Private Bank Assistant Relationship Manager

Columbia Bank; United States; On-site; USD 37,000 - 48,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement match

Tuition assistance

Life insurance

Disability insurance

Paid vacation

Job summary

Columbia Bank seeks a Private Banking Assistant Relationship Manager to support development, management and retention of private client relationships in Tacoma, WA. You will collaborate with internal Bank Partners and the Private Bank team to deliver tailored credit, planning, and investment solutions.

The role requires 3–5 years of banking experience, a Bachelor’s degree (preferred), strong client service orientation, independence, and the ability to cross-sell.

Qualifications

• Bachelor’s degree and 3–5 years of banking experience preferred.
• Retains client relationships and delivers client solutions.
• Proactive experience in assisting with consumer and commercial lending.
• Basic knowledge of credit structures.
• Ability to work independently and provide cross-sell referrals.

Responsibilities

• Support development, management and retention of Private Banking client relationships.
• Collaborate with Bank Partners and the Private Bank team.
• Deliver exceptional experiences and resolve client issues.
• Maintain regulatory compliance and complete required training.
• Coach, mentor, or train others when needed.

Skills

Relationship retention

Lending assistance

Client solutions

Independent work

Prospecting & cross-sell

Education

Bachelor's degree or equivalent

Job description

About the Role

A Private Banking Assistant Relationship Manager supports the development, management and retention of Private Banking client relationships by leveraging excellent interpersonal skills and collaborating with internal Bank Partners. Develop working knowledge and understanding of all Wealth Management services including consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutions Deliver exceptional experiences to build, expand, and retain long-term client relationships with individual clients by assessing their needs. Collaborate with partners across the Bank in various lines of business as well as withing the Private Bank team. Able to independently support and resolve client issues directly. 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

• Bachelor’s degree or equivalent (preferred) 3-5 years — of banking experience (Required)
• Retains client relationships
• Proactive Experience in assisting with consumer and commercial lending.
• Basic knowledge of credit structures
• Focused on client satisfaction
• Ability to work independently
• Ability to provide client solutions
• Learning to prospect, build, and manage new client relationships
• Basic knowledge of bank products and services in order to cross-sell
• Basic knowledge in all job functions
• Basic knowledge in banking services offered by other Lines of Businesses to identify and offer qualified referrals

Travel Requirements

None

The pay range for this role is $27.00 - $35.00.

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). 1301 A Street 8th Floor Tacoma WA 98402

Our Benefits

• eligible associates comprehensive healthcare coverage (medical, dental, and vision plans)
• 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
• paid vacation
• sick days
• volunteer days
• 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].

At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.