Middle Market Relationship Manager III

About the Role

• Serves as 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 provide customized banking insights and solutions.
• Drives financial performance through profitable revenue, growth and quality credit.
• Supports a portfolio of mid‑size middle market clients with $25MM or more in annual revenue.
• Identifies, attracts and secures new Middle Market relationships to grow the bank’s Commercial and Industrial market share.
• Achieves individual production goals for loans, deposits and core fee income, supporting the bank in achieving its overall financial targets.
• Champions and leads business development efforts, developing a holistic understanding of the client’s or prospect’s business and industry.
• Performs client reviews to ensure relevant solutions as clients grow and adapt.
• Develops focused strategies for acquiring, retaining and growing select clients.
• Develops and maximizes an established referral network.
• Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners.
• Identifies opportunities and partners to structure, coordinate and sponsor credit and non‑credit solutions.
• Assembles and leads a cross‑functional team to respond to customer requests and identified needs, utilizing a team of experts to present the full breadth of the bank.
• Maintains an active prospecting effort and pipeline for consistent production.
• Studies middle market industrial, economic and financial situations, applying prudent business development and portfolio management disciplines.
• Demonstrates compliance with all bank regulations, staying up to date on regulatory changes and following all Bank policies and procedures.
• May coach, mentor or train others; embraces Columbia corporate culture and acts as a positive example.

• Education & Experience
  • 7–10 years of relevant commercial banking experience and/or proven track record of exceeding performance in developing business in the commercial industry (Required).
  • Less than 2 years serving Middle Market clients with $15MM+ annual revenue (Preferred).
• Skills & Qualifications
  • Proven track record of success in developing new business, growing market share and establishing/growing a quality supportive network.
  • Experience working in relationship management teams with a proven understanding of balancing business development and asset quality.
  • Advanced credit acumen (accounting, financial statement analysis, operational cash flow) for complex deals.
  • Working knowledge of the bank’s systems and policies applicable to underwriting and portfolio management.
  • Superior client relationship and internal partnering skills; ability to work effectively with individuals/groups across the company.
  • Ability to deliver holistic solutions that are saleable to the client while providing adequate risk management for the bank.
  • 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; negotiate/collaborate with Senior Credit Officers on credit terms and structures.
  • Strong computer skills, including Microsoft Office suite; ability to learn new business software.
  • Experience (as applicable) with syndications, asset‑based lending, capital structure finance, leveraged lending, trade finance and/or other specialty lending.

Frequent

$ - $

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

• Comprehensive healthcare coverage (medical, dental and vision plans).
• 401(k) retirement savings plan with employer match for qualifying associate contributions.
• 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.
• Paid vacation, sick days, volunteer days and holidays.

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. If you require an accommodation to complete the application or interview, please let us know.