Relationship Manager

WaFd Bank

Salem (OR)

On-site

USD 102,000 - 154,000

Full time

14 days+

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Benefits offered by this job

Paid time off

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

Job summary

WaFd Bank in Salem, Oregon is seeking a Relationship Manager to develop and expand commercial relationships, managing both credit and non-credit needs in line with risk appetite.

You will build business plans, win new relationships, and collaborate with Loan Coordinators, Credit Analysts, and Treasury Management Officers to deliver profitable credit relationships while maintaining regulatory compliance and serving clients effectively.

Qualifications

A Bachelor’s Degree or approved equivalent with courses in finance, accounting and real estate analysis or equivalent training in commercial banking.
Strong negotiating experience, accuracy, organization, attention to detail, and ability to work with clients with diverse banking needs.
Excellent verbal and written communication; ability to work independently and in a team.
Proficiency with Microsoft Office applications (Word, PowerPoint, Excel); LaserPro (CFI) experience is a plus; clear, concise communication and customer relations skills.

Responsibilities

Develop a business plan to maintain and grow existing client relationships and to secure new relationships meeting risk appetite.
Collaborate with Loan Coordinators and Credit Analysts to deliver credit relationships under guidance from senior staff.
Grow and service non-credit banking needs in partnership with Treasury Management Officers, ensuring profitability with minimal risk.

Skills

Negotiation

Relationship building

Communication skills

Attention to detail

Independent work

Team collaboration

Organizational skills

Customer relations

Education

Bachelor's degree in finance/accounting/real estate or equivalent

Tools

Microsoft Office (Word/PowerPoint/Excel)

LaserPro (CFI)

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!