Relationship Manager

WaFd Bank; Portland (OR); On-site; USD 102,000 - 154,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Stock options

Bonus programs

401(k) plan

Parental leave

Life insurance

Long-term disability

Tuition reimbursement

Employee assistance

Pre-tax benefits

Job summary

WaFd Bank is seeking a Relationship Manager to develop and manage commercial relationships, maintaining client profitability with a focus on risk control.

The role requires building new relationships, negotiating terms, and collaborating with Loan Coordinators, Credit Analysts and Treasury Management Officers to deliver full banking solutions. This position emphasizes customer-centric service and compliance with applicable regulations.

Qualifications

• Bachelor's Degree or approved equivalent with finance, accounting and real estate analysis or equivalent training in commercial banking.
• Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs.
• Effective verbal and written communication skills; ability to work independently with little supervision and in a team.
• Proficient with Microsoft Office; LaserPro (CFI) experience is desirable.

Responsibilities

• Develop and manage commercial relationships which meet lending and client selectivity requirements.
• Grow existing relationships and pursue new ones while ensuring profitability and risk controls.
• Partner with Loan Coordinators, Credit Analysts, and Treasury Management Officers to deliver credit and cash management solutions.
• Adhere to bank policies and applicable regulations in all client interactions.

Skills

Negotiating experience

Accuracy

Organizational skills

Attention to detail

Diverse banking needs

Verbal communication

Written communication

Independent work

MS Office

LaserPro

Education

Bachelor's Degree or approved equivalent with finance/accounting/real estate analysis coursework

Job description

Min

USD $102,000.00/Yr.

Max

USD $154,350.00/Yr.

Job Summary

A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk appetite.

The Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance.

Relationship Managers will be expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships with the guidance of Credit Administration, the Senior Relationship Manager, Division Manager or Director.

Relationship Mangers work closely with Treasury Management Officers to grow and service the non-credit needs of commercial clients.

This position will develop and manage commercial relationships which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk.

Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.

WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients.

Qualifications

Education/Skills/Training:

• Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking.
• Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs.
• Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment.
• Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint and EXCEL); Experience with LaserPro (CFI) desired; Position requires clear and concise verbal and written communication skills including good customer relations skills.

Experience:

• 3-5 years of experience as a Credit Analyst, Relationship Officer or the equivalent.
• Must have good understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures.
• Self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development.

Benefits

At WaFd Bank you get all of these great benefits!

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

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