WMAS Relationship Manager III/IV

Essential Functions

• Relationship Management/Client Service: Coordinates and oversees complete client relationship. Maintains responsibility for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account or relationship as needed in order to provide superior service to Bank clients.
• Provides high quality customer service while assuring bank and division profitability and fiduciary standards are met.
• Works with various product specialists to help ensure an integrated and seamless approach to servicing the client. Formulates and implements strategies based on client needs and preferences and ensures a consistently high level of client service by understanding financial goals of each client.
• Maintains and develops internal and external professional relationships. Ensures sales and pipeline reports are properly completed on a timely basis.

Sales/Business Development

• Proactively investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients.
• Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships. Introduces and cross-sells new and existing bank products.
• Develops strategies to engage in presentations. Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships. Ensures sales and pipeline reports are properly completed on a timely basis.

Risk Management

• Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management.
• Remains alert to identify potential fiduciary issues, following up and recommending administrative plans and actions to Trust Administration Committee, implementing same upon approval.
• Maintains proficiency regarding current Bank and Divisional policies and procedures. Performs compliance and risk management duties as required or assigned.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Business or related field.
• Work experience in fiduciary relationship management.
• 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.

Pay

WMAS Relationship Manager III: $138,567 - $207,851
WMAS Relationship Manager IV: $160,738 - $241,107

The compensation range represents the low and high end of the base compensation range for this position located in Seattle, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.

Schedule

Regular, reliable attendance is required.

Benefits

Washington Trust Bank offers a comprehensive benefits package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits.

Culture

We are proud to celebrate diversity in the workplace and actively recruit talent to help reflect the unique communities where we live and work. We are dedicated to fostering a supportive and inclusive work environment.