Commercial Banking Relationship Manager II

Commercial Banking Relationship Manager II

Commercial Banking

San Diego, California

About Us :

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role :

Commercial Relationship Manager develops, advises, manages, and retains client relationships. They also solicit new business relationships with a focus on the profitability of those relationships. This is a sales- and solutions-focused position.

Business development of current and new commercial client relationships

Develop internal relationships in order to provide comprehensive financial solutions to clients from all areas of the Bank

Advise clients on financial solutions and strategies

Manage and review client relationships

Demonstrate a high level of awareness of banking industry and industry-specific trends

Demonstrate a broad knowledge in other banking services offered by other lines of business to identify and offer qualified referrals

Demonstrate an in-depth knowledge, understanding, and development of commercial banking financial solutions, including complex credit structures and solutions, treasury management and deposit solutions, and engaging in community relationships and activities for business development

Other responsibilities as assigned

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.

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.

Takes personal initiative and is a positive example for others to emulate.

Embraces our vision to become "Business Bank of Choice"

May perform other duties as assigned.

About You :

Bachelor's degree in finance or other appropriate area preferred or equivalent work experience.

7 years of Commercial Banking experience or equivalent, required.

Proven ability to cross-sell all bank products

Expert in building client relationships

Handles complex relationships and interact with outside counsel

Expert business development and sales skills

Ability to manage an existing portfolio

Consultative selling skills and approach

Proactive

Deep knowledge of credit structures

Well-developed credit skills and acumen

Well-developed underwriting skills

In-depth understanding of personal and business financial statements and tax returns

Ability to manage a complex workflow

Strong written and verbal skills

Ability to work independently, provide client solutions, prospect new client relationships, and coach and mentor other team members

Deep knowledge of bank products and services

Expert in building, advising, and managing client relationships.

Excellent oral and written communication, interpersonal, and client service skills

Job Location(s) : Ability to work fully onsite at the posted location(s).

San Diego CA - 4370 La Jolla Village Dr Suite 300

Our Benefits :

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $112,596-$209,000, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity :

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email : [email protected].