Private Banking Relationship Manager III-IV

Relationship Management/Client Service:

Maintains responsibility for retaining and expanding a specific book of relationships, working with the bank’s full team of professionals as needed to provide superior service and to maintain knowledge of the intricacies of each account or relationship as needed.

Sales/Business Development:

Proactively investigates opportunities for expanding market share and making business more profitable. Particular attention and focus on identifying prospective clients as well as additional financial needs among present clients is essential. In addition, represent WTB and all business lines including Wealth Management & Advisory Services and Commercial Banking using a team approach alongside other bank experts as appropriate.

Risk Management:

Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations, bank credit policy and other bank guidelines.

Qualifications:

• Experience:




• Private Banking lender with at least 8 years of experience, generally working with high-net worth individuals, professional service companies, or family offices.


• Ability to work with clients as a trusted advisor, with moderate to complex credit needs.  Excellent relationship management skills required, along with a strong credit background and business development acumen.  


• Work experience in relationship management, including experience in specific unit areas like commercial real estate, cash management, commercial lending, residential real estate, and consumer lending.




• Knowledge:




• Knowledge of bank lending procedures, as set by the current, published loan policy.


• Advanced loan documentation knowledge; understanding of complex credit structures and documentation.


• Working knowledge of bank products and services.




• Skills:




• Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc.).


• Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.


• Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients.


• Ability to set and achieve challenging goals.




• Education: Bachelor’s degree in finance, accounting, business or equivalent experience.

Compensation:

Private Banking Relationship Manager III: $98,977 - $148,465
Private Banking Relationship Manager IV: $114,813 - $172,220

The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.