HOA Relationship Development Manager
Wealth Management
Irvine,
California
Los Angeles,
California
San Diego,
California
Description
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
The Relationship Development Manager supports the Bank's goal of becoming a high-performing bank, recognized as The Business Bank of Choice for businesses, their owners, and employees by deliveringa highlydifferentiated client experience.Develop an advisory approach to grow, nurture, and expand client relationships by understanding our niche markets and needs, tailoring solutions to meet client objectives and streamline day-to-day banking, resolve issues, and engage internal partners to bring additional expertise and value to these relationships.
Create a plan to expand and deepen client relationships holistically addressing both business and personal objectives.
Engage our Private Banking and Wealth Management partners in the development of customized solutions for our businesses, their owners, and employees.
Proactively introduce internal partner expertise to relationships for client guidance and support through business and personal life cycle transitions.
Explore incorporating additional product and services offerings into our Healthcare and Professional niche market presentations and outreach to heighten awareness for our comprehensive suite of services. (ex: Business Credit Card Offerings and 401K Plans for the Practice Acquisition Clients, Complimentary Financial Reviews, Private Banking Accounts).
Implement an exceptional and consistent client experience for our Healthcare, Professional, and HOA clients.
Lead our teams through proactive identification of opportunities to expand and deepen relationships more efficiently when servicing requests and through periodic relationship reviews.
Facilitate Servicing Support Team Member collaborative discussions to share onboarding and servicing best practices, identify opportunities to expand skills sets and streamline processes, and nurture client relationships.
Develop a support structure that assists our relationship managers with the larger more complex relationships.
Additional objectives, projects, and duties may be assigned to support the growth and differentiated client experience initiatives of our Healthcare, Professional, and HOA teams and bank.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become "Business Bank of Choice"
May perform other duties as assigned.
About You:
H.S. Diploma/GED. Required
1-2 yearsof bank depository delivery. Required
Familiarity withSharepoint, Excel, and Word.
Demonstrate strong communications skills, written and verbal and interpersonal skills to interact with a wide range of individuals and situations with tact, diplomacy and discretion.
Ability to multitask and prioritize.
Job Location(s): Ability to work fully onsite at posted location(s).
Irvine, CA
San Diego, CA
Los Angeles, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $100,000.00 to $181,000.00 and performance-based incentive. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected] .
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
