Commercial Banking Relationship Manager III

4 weeks ago


Los Angeles, California, United States Umpqua Bank Full time
About Us

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 Role

A 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
About You
  • 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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