HOA Relationship Development Manager

HOA Relationship Development Manager

Wealth Management

Hillsboro, Oregon

Tacoma, Washington

Boise, Idaho

Irvine, California

San Diego, California

San Jose, California

South Jordan, Utah

Phoenix, Arizona

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

The Relationship Development Manager supports the Bank’s goal of becoming a high-performing bank, recognized as The Business Bank of Choice for businesses, their owners, and employees by delivering a highly differentiated client experience. Develop an advisory approach to grow, nurture, and expand client relationships by understanding our niche markets and needs, tailoring solutions to meet client objectives and streamline day-to-day banking, resolve issues, and engage internal partners to bring additional expertise and value to these relationships.

• Create a plan to expand and deepen client relationships holistically addressing both business and personal objectives.

• Engage our partners in the development of customized solutions for our businesses, their owners, and employees.

• Proactively introduce internal partner expertise to relationships for client guidance and support through business and personal life cycle transitions.

• Implement an exceptional and consistent client experience for our Professional, and HOA clients.

• Lead our teams through proactive identification of opportunities to expand and deepen relationships more efficiently when servicing requests and through periodic relationship reviews.

• Facilitate Servicing Support Team Member collaborative discussions to share onboarding and servicing best practices, identify opportunities to expand skill sets and streamline processes, and nurture client relationships.

• Develop a support structure that assists our relationship managers with the larger more complex relationships.

• Additional objectives, projects, and duties may be assigned to support the growth and differentiated client experience initiatives of our HOA teams and bank.

• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

• 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”.

• May perform other duties as assigned.

• H.S. Diploma/GED Required

• Bachelor's degree, preferred.

• 1-2 years of bank depository delivery. Required

• Familiarity with SharePoint, Excel, and Word.

• Demonstrate strong communications skills, written and verbal and interpersonal skills to interact with a wide range of individuals and situations with tact, diplomacy and discretion.

• Ability to multitask and prioritize.

Ability to work fully onsite at posted location(s).

Irvine, CA

San Diego, CA

Los Angeles, CA

San Jose, CA

Portland, OR

Tacoma, WA

South Jordan, UT

Boise,

Phoenix, AZ

We offer a…