WaFd Bank
Overview
Join to apply for the
Business Banking Relationship Manager
role at
WaFd Bank . USD $75,000.00/Yr. USD $130,000.00/Yr. Key Responsibilities
Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; maintains active prospecting efforts, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. Establish, and negotiate where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements. Developing a deep understanding of non-credit products. Leads the engagement with clients and prospects uncovering opportunities and appropriate solutions to help the clients more efficiently manage cash flow. Performs all required portfolio management responsibilities, including but not limited to monitoring of customers’ financial reporting requirements and compliance with covenants. Stays current on all compliance training and adheres to the bank’s commitment to abide by all Know Your Customer expectations and Bank Secrecy Act regulations. Seeks to be a trusted advisor by maintaining current knowledge on the customers’ business and industry. Participates in networking to increase the Bank’s visibility in the business communities we serve, and to enhance new business opportunities. Serves as the primary contact for non-borrowing and borrowing clients for matters relating to other Bank services, including personal, private banking, and wealth management. Partners closely with SBA Loan Officers for credits requiring government guarantees. Counsels with and assists in the training, development and mentoring Branch Managers. Adheres to bank policies and procedures designed to comply with federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Completes and passes all assigned eLearning courses and certifications as required. Avoids all real or perceived conflicts of interest and always maintains client privacy and confidentiality. Completes special projects assigned by manager. Education/Skills/Training
Bachelor’s Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking. Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment. Proficient with Microsoft Office applications (primarily Word, PowerPoint, Excel, Teams, Outlook, and Power BI); Experience with nCino and Salesforce is desired; clear and concise verbal and written communication skills including good customer relations skills. Experience
Minimum of 2 years originating Business Loans up to $5MM through a centralized underwriting channel. Proven success in growing existing credit and deposit relationships, and winning new relationships. Good understanding and working knowledge of commercial lending terminology, fundamentals of sound credit underwriting, loan processing, loan documentation and lending procedures. Self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development. Benefits
Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375 EEO is The Law - click here for more information Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled EEO Policy Statement - WaFd Bank Know Your Rights Workplace Discrimination is Illegal - click here for more information Pay Transparency Nondiscrimination Provision - click here for more information California Consumer Privacy Act- CCPA 2025 Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Banking Referrals increase your chances of interviewing at WaFd Bank by 2x Get notified about new Business Banking Relationship Manager jobs in Boise, ID.
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Join to apply for the
Business Banking Relationship Manager
role at
WaFd Bank . USD $75,000.00/Yr. USD $130,000.00/Yr. Key Responsibilities
Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; maintains active prospecting efforts, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. Establish, and negotiate where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements. Developing a deep understanding of non-credit products. Leads the engagement with clients and prospects uncovering opportunities and appropriate solutions to help the clients more efficiently manage cash flow. Performs all required portfolio management responsibilities, including but not limited to monitoring of customers’ financial reporting requirements and compliance with covenants. Stays current on all compliance training and adheres to the bank’s commitment to abide by all Know Your Customer expectations and Bank Secrecy Act regulations. Seeks to be a trusted advisor by maintaining current knowledge on the customers’ business and industry. Participates in networking to increase the Bank’s visibility in the business communities we serve, and to enhance new business opportunities. Serves as the primary contact for non-borrowing and borrowing clients for matters relating to other Bank services, including personal, private banking, and wealth management. Partners closely with SBA Loan Officers for credits requiring government guarantees. Counsels with and assists in the training, development and mentoring Branch Managers. Adheres to bank policies and procedures designed to comply with federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Completes and passes all assigned eLearning courses and certifications as required. Avoids all real or perceived conflicts of interest and always maintains client privacy and confidentiality. Completes special projects assigned by manager. Education/Skills/Training
Bachelor’s Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking. Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment. Proficient with Microsoft Office applications (primarily Word, PowerPoint, Excel, Teams, Outlook, and Power BI); Experience with nCino and Salesforce is desired; clear and concise verbal and written communication skills including good customer relations skills. Experience
Minimum of 2 years originating Business Loans up to $5MM through a centralized underwriting channel. Proven success in growing existing credit and deposit relationships, and winning new relationships. Good understanding and working knowledge of commercial lending terminology, fundamentals of sound credit underwriting, loan processing, loan documentation and lending procedures. Self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development. Benefits
Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375 EEO is The Law - click here for more information Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled EEO Policy Statement - WaFd Bank Know Your Rights Workplace Discrimination is Illegal - click here for more information Pay Transparency Nondiscrimination Provision - click here for more information California Consumer Privacy Act- CCPA 2025 Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Banking Referrals increase your chances of interviewing at WaFd Bank by 2x Get notified about new Business Banking Relationship Manager jobs in Boise, ID.
#J-18808-Ljbffr