Small Business Banking Relationship Manager II

Washington Trust Bank

Lewiston (ID)

On-site

USD 67,000 - 100,000

Full time

5 days ago
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Benefits offered by this job

Health benefits
Financial planning
Retirement plan
Work/Life benefits

Job summary

Washington Trust Bank is seeking a dynamic Relationship Manager II to develop and maintain client relationships across Lewiston, Pullman and Moscow markets. You will be the trusted business partner, speaking to WTB's lending products and services and collaborating with branch teams to drive growth.

Ideal candidates have a finance or business background, strong communication and interpersonal skills, and a proven ability to source external business while upholding the bank's integrity and

Qualifications

  • Bachelor's degree in finance, accounting, business, or related field.
  • General banking knowledge and small business lending experience.
  • Experience in fiduciary relationships and small business lending.
  • Knowledge of bank products, financial analysis and policies.
  • Strong written and verbal communication, analytical and interpersonal skills.

Responsibilities

  • Establish relationships with customers and deepen accounts.
  • Speak to WTB products and services and meet sales targets.
  • Collaborate with branch staff on bank sales strategy.
  • Take leadership in community activities and events.
  • Proactively source and book loan opportunities.

Skills

Communication skills
Relationship building
Analytical skills
PC proficiency

Education

Bachelor's Degree in Finance, Accounting, Business
Equivalent experience

Tools

Microsoft Office

Job description

Location:

This position requires onsite work at one of the following offices:
Lewiston Branch - 1518 21st St Lewiston, ID 83501
Pullman Branch - 670 SE Bishop Blvd Pullman, WA 99163
Moscow Branch - 222 Troy Rd Moscow, ID 83843

"Washington Trust Bank is a place where laughing and enjoying work are part of our DNA. Working hard to make sure we take care of the customer and the bank. The culture is about doing the right thing! It makes it easy to come to work every day and give 100%." - Greg Power- Small Business Banking Team Leader

Washington Trust Bank is looking for a dynamic candidate to join our Small Business Banking team. Our Relationship Manager position offers an opportunity to develop and maintain client relationships, becoming a trusted business partner to our Lewiston, Pullman, and Moscow markets. Our team is experienced, equipped and empowered to provide the highest level of customer service. If this is what next steps in your career look like - we want to hear from you!

  • The drive and proven ability to source and generate external business
  • You value your personal achievements and working with a team toward success
  • You value building strong relationships
  • You have ambition to excel in your career
  • You take pleasure in working with a company that values the highest level of integrity and ethics

We are looking for someone who has the drive to:

  • Establish meaningful relationships with customers
  • Use trust and respect in an effort to deepen these relationships
  • Maintain personal accountability in relation to the team's and branch's goals
  • Collaborate with managers and team members for the bank's sales strategy
  • Participate in community events
The Job
  • Proactively investigating opportunities
  • Taking applications and booking loans
  • Knowledgeable in business and financial acumen
  • Taking a leadership role in community activities
  • Being fully equipped to speak to WTB's products and services

You will be working toward ultimate customer service with other driven professionals like yourself. When faced with those customers whose service needs exceed the capacity of your branch, you will have the support of the rest of WTB, the Pacific Northwest's largest privately held bank.

Qualifications
  • Bachelor's Degree in Finance, Accounting, Business or related field or equivalent experience
  • General banking knowledge and/or Small Business lending acquired through experience in the Small Business transactions, processing control procedures, general ledger and accounting principles and familiar with traditional bank policies.
  • Work experience in fiduciary relationship management, including experience in Small Business Lending
  • Knowledge of Small Business policies and structure, product knowledge and financial analysis.
  • Working knowledge of Bank products and services.
  • 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
  • High degree of PC based technical skills, including proficiency with the Microsoft Suite of products.
  • Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).
Compensation

SBB Relationship Manager II: $66,850 - $100,276

The compensation range represents the low and high end of the base salary range for this position. 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 quarterly 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 outline 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.

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