Current jobs related to Relationship Banking Specialist II - Lake Oswego, Oregon - Umpqua Bank
-
Relationship Banking Specialist
4 weeks ago
Lake Oswego, Oregon, United States Umpqua Bank Full timeAbout UsUmpqua Bank is a leading regional bank in the Pacific Northwest, with a strong presence in the community. We offer a wide range of banking services to customers across the nation.As a result of our recent merger with Columbia Bank, we have grown to become a top western-based regional bank, with over $50 billion in assets under management. Our...
-
Commercial Banking Relationship Manager
7 days ago
Lake Oswego, Oregon, United States Northwest Bank Full timeJob DescriptionAt Northwest Bank, we are seeking a skilled Commercial Banking Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and maintaining a loan portfolio, leveraging your deep banking experience to ensure customer satisfaction.The ideal candidate will have a proven track...
-
Commercial Banking Relationship Manager
2 months ago
Lake Oswego, Oregon, United States Northwest Bank Full timeJob DescriptionAbout Northwest BankNorthwest Bank serves the business and professional communities of Idaho, Oregon, Utah, and Washington. We were founded on the idea that experience and exceptional service matter and should be expected, and that banks should be strong partners with their customers in finding creative financial solutions that work.Job...
-
Middle Market Banking Relationship Manager
2 weeks ago
Lake Oswego, Oregon, United States Umpqua Bank Full timeAbout 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. Our recent merger with Columbia Bank has enabled us to grow to over $50B in assets under management, making us a major player in the western-based regional banking...
-
Middle Market Banking Relationship Manager
2 weeks ago
Lake Oswego, Oregon, United States Umpqua Bank Full timeAbout the RoleWe are seeking a highly skilled Middle Market Relationship Manager to join our team at Umpqua Bank. As a key banking advisor, you will be responsible for building and maintaining strong relationships with our Middle Market clients, identifying new business opportunities, and delivering customized banking solutions to meet their needs.Key...
-
Middle Market Banking Specialist
2 weeks ago
Lake Oswego, Oregon, United States Umpqua Bank Full timeAbout the RoleWe are seeking a highly skilled Middle Market Banking Specialist to join our team at Umpqua Bank. As a key banking advisor, you will be responsible for building and maintaining strong relationships with our Middle Market clients, identifying new business opportunities, and delivering customized banking solutions to meet their needs.Key...
-
Client Relationship Specialist
4 weeks ago
Lake Oswego, Oregon, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain relationships with...
-
Private Bank Client Service Specialist
2 weeks ago
Lake Oswego, Oregon, United States Umpqua Bank Full timeJob SummaryUmpqua Bank is seeking a Private Bank Client Service Specialist to provide exceptional service to high-net-worth clients. The ideal candidate will have a strong understanding of private banking and wealth management principles, as well as excellent communication and interpersonal skills.Key ResponsibilitiesProvide comprehensive service request...
-
Client Relationship Specialist
2 weeks ago
Lake Oswego, Oregon, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you will play a critical role in building and maintaining strong relationships with our clients, providing them with expert guidance and support to meet their banking needs.Key Responsibilities:Build and...
-
Middle Market Banking Specialist
1 month ago
Lake Oswego, Oregon, United States Umpqua Bank Full timeAbout 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. Our recent merger with Columbia Bank has enabled us to grow to over $50B in assets under management, making us a major player in the western-based regional banking...
-
Client Relationship Consultant
4 weeks ago
Lake Oswego, Oregon, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences and helping our clients achieve their financial goals. As a Client Relationship Consultant, you'll play a critical role in building and maintaining strong relationships with our customers, providing personalized guidance and support to help them navigate their...
-
Commercial Banking Credit Analyst
3 weeks ago
Lake Oswego, Oregon, United States Northwest Bank Full timeJob Title: Commercial Banking Credit AnalystWe are seeking a highly skilled Commercial Banking Credit Analyst to join our team at Northwest Bank. As a key member of our client-facing production team, you will play a pivotal role in supporting our Relationship Managers in servicing existing clients and business development for new clients.Key...
-
Strategic Project Manager
7 days ago
Lake Oswego, Oregon, United States Umpqua Bank Full timeAbout the Role:The Strategy Manager works closely with line of business executives to be a strategic advisor on initiatives, goals and key business decisions that support the overall strategy for Core Banking. This includes strategy formulation, activation and communication to advance the success of Core Banking.Key Responsibilities: Lead strategic project...
-
Commercial Banking Credit Analyst
2 weeks ago
Lake Oswego, Oregon, United States Northwest Bank Full timeJob Title: Commercial Banking Credit AnalystNorthwest Bank is seeking a highly skilled Commercial Banking Credit Analyst to join our team. As a key member of our production team, you will be responsible for conducting credit analysis, gathering and interpreting credit information, and supporting Relationship Managers in servicing existing clients and...
-
Senior Business Banking Officer
2 weeks ago
Lake Oswego, Oregon, United States Pathfinder Bank Full timeAbout Pathfinder BankWe are a community-focused bank committed to building lasting connections in Central New York. As a key player in our Market, you'll have the chance to make a meaningful impact on the people and businesses in our community while developing long-lasting, trusted relationships.Why Join UsCommunity-Centric: Your role at Pathfinder Bank goes...
-
Credit Risk Specialist
2 weeks ago
Lake Oswego, Oregon, United States Northwest Bank Full timeJob SummaryThe Credit Administrator at Northwest Bank is responsible for providing credit approval support to Relationship Managers and Market Presidents. This role assists the Senior Credit Administrators (SCA) and Chief Credit Officer (CCO) in the administration of credits within an assigned market and acts as a liaison between Credit Administration,...
-
Help Desk Support Specialist
7 days ago
Lake Oswego, Oregon, United States State University of New York at Oswego Full timeJob Description:State University of New York at Oswego is seeking a highly skilled Help Desk Support Specialist to join our team. As a Help Desk Support Specialist, you will be responsible for providing technical support to the campus community for a range of campus technical services and applications on both PC and Macintosh platforms.Responsibilities:•...
-
Literacy Specialist
4 weeks ago
Lake Oswego, Oregon, United States Community Unit School District 308 Full timeJob Title: Teacher - Bilingual Reading Specialist (HC)Job Summary:We are seeking a highly qualified and experienced Teacher - Bilingual Reading Specialist (HC) to join our team at Community Unit School District 308. The successful candidate will be responsible for providing instructional support to teachers and students in the area of literacy, with a focus...
-
Literacy Specialist
4 weeks ago
Lake Oswego, Oregon, United States Community Unit School District 308 Full timeJob Title: Teacher - Bilingual Reading Specialist (HC)Job Summary:We are seeking a highly qualified and experienced Teacher - Bilingual Reading Specialist to join our team at Community Unit School District 308. The successful candidate will be responsible for providing instructional support to teachers and students in the area of literacy, with a focus on...
-
Literacy Specialist
2 weeks ago
Lake Oswego, Oregon, United States Community Unit School District 308 Full timeJob SummaryWe are seeking a highly qualified Literacy Specialist to join our team at Community Unit School District 308. The successful candidate will be responsible for supporting teachers and administrators in implementing evidence-based literacy practices, improving student engagement and achievement, and building teacher capacity in literacy...
Relationship Banking Specialist II
2 months ago
In this critical role, you will serve as a liaison with customers, facilitating a seamless onboarding experience for new banking relationships. You will manage and monitor existing customer relationships, working closely with the business unit and other departments to ensure exceptional customer service.
Key Responsibilities- Partner with the Relationship Team to obtain and review information required for underwriting, documentation, and closing of commercial and industrial loans, construction loans, and term loans.
- Set up, process, and monitor documents and files for package completion, adhering to regulatory requirements.
- Independently prepare data input sheets and provide required information for customer relationships to be boarded on the bank's servicing system.
- Maintain files with all required documentation for third-party review and prepares files for timely audits.
- Work with attorneys and other financial or legal resources to obtain accurate documents to protect the financial institution's interests in the credit relationship.
- Set up and monitor loan and financial ticklers to ensure accuracy and timeliness.
- Follow up with customers to obtain all necessary information.
- Review and resolve customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests.
- Responsible for GL Certification, including research, balancing, and certification.
- Analyze property and liability insurance, title policy, including title exceptions, and UCC searches to ensure compliance with bank policy and procedure.
- H.S. Diploma/GED, required
- Bachelor's Degree in business, finance, or related discipline
- 4-7 years of experience in banking, loan administration, and documentation experience, required
- Strong knowledge in all areas of banking and lending
- Ability to read and write, with advanced arithmetic skills
- Strong analytical and problem-solving skills
- Working knowledge of commercial finance, law, documentation, accounting, and data systems
- Strong written and verbal communication skills and interest in learning to present information to others and/or train others
- Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
- Proficiency with personal computers and related software packages such as Word and Excel, and other business machines
