A Private Banking Assistant Relationship Manager supports the development, management and retention of Private Banking client relationships by leveraging excellent interpersonal skills and collaborating with internal Bank Partners.
Responsibilities
Develop working knowledge and understanding of all Wealth Management services including consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutions; Deliver exceptional experiences to build, expand, and retain long-term client relationships with individual clients by assessing their needs; Collaborate with partners across the Bank in various lines of business as well as within the Private Bank team; Able to independently support and resolve client issues directly; Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities; 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
Requirements
3-5 years of banking experience (Required); Retains client relationships; Proactive; Experience in assisting with consumer and commercial lending; Basic knowledge of credit structures; Focused on client satisfaction; Ability to work independently; Ability to provide client solutions; Learning to prospect, build, and manage new client relationships; Basic knowledge of bank products and services in order to cross-sell; Basic knowledge in all job functions; Basic knowledge in banking services offered by other Lines of Businesses to identify and offer qualified referrals
Nice to have
Bachelor's degree or equivalent (preferred)
Benefits
Competitive total rewards package including base wages and comprehensive benefits; Comprehensive healthcare coverage (medical, dental, and vision plans); 401(k) retirement savings plan with employer match for qualifying associate contributions; 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; Paid vacation, sick days, volunteer days, and holidays
Stany Zjednoczone · Tacoma