Senior Private Banking Relationship Manager

Washington Trust Bank

Spokane (WA)

Presencial

USD 99.000 - 172.000

Jornada completa

hace 38 horas
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Ventajas ofrecidas por este puesto de trabajo

Health benefits
Retirement plan
Work/Life benefits

Descripción de la vacante

Washington Trust Bank is seeking a Private Banking Relationship Manager to maintain and grow a portfolio of high-net-worth clients in Spokane, WA. You will work with our SVP/Team Leader and private banking team to deliver credit and depository solutions, deepen existing relationships, and develop new ones through referrals and proactive prospecting.

In this role you will collaborate with Wealth Management, Advisory Services, and Commercial Banking teams to provide comprehensive client coverage

Formación

  • Proven analytical skills; ability to review and interpret complex data.
  • Excellent written and verbal communication skills.
  • Excellent interpersonal skills; collaborate with diverse groups.
  • Ability to set and achieve challenging goals.

Responsabilidades

  • Maintains responsibility for retaining and expanding a specific book of relationships.
  • Proactively identifies opportunities for expanding market share and profitability.
  • Represents Washington Trust Bank with other bank experts in a team approach.
  • Understands compliance, risk management, and credit policy in client work.

Conocimientos

Analytical skills
Written & verbal communication
Interpersonal skills
Goal setting

Educación

Bachelor's degree in finance, accounting, business

Descripción del empleo

Washington Trust Bank is seeking a Private Banking Relationship Manager to maintain and grow a portfolio of high-net-worth clients in Spokane, WA. You will work with our SVP/Team Leader and private banking team to deliver credit and depository solutions, deepen existing relationships, and develop new ones through referrals and proactive prospecting.

In this role you will collaborate with Wealth Management, Advisory Services, and Commercial Banking teams to provide comprehensive client coverage

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