Washington Trust Bank
Private Banking Relationship Manager II-IV
Washington Trust Bank, Seattle, Washington, us, 98127
Overview
Private Banking Relationship Manager II-IV 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. The role engages in business development efforts by identifying and calling on prospects and clients to achieve established sales goals. It provides premier client service while ensuring bank profitability and asset quality standards are met. What you’ll do in this role includes relationship management, client service, sales and business development, and risk management. 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 to provide superior service to Bank clients. Sales/Business Development:
Proactively investigates opportunities for expanding market share and profitability, focusing on identifying prospective clients and additional financial needs among current 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. Qualifications
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 and strong credit background and business development acumen. Sales experience in cash management products or related sales at a financial institution. Experience in fiduciary relationship management, including experience in specific unit areas (investment, securities, cash management, real estate, commercial lending, consumer lending, etc). Knowledge of Bank lending procedures as defined 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 related to risk and account complexity. Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas for colleagues, team members, and clients. Excellent interpersonal skills; ability to collaborate with diverse groups, manage conflict, negotiate for results, and develop relationships with potential and current clients. Ability to set and achieve challenging goals. Compensation
Private Banking Relationship Manager II: $109,389 - $164,083 Private Banking Relationship Manager III: $133,238 - $199,857 Private Banking Relationship Manager IV: $162,016 - $243,104 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 based on factors including location, experience, and performance. This position is eligible for an annual bonus and incentive plan. What Our Culture Can Offer You
Our benefit philosophy is to provide a comprehensive package to secure your wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. An overview of our benefits is provided as part of total compensation. Washington Trust Bank celebrates diversity in the workplace and is an equal opportunity employer. We 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 as outlined by state, federal, and local laws. We believe strength comes from diverse backgrounds and experiences and are dedicated to fostering a supportive and inclusive work environment. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Banking Referrals increase your chances of interviewing at Washington Trust Bank. Get notified about new Private Banking Relationship Manager jobs in Seattle, WA.
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Private Banking Relationship Manager II-IV 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. The role engages in business development efforts by identifying and calling on prospects and clients to achieve established sales goals. It provides premier client service while ensuring bank profitability and asset quality standards are met. What you’ll do in this role includes relationship management, client service, sales and business development, and risk management. 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 to provide superior service to Bank clients. Sales/Business Development:
Proactively investigates opportunities for expanding market share and profitability, focusing on identifying prospective clients and additional financial needs among current 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. Qualifications
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 and strong credit background and business development acumen. Sales experience in cash management products or related sales at a financial institution. Experience in fiduciary relationship management, including experience in specific unit areas (investment, securities, cash management, real estate, commercial lending, consumer lending, etc). Knowledge of Bank lending procedures as defined 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 related to risk and account complexity. Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas for colleagues, team members, and clients. Excellent interpersonal skills; ability to collaborate with diverse groups, manage conflict, negotiate for results, and develop relationships with potential and current clients. Ability to set and achieve challenging goals. Compensation
Private Banking Relationship Manager II: $109,389 - $164,083 Private Banking Relationship Manager III: $133,238 - $199,857 Private Banking Relationship Manager IV: $162,016 - $243,104 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 based on factors including location, experience, and performance. This position is eligible for an annual bonus and incentive plan. What Our Culture Can Offer You
Our benefit philosophy is to provide a comprehensive package to secure your wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. An overview of our benefits is provided as part of total compensation. Washington Trust Bank celebrates diversity in the workplace and is an equal opportunity employer. We 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 as outlined by state, federal, and local laws. We believe strength comes from diverse backgrounds and experiences and are dedicated to fostering a supportive and inclusive work environment. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Banking Referrals increase your chances of interviewing at Washington Trust Bank. Get notified about new Private Banking Relationship Manager jobs in Seattle, WA.
#J-18808-Ljbffr