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Relationship Manager
| Company | WaFd Bank |
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| Location | Medford, OR, USA |
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| Salary | $85000 – $130000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- 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.
- 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.
Responsibilities
- Develop a business plan to maintain and grow existing relationships and develop new relationships that meet client selectivity and risk appetite.
- Partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships with guidance from Credit Administration, the Senior Relationship Manager, Division Manager or Director.
- Work closely with Treasury Management Officers to grow and service the non-credit needs of commercial clients.
- 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.
Preferred Qualifications
No preferred qualifications provided.
