Commercial Banking Relationship Leader

Columbia Bank

Riverside (CA)

On-site

USD 81,000 - 147,000

Full time

6 days ago
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Benefits offered by this job

Healthcare coverage
401(k) retirement plan
Life insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Employee discounts
Paid vacation
Sick days
Volunteer days
Holidays

Job summary

Columbia Bank is seeking a Client Solutions Manager to monitor credit risk, support portfolio management, and collaborate with underwriting and QA teams to expand client relationships. You will drive cross-sell opportunities and partner with Commercial Bankers to grow loans, deposits, and core fees while maintaining risk controls.

The role emphasizes proactive relationship management, data-driven analysis, and adherence to bank policies across commercial portfolios.

Qualifications

  • Bachelor's Degree in Finance, Accounting, or Business (preferred).
  • 4-7 years of relevant commercial banking and/or prior experience as a Commercial Portfolio Manager and/or Commercial Underwriter (Required).
  • Proven knowledge of commercial underwriting, credit monitoring, and portfolio management.
  • Strong underwriting, credit monitoring and portfolio management skills.
  • Proficient in MS Office; strong analytical and communication abilities.

Responsibilities

  • Identify opportunities to cross-offer solutions to deepen client relationships.
  • Coordinate with underwriting, QA/QC, and partners for holistic client service.
  • Assist Commercial Bankers with portfolio management and client engagement to grow commercial business.
  • Manage and monitor the commercial loan portfolio and credit requests with risk mitigation in mind.
  • Ensure portfolio risk rating accuracy and adherence to credit policy.

Skills

Commercial underwriting
Credit monitoring
Portfolio management
Relationship management
Cross-selling
Excel/Office
Communication skills
Presentation skills

Education

Bachelor's Degree in Finance, Accounting, or Business

Tools

MS Excel
MS Word
MS PowerPoint

Job description

Columbia Bank is seeking a Client Solutions Manager to monitor credit risk, support portfolio management, and collaborate with underwriting and QA teams to expand client relationships. You will drive cross-sell opportunities and partner with Commercial Bankers to grow loans, deposits, and core fees while maintaining risk controls.

The role emphasizes proactive relationship management, data-driven analysis, and adherence to bank policies across commercial portfolios.

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