Talent.com
Middle Market Relationship Manager I
Middle Market Relationship Manager IUmpqua Bank • Riverside, CA, US
Middle Market Relationship Manager I

Middle Market Relationship Manager I

Umpqua Bank • Riverside, CA, US
30+ days ago
Job type
  • Full-time
Job description

Middle Market Banking Advisor

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.

Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working with Client Solutions Manager to expand existing relationships. Ability to identify loan, deposit, and core banking products and services that benefit the client.

Identifies, attracts and secures new commercial relationships to grow bank's Commercial and Industrial (C&I) market share. Achieves individual production goals for loans, deposits and core fee income, to support the bank in achieving its overall financial targets.

Serves as a trusted advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult, ideas, and options. Champions and leads business development efforts by developing a clear and holistic understanding of the client's or prospect's business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt.

Develops focused strategies for acquiring, retaining and growing select clients.

Develops and maximizes established referral network. Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non-credit solutions.

In partnership with the Client Solutions Manager, assembles and leads cross-functional team to quickly respond to customer request and identified needs. Utilizes team of experts to creatively present the full breadth of the bank.

Maintains active prospecting effort and pipeline for consistent production.

Studies middle market industrial, economic and financial situations relating to new or existing business as part of prudent business development and portfolio management disciplines.

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.

Bachelor's degree in business, finance, related field (or equivalent experience) required. 4-7 years of relevant Middle Market banking experience and / or proven track record of exceeding performance in developing business in the Middle Market segment and industry required. Proven track record of success in developing new business, growing market share and establishing / growing a quality supportive network.

Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality. Proven ability to constructively work within a team in effort to deliver holistic, customize banking relationships.

Strong knowledge of bank loan, deposit, and core fee income solutions.

Excellent relationship management and business development abilities. Proven analytical and problem-solving skills.

Demonstrates excellent written and verbal communication and presentation skills.

Strong client relationship and internal partnering skills. Ability to work effectively with individuals and groups across the company to manage customer relationships.

Strong credit acumen (accounting, financial statement, understanding business and understanding of operational cash flow). Working knowledge of the bank's systems and policies applicable to underwriting and portfolio management.

Ability to deliver holistic solutions that are both saleable to client and provide adequate risk management for Bank.

Knowledge of Middle Market lending policies, procedures, practices and documentation.

Proficiency with personal computers and related software packages such as Word and Excel. Ability to train and present to small and large audiences. Ability to negotiate / collaborate with Senior Credit Officers on credit terms and structures.

As applicable, experience with syndications, asset-based lending, capital structure finance, leveraged lending, trade finance and / or other specialty lending.

Ability to work fully onsite at posted location.

3403 Tenth Street, Riverside, CA

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is [$98,000.00 - $140,000.00] 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.

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 accommodation to complete the application or interview(s), please let us know by email : careers@Columbiabank.com.

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Create a job alert for this search

Relationship Manager • Riverside, CA, US

Related jobs
Clinical Director, BCBA - Up to 5K Sign on Bonus

Clinical Director, BCBA - Up to 5K Sign on Bonus

Accel Therapies • Hesperia, CA, US
Full-time
Tahoma, Geneva, sans-serif;"> Show more
Last updated: 12 days ago • Promoted
Cold Email Inbox Manager (Associate of Investor Relations)

Cold Email Inbox Manager (Associate of Investor Relations)

Lago • Riverside, CA, US
Full-time
Cold Email Inbox Manager (Associate of Investor Relations).Role : Cold Email Inbox Manager (Associate of Investor Relations) Hours : U. Based, 9AM5PM EST required Salary : $800 - $1,000 USD per month |...Show more
Last updated: 22 days ago • Promoted
Mgr Sales Division-Post-Acute

Mgr Sales Division-Post-Acute

Medline Industries • Riverside, CA, US
Full-time
Overseer and manage the development and performance of all sales activities in the division.Staff and direct a sales team and provide leadership towards the achievement of maximum profitability and...Show more
Last updated: 22 days ago • Promoted
Manager, Market Access and Spectrum Policy

Manager, Market Access and Spectrum Policy

Telesat • Murrieta, CA, US
Full-time
Manager, Market Access and Spectrum Policy.Telesat (NASDAQ and TSX : TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwid...Show more
Last updated: 5 days ago • Promoted
Proposal Manager

Proposal Manager

W. M. Lyles Co. • Murrieta, California, US
Full-time
Industry : A / E / C experience preferred.Location : Murrieta, CA or Sacramento, CA.Before applying for this role, please read the following information about this opportunity found below.This position o...Show more
Last updated: 1 day ago • Promoted
Director, Partner - US GTM

Director, Partner - US GTM

Planday (Xero) • Murrieta, CA, US
Temporary
Sales & Business Development Sales / Fixed Term / Remote.At Xero, we're here to help you supercharge your business.We do this by automating routine tasks, surfacing actionable insights and connect...Show more
Last updated: 21 days ago • Promoted
Partner Manager

Partner Manager

Ema • Murrieta, CA, US
Full-time
Ema is building the next generation AI technology to empower every employee in the enterprise to be their most creative and productive. Our proprietary tech allows enterprises to delegate most repet...Show more
Last updated: 22 days ago • Promoted
Provider Partnerships Manager (Territory Sales Manager)

Provider Partnerships Manager (Territory Sales Manager)

Nourish Inc • Riverside, CA, United States
Full-time
Nourish is on a mission to improve people's health by making it easy to eat well.Nutrition-related chronic disease is the largest and most overlooked crisis in the world. Food can be medicine : worki...Show more
Last updated: 10 days ago • Promoted
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL Financial • Hesperia, CA, US
Full-time
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...Show more
Last updated: 30+ days ago • Promoted
Transportation Sales Account Manager- MI / OH / IN

Transportation Sales Account Manager- MI / OH / IN

Worthington Steel • Riverside, CA, US
Full-time
Tempel is looking to add a Strategic Account Manager to our Transportation commercial team! The Strategic Account Manager will be responsible for growing sales and market share within assigned stra...Show more
Last updated: 21 days ago • Promoted
Manager, Sales Operations (CRM)

Manager, Sales Operations (CRM)

Red Nucleus • Riverside, CA, US
Full-time
Red Nucleus is hiring a Manager, Sales Operations! This is a remote role based out of the US.Our purpose is advancing knowledge to improve lives. We succeed by being the premier provider of strategi...Show more
Last updated: 22 days ago • Promoted
Regional Distribution Sales Manager

Regional Distribution Sales Manager

Ruhrpumpen • Murrieta, CA, US
Full-time
Ruhrpumpen Regional Distribution Sales Manager.Working at Ruhrpumpen means being part of a team that values innovation, dynamism, and creativity. Join our team, experience making a difference and bu...Show more
Last updated: 22 days ago • Promoted
Client Success Manager, Wealthsimple for Business

Client Success Manager, Wealthsimple for Business

Wealthsimple • Murrieta, CA, US
Full-time
Client Success Manager, Wealthsimple for Business.Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.Using smart technology, w...Show more
Last updated: 6 days ago • Promoted
Head of Strategic Relations

Head of Strategic Relations

COVU • Murrieta, CA, US
Full-time
Location : United States (California Preferred, Remote OK).Type : Full-Time | Senior Executive | Competitive Salary + Equity. COVU is on the mission of reimagining insurance through building the AI-na...Show more
Last updated: 22 days ago • Promoted
Side Hustle Project Lead

Side Hustle Project Lead

Finance Buzz • Crestline, California, US
Full-time +1
We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more
Last updated: 30+ days ago • Promoted
Business Development Manager

Business Development Manager

Silver Creek Modular • Riverside, California, US
Full-time
At Silver Creek Modular, we build with purpose – to provide high-quality modular solutions that empower California communities. With over 20 years in the modular industry, we have built several awar...Show more
Last updated: 1 day ago • Promoted
Manager, Business Development

Manager, Business Development

Acquia • Riverside, CA, US
Full-time
Acquia empowers the world's most ambitious brands to create digital customer experiences that matter.With open source Drupal at its core, the Acquia Digital Experience Platform (DXP) enables market...Show more
Last updated: 20 days ago • Promoted
Senior Communications Manager - Shielded

Senior Communications Manager - Shielded

IO Global • Murrieta, CA, US
Full-time
Shielded Technologies is a business technology provider and core contributor to the Midnight Network, a blockchain platform for developing decentralized applications that safeguard personal and com...Show more
Last updated: 22 days ago • Promoted