WaFd Bank
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Relationship Manager - Senior
role at
WaFd Bank
USD $120,000.00/Yr.
USD $165,000.00/Yr.
Responsibilities
Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; maintains active prospecting effort, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary.
Performs all required portfolio management responsibilities, including but limited to monitoring the customer’s financial reporting requirement and compliance with covenants.
Ensures that all proper due diligence is performed and collects and analyzes financial and related data in order to determine the creditworthiness of the prospect and the merits of the specific loan request.
Establishes, and negotiates as necessary, the terms under which credit will be extended, including the costs, collateral requirements, repayment method and schedule.
Develops and maintains a deep understanding of non‑credit products, seeks to uncover opportunities and appropriate solutions to help clients more efficiently manage cash flow.
Develops materials for, and makes loan presentations to, Credit Administration and Senior Loan Committee, as required.
Participates in community affairs to increase the Bank’s visibility and enhance new business opportunities.
Serves as a contact for borrowing and non‑borrowing clients for matters relating to other bank services, including Work Perks and personal and private banking.
Counsels with and assists in the training and development of Banking Officers, Relationship Managers, Loan Coordinators and Credit Analysts.
Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
Completes special projects, as assigned by Director or DM.
Bachelor’s Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking.
Proven negotiating experience required to win, retain and restructure credit and non‑credit services, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs.
Seven (7) years of experience as a Relationship Manager or equivalent.
Must have excellent understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures.
Self‑motivated and production‑oriented with a proven ability to win and retain new relationships that meet the risk appetite of the Company.
Benefits
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 7% 401(k) employer matching*
Paid Parental Leave
Life and AD&D insurance
Long‑term disability
Tuition Reimbursement
Employee assistance programs
Pre‑tax health and dependent‑care spending plans
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Industries
Banking
We’re committed to Equal Employment Opportunity and affirmative action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other federal or state legally‑protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375.
EEO is the law – click here for more information.
Know your rights: Workplace discrimination is illegal – click here for more information.
Notice at Collection for California Employees and Applicants 2025.
#J-18808-Ljbffr
Relationship Manager - Senior
role at
WaFd Bank
USD $120,000.00/Yr.
USD $165,000.00/Yr.
Responsibilities
Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; maintains active prospecting effort, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary.
Performs all required portfolio management responsibilities, including but limited to monitoring the customer’s financial reporting requirement and compliance with covenants.
Ensures that all proper due diligence is performed and collects and analyzes financial and related data in order to determine the creditworthiness of the prospect and the merits of the specific loan request.
Establishes, and negotiates as necessary, the terms under which credit will be extended, including the costs, collateral requirements, repayment method and schedule.
Develops and maintains a deep understanding of non‑credit products, seeks to uncover opportunities and appropriate solutions to help clients more efficiently manage cash flow.
Develops materials for, and makes loan presentations to, Credit Administration and Senior Loan Committee, as required.
Participates in community affairs to increase the Bank’s visibility and enhance new business opportunities.
Serves as a contact for borrowing and non‑borrowing clients for matters relating to other bank services, including Work Perks and personal and private banking.
Counsels with and assists in the training and development of Banking Officers, Relationship Managers, Loan Coordinators and Credit Analysts.
Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
Completes special projects, as assigned by Director or DM.
Bachelor’s Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking.
Proven negotiating experience required to win, retain and restructure credit and non‑credit services, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs.
Seven (7) years of experience as a Relationship Manager or equivalent.
Must have excellent understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures.
Self‑motivated and production‑oriented with a proven ability to win and retain new relationships that meet the risk appetite of the Company.
Benefits
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 7% 401(k) employer matching*
Paid Parental Leave
Life and AD&D insurance
Long‑term disability
Tuition Reimbursement
Employee assistance programs
Pre‑tax health and dependent‑care spending plans
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Industries
Banking
We’re committed to Equal Employment Opportunity and affirmative action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other federal or state legally‑protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375.
EEO is the law – click here for more information.
Know your rights: Workplace discrimination is illegal – click here for more information.
Notice at Collection for California Employees and Applicants 2025.
#J-18808-Ljbffr