Private Banking Relationship Manager III-IV

Join our Private Banking Team and step into an opportunity that offers an existing portfolio of client relationships along with the ability to build and grow your own book of business. Working closely with our SVP/Team Leader, and other members of the Private Banking Team, you’ll serve as a trusted financial partner to clients, providing thoughtful, proactive solutions across credit and depository services.

You’ll deepen established relationships, develop new ones through referrals and prospecting, and deliver the personalized level of service our clients expect while supporting the Bank’s profitability and asset quality standards.

Bank Overview:
Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers.

Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.

We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments.  Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles.  Washington Trust’s longevity and success are a testament to our unwavering commitment to our clients and our employees.

Relationship Management/Client Service:

Maintains responsibility for retaining and expanding a specific book of relationships, working with the bank’s full team of professionals as needed to provide superior service and to maintain knowledge of the intricacies of each account or relationship as needed.

Sales/Business Development:

Proactively investigates opportunities for expanding market share and making business more profitable. Particular attention and focus on identifying prospective clients as well as additional financial needs among present clients is essential. In addition, represent WTB and all business lines including Wealth Management & Advisory Services and Commercial Banking using a team approach alongside other bank experts as appropriate.

Risk Management:

Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations, bank credit policy and other bank guidelines.

Qualifications:

Experience:

Private Banking lender with at least 8 years of experience, generally working with high-net worth individuals, professional service companies, or family offices.

Ability to work with clients as a trusted advisor, with moderate to complex credit needs.  Excellent relationship management skills required, along with a strong credit background and business development acumen.  Work experience in relationship management, including experience in specific unit areas like commercial real estate, cash management, commercial lending, residential real estate, and consumer lending.

Knowledge:

Knowledge of bank lending procedures, as set by the…