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Commercial Banking Relationship Manager III

2 months ago

South Jordan, Utah, United States Umpqua Bank Full time

About Umpqua Bank

Umpqua Bank is a leading western-based regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees and a commitment to our associates, customers, and communities, we strive to create a great place to work.

About the Role

This is a sales and solutions-focused position that requires developing, advising, managing, and retaining client relationships. The ideal candidate will have a proven ability to cross-sell all bank products, build client relationships, and handle complex relationships.

Key Responsibilities

  • Develop business relationships with new and existing clients
  • Provide comprehensive financial solutions to clients from all areas of the bank
  • Advises clients on financial solutions and strategies
  • Manage and review client relationships
  • Stay up-to-date on banking industry trends and developments
  • Identify and offer qualified referrals to clients
  • Develop and implement complex credit structures and solutions
  • Engage in community relationships and activities for business development

Requirements

  • Bachelor's degree in Finance or other relevant field
  • 7+ years of commercial banking experience or equivalent
  • Proven ability to cross-sell all bank products
  • Expert in building client relationships
  • Handles complex relationships and interacts with outside counsel, title companies, etc.
  • Expert business development and sales skills
  • Ability to manage existing portfolio
  • Consultative selling skills and approach
  • Proactive
  • Deep knowledge of credit structures
  • Well-developed and demonstrated credit skills and acumen
  • Well-developed and disciplined underwriting skills
  • Ability to manage a complex workflow
  • Strong written and verbal skills
  • Client satisfaction
  • Ability to work independently
  • Ability to provide client solutions
  • Ability to prospect new client relationships
  • Ability to 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 services skills

Workstyle

Fully onsite