- 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 effort, 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.
- Performs all required portfolio management responsibilities, including but limited to monitoring of the customer's financial reporting requirement and compliance with covenants.
- Ensures that all proper due diligence is performed and collects and analyzes financial and related data in order to determine the credit worthiness of the prospect and the merits of the specific loan request.
- Establishes, and negotiates as necessary, the terms under which credit will be extended, including the costs, collateral requirements, repayment method and schedule.
- Develops and maintains a deep understanding of non-credit products, seeks to uncover opportunities and appropriate solutions to help clients more efficiently manage cash flow.
- 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.
- Develops materials for, and makes loan presentations to, Credit Administration and Senior Loan Committee, as required.
- Participates in community affairs to increase the Bank's visibility and enhance new business opportunities.
- Serves as a contact for borrowing and non-borrowing clients for matters relating to other bank services,including Work Perks and personal and private banking.
- Counsels with and assists in the training and development of Banking Officers, Relationship Managers, Loan Coordinators and Credit Analysts.
- Completes special projects, as assigned by Director or DM.
- Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking.
- Proven negotiating experience required to win, retain and restructure credit and non-credit services, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs.
- 7 years of experience as a Relationship Manager or equivalent
- Must have excellent understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures. Self-motivated and production-oriented with a proven ability to win and retain new relationships that meet the risk appetite of the Company
-
Business Relationship Manager
19 hours ago
Marsh & McLennan Companies Portland, United StatesCompany: · MMC Corporate · Description: · Marsh & McLennan Shared Services LLC is seeking candidates for the following position based in the Portland, OR office (Remote work may be permitted within a commutable distance from the worksite in accordance with Company policy): · ...
-
Commercial Relationship Manager
4 weeks ago
RIVERVIEW Portland, United StatesYou will find a lot more at Riverview Bank Finding a place to grow, contribute and make a difference is what you will find working with us – it's about you We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in ...
-
Commercial Relationship Manager
1 week ago
Riverview Bancorp Portland, United StatesYou will find a lot more at Riverview Bank Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in ...
-
Business Relationship Manager
1 day ago
Marsh & McLennan Companies Portland, United StatesCompany:MMC CorporateDescription:Marsh & McLennan Shared Services LLC is seeking candidates for the following position based in the Portland, OR office (Remote work may be permitted within a commutable distance from the worksite in accordance with Company policy):Business Relatio ...
-
Relationship Manager
2 weeks ago
WaFd Bank Portland, United StatesMin · USD $90,000.00/Yr. · Max · USD $135,000.00/Yr. · Job Summary · A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk ...
-
Relationship Manager
2 weeks ago
WaFd Bank Portland, United StatesMin · USD $115,000.00/Yr. · Max · USD $160,000.00/Yr. · Job Summary · Come join a winning team at WaFd Bank as a Senior Relationship Manager · The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is res ...
-
Relationship Manager
3 hours ago
Allium Financial Advisors, LLC Lake Oswego, United StatesSummary · This position is responsible for partnering with Financial Advisors to help manage client relationships by performing the following duties. · Essential Duties · 1. Works directly with clients to review results, identify opportunities, follow up with questions and act ...
-
GCB Sr. Relationship Manager
2 days ago
Bank of America Portland, United StatesGCB Sr. Relationship Manager - Middle Market · Portland, Oregon · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver fo ...
-
Business Relationship Manager
3 days ago
MMC Corporate Portland, United States OTHERMarsh & McLennan Shared Services LLC is seeking candidates for the following position based in the Portland, OR office (Remote work may be permitted within a commutable distance from the worksite in accordance with Company policy): · Business Relationship Manager · We will count ...
-
Private Banking Relationship Manager II-IV
19 hours ago
Washington Trust Bank Portland, United StatesLocation: Portland Financial Center - 760 SW 9th Avenue, Suite 1900, Portland, OR · 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 fina ...
-
Member Relationship Manager
4 days ago
First Technology Federal Credit Union Beaverton, United States· The Member Relationship Manager develops new and deepens existing member relationships to position First Tech as being their financial partner for life. In this role, you will help our members reach their financial dreams through providing financial solutions, education, and a ...
-
Senior Commercial Relationship Manager
1 week ago
Banner Bank Portland, United StatesMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. · ...
-
CRE Relationship Manager II
1 week ago
Banner Bank Portland, United StatesMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. · ...
-
Business Banking Relationship Manager
3 weeks ago
U.S. Bank Portland, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Deposit Sales Relationship Manager
2 weeks ago
MRINetwork Jobs Portland, United StatesJob Description · Job DescriptionImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tail ...
-
Senior Commercial Relationship Manager
1 week ago
MRI Spokane Portland, United StatesSenior Commercial Relationship Manager - Portland · Job Summary · Come join a winning team at WaFd Bank as a Senior Relationship Manager · The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsibl ...
-
Senior Premier Relationship Manager
2 weeks ago
BMO Financial Group Portland, United StatesThe mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. · This role is required to have an active FINRA Series 6/63 and have successfully passed SIE Exam · A BMO Senior Premier Relationship ...
-
Senior Commercial Relationship Manager
5 days ago
Banner Bank Portland, OR, United StatesPortland, OregonCommercial – Commercial & Industrial Lending /Full Time - Exempt/ HybridMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are k ...
-
Senior Commercial Relationship Manager
4 weeks ago
Management Recruiters International Portland, United StatesThe Gig: · As a Commercial Loan Officer in Portland Oregon, you'd be responsible for maintaining current client relationships and using a local network to originate and close quality commercial loans including commercial real estate, C&I, construction, etc. Our client is a multi ...
-
Senior Commercial Relationship Manager
3 weeks ago
MRINetwork Jobs Portland, United StatesJob Description · Job DescriptionThe Gig: · As a Commercial Loan Officer in Portland Oregon, you'd be responsible for maintaining current client relationships and using a local network to originate and close quality commercial loans including commercial real estate, C&I, construc ...
Senior Commercial Relationship Manager - Portland, United States - MRI Spokane
Description
Senior Commercial Relationship Manager - PortlandJob Summary
Come join a winning team at WaFd Bank as a Senior Relationship Manager
The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for developing new relationships that meet WaFd Bank's client selectivity and risk appetite. The Senior Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Senior Relationship Managers are expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to develop and maintain credit relationships with the guidance of Credit Administration and the DM or Director. Senior Relationship Managers work closely with Treasury Management Officers to grow and service the non-credit needs of commercial clients. This position develops and manages commercial loan accounts which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk.
A Senior Relationship Manager has a proven ability to attract and retain quality clients and develop complex relationships that require a high degree of skill and banking acumen (e.g., strong negotiating skills, and the ability to provide/offer complex treasury solutions), along with leadership traits and the ability to effectively mentor teammates/team members.
WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients.
Senior Commercial Relationship Manager professionals in Portland
-
Rami Krayem
Senior Product Manager
-
Adam Polen
Strategic Financial Analyst