Business Relationship Manager

4 days ago

Salem, Oregon, United States WaFd Bank Full time

Job Summary

The Business Relationship Manager is a hybrid, results-driven role responsible for sourcing new deposit relationships and providing high-quality service to WaFd Bank's clients who are high net worth business owners. This role requires an understanding of all products and services offered by the bank that serve this client segment and the creation of collaborative working relationships with Retail Branch Managers to support prospective small business clients.

The ideal candidate will possess effective business development/client acquisition skills, strong verbal and written communication skills, and a high level of accuracy and attention to detail. The Business Relationship Manager should actively engage with branch employees, create and follow a disciplined marketing effort that includes involvement in community organizations, persistent direct calling on prospective businesses, and developing/maintaining a robust network.

Key Responsibilities:

  • Reflect the corporate values and ethics of Washington Federal, including integrity, teamwork, ownership, simplicity, service, and discipline.
  • Serve primarily in an outbound sales position that is designed to drive business and personal deposits, merchant processing, treasury management, small business loans/lines, Select mortgages, and high net worth lines.
  • Seek to develop new business by contacting prospects and clients to sell cross-market bank opportunities for Retail branches and Commercial bankers.
  • Participate in community organizations to increase the Bank's visibility and enhance new business opportunities.
  • Interview loan applicants, collect/analyze financials and related data to determine the general credit worthiness of the prospect and the merits of the specific loan request.
  • Obtain information by direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interviews, etc.
  • Assist clients by recognizing opportunities and making appropriate product and service recommendations with a focus on deposit growth and client/portfolio management.
  • Execute strategies and tactics, including offsite prospecting calls, telephone calling, going on joint calls to prospects to expand the high net worth client base and meet production goals.
  • Actively pursue strategies to open new accounts and add client balances to build shareholder value and increase deposit balances under management, including managing the portfolio of clients via CRM software and management reports.
  • Ensure a high level of customer satisfaction through the delivery of 'concierge' level service, including proactively contacting existing clients and prospects as well as being available to respond to client inquiries and requests evenings and weekends with support from the bank's 24/7 call center.

Requirements:

  • Two to three years of experience in business banking sales and service required.
  • Two years of experience in outside business sales development required.
  • Familiarity with commercial lending.
  • Previous work in consumer service delivery or client relations at a high service level.
  • Self-motivated and production-oriented.
  • Effective business development/client acquisition skills.
  • Strong verbal and written communication skills and a high level of accuracy and attention to detail.
  • Ability/desire to coach and mentor other managers with emphasis on sales and credit.
  • Computer proficiency with basic Microsoft Office applications (e.g., Word, Excel, Teams, PowerBI, and Outlook).
  • Basic algebra and math skills, keyboarding, standard Microsoft Office tools such as Excel, Word, and Outlook, and smartphone and digital channel skills.
  • Valid driver's license, satisfactory transportation, and adequate insurance coverage.

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