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Corporate Banking Relationship Manager

Company: Umpqua Bank
Location: Walnut Creek
Posted on: March 28, 2020

Job Description:

As a Corporate Banking Relationship Manager, you are the account executive for the largest and most complex commercial clients ($5mm to $30mm stand-alone C & I Credit or up to an approved relationship TCE Hold Limit) and maintain a trusted advisor relationship with clients based on knowledgeable advice that is aligned to the clients' business objectives and lifecycle. You will develop and grow new business and builds/maintains strong relationships with prospects. You drive financial performance through profitable revenue and growth and quality credit. You will make decisions on loans and terms within established lending limits and analyze credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements. Functions Serve as the trusted advisor to clients, function as the Commercial Banking client expert and the go-to-person for the largest and most complex clients. Develop focused strategies for acquiring, retaining and growing select clients. Champion and lead all business development efforts for specific client and/or prospect base. Drives a focused business development effort by developing a clear and holistic understanding of the client's or prospect's business/industry. Assemble and lead cross-functional team to quickly respond to customer request. Utilize team of experts to creatively present the full breadth of the bank. Maintain active prospecting effort, including identification, qualification and calling. Consistently balance prospecting efforts and quality client maintenance responsibilities. Maximize established referral network and continues to expand this network. Proactively prospect for new clients and consistently balances quality client maintenance responsibilities. Identify cross-sell opportunities and partners to structure, coordinate and sponsor credit and non-credit products/services. Anticipate and solve internal obstacles for the client with a sense of urgency and consistently finds the right way to get things done for the client. Act as a client advocate while adhering to sound business practices. Maximize profitability of assigned portfolio by effectively selling the value Umpqua provides. Study industrial, commercial, economic and financial situations relating to new or existing business. Follow-up on current loans to ensure compliance with internal procedures and other required terms. Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes. Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. Qualifications Bachelor's Degree in accounting, finance or related field, or equivalent experience; Master's Degree or MBA preferred. 15+ years of relevant commercial lending experience and proven track record of exceeding performance in developing business in the commercial industry. 5+ year of high performance experience with clients with sales over $25 million preferred. Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen. Expert credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience. Expert knowledge of commercial lending policies, procedures, practices and documentation. Thorough knowledge of bank's risk-rating system, credit products and underwriting policies. Exceptional working knowledge with structuring credit products to middle market business in diverse industries with complex ownership structures. Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance. Experience with underwriting and/or managing Shared National Credits (SNC). Physical Requirements and Working Conditions Work involves: Sitting Occasional walking Lifting to 10 pounds. Frequent regional travel. No relocation is offered. About Us We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. It's no wonder we've made Fortune's 100 Best Companies to Work For eight years in a row. But greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs and connecting to people in new and innovative ways -- always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank. Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

Keywords: Umpqua Bank, Walnut Creek , Corporate Banking Relationship Manager, Accounting, Auditing , Walnut Creek, California

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