WaFd Bank
Select Business Relationship Manager
WaFd Bank, Portland, Oregon, United States, 97204
Select Business Relationship Manager
Location: US-OR-PortlandAddress: 530 SW 5th Avenue, Portland, ORID: 2024-3068Category: Commercial BankingPosition Type: Full TimeSalary: USD $70,000.00 - $90,000.00/Yr.Job Summary
The Select Business Relationship Manager is a hybrid, results-driven role responsible for sourcing new deposit relationships and providing high-quality service to WaFd Bank's clients who are high net worth business owners. This role requires an understanding of all products and services offered by the bank that serve this client segment and the creation of collaborative working relationships with the Retail Branch Managers to support prospective small business clients. The Select Business Relationship Manager should actively engage with branch employees, create and follow a disciplined marketing effort that includes involvement in community organizations, persistent direct calling on prospective businesses, and developing/maintaining a robust network.Along with the key functions listed below, this Select Relationship Manager will be expected to uphold the value that WAFD Bank places on serving with integrity and simply being nice.KEY FUNCTIONS:Reflect the corporate values and ethics of Washington Federal, including integrity, teamwork, ownership, simplicity, service, and discipline.Serve primarily in an outbound sales position that is designed to drive business and personal deposits, merchant processing, treasury management, small business loans/lines, Select mortgages, and high net worth lines.Seek to develop new business by contacting prospects and clients to sell cross-market bank opportunities for Retail branches and Commercial bankers.Participate in community organizations to increase the Bank's visibility and to enhance new business opportunities.Interview loan applicants, collect/analyze financials and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan request.Assist clients by recognizing opportunities and making appropriate product and service recommendations with a focus on deposit growth and client/portfolio management.Execute strategies and tactics, including offsite prospecting calls, telephone calling, and going on joint calls to prospects to expand the high net worth client base and meet production goals.Actively pursue strategies to open new accounts and add client balances to build shareholder value and increase deposit balances under management.Ensure a high level of customer satisfaction through the delivery of 'concierge' level service.Adhere to and ensure branch staff adherence to bank policies and procedures.Complete and pass all assigned eLearning courses and certifications as required.Avoid all real or perceived conflicts of interest and always maintain privacy and confidentiality.Other duties as assigned.Qualifications
Experience:Two to three years of experience in business banking sales and service required.Two years experience in outside business sales development required.Familiarity with commercial lending.Previous work in consumer service delivery, or client relations at a high service level.Education/Skills/Training:Must be self-motivated and production-oriented.The ideal candidate will possess effective business development/client acquisition skills.Ability/desire to coach and mentor other managers with emphasis on sales and credit.Strong verbal and written communication skills and a high level of accuracy and attention to detail.Applicant must also be able to interact with the public, in person and by telephone, in a personable, professional manner.Individual must be a self-starter, experienced with working in a team and individual sales environment.Computer proficiency with basic Microsoft Office applications (e.g., Word, Excel, Teams, PowerBI, and Outlook) is required.Must have valid driver's license, satisfactory transportation, and adequate insurance coverage.Benefits
At WaFd Bank you get all of these great 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.EEO Statement
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.If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375.Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.Requisition Post Information
Posted Date: 9/4/2024
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Location: US-OR-PortlandAddress: 530 SW 5th Avenue, Portland, ORID: 2024-3068Category: Commercial BankingPosition Type: Full TimeSalary: USD $70,000.00 - $90,000.00/Yr.Job Summary
The Select Business Relationship Manager is a hybrid, results-driven role responsible for sourcing new deposit relationships and providing high-quality service to WaFd Bank's clients who are high net worth business owners. This role requires an understanding of all products and services offered by the bank that serve this client segment and the creation of collaborative working relationships with the Retail Branch Managers to support prospective small business clients. The Select Business Relationship Manager should actively engage with branch employees, create and follow a disciplined marketing effort that includes involvement in community organizations, persistent direct calling on prospective businesses, and developing/maintaining a robust network.Along with the key functions listed below, this Select Relationship Manager will be expected to uphold the value that WAFD Bank places on serving with integrity and simply being nice.KEY FUNCTIONS:Reflect the corporate values and ethics of Washington Federal, including integrity, teamwork, ownership, simplicity, service, and discipline.Serve primarily in an outbound sales position that is designed to drive business and personal deposits, merchant processing, treasury management, small business loans/lines, Select mortgages, and high net worth lines.Seek to develop new business by contacting prospects and clients to sell cross-market bank opportunities for Retail branches and Commercial bankers.Participate in community organizations to increase the Bank's visibility and to enhance new business opportunities.Interview loan applicants, collect/analyze financials and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan request.Assist clients by recognizing opportunities and making appropriate product and service recommendations with a focus on deposit growth and client/portfolio management.Execute strategies and tactics, including offsite prospecting calls, telephone calling, and going on joint calls to prospects to expand the high net worth client base and meet production goals.Actively pursue strategies to open new accounts and add client balances to build shareholder value and increase deposit balances under management.Ensure a high level of customer satisfaction through the delivery of 'concierge' level service.Adhere to and ensure branch staff adherence to bank policies and procedures.Complete and pass all assigned eLearning courses and certifications as required.Avoid all real or perceived conflicts of interest and always maintain privacy and confidentiality.Other duties as assigned.Qualifications
Experience:Two to three years of experience in business banking sales and service required.Two years experience in outside business sales development required.Familiarity with commercial lending.Previous work in consumer service delivery, or client relations at a high service level.Education/Skills/Training:Must be self-motivated and production-oriented.The ideal candidate will possess effective business development/client acquisition skills.Ability/desire to coach and mentor other managers with emphasis on sales and credit.Strong verbal and written communication skills and a high level of accuracy and attention to detail.Applicant must also be able to interact with the public, in person and by telephone, in a personable, professional manner.Individual must be a self-starter, experienced with working in a team and individual sales environment.Computer proficiency with basic Microsoft Office applications (e.g., Word, Excel, Teams, PowerBI, and Outlook) is required.Must have valid driver's license, satisfactory transportation, and adequate insurance coverage.Benefits
At WaFd Bank you get all of these great 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.EEO Statement
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.If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375.Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.Requisition Post Information
Posted Date: 9/4/2024
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