Middle Market Relationship Manager

Columbia Banking System; Santa Barbara (CA); On-site; USD 151,000 - 270,000; Full time

Job summary

Columbia Bank in Santa Barbara, CA is seeking a senior leader to manage and grow the middle market banking franchise onsite. You will lead a team of Relationship Managers, own market P&L, and drive credit quality while expanding client relationships in the local business community.

The role requires 4-7 years in relevant lending and management, strong relationship skills, and the ability to engage executives. Expect travel and a competitive compensation package based in part on performance.

Qualifications

• 4-7 years in middle market, commercial, or corporate lending.
• 4-7 years of management experience leading a production team and handling employee/customer relations.
• Experience developing and implementing a market strategy to achieve results/goals.
• Excellent relationship management and business development abilities, analytical and problem-solving skills, sales skills, and credit acumen.
• Experience directing and leading activities of a team with responsibility for strategic planning, budget and performance management.
• Ability to interact effectively with executive levels (CFO/CEO).
• Experience managing and developing others and retaining top talent.
• Proven track record of developing new clients and business.

Responsibilities

• Lead middle market banking activity and production in an assigned market.
• Oversee a portfolio of approx. $500-800MM and a team of Middle Market Relationship Managers.
• Develop and execute market strategy aligned with Bank's goals.
• Own P&L for the market and set production goals and strategies.
• Maintain prudent risk and portfolio management; credit approvals within delegation.
• Develop and nurture community relationships to increase business opportunities.
• Cross-sell with Bank partners to maximize revenue growth and relationship depth.
• Mentor and develop associates; coach/train others as SME.

Skills

Relationship management

Business development

Credit risk

Strategic planning

Communication

Leadership

Sales

Travel

Tools

Microsoft Office

Job description

About the Role:Responsible for managing and leading middle market banking activity and production in an assigned market, overseeing a portfolio of approx. $500-800MM and serving clients with $15+MM of annual revenue. Manages a team of Middle Market Relationship Managers to meet strategic objectives, production goals, and client needs. Develops and executes upon market strategy aligned with Bank's strategic goals and is the face of the bank for the market. May personally produce and build partnerships (internal and external) to attract business relationships while supporting a production team.Manages a team of Relationship Managers to meet strategic objectives, production goals, and client needs.Responsible for the P&L of an assigned market and management of an assigned portfolio, establishing production goals and strategies to succeed.Maintains and grows a quality Middle Market Banking portfolio by leading prudent risk and portfolio management.Responsible for developing and nurturing relationships within the community to increase business development opportunities for all Middle Market Relationship Managers. Actively participates in community/market events through organizations and board memberships to function as the "face" of the bank in the respective market.Develops and implements cross-selling strategies with Bank partners to maximize revenue growth and relationship depth.Grants credit approvals within delegated authorities as applicable. Achieves satisfactory credit exams. Responsible for credit risk management within the market.Identifies hires, manages, motivates, and retains top talent. Responsible for the professional development of associates within the assigned market.Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.May be asked to coach, mentor, or train others and teach coursework as subject matter expert.Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.Takes personal initiative and is a positive example for others to emulate.Embraces our vision to become “Business Bank of Choice”May perform other duties as assigned.About You:4-7 years — Prior experience in middle market, commercial, or corporate lending. (Required)4-7 years — prior management experience leading a production team and effectively handling employee and customer relations issues. (Preferred)Experience developing and implementing a market strategy to achieve results/goals.Excellent relationship management and business development abilities, analytical and problem-solving skills, sales skills, and credit acumen.Experience directing and leading the activities of a team having overall responsibility for strategic planning, goal setting, budget and performance management.Ability to interact effectively and professionally with executive levels. Interactions may include controversial situations, customer negotiations, or influencing and persuading.Experience managing and developing others and the ability to build and maintain relationships. Demonstrates a commitment to attracting, motivating, and retaining top talent.Proven track record of success in developing new clients and business, including prospecting, sourcing and networking.Ability to communicate effectively with small and large audiences; often includes presentations to customers at a high level (i.e. CFO, CEO, and other Executive levels).Excellent planning and organization skills with the ability to change course (adaptable) at a moment’s notice.Excellent written and verbal communication and listening skills.Possesses strong computer skills including use of the Microsoft Office suite with the ability to learn new business software, as needed.Frequent Travel RequirementsThe pay range for this role is $151,000.00 to $270,000.00.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.Primary Location: Ability to work fully onsite at posted location(s).1035 State Street Santa Barbara CA 93101Our Benefits:We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.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:Columbia 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: [e-mail] .To Staffing and Recruiting Agencies:Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia 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 Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.