Commercial Relationship Manager II-IV

About the role

Serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Maintains responsibility for retaining and expanding a specific book of relationships, providing premier client service while assuring bank and division profitability and asset quality standards are met.

Responsibilities

• Develops and expands current client portfolio in the Portland area
• Identifies and calls on relationship clients/prospects to achieve sales goals
• Generates leads through existing relationships and other referral sources
• Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management

Requirements

• Bachelor’s Degree in Finance, Accounting, Business or related field
• At least 5 years of experience as a commercial lender, generally working with clients with revenues ranging from $5 million to $50 million
• Able to work with clients as a trusted advisor, with moderate to complex credit needs
• Excellent relationship management skills required as well as strong credit background and business development acumen
• Work experience in the sales of cash management products or related sales experience at a financial institution
• Experience in fiduciary relationship management, including experience in specific unit area (investment, securities, cash management, real estate, commercial lending, consumer lending, etc)
• Knowledge of Bank lending procedures, as set by the current, published Loan Policy
• Basic loan documentation knowledge; ability to document basic credits
• Knowledgeable about Bank products and services
• Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc)
• Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
• Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients
• Ability to set and achieve challenging goals

Qualifications

• Seasoned commercial lender with at least 5 years of experience as a commercial lender, generally working with clients with revenues ranging from $5 million to $50 million
• Able to work with clients as a trusted advisor, with moderate to complex credit needs
• Excellent relationship management skills required as well as strong credit background and business development acumen
• Work experience in the sales of cash management products or related sales experience at a financial institution
• Experience in fiduciary relationship management, including experience in specific unit area (investment, securities, cash management, real estate, commercial lending, consumer lending, etc)
• Knowledge of Bank lending procedures, as set by the current, published Loan Policy
• Basic loan documentation knowledge; ability to document basic credits
• Knowledgeable about Bank products and services
• Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc)
• Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
• Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients
• Ability to set and achieve challenging goals

Skills

• Strong credit background and business development acumen
• Excellent relationship management skills
• Proven analytical skills
• Excellent written and verbal communication skills
• Excellent interpersonal skills
• Ability to set and achieve challenging goals

Benefits

Comprehensive benefits package including Health, Financial, Retirement and Work/Life Benefits. Eligible to participate in an applicable annual bonus and incentive compensation plan.

Pay

Relationship Manger II: $101,575 - $152,363
Relationship Manger III: $123,721 - $185,581
Relationship Manger IV: $143,516 - $215,275

Schedule

Full-time position