Healthcare Relationship Manager

Columbia Bank • Bellevue, WA • 3h ago

About the Role:

A Healthcare Relationship Manager IV develops, advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment management, and trust services.

Business development of client relationships

Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial planning, and other wealth services.

Manage and review client relationships on an ongoing basis, including loan origination, portfolio management, and audit readiness.

Engage with and develop internal and external referral partners.

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:

Bachelor's degree (preferred)

7 years - Healthcare and lending (Required)

Proactive

Working knowledge of credit structures

Focused on client satisfaction

Ability to work independently

Ability to provide client solutions

Extensive knowledge of bank products and services in order to cross-sell

Proficient in prospecting, building, and managing client relationships

Proactive in external and internal job functions

Working knowledge in all job functions

Proficient knowledge in other banking services offered by other lines of business to identify and offer qualified referrals

Occasional travel

The pay range for this role is $113,000.00 to $175,000.00.

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.

Primary Location: Ability to work fully onsite at posted location(s).

721 2nd Avenue 1st Floor Seattle WA 98104

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

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: careers@columbiabank.com .

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.

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