Relationship Banking Specialist

5 days ago


Lake Oswego, Oregon, United States Umpqua Bank Full time
About Umpqua Bank

Umpqua Bank is a leading western-based regional bank with a strong commitment to its associates, customers, and communities. With over 5,000 employees and a presence throughout the nation, we offer a unique brand of relationship banking that sets us apart from the competition.

About the Role

In this role, you will serve as a liaison between customers and the bank, ensuring seamless onboarding and management of customer relationships. You will work closely with the business unit and other departments to provide exceptional customer experiences, leveraging your knowledge of banking processes and requirements.

Key responsibilities include:

  • Managing and monitoring customer relationships on an ongoing basis
  • Partnering with the Relationship Team to obtain and review information required for underwriting, documentation, and closing of loans and other services
  • Setting up, processing, and monitoring documents and files for package completion
  • Preparing data input sheets and providing required information for customer relationships to be boarded on the bank's servicing system
  • Maintaining files with all required documentation for third-party review and preparing files for timely audits
About You

We are seeking a highly skilled and experienced professional with a strong background in banking, loan administration, and documentation. The ideal candidate will possess:

  • A Bachelor's Degree in business, finance, or a related discipline
  • 4-7 years of experience in banking, loan administration, and documentation
  • Strong knowledge of banking and lending processes
  • Excellent analytical and problem-solving skills
  • Strong written and verbal communication skills
Our Benefits

We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $32.00, and the pay rate for the selected candidate will be dependent on various factors, including job-related knowledge, skills, and experience, education, and geographic location.

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, 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. We welcome applications from qualified candidates of all backgrounds and perspectives.



  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About Umpqua BankUmpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.Job SummaryWe are seeking a skilled Relationship Banking Specialist to join our team. In this role, you will act as a liaison with customers, managing and...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About Umpqua BankUmpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.Job SummaryWe are seeking a skilled Relationship Banking Specialist to join our team. In this role, you will act as a liaison with customers, managing and...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About Umpqua BankUmpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.Job SummaryWe are seeking a skilled Relationship Banking Specialist to join our team. In this role, you will act as a liaison with customers, managing and...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About the RoleIn this role, you will serve as a liaison with customers, facilitating all phases of onboarding new banking relationships. You will manage and monitor existing customer relationships on an ongoing basis, working closely with the business unit and other departments throughout the bank.Key ResponsibilitiesPartner with the Relationship Team to...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About the RoleIn this role, you will serve as a liaison with customers, facilitating all phases of onboarding new banking relationships. You will manage and monitor existing customer relationships on an ongoing basis, working closely with the business unit and other departments throughout the bank.Key ResponsibilitiesPartner with the Relationship Team to...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About the RoleIn 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 ResponsibilitiesPartner with the...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    Job 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...


  • Lake Oswego, Oregon, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a skilled Relationship Development Specialist to join our team at Bank of America. As a key member of our financial services team, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.Key Responsibilities:Accurately and...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About UsUmpqua Bank is a leading western-based regional bank with over $50B in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.About the RoleA Private Bank Assistant Relationship Manager develops and advises client relationships, providing wealth management services including deposit, cash...


  • Lake Oswego, Oregon, United States First Citizens Bank Full time

    Overview:At First Citizens Bank, we pride ourselves on our strong leadership, enduring values, and our commitment to fostering the growth of individuals and businesses alike.The Commercial Banking Services Specialist plays a crucial role in delivering cash management solutions tailored to our commercial and business banking clientele. This position...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    Job DescriptionAbout Northwest BankNorthwest Bank serves the business and professional communities of Idaho, Oregon, Washington, and Utah. We were founded in 2008 with the belief that banks should partner with their customers to find creative financial solutions that work.Our VisionWe strive to be a trusted partner to our customers, providing personalized...


  • Lake Oswego, Oregon, United States Hilltop Holdings Full time

    Job SummaryWe are seeking a highly skilled and motivated Mortgage Banking Professional to join our team at PrimeLending, a leading provider of mortgage banking services. As a Loan Originator Specialist, you will play a critical role in driving growth and delivering exceptional customer experiences.Key ResponsibilitiesMarket and promote PrimeLending's...


  • Lake Oswego, Oregon, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Senior Lead Relationship Manager, Commercial to join our team at Bank of Montreal. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Relationship Banker

    2 weeks ago


    Lake Oswego, Oregon, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesClient...


  • Lake Oswego, Oregon, United States First Citizens Full time

    Business Banking Sales RepresentativeOverviewAt First Citizens Bank, we pride ourselves on our rich history and commitment to community engagement. We are seeking individuals who aspire to contribute positively to the businesses we serve. This role is integral to our mission of providing exceptional banking solutions tailored to the needs of our clients.Role...


  • Lake Oswego, Oregon, United States First Citizens Full time

    Business Banking Sales RepresentativeOverviewAt First Citizens Bank, we pride ourselves on our long-standing history and commitment to our communities. We are seeking individuals who are passionate about making a positive impact and who are eager to contribute to our mission.As a Business Banking Sales Representative, your role will involve collaborating...


  • Lake Oswego, Oregon, United States Hilltop Holdings Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage Banking Professional to join our team at PrimeLending, a PlainsCapital Company. As a Loan Originator Specialist, you will play a vital role in supporting our customers and driving growth in the mortgage industry.Key ResponsibilitiesMarket and promote PrimeLending's financial products to...

  • Relationship Banker

    2 weeks ago


    Lake Oswego, Oregon, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage with...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About the Role:The Strategic Business Development Manager will work closely with senior executives to provide strategic guidance on key business initiatives and decisions. This includes developing and implementing strategic plans to drive business growth and success.Key Responsibilities:Lead strategic project problem-solving efforts by helping executives and...


  • Lake Oswego, Oregon, United States DEZ Development LLC Full time

    Job OverviewAre you a detail-oriented and proactive financial specialist with extensive experience in the construction sector? If you possess a strong work ethic and a passion for numbers, we invite you to explore this opportunity with us.Position SummaryOur thriving organization is seeking a knowledgeable construction financial specialist to oversee and...