Job Description

Description
Develops, advises, manages and retains client relationships. Solicits new business relationships. Focuses on profitability of relationship. This is a sales and solutions focused position. Is an integral part of the overall branch team.

Responsibilities:

Find new client relationships
Grow current client relationships
Develop internal Business Partner relationships in order to provide comprehensive financial solutions to clients from all areas of the bank
Works productively with the SBLC
Advises clients on financial solutions and strategies
Manage and review client relationships to meet changing client needs.
Be aware of banking industry and industry specific trends
Demonstrate an in depth knowledge, understanding and development of Commercial banking financial solutions:
- Complex Credit structures and solutions
- Cross sell (become a trusted advisor for the client)
- Recognizes cross-sell and revenue generating opportunities
- Engage in community relationships and activities for business development
Strong contributor to the Branch team meeting annual goals
Participate in Branch team meetings, Marketing meetings, Joint calls with Branch Manager

Broad knowledge in other banking services offered by other Lines of Businesses to identify and offer qualified referrals.

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

Minimum Job Requirements:

Bachelor's degree in Finance or other appropriate area preferred or equivalent work experience.
5+ years' Business banking experience or equivalent
Ability to cross sell a wide variety of bank products
Deeply proficient in building client and business partner relationships Handles complex relationships and interacts with outside counsel, title companies, etc.
Proficient business development and sales skills
Ability to manage existing portfolio
Consultative selling skills and approach
Proactive
Deep knowledge of credit structures
Well-developed credit skills and acumen
Well-developed underwriting skills
In-depth understanding of personal and business financial statements and tax returns
Ability to manage a complex workflow
Strong written and verbal skills
Client satisfaction
Ability to work independently
Ability to provide client solutions
Ability to prospect new client relationships
Strong ability to coach and mentor other team members
Deep knowledge of bank products and services in order to cross sell
Deeply proficient in building, advising and managing client relationships.
Excellent oral and written communication, interpersonal and client services skills

Our Core Behaviors:

Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic. Be willing to go the extra mile for the customer, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.
Communication. Keep others informed and up-to-date. Actively listen and learn from each other.
Have a sense of community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.

Physical and Mental Requirements:

Ability to sit at a computer monitor for extended periods of time
Ability to perform repetitive finger, hand, and arm movements
Ability to lift up to 15lbs.
Ability to effectively discern information and formulate appropriate action
Ability to reach, squat, bend, and manually manipulate standard office equipment

This job was posted on Tue Nov 02 2021 and expired on Tue Nov 09 2021.

Minimum $25K /yr

$84K /yr Average

Maximum $534K /yr

Tasks

Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate or other subjects of sale.

Resolve customer complaints regarding sales and service.

Review operational records and reports to project sales and determine profitability.

Oversee regional and local sales managers and their staffs.

Determine price schedules and discount rates.

Prepare budgets and approve budget expenditures.

Monitor customer preferences to determine focus of sales efforts.

Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.

Direct, coordinate, and review activities in sales and service accounting and record-keeping, and in receiving and shipping operations.

Direct clerical staff to keep records of export correspondence, bid requests, and credit collections, and to maintain current information on tariffs, licenses, and restrictions.

Advise dealers and distributors on policies and operating procedures to ensure functional effectiveness of business.

Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications.

Represent company at trade association meetings to promote products.

Confer with potential customers regarding equipment needs and advise customers on types of equipment to purchase.

Assess marketing potential of new and existing store locations, considering statistics and expenditures.

Visit franchised dealers to stimulate interest in establishment or expansion of leasing programs.

Direct foreign sales and service outlets of an organization.

Skills

Reading Comprehension - Understanding written sentences and paragraphs in work related documents.

Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Writing - Communicating effectively in writing as appropriate for the needs of the audience.

Speaking - Talking to others to convey information effectively.

Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.

Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.

Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.

Coordination - Adjusting actions in relation to others' actions.

Persuasion - Persuading others to change their minds or behavior.

Negotiation - Bringing others together and trying to reconcile differences.

Instructing - Teaching others how to do something.

Service Orientation - Actively looking for ways to help people.

Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

Systems Evaluation - Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.

Time Management - Managing one's own time and the time of others.

Management of Personnel Resources - Motivating, developing, and directing people as they work, identifying the best people for the job.

Knowledge

Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Personnel and Human Resources - Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Education and Training - Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.