Private/Healthcare Banking Relationship Manager

Wealth Management Bellevue, Washington

Description

Position at Columbia State Bank

Responsibilities:

  • Proficient in building client relationships
  • Proactive
  • Working knowledge of credit structures
  • Client satisfaction
  • Ability to work independently
  • Ability to provide client solutions
  • Ability to prospect new client relationships
  • Working knowledge of bank products and services in order to cross sell
  • Proficient in building and managing client relationships.
  • Proactive in external and internal job functions.
  • Working knowledge in all job functions

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
  • 7+ years’ Private Banking/Commercial Banking experience
  • Deeply proficient in building client relationships
  • Proactive
  • Deep knowledge of credit structures
  • Client satisfaction
  • Ability to work independently
  • Ability to coach and mentor other team members
  • Ability to provide client solutions
  • Ability to prospect new client relationships
  • Deep knowledge of bank products and services in order to cross sell
  • Deeply proficient in building, advising and managing client relationships.
  • Proactive in external and internal job functions.
  • Deep knowledge in all job functions

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.

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
  • Ability to drive to various locations
  • Ability to think critically and provide appropriate solutions