Private Banking Relationship Manager - Growth & Advisory

Watrust; Seattle (WA); On-site; USD 114,000 - 241,000; Full time

Benefits offered by this job

Health insurance

Annual bonus

401(k) plan

Job summary

Washington Trust Bank seeks a Private Banking Relationship Manager II-IV in Seattle to grow and manage a book of high-net-worth clients, delivering credit and depository services with exemplary client service. You will identify prospects, call on clients, and drive sales while upholding risk and compliance standards.

The role requires a bachelor’s degree and 1+ year of lending/relationship experience, strong credit background, and superior communication and interpersonal skills.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business or related field.
• Minimum 1 year work experience in commercial lending, including relationship management.
• Proven ability to advise clients with complex credit needs and to develop business.
• Experience in selling cash management or related financial products.

Responsibilities

• Retain and expand a specific book of relationships with clients.
• Identify opportunities to expand market share and profitability.
• Manage risks through thorough knowledge of compliance and risk management.
• Provide premier client service while maintaining profitability and asset quality.

Skills

Relationship mgmt

Credit analysis

Business development

Communication skills

Client service

Education

Bachelor's degree in Finance

Tools

CRM systems

Banking software

Job description

Washington Trust Bank seeks a Private Banking Relationship Manager II-IV in Seattle to grow and manage a book of high-net-worth clients, delivering credit and depository services with exemplary client service. You will identify prospects, call on clients, and drive sales while upholding risk and compliance standards.

The role requires a bachelor’s degree and 1+ year of lending/relationship experience, strong credit background, and superior communication and interpersonal skills.