit structures and solutions, treasury management and deposit solutions, and engaging in community relationships and activities for business development
- Other responsibilities as assigned
- Bachelor's degree in finance or other appropriate area preferred or equivalent work experience, required
- 7 years of commercial banking experience or equivalent, required
- Proven ability to cross-sell all bank products
- Expert in building client relationships
- Handles complex relationships and interacts with outside counsel
- Expert business development and sales skills
- Ability to manage an existing portfolio
- Consultative selling skills and approach
- Proactive
- Deep knowledge of credit structures
- Well-developed credit skills and acumen
- Well-developed underwriting skills
- In-depth understanding of personal and business financial statements and tax returns
- Ability to manage a complex workflow
- Strong written and verbal skills
- Ability to work independently, provide client solutions, prospect new client relationships, and coach and mentor other team members
- Deep knowledge of bank products and services
- Expert in building, advising, and managing client relationships
- Excellent oral and written communication, interpersonal, and client service skills
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