Business Banking Relationship Manager III

Retail Banking Group Lacey, Washington


Develops, advises, manages and retains client relationships. Solicits new business relationships. Focuses on profitability of relationship. This is a sales and solutions focused position. Is an integral part of the overall branch team.

Essential Job Functions: 

  • Find new client relationships
  • Grow current client relationships
  • Develop internal Business Partner relationships in order to provide comprehensive financial solutions to clients from all areas of the bank
  • Works productively with the SBLC
  • Advises clients on financial solutions and strategies
  • Manage and review client relationships to meet changing client needs.
  • Be aware of banking industry and industry specific trends
  • Demonstrate an in depth knowledge, understanding and development of Commercial banking financial solutions:
    • Complex Credit structures and solutions
    • Cross sell (become a trusted advisor for the client)
    • Recognizes cross-sell and revenue generating opportunities
    • Engage in community relationships and activities for business development
  • Strong contributor to the Branch team meeting annual goals
    • Participate in Branch team meetings, Marketing meetings, Joint calls with Branch Manager
  • Broad knowledge in other banking services offered by other Lines of Businesses to identify and offer qualified referrals.

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 in Finance or other appropriate area preferred or equivalent work experience.
  • 5+ years’ Business banking experience or equivalent
  • Ability to cross sell a wide variety of bank products
  • Deeply proficient in building client and business partner relationships Handles complex relationships and interacts with outside counsel, title companies, etc.
  • Proficient business development and sales skills
  • Ability to manage existing portfolio
  • Consultative selling skills and approach
  • Proactive
  • Deep knowledge of credit structures
  • Well-developed credit skills and acumen
  • Well-developed underwriting skills
  • In-depth understanding of personal and business financial statements and tax returns
  • Ability to manage a complex workflow
  • Strong written and verbal skills
  • Client satisfaction
  • Ability to work independently
  • Ability to provide client solutions
  • Ability to prospect new client relationships
  • Strong ability to coach and mentor other team members
  • Deep knowledge of bank products and services in order to cross sell
  • Deeply proficient in building, advising and managing client relationships.
  • Excellent oral and written communication, interpersonal and client services skills

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

Values and Behaviors:

  • Build enduring RELATIONSHIPS with clients and each other.
  • Drive INNOVATION that simplifies life and work. 
  • Seek continuous GROWTH in your personal and professional development. 
  • Commit with HEART to serve others.
  • Extend TRUST in order to receive it.

We offer a competitive total rewards package including base salary and comprehensive benefits. The annualized range for this role is $75,000 - $175,000, and the pay rate for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates cost-effective benefit options including comprehensive healthcare coverage (medical, dental, and vision plans), 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, paid time off for vacation, illness, volunteerism, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Notice to Agency and Search Firm Representatives:

We do not accept unsolicited resumes from agencies and/or search firms. Agencies must obtain advance written approval from Columbia Bank’s Talent Acquisition team to submit resumes, and then only in conjunction with a valid fully-executed written requisition contract for service and in response to a specific job opening. Resumes submitted to any Columbia Bank employee by a third party agency and/or search firm without a valid written and signed requisition search agreement, will become the sole property of Columbia Bank.  Columbia Bank will not pay a fee to any Agency that does not have such agreement in place.  No employee outside of Columbia Bank’s Talent Acquisition team has the authority to enter into a requisition search agreement.