Umpqua Bank
HOA Relationship Manager
Umpqua Bank, Tacoma, Washington, us, 98417
Umpqua Bank HOA Relationship Manager in Tacoma, Washington
DescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.About the Role:A HOA Relationship Manager IV develops, advises, manages, and retains Private and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment management, and trust services.Business development of client relationshipsAdvises clients on wealth management and implementation strategiesManage and review client relationships on an ongoing basisDemonstrate intermediate to advanced understanding and development of all Wealth Management services including: consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutionsDemonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilitiesFollows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific trainingMaintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job descriptionMay be asked to coach, mentor, or train others and teach coursework as subject matter expertActively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and wordsTakes personal initiative and is a positive example for others to emulateEmbraces our vision to become “Business Bank of Choice”May perform other duties as assignedAbout You:9 years of Private Banking/Commercial Banking experience, requiredProactiveWorking knowledge of credit structuresFocused on client satisfactionAbility to work independentlyAbility to provide client solutionsWorking knowledge of bank products and services in order to cross-sellProficient in prospecting, building, and managing client relationshipsProactive in external and internal job functionsWorking knowledge in all job functionsProficient knowledge in other banking services offered by other lines of business to identify and offer qualified referralsWorkstyle:
Fully onsite.We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $97,953.80 - $139,934.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.Our Commitment to Diversity:Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]To Staffing and Recruiting Agencies:Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
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DescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.About the Role:A HOA Relationship Manager IV develops, advises, manages, and retains Private and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment management, and trust services.Business development of client relationshipsAdvises clients on wealth management and implementation strategiesManage and review client relationships on an ongoing basisDemonstrate intermediate to advanced understanding and development of all Wealth Management services including: consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutionsDemonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilitiesFollows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific trainingMaintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job descriptionMay be asked to coach, mentor, or train others and teach coursework as subject matter expertActively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and wordsTakes personal initiative and is a positive example for others to emulateEmbraces our vision to become “Business Bank of Choice”May perform other duties as assignedAbout You:9 years of Private Banking/Commercial Banking experience, requiredProactiveWorking knowledge of credit structuresFocused on client satisfactionAbility to work independentlyAbility to provide client solutionsWorking knowledge of bank products and services in order to cross-sellProficient in prospecting, building, and managing client relationshipsProactive in external and internal job functionsWorking knowledge in all job functionsProficient knowledge in other banking services offered by other lines of business to identify and offer qualified referralsWorkstyle:
Fully onsite.We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $97,953.80 - $139,934.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.Our Commitment to Diversity:Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]To Staffing and Recruiting Agencies:Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
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