Sr Private Bank Relationship Manager

Overview

Sr Private Bank Relationship Manager
Wealth Management
Seattle, Washington

Seattle, Washington

Seattle, Washington

Seattle, Washington

Seattle, Washington

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.

Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients. 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.

• Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners.

• Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services.

• Manage relationships by leading the client team in the planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets.

• Analyze the financial needs of clients and monitor their ongoing financial and personal circumstances to make suggestions or act accordingly.

• Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client’s lead or sole provider.

• Work with the Client Team to ensure preparation of all presentation and review materials.

• Keep current on client’s financial information while ensuring that clients understand the solutions being provided.

• Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit team when there is a borrowing relationship.

• 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.

• 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.

• This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person,…