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Relationship Manager

Relationship Manager

HomeStreet BankTacoma, WA, US
17 hours ago
Job type
  • Full-time
Job description

Relationship Manager

Mechanics Bank is currently searching for a Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can sit out of our Tacoma Branch, WA.

Serves as the relationship manager and trusted advisor for new and existing business banking clients. Develops and grows new business and builds / maintains strong relationships with prospects, and spheres of influence. Drives financial performance through quality credit, profitable revenue and growth. The Relationship Manager will focus on traditional business banking credit facilities, including C&I, commercial real estate, capital finance and equipment lending.

What you will be doing :

  • Initiates and develops new business through outside business development activities. Cultivates prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Contacts prospective customers to present information on credit facilities and other banking needs.
  • Responsible for managing a portfolio of business clients, and expanding current / existing portfolio. Manages the portfolio from a balanced perspective on sales, efficiency and risk.
  • Is responsible for timely and adequate preparation of annual reviews and recommendation to the appropriate decision making bodies within the bank.
  • 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. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
  • Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives.

Who you are :

  • Undergraduate degree in Business, Accounting, Finance or related field preferred
  • Additional experience may be considered in lieu of degree.
  • 6-10 years of relevant commercial lending experience
  • Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills.
  • Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
  • Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products.
  • Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
  • Exemplary motivation, enthusiasm, and professionalism.
  • Responsive and respectful team player that generates synergy between business units.
  • Demonstrated history of volunteerism, including participation in community organizations and causes.
  • Salary : $83,290.00 - 149,910 annually

    Eligible for commission / incentive plans

    Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes :

  • Medical, prescription, dental, and vision coverage for employees and their eligible family members
  • Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
  • Health Savings Account with employer contribution
  • Healthcare and Dependent Care Flexible Spending Accounts and Commuter / Parking Benefit
  • 401(k) and Roth 401(k) with company contribution
  • 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
  • Supplemental Health plans, Voluntary Legal and Identity Theft Services
  • 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
  • Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
  • Final compensation package will be determined by the work experience, education, and / or skill level of the applicant along with internal equity and alignment with geographic market data.

  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
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