Umpqua Bank
Join to apply for the
Trust Portfolio Manager
role at
Columbia Bank About Us: Columbia Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. The bank is dedicated to supporting its customers and communities through the dedication of its associates. The bank values Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and seeks candidates who embody these core values. It looks for results-focused individuals who can think independently, work collaboratively, and support the broader purpose. About the Role: A Trust Portfolio Manager provides expertise in managing trust and investment relationships, utilizing effective investment solutions to maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within established policies and regulations. Assist in the management of the company’s investment process and strategic thinking. Perform written and verbal communication tasks to ensure satisfactory completion of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit, and liquidity. Proficient in global asset allocation strategies, including alternative investments. Monitor and assess portfolio performance. Excellent communicator who builds trust with clients, business partners, and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision-making. Familiarity with trust law, estate planning, and fiduciary responsibilities. Demonstrate compliance with all bank regulations and follow Bank policies and procedures. About You: B.A or B.S. in finance or accounting, and/or equivalent combination of experience and training. Master of Business Administration and/or Chartered Financial Analyst designation preferred. 5 years of industry work experience required. 5 years of experience with trust software preferred. Thorough understanding of moderately complex accounting literature and accounting pronouncements. Intermediate computer skills, including Microsoft Office products. Effective team player with effective verbal and written communication skills. Ability to meet bonding requirements for employment purposes. Travel Type: Occasional Job Location(s): Scottsdale, AZ; Phoenix, AZ; Salt Lake City, UT; Boise, ID; Salem, OR; Portland, OR; San Diego, CA Our Benefits: Competitive total rewards package, including base wages, comprehensive benefits, and performance-based incentive compensation. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
#J-18808-Ljbffr
Trust Portfolio Manager
role at
Columbia Bank About Us: Columbia Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. The bank is dedicated to supporting its customers and communities through the dedication of its associates. The bank values Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and seeks candidates who embody these core values. It looks for results-focused individuals who can think independently, work collaboratively, and support the broader purpose. About the Role: A Trust Portfolio Manager provides expertise in managing trust and investment relationships, utilizing effective investment solutions to maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within established policies and regulations. Assist in the management of the company’s investment process and strategic thinking. Perform written and verbal communication tasks to ensure satisfactory completion of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit, and liquidity. Proficient in global asset allocation strategies, including alternative investments. Monitor and assess portfolio performance. Excellent communicator who builds trust with clients, business partners, and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision-making. Familiarity with trust law, estate planning, and fiduciary responsibilities. Demonstrate compliance with all bank regulations and follow Bank policies and procedures. About You: B.A or B.S. in finance or accounting, and/or equivalent combination of experience and training. Master of Business Administration and/or Chartered Financial Analyst designation preferred. 5 years of industry work experience required. 5 years of experience with trust software preferred. Thorough understanding of moderately complex accounting literature and accounting pronouncements. Intermediate computer skills, including Microsoft Office products. Effective team player with effective verbal and written communication skills. Ability to meet bonding requirements for employment purposes. Travel Type: Occasional Job Location(s): Scottsdale, AZ; Phoenix, AZ; Salt Lake City, UT; Boise, ID; Salem, OR; Portland, OR; San Diego, CA Our Benefits: Competitive total rewards package, including base wages, comprehensive benefits, and performance-based incentive compensation. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
#J-18808-Ljbffr