Sr Private Bank Relationship Manager

About The Role

Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients. This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management.

Primary Role

• Pursue business development opportunities
• Manage client relationships
• Monitor credit quality of loans
• Manage multifaceted asset management portfolios
• Provide tailored advice in collaboration with the client team
• Deliver a high degree of personal contact and open communication with clients and internal team
• Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit team when there is a borrowing relationship

About You

• Bachelor's Degree or equivalent professional financial experience, required
• Master's Degree, preferred
• More than 10 years of experience in the financial services industry, required
• Extensive credit and analytical skills with ability to manage the most complex portfolios and knowledge of bank products and services
• Involved in community organizations
• Ability to train and present to small and large audiences of senior and executive level professionals
• Proven business development, relationship and portfolio management, private banking, and wealth management skills
• Intermediate estate planning, tax, advanced investment management skills
• CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred
• (Series 7, 66 (or 63 and 65))
• Insurance licensed, preferred
• Ongoing professional development and compliance with all bank regulations

Qualifications

• Compliance with all bank regulations for assigned job function and applies to designated job responsibilities
• Maintain 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 description
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words
• Takes personal initiative and is a positive example for others to emulate
• Embraces our vision to become “Business Bank of Choice”

Skills

• Expertise in simple to intermediate estate planning, tax planning and advanced investment management
• Strong business development, relationship and portfolio management, private banking, and wealth management skills
• Ability to manage complex portfolios and understand bank products and services
• Proficient in using relevant software and tools for financial analysis and planning
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of regulatory requirements and compliance

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.

Pay

The base pay range for this role is $129,000.00 to $238,000.00. 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.

Evergreen

This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.

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.