Middle Market Relationship Manager I at Columbia Bank
Riverside, CA 92501, USA -
Full Time


Start Date

Immediate

Expiry Date

06 Dec, 25

Salary

98000.0

Posted On

07 Sep, 25

Experience

4 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Banking/Mortgage

Description

ABOUT US:

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

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.

Responsibilities

Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working with Client Solutions Manager to expand existing relationships. Ability to identify loan, deposit, and core banking products and services that benefit the client.

  • Identifies, attracts and secures new commercial relationships to grow bank’s Commercial and Industrial (C&I) market share. Achieves individual production goals for loans, deposits and core fee income, to support the bank in achieving its overall financial targets.
  • Serves as a trusted advisor to clients, functions as the Middle Market client “expert” in providing differentiating consult, ideas, and options. Champions and leads business development efforts by developing a clear and holistic understanding of the client’s or prospect’s business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt.
  • Develops focused strategies for acquiring, retaining and growing select clients.
  • Develops and maximizes established referral network. Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non-credit solutions.
  • In partnership with the Client Solutions Manager, assembles and leads cross-functional team to quickly respond to customer request and identified needs. Utilizes team of experts to creatively present the full breadth of the bank.
  • Maintains active prospecting effort and pipeline for consistent production.
  • Studies middle market industrial, economic and financial situations relating to new or existing business as part of prudent business development and portfolio management disciplines.
  • 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.
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