Middle Market Relationship Manager III

2 weeks ago


Englewood, Colorado, United States Umpqua Bank Full time
About Us

Umpqua 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 market.

About the Role

We are seeking an experienced Middle Market Relationship Manager to join our team. As a key banking relationship manager, you will be responsible for prospecting new business and deepening client relationships. You will work closely with Client Solution Managers to assess holistic banking needs and provide customized banking insights and solutions. Your goal will be to drive financial performance through profitable revenue and growth, while maintaining a high level of quality credit.

Key Responsibilities
  • Serve as the trusted advisor to clients, providing differentiating consult, ideas, and options for the largest and most complex clients.
  • Champion and lead business development efforts by developing a clear and holistic understanding of the client's or prospect's business and industry.
  • Perform client reviews to ensure the bank provides relevant solutions as clients grow and adapt.
  • Develop and maximize established referral network.
  • Proactively prospect for new clients and identify ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners.
  • Identify opportunities and partners to structure, coordinate and sponsor credit and non-credit solutions.
  • In partnership with the Client Solutions Manager, assemble and lead cross-functional team to quickly respond to customer request and identified needs.
  • Maintain active prospecting effort, including identification, qualification and calling.
  • Makes decisions on loans and terms within established lending limits.
  • Analyze credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements.
  • Follow-up on current loans to ensure compliance with internal procedures and other required terms.
  • Study middle market industrial, economic and financial situations relating to new or existing business as part of prudent business development and portfolio management disciplines.
  • Demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities.
  • Follow all Bank policies and procedures, compliance regulations, and complete all required annual or job-specific training.
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  • Actively learn, demonstrate, and foster the Umpqua corporate culture in all actions and words.
  • Takes personal initiative and is a positive example for others to emulate.
  • May perform other duties as assigned.
  • Frequent travel.
About You

We are looking for a highly experienced professional with a strong background in middle market lending. The ideal candidate will have a Bachelor's degree in business, finance, or a related field, and a Master's degree in business administration (MBA) or a related field of study. A minimum of 10 years of relevant experience in middle market lending is required, with a proven track record of exceeding performance in developing business in the middle market segment and industry. Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality is also essential.

Work Style

Umpqua Bank offers a Flexible Workplace Program, which includes working in office from a designated company location three days weekly with flexibility to work remotely up to two days weekly.

Our Benefits

We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $127,084 to $181,549, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan with employer match for qualifying associate contributions, 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.



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