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WaFd Bank

Regional bank for personal & business needs

Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePortland, OR, USAIn-person

About the Job

Requirements

  • A Bachelor's degree or approved equivalent, with coursework in finance, accounting, and real estate analysis, or equivalent training in commercial banking.
  • Negotiating experience, accuracy, organizational skills, attention to detail, and success working with clients with diverse banking needs.
  • Effective verbal and written communication skills, and the ability to work independently with little supervision and in a team environment.
  • Proficiency with Microsoft Office applications, primarily Word, PowerPoint, and Excel; clear and concise verbal and written communication, including customer relations skills.
  • Three to five years of experience as a Credit Analyst, Relationship Officer, or equivalent.
  • A good understanding and working knowledge of commercial lending terminology, loan processing, loan documentation, and lending procedures.
  • Self-motivation and a production-oriented approach, with a desire to grow existing relationships and actively pursue business development.

Responsibilities

  • Develop a business plan to maintain and grow existing relationships and develop new relationships that meet client selectivity and risk appetite.
  • Independently win new credit and non-credit relationships and negotiate terms with minimal assistance.
  • Partner with commercial banking colleagues, including Loan Coordinators and Credit Analysts, to deliver credit relationships with guidance from Credit Administration, the Senior Relationship Manager, Division Manager, or Director.
  • Work closely with Treasury Management Officers to grow and service commercial clients' non-credit needs.
  • Develop and manage commercial relationships that meet established lending and client selectivity requirements and provide maximum profitability to the Bank with minimum risk.
  • Adhere to bank policies and procedures designed to comply with federal regulations, including the Bank Secrecy Act, USA PATRIOT Act, and OFAC regulations.

Desired Qualifications

  • Experience with LaserPro (CFI).

About the Company

WaFd Bank

Regional bank for personal & business needs

WaFd Bank is a regional bank serving personal, business, and commercial customers across nine western states through branches and digital banking. It offers checking and savings accounts, home loans, business and SBA lending, commercial real estate financing, and mobile banking with fee-free ATMs. What sets WaFd Bank apart is its community-focused, branch-based service model, recognized by Forbes as a Best-in-State Bank. The goal is to be a trusted local bank helping individuals and businesses reach their financial goals.

Company size
Not listed
Company stage
IPO
Headquarters
Seattle, WA
Founded
1917

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