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Commercial Assistant Relationship Manager

Company: Columbia BankSystem, Inc.
Location: Seattle
Posted on: October 17, 2019

Job Description:


  • Creates sales capacity for Relationship Manager(s) by acting in a support role.
  • Emphasis is on sales training
  • Business development of new commercial client relationships
  • Business development of current client relationships
  • Develop internal relationships in order to provide comprehensive financial solutions to clients from all areas of the bank
  • Advises clients on financial solutions and strategies
  • Manage and review client relationships
  • Learning to articulate Columbia Bank's value proposition.
  • Building knowledge of other banking services offered by other Lines of Businesses to identify and offer qualified referrals.
  • Developing knowledge, understanding and development of Commercial banking financial solutions:
  • Credit structures and solutions
  • Investment Management /401-K Solutions for the company and the principals

    All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

    Minimum Job Requirements:

    • Bachelor's degree in Finance or other appropriate area preferred or equivalent work experience.
    • 1+ years' banking experience. Commercial or Credit Analyst experience preferred
    • Developing the ability to cross sell a variety of bank products
    • Developing client relationship building skills
    • Handles complex relationships and interacts with outside counsel, title companies, etc.
    • Ability to manage existing portfolio
    • Developing business development and sales skills
    • Consultative selling skills and approach
    • Proactive
    • Basic knowledge of credit structures
    • Developing credit skills and understanding of policies and procedures
    • Developing underwriting skills
    • Client satisfaction
    • Ability to work independently but may require assistance
    • Ability to provide client solutions but may require assistance
    • Ability to prospect new client relationships but may require assistance
    • Basic knowledge of bank products and services
    • Builds and manages client relationships.
    • Excellent oral and written communication, interpersonal and client services skills

      Our Core Behaviors:

      • Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
      • Work Ethic. Be willing to go the extra mile for the customer, whether internal or external.
      • Influence. Be an active player in participating, building and contributing to service.
      • Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.
      • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
      • Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.
      • Communication. Keep others informed and up-to-date. Actively listen and learn from each other.

        Physical and Mental Requirements:

        • Ability to sit at a computer monitor for extended periods of time
        • Ability to perform repetitive finger, hand, and arm movements
        • Ability to lift up to 15lbs.
        • Ability to effectively discern information and formulate appropriate action
        • Ability to reach, squat, bend, and manually manipulate standard office equipment
        • Ability to drive to various locations
        • Ability to think critically and provide appropriate solutions

Keywords: Columbia BankSystem, Inc., Kirkland , Commercial Assistant Relationship Manager, Executive , Seattle, Washington

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