Relationship Manager

WaFd Bank

• $102K — $154K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in finance, accounting, real estate analysis, or equivalent training in commercial banking.
  • Proven negotiating experience with strong organizational skills and attention to detail.
  • Effective verbal and written communication skills, capable of working independently and in teams.
  • Proficient in Microsoft Office (WORD, PowerPoint, EXCEL); experience with LaserPro (CFI) is a plus.
  • 3-5 years of experience as a Credit Analyst, Relationship Officer, or similar role.
  • Strong understanding of commercial lending terminology and procedures.
  • Self-motivated with a focus on business development and relationship growth.

Responsibilities

  • Develop and implement a business plan to maintain and grow client relationships.
  • Independently win new credit and non-credit relationships with minimal assistance.
  • Negotiate terms and conditions for new relationships effectively.
  • Collaborate with commercial banking colleagues to deliver comprehensive credit solutions.
  • Manage commercial relationships to meet lending and client selectivity requirements.
  • Ensure compliance with bank policies and federal regulations, including the Bank Secrecy Act and USA Patriot Act.
  • Work closely with Treasury Management Officers to address non-credit client needs.

Benefits

  • Paid time off for vacation, sick days, and holidays.
  • Health insurance coverage.
  • Stock options available for employees.
  • Participation in bonus programs.
  • 401(k) retirement plan with company match.
  • Paid parental leave for new parents.
  • Life and AD&D insurance provided.
  • Long-term disability insurance coverage.
  • Tuition reimbursement for further education.
  • Employee assistance programs for personal support.
  • Pre-tax health and dependent-care spending plans.
Full Job Description
Min

USD $102,000.00/Yr.

Max

USD $154,350.00/Yr.

Job Summary

A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk appetite.

The Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance.

Relationship Managers will be expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships with the guidance of Credit Administration, the Senior Relationship Manager, Division Manager or Director.

Relationship Mangers work closely with Treasury Management Officers to grow and service the non-credit needs of commercial clients.

This position will develop and manage commercial relationships which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk.

Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.

Qualifications

Education/Skills/Training:
  • Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking.
  • Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs.
  • Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment.
  • Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint and EXCEL); Experience with LaserPro (CFI) desired; Position requires clear and concise verbal and written communication skills including good customer relations skills.


Experience:
  • 3-5 years of experience as a Credit Analyst, Relationship Officer or the equivalent.
  • Must have good understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures.
  • Self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development.


Benefits

At WaFd Bank you get all of these great benefits!
  • Paid time off for vacation, sick days and holidays
  • Health insurance
  • Stock options
  • Bonus programs
  • 401(k) plan
  • Paid Parental Leave
  • Life and AD&D insurance
  • Long-term disability
  • Tuition Reimbursement
  • Employee assistance programs
  • Pre-tax health and dependent-care spending plans

WaFd Bank Benefits Summary - Click here for more information

Requisition Post Information* : Posted Date

10/1/2026

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