Private Bank Assistant Relationship Manager

About the Role:

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.

• 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 withing 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 – 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 or equivalent (preferred)
• 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

Travel Requirements

• None

The pay range for this role is $27.00 - $35.00.

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.

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

1301 A Street 8th Floor Tacoma WA 98402

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

 

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].

To Staffing and Recruiting Agencies:

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.