Relationship Banking Officer

Commercial Banking Boise, Idaho


Position at Columbia State Bank

• Identify new loon, deposit treasury management, Columbia Bank Financial and Columbia Bank Trust opportunities and track market pipeline
• Formalize a strong network of referral sources and create ways to enhance those relationships
• Develop and manage new and existing business relationships
• Work collaboratively with Relationship Managers and Lending teams to ensure seamless marketing efforts
• Actively participate in community events/organizations
• Collaborate with Commercial Relationship Managers to ensure exceptional client service
• Foster synergy between departments and each of the markets to ensure that banking solutions meet client needs
• Coordinate client service and product delivery, specialized training and cross training to maximize and enhance superior client product and service delivery experience
• Increase visibility of products and services.
• Knowledge of other banking services offered by other Lines of Businesses to identify and offer qualified referrals.
• Other duties and projects as assigned
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Minimum Job Requirements:
• Bachelor’s degree preferred or equivalent work experience.
• 1-3+ years’ experience in relationship building/business development in the banking sector
• Emerging ability to cross sell an increasing variety of bank products
• Supports and fosters a collaborative partnership with TM and other departments for the sale and delivery of services and products.
• Proficient in building client relationships
• Proficient business development and sales skills
• Ability to manage existing portfolio
• Consultative selling skills and approach
• Proactive
• Working knowledge of credit structures
• Basic understanding of personal and business financial statements and tax returns
• Ability to manage a complex workflow
• Client satisfaction
• Ability to work independently
• Ability to provide client solutions
• Ability to prospect new client relationships
• Working knowledge of bank products and
• Proficient in building and managing client relationships.
• Excellent oral and written communication, interpersonal and client services skills
Our Core Behaviors:
• Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
• Work Ethic. Be willing to go the extra mile for the customer, whether internal or external.
• Influence. Be an active player in participating, building and contributing to service.
• Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.
• Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
• Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.
• Communication. Keep others informed and up-to-date. Actively listen and learn from each other.
• Have a sense of community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.
Physical and Mental Requirements:
• Ability to sit at a computer monitor for extended periods of time
• Ability to perform repetitive finger, hand, and arm movements
• Ability to lift up to 15lbs.
• Ability to effectively discern information and formulate appropriate action
• Ability to reach, squat, bend, and manually manipulate standard office equipment