Commercial Banking Client Strategist

2 weeks ago

Washington, United States Umpqua Holdings Corporation Full time

About Umpqua Holdings Corporation:

Umpqua Bank, a prominent institution in the Pacific Northwest, employs over 5,000 individuals and provides comprehensive banking services nationwide. Following a recent merger, we have established ourselves as a leading regional bank with assets exceeding $50 billion, dedicated to our associates, customers, and communities.

Our Work Culture:

We pride ourselves on fostering a unique culture of relationship banking where our associates can thrive. We are looking for candidates who exemplify our core values: Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

Position Overview:

As a Commercial Banking Relationship Manager, you will be responsible for developing, advising, managing, and retaining client relationships. Your focus will be on generating new business opportunities while ensuring the profitability of existing relationships. This role is centered around sales and providing tailored solutions.

Key Responsibilities:

  • Engage in business development for both current and prospective commercial clients.
  • Build internal partnerships to deliver comprehensive financial solutions across various banking sectors.
  • Advise clients on financial strategies and solutions.
  • Oversee and evaluate client relationships to ensure satisfaction and growth.
  • Communicate the bank's value proposition effectively.
  • Stay informed about industry trends and banking practices.
  • Utilize knowledge of other banking services to provide qualified referrals.
  • Demonstrate a solid understanding of commercial banking solutions and engage in community activities for business development.
  • Fulfill additional responsibilities as assigned.
  • Adhere to internal controls and compliance regulations relevant to your role.
  • Maintain knowledge of the Bank Secrecy Act and other applicable regulations.
  • May mentor or train others as a subject matter expert.

Candidate Profile:

  • Preferred Bachelor's degree in finance or a related field, or equivalent experience.
  • Minimum of one year of experience in commercial banking or a related field.
  • Proven ability to cross-sell a variety of banking products.
  • Strong skills in building and maintaining client relationships.
  • Experience managing complex client interactions.
  • Demonstrated business development and sales capabilities.
  • Ability to manage an existing portfolio effectively.
  • Consultative selling approach with strong credit knowledge.
  • Familiarity with personal and business financial statements.
  • Excellent written and verbal communication skills.
  • Ability to work independently and provide innovative client solutions.

Compensation and Benefits:

We offer a competitive total rewards package that includes base salary and comprehensive benefits. Our compensation structure is based on various non-discriminatory factors such as experience, education, and location. Eligible associates receive a range of benefits including healthcare coverage, retirement savings plans, and paid time off.

Diversity Commitment:

Umpqua Bank is an equal opportunity employer committed to building a diverse workforce. We welcome applications from all qualified individuals without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, disability, or any other protected status.

  • Senior Commercial Strategist

    2 weeks ago

    Washington, United States Western Power Full time

    Are you ready to make a significant impact in the energy sector?At Western Power, we are dedicated to achieving our vision for a sustainable energy future, and we are seeking passionate individuals to contribute to our mission.Position OverviewWe are currently offering an exciting opportunity for a Senior Commercial Strategist at our Perth CBD Office, on a...

  • VP Commercial Banking

    1 week ago

    Washington, United States Peoples Bank Full time

    Build Your Future Here:Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career...

  • VP Commercial Banking

    1 week ago

    Washington, United States Peoples Bank Full time

    Build Your Future Here:Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career...

  • Lead Commercial Strategist

    2 weeks ago

    Washington, United States Fashion Institute of Design & Merchandising Full time

    About Us: At the Fashion Institute of Design & Merchandising, we are dedicated to excellence in the fields of design, merchandising, and education. Our diverse team comprises talented professionals who are committed to fostering creativity and innovation in the fashion industry.Our Philosophy: We believe that collaboration and diverse perspectives drive...

  • Commercial Banking Relationship Manager

    6 days ago

    Washington, United States Peoples Bank Full time

    About Peoples BankPeoples Bank is a leading community bank dedicated to providing exceptional financial services to individuals and businesses. Our mission is to build long-term relationships with our customers and help them achieve their financial goals.Job SummaryWe are seeking a highly motivated and experienced Commercial Banking Relationship Manager to...

  • Content Strategist

    7 days ago

    Washington, Washington, D.C., United States Client Server Software Solutions Full time

    Job SummaryWe are seeking a highly skilled Content Strategist to join our team at Client Server Software Solutions. As a Content Strategist, you will be responsible for developing and implementing a range of communication products to effectively convey program content to diverse audiences.Key ResponsibilitiesCollaborate with program leaders, product owners,...

  • Commercial Banking Services Specialist

    2 weeks ago

    Washington, Washington, D.C., United States Amalgamated Bank of NY Full time

    Job OverviewPosition Objective:The role is pivotal in managing the daily functions of the commercial banking branch while enhancing client satisfaction. The individual will facilitate the onboarding process for new clients and provide support for consumer and small business accounts.Key Responsibilities:Branch Management DutiesOversee branch operations and...

  • Commercial Banking Coordinator

    6 days ago

    Bellingham, Washington, United States WaFd Bank Full time

    Job SummaryThe Commercial Deposit Coordinator plays a vital role in providing exceptional service to commercial relationships at WaFd Bank. This position reports to the Commercial Division Manager and is responsible for delivering high-quality service to commercial deposit customers and internal business lines.Key ResponsibilitiesMaintain commercial deposit...

  • Commercial Banking Executive

    2 weeks ago

    Washington, United States EagleBank Full time

    Position Overview:EagleBank is a values-driven institution that prioritizes Relationships FIRST. Our commitment to being Flexible, Involved, Responsive, Strong, and Trusted allows us to build meaningful connections with our clients, employees, and stakeholders, ensuring we deliver exceptional service.We are dedicated to fostering an inclusive and equitable...

  • Commercial Banking Executive

    2 weeks ago

    Washington, United States Eagle Bancorp, Inc. Full time

    Position OverviewEagle Bancorp, Inc. is a values-driven institution that prioritizes Relationships FIRST. We are dedicated to being Flexible, Involved, Responsive, Strong, and Trusted. Our commitment to fostering meaningful connections with our clients, employees, and stakeholders allows us to deliver exceptional and valuable services.We emphasize inclusion,...

  • Commercial Banking Services Coordinator

    2 weeks ago

    Washington, United States Amalgamated Bank Full time

    Position Overview:As a pivotal member of the commercial banking branch, you will oversee daily operations while enhancing the client experience. Your role will involve onboarding new clients and managing consumer and small business accounts, ensuring compliance with banking policies and regulations.Key Responsibilities:Branch Oversight:Assist in supervising...

  • Commercial Banking Relationship Manager

    7 days ago

    Washington, United States EagleBank Full time

    About the RoleThe Commercial Banking Relationship Manager is a key member of our team, responsible for building and maintaining strong relationships with our commercial clients. This role requires a deep understanding of commercial banking products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesEvaluate client...

  • Commercial Banking Executive

    2 weeks ago

    Washington, United States Eagle Bancorp, Inc. Full time

    Position OverviewEagle Bancorp, Inc. is a values-driven organization that emphasizes Building Relationships FIRST. We are dedicated to being Flexible, Involved, Responsive, Strong, and Trusted. Our commitment to fostering meaningful connections with our clients, employees, and stakeholders allows us to consistently deliver exceptional and valuable...

  • Commercial Banking Executive

    2 weeks ago

    Washington, United States Eagle Bancorp, Inc. Full time

    Position OverviewEagle Bancorp, Inc. is a values-driven organization that prioritizes Relationships FIRST. Our mission is to embody the principles of being Flexible, Involved, Responsive, Strong, and Trusted. We are dedicated to fostering meaningful connections with our clients, employees, and stakeholders, ensuring we provide exceptional and valuable...

  • Commercial Banking Executive

    2 weeks ago

    Washington, United States Eagle Bancorp, Inc. Full time

    Position OverviewEagle Bancorp, Inc. is a values-driven institution that prioritizes Relationships FIRST. We are dedicated to being Flexible, Involved, Responsive, Strong, and Trusted. Our focus on meaningful connections with clients, employees, and stakeholders enables us to deliver exceptional service.We are committed to fostering an inclusive and...

  • Commercial Banking Relationship Executive

    2 weeks ago

    Washington, United States Umpqua Holdings Corporation Full time

    Company Overview:Umpqua Holdings Corporation is a prominent financial institution located in the Pacific Northwest, employing over 5,000 individuals and providing a wide range of banking services across the nation. Following a recent merger, we have positioned ourselves as a leading regional bank with assets exceeding $50 billion, dedicated to our...

  • Commercial Banking Executive

    2 weeks ago

    Washington, United States Eagle Bancorp, Inc. Full time

    Position OverviewEagle Bancorp, Inc. is a values-driven organization that emphasizes Relationships FIRST. We are dedicated to being Flexible, Involved, Responsive, Strong, and Trusted. Our commitment to fostering meaningful connections with our clients, employees, and stakeholders allows us to consistently deliver exceptional service.We are devoted to...

  • Commercial Banking Executive

    2 weeks ago

    Washington, United States Eagle Bancorp, Inc. Full time

    Position OverviewEagle Bancorp, Inc. is a values-driven organization that emphasizes Relationships FIRST. We are dedicated to being Flexible, Involved, Responsive, Strong, and Trusted. Our focus on fostering meaningful connections with our clients, team members, and stakeholders allows us to consistently deliver exceptional service.We are committed to...

  • Commercial Banking Leader

    4 days ago

    Washington, United States EagleBank Full time

    About the RoleEagleBank is seeking a highly skilled Commercial Banking Leader to join our team. As a Market Executive, you will be responsible for growing and retaining profitable commercial banking relationships for the assigned area.Key ResponsibilitiesDevelop revenue growth through oversight of the generation of loans, deposits, and fees.Review loan...

  • PNC - Commercial Banking Professional

    2 weeks ago

    Washington, United States RippleMatch Opportunities Full time

    Commercial Banking Professional OpportunityPNC, a leading financial institution, is seeking a talented individual to join its Commercial Banking team as a Financial Services Analyst. This role is an excellent opportunity to launch your career in banking and gain valuable experience in a dynamic and supportive environment.Job OverviewAs a Commercial Banking...