Equal Opportunity Employer
Location: Bellvue, WA
Hours: 40 / week
Req #: D
Reports To: Manager
Sensitive Area Dept: No
Required Consumer Reports for all applicants : X Criminal X Credit
Manages a portfolio of high net-worth individuals and professional businesses to provide comprehensive wealth management solutions.
Takes a leadership role in community organizations and activities.
Evaluates client’s financial situation and recommends financial services to best meet the client’s wealth management needs.
Accountable for achieving and exceeding these key objectives: business development, client retention, revenue growth, quality loan portfolio, client satisfaction, and knowledge of comprehensive wealth management solutions.
Must be a minimum of 18 years of age.
High School Diploma or GED
Proven ability to produce business development results with limited direction.
Financial expertise, strong sales background, advanced skills in client relations.
Ability to deliver consultative solutions via telephone and person-to-person contact.
Must have strong skills in the areas of communication, planning and organizing, closing sales, and relationship building.
Must be highly responsive, client-focused, achievement-oriented, results focused, and a team player.
Prefer at least 10 years of commercial and consumer lending experience
Prefer a college degree in business or finance
Prefer a Certified Financial Planner ™ designation
Ability to sit at a computer monitor for extended periods of time
Ability to perform repetitive finger, hand, and arm movements
Ability to lift up to 25lbs.
Ability to effectively discern information and formulate appropriate action
Ability to reach, squat, bend, and manually manipulate standard office equipment
Ability to utilize electronic equipment such as computer, 10-key, telephone, etc.
Ability to perform simple math
The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. Columbia Bank has determined that personal financial responsibility is substantially related to preventing misuse or misappropriation of financial instruments or information, which is an essential function of the position for which you are applying. A consumer report is requested on that basis.
The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.
HUMAN RESOURCES CONTACT: Tony Boudia at 253-305-0770
Anyone needing accommodation to complete the a pplication or i nterview
process should notify the HR Contact above.