Select Banking Relationship Manager

Washington Federal Seattle , WA 98113

Posted 3 weeks ago

The Select Banking Relationship Manager is a results-driven role responsible for sourcing new deposit relationships and providing high-quality service to WAFD Bank's high net worth clients. Applicant should be a career-oriented, articulate individual with strong interpersonal and communication skills who recognizes the long-term opportunities and benefits of relationship management skills.

Along with the key functions listed below, this Select Relationship Manager will be expected to uphold the value that WAFD Bank places on serving with integrity and simply being nice.

KEY FUNCTIONS:

  • Reflect the corporate values and ethics of Washington Federal, including integrity, teamwork, ownership, simplicity, service and discipline.

  • Assist clients by recognizing opportunities and making appropriate product and service recommendations with a focus on deposit growth and client/portfolio management.

  • Execute strategies and tactics, including offsite prospecting calls, telephone calling, going on joint calls to prospects with Commercial Banking to expand the high net worth client base and meet production goals.

  • Actively pursue strategies to open new accounts and add client balances to WAFD Bank to build shareholder value and increase deposit balances under management including managing the portfolio of clients via CRM software and management reports.

  • Ensure high level of customer satisfaction through the delivery of 'concierge' level service, including proactively contacting existing clients and prospects as well as being available to respond to client inquires and requests evenings and weekends with support from the bank's 24/7 call center.

  • Acquire and apply skills necessary to open all account types and originate personal and mortgage loans.

  • Other duties assigned.

Education/Skills/Training/Experience

  • Prior banking experience, including familiarity with lending

  • Previous work in retail, consumer service delivery, or client relations at a high service level

  • At least two years college or approved equivalent experience

  • Basic algebra and math skills, keyboarding, standard Microsoft Office tools such as Excel, Word and Outlook, and smart phone and digital channel skills.

  • Must have valid driver's license, satisfactory transportation and adequate insurance coverage.

  • Must have excellent organizational and analytical skills and superior written and oral communication skills.

  • Candidates must meet all requirements for registry as a mortgage lender

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Select Banking Relationship Manager

Washington Federal