Private Banking Relationship Mgr IV
Private Banking Relationship Mgr IV
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Job Description
As a member of our Private Banking Team you participate in growing our business and your career. The private banker role serves as a proactive client-focused trusted financial partner to clients through a seamless delivery of credit and depository services. You will engage in business expansion for existing client relationships as well as engaging in new client development efforts by identifying and calling on prospects and clients to achieve established sales goals. You will provide premier client service while assuring bank reputation profitability and asset quality standards are maintained.
Bank Overview:
Founded in 1902 Washington Trust Bank remains proudly independent. For more than 120 years we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers.
Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.
We have never strayed from our commitment to client service continuing to grow our commercial private banking wealth management small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices innovation knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trusts longevity and success are a testament to our unwavering commitment to our clients and our employees.
Relationship Management/Client Service:
Maintains responsibility for retaining and expanding a specific book of relationships working with the banks full team of professionals as needed to serve provide superior service and to maintain knowledge of the intricacies of each account or relationship as needed.
Sales/Business Development:
Proactively investigates opportunities for expanding market share and making business more profitable. Particular attention and focus on identifying prospective clients as well as additional financial needs among present clients is essential. In addition represent WTB and all business lines including Wealth Management & Advisory Services and Commercial Banking using a team approach alongside other bank experts as appropriate.
Risk Management:
Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations bank credit policy and other bank guidelines.
Qualifications:
- Experience:
- Private Banking lender with at least 8 years of experience generally working with high-net worth individuals professional service companies or family office.
- Ability to work with clients as a trusted advisor with moderate to complex credit needs. Excellent relationship management skills required along with a strong credit background and business development acumen.
- Work experience in relationship management including experience in specific unit areas like commercial real estate cash management commercial lending residential real estate and consumer lending.
- Knowledge:
- Knowledge of bank lending procedures as set by the current published loan policy.
- Advanced loan documentation knowledge; understanding of complex credit structures and documentation.
- Working knowledge of bank products and services.
- Skills:
- Proven analytical skills; ability to review and interpret complex data (determining risk assessing complexity of accounts etc).
- Excellent written and verbal communication skills; ability to analyze synthesize and articulate complex ideas and communicate such to colleagues team members and clients.
- Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people managing conflict negotiating for results and developing working relationships with potential and current clients.
- Ability to set and achieve challenging goals.
- Education: Bachelors Degree in Finance Accounting Business or equivalent experience.
Compensation:
Relationship Manager IV - $162016.11 - $243103.66
The compensation range represents the low and high end of the base compensation range for this position located in Bellevue WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location experience and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health Financial Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HEREas part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race religion sex gender identity sexual orientation national origin age pregnancy disability genetic information and any other protected characteristics outlined by state federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team and we are dedicated to fostering a supportive and inclusive work environment.
Required Experience:
Manager
Employment Type
Full-Time
