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Professional and Private Banking Team Leader

Company: Watrust
Location: Portland
Posted on: March 18, 2023

Job Description:

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page: Professional and Private Banking Team Leader Oregon Office
760 SW Ninth Avenue
Suite 1900
Portland, OR 97205, USA
DescriptionThe growth of our presence in the Oregon market has created an opportunity for a Professional and Private Banking Team Leader. The position will serve the Portland Metropolitan market and manages a team responsible for marketing and growing a portfolio of client relationships including professional services firms in disciplines such as accounting, law, architectural and engineering as well as a broad array of healthcare providers. In addition, the group provides private banking services to high-net worth business owners, business executives and other professionals.Founded in 1902, Washington Trust remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek out tailored financial products and services.It is our independence coupled with sound business practices, innovation, knowledge and expertise that have seen us through the best and most challenging economic cycles while also allowing us to grow our commercial and private banking portfolios, small business banking, personal banking and wealth management services.We are small enough to have an intimate understanding of our customers and their unique requirements, and large enough to provide the traditional financial products and services our customers need, including a full range of products for commercial banking, cash management and technology-based financial tools.With total assets of $11.0 billion our bank is well positioned to compete with all others in our market and we are sought out by clients and their professional advisors for stability, expertise and unparalleled client service levels.OverviewThe team leader is accountable to manage credit and account activities to ensure profitable customer portfolios and manage credit risk within the loan portfolio. Additionally, they provide sales management, support and decision making for the team to attain goals, assure prompt communication of Bank, Division and Market strategies, and adhere to loan policies, procedures, laws and applicable regulations. They are responsible for the daily oversight and administration of workflow of the team. The team leader sets performance goals, monitors and reviews goal progress quarterly. They will be responsible for conducting annual performance reviews, identifying career development plans and coaching to providing exceptional client service and relationship building activities.Essential Functions Performs risk management and business development functions:

  • The role approves credit requests within designated lending authority and recommends larger commitments in conjunction with our business model.
  • Delegates appropriate lending authority to relationship managers and works closely with them in the analysis, structuring and pricing of more unique credit requests.
  • Ensures adherence to credit policies and rate guidelines so that loan quality and profitability standards are met.
  • Directly administers a portfolio composed of selected key customers, including larger, more complex credit relationships.
  • Functions as the sales manager for the team and organizes, coordinates and actively participates in the team's business development activities, ensuring prospect and customer call plans are developed and implemented.
  • Heavy involvement in community activities is required and may include evenings and weekends.
  • Conducts customer and prospect calls individually and jointly with other team relationship officers to enhance existing relationships and attract new customers.
  • Ensures that the business development and product knowledge training needs of the team are met.
  • Acts as liaison and collaborates with other departments and regions to ensure the retention of relationships maintained and to ensure that cross sale opportunities are maximized. Performs a variety of managerial functions:
    • Develops the credit, customer relations, and business development skills of the relationship officers through a combination of goal setting, delegation, training, counseling and performance assessments, communicates and interprets bank guidelines, policies and programs, including the officer extra compensation plan.
    • Participates in formulating short and long-range team plans and evaluating the team organization structure and operating procedures.
    • Keeps current on new financing products, methods and techniques, key industry trends and conditions and changes in laws, regulatory policies and accounting procedures.
    • Allocates the number of borrower and prospective borrower relationships assigned to each relationship officer to assure adequate time for a high level of customer service, timely credit submissions and officer calls.
    • Monitors administrative activities of team members to assure minimal risk to Bank.Requirements
      • Minimum of 10 years of professional, private or commercial banking experience.
      • Strong business development and sales management experience and skills. Strong professional network within the market area.
      • Sound credit judgment and strong underwriting skills.
      • Strong people management techniques and knowledge of Bank personnel policies and procedures.
      • Strong, well-developed interpersonal skills to maximize business contacts and develop working relationships with bank clients and internal business partners.
      • Strong verbal and written communication skills.
      • High level of analytical skill to conduct loan analysis, monitor loan progress in consideration of market trends, credit/interest rates, economic conditions, etc.
      • Strong knowledge of the credit and non-credit financial needs of many types of businesses.
      • Excellent knowledge of all Bank services and the ability to be creative and innovative in use of products and services.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.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Watrust, Portland , Professional and Private Banking Team Leader, Accounting, Auditing , Portland, Oregon

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