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Relationship Manager

Relationship Manager

CompanyWaFd Bank
LocationSeattle, WA, USA
Salary$90000 – $135000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • 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.
  • Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint and EXCEL); Experience with LaserPro (CFI) desired; Position requires clear and concise verbal and written communication skills including good customer relations skills.
  • 3-5 years of experience as a Credit Analyst, Relationship Officer or the equivalent.
  • Must have good understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures.
  • Self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development.

Responsibilities

  • Develop a business plan to maintain and grow existing relationships and develop new relationships that meet client selectivity and risk appetite.
  • Partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships with guidance from senior management.
  • Work closely with Treasury Management Officers to grow and service the non-credit needs of commercial clients.
  • Develop and manage commercial relationships which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk.
  • Adhere 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.

Preferred Qualifications

  • Experience with LaserPro (CFI) desired.