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.
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 current, published loan policy.
- Advanced loan documentation knowledge; understanding of complex credit structures and documentation.
- Working knowledge of bank products and services.
- Skills:
- 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.
- Education: Bachelor's degree in finance, accounting, business or equivalent experience.
Compensation:Private Banking Relationship Manager III: $98,977 - $148,465
Private Banking Relationship Manager IV: $114,813 - $172,220
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. 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. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive 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. We are proud to share an overview of our benefits HERE as part of your total compensation.
