Relationship Manager

Commercial Banking Eureka, California

Description

About Us:

Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000+ employees, which offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

In this role, you will serve as the business banker for new and existing business clients between $1 million and $15 million in revenue. You will develop and grow new business by building and maintaining strong relationships with prospects and clients. In addition, you will drive high volume opportunities and engagements within defined markets. Leverages automated systems and processes to enhance customer experience.

  • Initiate and develop new business through outside business development activities including utilizing targeted lists. You will ensure ongoing contact with new clients to enhance client’s initial experience with Umpqua Bank.
  • Develop revenue-generating client relationships by calling on prospective or existing customers, identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.). You will leverage the Bank’s turnkey solutions including automated scoring.
  • Develop a comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.
  • Achieve individual annual production and growth goals for business banking deposits, fees and loans to ensure the bank meets its overall financial targets.
  • Build client referral pipeline via identification and development of internal and external centers of influence.
  • Build client referral pipeline via identification and development of internal and external centers of influence.
  • Partner consistently with other internal business partners to uncover opportunities to deepen the client relationship.
  • Actively participates in community organizations to source business development opportunities and maximize.
  • Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
  • Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert. 

About You: 

  • Bachelor’s Degree in business, or equivalent work experience. 
  • 4-7 years of relevant business/commercial banking experience or equivalent., required.
  • Strong relationship management skills including, but not limited to: new business development, analytical thinking, problem solving, strong sales skills, and intermediate credit and credit quality skills.
  • Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
  • Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
  • Strong knowledge of business banking policies, procedures, practices, and documentation.
  • Advanced knowledge of cash management solutions and deposit solutions, including product, policies, procedures, practices, and documentation.
  • Demonstrate excellent written and verbal communication and presentation skills.
  • Ability to work effectively with individuals and groups across the company to manage customer relationships.
  • Ability to train and present to small and large audiences.
  • Ability to train and present to small and large audiences.
  • Knowledge working with structuring credit products for small businesses in diverse industries.
  • Proficient with personal computers and related software packages such as Word and Excel.  

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $56,230.00 - $116,292.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, 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 (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, 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. 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.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.