Private Banking Relationship Manager III-IV

Washington Trust Bank Careers; Spokane (WA); Presencial; USD 99 000 - 172 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Retirement plan

Work/Life benefits

Resumo da oferta

Washington Trust Bank is seeking a seasoned Private Banking Relationship Manager to oversee a high-net-worth client portfolio and collaborate with Wealth Management and Commercial Banking teams. In Spokane, you will deepen relationships, originate new business, and deliver tailored credit and depository solutions while upholding the bank's profitability and risk standards.

You'll work with the SVP/Team Leader and a collaborative bank-wide team to provide proactive, thoughtful service and grow

Qualificações

• Private Banking lender with at least 8 years of experience, high-net-worth clients.
• Strong credit background and business development acumen.
• Experience in relationship management across commercial real estate, cash management, commercial lending, residential real estate, and consumer lending.
• Knowledge of bank lending procedures and complex credit structures.
• Excellent written and verbal communication; ability to collaborate with colleagues, team members, and clients.
• Bachelor’s degree in finance, accounting, business or equivalent experience.

Responsabilidades

• Retain and expand a specific book of relationships with the bank’s professionals to provide superior service.
• Identify opportunities to expand market share and profitability; build client base through referrals and prospecting.
• Represent Washington Trust Bank across Wealth Management, Advisory Services, and Commercial Banking using a team approach.
• Manage risk with knowledge of compliance, lending policy, and regulatory guidelines.

Conhecimentos

Analytical skills

Written & verbal communication

Interpersonal skills

Goal setting

Formação académica

Bachelor’s degree in finance, accounting, business or equivalent experience

Descrição da oferta de emprego

Job Details

Posting Details

• • Posted on November 2, 2026

Locations

Showing 1 location Spokane, WA 99201, USA

• Professional
• Full-Time
• Requisition #: PRIVA006554

Description

Join our Private Banking Team and step into an opportunity that offers an existing portfolio of client relationships along with the ability to build and grow your own book of business. Working closely with our SVP/Team Leader , and other members of the Private Banking Team, you’ll serve as a trusted financial partner to clients, providing thoughtful, proactive solutions across credit and depository services. You’ll deepen established relationships, develop new ones through referrals and prospecting, and deliver the personalized level of service our clients expect while supporting the Bank’s profitability and asset quality standards.

Bank Overview:

Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers.

Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.

We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust’s longevity and success are a testament to our unwavering commitment to our clients and our employees.

Relationship Management/Client Service:

Maintains responsibility for retaining and expanding a specific book of relationships, working with the bank’s full team of professionals as needed to provide superior service and to maintain knowledge of the intricacies of each account or relationship as needed.

Sales/Business Development:

Proactively investigates opportunities for expanding market share and making business more profitable. Particular attention and focus on identifying prospective clients as well as additional financial needs among present clients is essential. In addition, represent WTB and all business lines including Wealth Management & Advisory Services and Commercial Banking using a team approach alongside other bank experts as appropriate.

Risk Management:

Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations, bank credit policy and other bank guidelines.

Qualifications:

• Experience:
• Private Banking lender with at least 8 years of experience, generally working with high-net worth individuals, professional service companies, or family offices.
• Ability to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required, along with a strong credit background and business development acumen.
• Work experience in relationship management, including experience in specific unit areas like commercial real estate, cash management, commercial lending, residential real estate, and consumer lending.
• Knowledge:
• Knowledge of bank lending procedures, as set by the current, published loan policy.
• Advanced loan documentation knowledge; understanding of complex credit structures and documentation.
• Working knowledge of bank products and services.
• Skills:
• Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc.).
• Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.
• Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients.
• Ability to set and achieve challenging goals.
• Education: Bachelor’s degree in finance, accounting, business or equivalent experience.

Compensation:

Private Banking Relationship Manager III: $98,977 - $148,465
Private Banking Relationship Manager IV: $114,813 - $172,220

The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Qualifications

Licenses & Certifications

Required

SAFE Act NMLS/MLO # Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.