Private Banking Relationship Manager II-IV

WASHINGTON TRUST BANK • Seattle, WA • 1h ago

Description
Location: Seattle Office - 601 Union St. Ste 3100 Seattle, WA 98101
Annual salary plus performance-based incentive program. Hiring salary based on experience.
As a member of our Private Banking Team, this role serves as a proactive, client-focused, trusted financial partner to clients through a seamless delivery of credit and depository services. This individual will engage in business development efforts by identifying and calling on prospects and clients to achieve established sales goals. They will provide premier client service while assuring bank profitability and asset quality standards are met.
Relationship Management/Client Service:
Maintains responsibility for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account or relationship as needed in order to provide superior service to Bank clients.
Sales/Business Development:
Proactively investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients.
Risk Management:
Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations.
Requirements:
Bachelor's Degree in Finance, Accounting, Business or related field.
Minimum 1 year work experience in commercial lending, including relationship management.
Able to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required as well as strong credit background and business development acumen.
Work experience in the sales of cash management products or related sales experience at a financial institution.
Work experience in fiduciary relationship management, including experience in specific unit area (investment, securities, cash management, real estate, commercial lending, consumer lending, etc).
Knowledge of Bank lending procedures, as set by the current, published Loan Policy.
Basic loan documentation knowledge; ability to document basic credits.
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.
Ability to set and achieve challenging goals.
Compensation:
Private Banking Relationship Manager II: $113,764 - $170,646
Private Banking Relationship Manager III: $138,567 - $207,851
Private Banking Relationship Manager IV: $160,738 - $241,107
The compensation range represents the low and high end of the base compensation range for this position located in Seattle, Washington. 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 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 act

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