Jobs · Business Development · California

Middle Market Relationship Manager III

Columbia Bank · Pasadena, CA · 1 mo ago
Business Development$147k/yrFull-time

About The Role

Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of mid-size middle market clients with $25MM or more in annual revenue, with varying levels of complexity.

Responsibilities

  • Serves as a trusted advisor to clients, functions as the Middle Market client “expert” in providing differentiating consult, ideas, and options.
  • Serves as a trusted advisor to clients, functions as the Middle Market client “expert” in providing differentiating consult, ideas, and options.
  • Serves as a trusted advisor to clients, functions as the Middle Market client “expert” in providing differentiating consult, ideas, and options.
  • Serves as a trusted advisor to clients, functions as the Middle Market client “expert” in providing differentiating consult, ideas, and options.
  • Serves as a trusted advisor to clients, functions as the Middle Market client “expert” in providing differentiating consult, ideas, and options.
  • Serves as a trusted advisor to clients, functions as the Middle Market client “expert” in providing differentiating consult, ideas, and options.
  • Serves as a trusted advisor to clients, functions as the Middle Market client “expert” in providing differentiating consult, ideas, and options.

Requirements

  • Education: 7-10 years of relevant commercial banking experience and/or proven track record of exceeding performance in developing business in the commercial industry. (Required)
  • Experience: Less than 2 years — serving Middle Market clients with $15MM+ annual revenue (Preferred)

Skills

  • Proven track record of success in developing new business, growing market share and establishing/growing a quality supportive network.
  • Proven ability to constructively work within (lead) a team in effort to deliver holistic, customize banking relationships.
  • Advanced credit acumen (accounting, financial statement, understanding business and understanding of operational cash flow) with the ability to support more complex deals.
  • Working knowledge of the bank’s systems and policies applicable to underwriting and portfolio management.
  • Confirmed superior client relationship and internal partnering skills.
  • Ability to work effectively with individuals and groups across the company to manage customer relationships.
  • Ability to deliver holistic solutions that are both saleable to client and provide adequate risk management for Bank.
  • Proven analytical and problem-solving skills.
  • Demonstrates excellent written and verbal communication and presentation skills.
  • Advanced knowledge of Middle Market lending policies, procedures, practices and documentation.
  • Ability to train and present to small and large audiences.
  • Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures.
  • Possesses strong computer skills including use of the Microsoft Office suite with the ability to learn new business software, as needed.
  • Experience with syndications, asset-based lending, capital structure finance, leveraged lending, trade finance and/or other specialty lending.

Benefits

  • The pay range for this role is $147,000.00 - $205,000.00.
  • 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.

Primary Location

Able to work fully onsite at posted location(s). 790 E Colorado Blvd Suite 150 Pasadena CA 91101

Our Benefits

  • We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
  • 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

Columbia 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.

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