Hoa Relationship Manager

2 days ago


Tacoma WA USA, United States Umpqua Bank Full time
About Us

Umpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We are committed to creating a great place to work by offering a special brand of relationship banking and a culture where associates thrive.

About the Role

A Hoa Relationship Manager IV develops, advises, manages, and retains Private and Professional Banking client relationships. Wealth management services include deposit, cash management, credit, investment management, and trust services.

Key Responsibilities
  • Develop business relationships with clients
  • Advise clients on wealth management and implementation strategies
  • Manage and review client relationships on an ongoing basis
  • Demonstrate intermediate to advanced understanding of all Wealth Management services
  • Comply with all bank regulations and policies
Requirements
  • Bachelor's degree, preferred
  • Certified Financial Planner designation, preferred
  • 9 years of Private Banking/Commercial Banking experience, required
  • Proactive and focused on client satisfaction
  • Ability to work independently and provide client solutions
Workstyle

This role is fully onsite.

Our Benefits

We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $97,000 to $139,934.00, and the pay rate for the selected candidate is dependent on a variety of non-discriminatory factors.

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.



  • Miami, FL , USA, United States City National Bank Full time

    HOA Relationship ManagerThe Homeowners Association (HOA) Relationship Manager at City National Bank is responsible for managing and developing commercial banking relationships within the Community Association industry. This role involves building and expanding new banking relationships to generate new deposit business by offering customized Treasury...


  • Miami, FL , USA, United States City National Bank Full time

    HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled HOA Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with Community Association clients, identifying opportunities to grow our business, and providing exceptional customer...


  • Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior HOA Relationship Manager to join our team. As a key member of our Commercial Banking division, you will be responsible for developing and maintaining strong relationships with Homeowners Association (HOA) clients in the Florida market.Key...


  • Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior HOA Relationship Manager to join our team. As a key member of our Commercial Banking group, you will be responsible for developing and maintaining relationships with Homeowners Association (HOA) clients, identifying new business opportunities, and...


  • Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior HOA Relationship Manager to join our team. As a key member of our Commercial Banking group, you will be responsible for developing and maintaining strong relationships with Homeowners Association (HOA) clients in the Florida market.Key...


  • Miami, FL , USA, United States City National Bank Full time

    HOA Relationship ManagerThe Homeowners Association (HOA) Relationship Manager at City National Bank is responsible for developing and managing commercial banking relationships within the Community Association industry. This role involves building and expanding new banking relationships with current clients and prospects to generate new deposit business by...


  • Miami, FL , USA, United States City National Bank Full time

    HOA Relationship ManagerThe Homeowners Association (HOA) Relationship Manager at City National Bank is responsible for developing and managing commercial banking relationships within the Community Association industry. This role involves building and expanding new banking relationships with current clients and prospects to generate new deposit business by...


  • Tacoma, Washington, United States Umpqua Bank Full time

    About UsUmpqua Bank is a leading 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.Following our recent merger with Columbia Bank, we have grown to become a major player in the western-based regional banking market, with over $50 billion in assets...


  • Tacoma, WA , USA, United States Pacific Premier Bank Full time

    Job Title: Relationship ManagerThe Relationship Manager is a key role at Pacific Premier Bank, responsible for creating, developing, and managing banking relationships with customers. This position requires strong communication and interpersonal skills, as well as the ability to provide expert advice and education to customers on banking products and...


  • Tampa, FL , USA, United States BankUnited Full time

    Job SummaryThe Associate Relationship Manager, Corporate Banking position at BankUnited is a development role that supports the sales and service objectives of the Corporate Banking Division. This role is designed to acquire skills and demonstrate proficiency in acquiring skills that would enable the Associate RM to transition to that of a Corporate...


  • Tacoma, WA , USA, United States Banner Bank Full time

    {"title": "Commercial Relationship Manager II", "description": "Job SummaryBanner Bank is seeking a Commercial Relationship Manager II to provide a selection of services to business clients through active business development and relationship management. The ideal candidate will have a proven ability to develop and manage new business relationships, possess...


  • Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior Association Banking Relationship ManagerJob Summary:The Senior Association Banking Relationship Manager is responsible for developing and maintaining commercial banking relationships within the Community Association industry. This role requires building and expanding relationships with current clients and prospects to generate new deposit...


  • Alpharetta, GA, USA, United States BraveView, Inc. Full time

    Job Title: Commercial Landscape Customer Relationship ManagerBraveView, Inc. is seeking an experienced Commercial Landscape Customer Relationship Manager to join our team. As a key member of our sales team, you will be responsible for managing and growing a $1.2mm book of business consisting of various clients, including HOA's, Multifamily, and Commercial...

  • Relationship Manager

    4 weeks ago


    Everett, WA , USA, United States Pacific Premier Bank Full time

    Job SummaryPacific Premier Bank is seeking a skilled Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert advice and guidance on our financial products and services.Key ResponsibilitiesDevelop and execute strategies...

  • Relationship Manager

    1 month ago


    Everett, WA , USA, United States Pacific Premier Bank Full time

    Job SummaryPacific Premier Bank is seeking a skilled Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert advice and guidance on our financial products and services.Key ResponsibilitiesDevelop and execute strategies...


  • Tacoma, Washington, United States Umpqua Bank Full time

    About UsUmpqua 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 RoleA Private/Healthcare Relationship Manager IV is responsible for developing, advising, and...


  • Tumwater, WA , USA, United States Flagstar Bank, N.A. Full time

    Job Title: Senior Relationship Manager - HealthcareFlagstar Bank, N.A. is seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our Commercial Middle Market team, you will be responsible for developing and maintaining strong relationships with our Healthcare clients nationwide.Key Responsibilities:Develop and execute...


  • Tacoma, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...


  • Everett, WA , USA, United States Pacific Premier Bank Full time

    Business Banker Job DescriptionThe Business Banker is a key role at Pacific Premier Bank, responsible for building and maintaining strong relationships with business customers. This position requires a strong understanding of business banking products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Prospect for...


  • Pittsburgh, PA , USA, United States Fiserv Full time

    Job Title: Relationship ManagerFiserv is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for managing and growing our relationships with clients from a strategic and consultative perspective.Key Responsibilities:Manage and grow relationships with clients to create customer loyalty and increase...