Job Description

About Us:

Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000+ employees, which offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

A Level III business banking relationship manager develops, advises, manages, and retains client relationships and solicits new business relationships with a focus on profitability. This is a sales- and solutions-focused position that is an integral part of the overall branch team.

Find new client relationships and grow current client relationships.
Develop internal business partner relationships in order to provide comprehensive financial solutions to clients from all areas of the bank.
Work productively with the SBLC.
Advise clients on financial solutions and strategies.
Manage and review client relationships to meet changing client needs.
Be aware of the 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).
- Recognize cross-sell and revenue generating opportunities.
- Engage in community relationships and activities for business development.
Strong contributor to the branch team meeting annual goals, including participation in branch team meetings, marketing meetings, and joint calls with the branch manager.
Broad knowledge in other banking services offered by other lines of business to identify and offer qualified referrals.
Other projects and responsibilities as assigned.

About You:

Five years of business banking experience or equivalent.
Bachelor’s degree in finance or other appropriate area or equivalent work experience, preferred.
Highly proficient in building client and business partner relationships.
Handle complex relationships.
Proficient business development and sales skills.
Ability to manage existing portfolio.
Consultative selling skills and approach.
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.
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.
Highly proficient in building, advising, and managing client relationships.
Excellent oral and written communication, interpersonal, and client services skills.

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 to $175,000.00, and 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.

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:

Umpqua 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 Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua 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 Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

This job was posted on Fri Oct 06 2023 and expired on Mon Oct 09 2023.

Minimum $75K /yr

$125K /yr Average

Maximum $175K /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.