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Columbia Bank
Columbia Bank
1,001 – 5,000 Employees
Columbia Bank is a banking organization serving customers through financial products and services. This company profile provides a starting point for exploring Columbia Bank and any current career opportunities associated with its teams.
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Virtual Commercial Banking Relationship Manager

Lead commercial banking relationships for Columbia Bank clients generating $1 million to $20 million in annual revenue. Expand deposits, fee income, lending, and long-term partnerships through tailored financial solutions.

USUnited StatesAZArizonaCACaliforniaIDIdahoOROregonWAWashington
$78,000 – $125,000 / year
On-siteFull-timeSeniorLeadEnglish RequiredAccount ManagerSales

Description

  • Act as the virtual commercial relationship banker for new and established clients with annual revenues from $1 million to $20 million
  • Oversee and preserve a commercial portfolio containing as many as 250 relationships
  • Strengthen client portfolios by establishing and sustaining trusted business relationships
  • Partner with CEO- and CFO-level clients to evaluate their complete banking needs and recommend tailored insights and solutions
  • Guide and coordinate essential team members as they assess and deliver products and services effectively
  • Provide high-quality account service, maintenance, and sales support through digital channels
  • Conduct quarterly business reviews and maintain frequent weekly, monthly, and quarterly client contact
  • Identify prospective relationships and create new commercial banking opportunities
  • Evaluate personal and business financial information to clarify client needs and provide integrated services
  • Meet annual growth and production objectives for commercial deposits, fees, and loans
  • Develop referral channels through internal and external centers of influence
  • Promote relevant bank offerings, cross-sell products and services, and collaborate with internal teams to expand relationships
  • Engage with community organizations to uncover business development prospects
  • Create and oversee a sales pipeline using tools including Salesforce
  • Follow applicable banking regulations, internal policies, procedures, and required training
  • Keep current with the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable requirements
  • May coach, mentor, train, or deliver coursework as a subject matter expert
  • May serve as a team lead with responsibility for directing other employees
  • Handle additional responsibilities as assigned

Requirements

  • At least 10 years of relevant commercial banking experience or an equivalent background is required
  • Exceptional relationship management capability, including business development, analysis, problem-solving, sales, credit, and credit-quality expertise
  • Strong command of the bank’s credit products and underwriting standards
  • Advanced familiarity with commercial C&I banking products and services
  • Demonstrated success generating new revenue from existing clients and retaining portfolios
  • Advanced credit analysis and commercial underwriting experience, including accounting, financial statement, and cash flow analysis
  • Advanced understanding of cash management policies, procedures, practices, regulations, documentation, and business operations
  • Excellent written and spoken communication skills
  • Ability to collaborate effectively with individuals and teams across the organization while managing customer relationships
  • Ability to set priorities and direct other employees’ work
  • Proficiency with personal computers and software such as Microsoft Word and Excel
  • Ability to train and present for both small and large audiences
  • Willingness to travel occasionally

Benefits

  • Medical, dental, and vision coverage through comprehensive healthcare plans
  • 401(k) savings plan with an employer match for eligible associate contributions
  • Employee assistance program
  • Life insurance coverage
  • Disability insurance
  • Tuition assistance
  • Mental health resources
  • Identity theft protection
  • Legal support
  • Auto and home insurance
  • Pet insurance
  • Online discount marketplace access
  • Paid vacation, sick leave, volunteer days, and holidays
  • For associates scheduled to work at least 30 hours per week, benefit eligibility begins on the first day of the month after hire
  • Performance-based incentive compensation may be available

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