Senior Private Bank Relationship Manager

Columbia Bank

. Pursue business development opportunities to establish, maintain, and build relationships with high-net-worth clients .

Posted 10/2/2026full-timeUnited StatesSenior💰 $129,000 - $238,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in business development, relationship management, and financial advisory services, with a strong focus on high-net-worth clients. Proficient in credit analysis, investment management, and compliance with banking regulations.

Highest-signal resume keywords

Business DevelopmentRelationship ManagementCredit AnalysisWealth ManagementMortgage Loan Originator (MLO)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment ManagementEstate PlanningTax PlanningPortfolio ManagementClient Needs AssessmentRegulatory ComplianceCredit SkillsLead GenerationClient Presentation Preparation

Soft Skills

CommunicationCoachingMentoringTeam LeadershipCommunity Involvement

Certifications & Qualifications

CFPCIMACPWAChFCCTFACPACFACWSAWMAMortgage Loan Originator (MLO)

Industry Keywords

Financial ServicesPrivate BankingWealth TransferBank Secrecy ActRegulation CCRegulation EBank SecurityCommunity OrganizationsClient ReferralsFinancial Market Conditions

About the role

Key responsibilities & impact

Pursue business development opportunities to establish, maintain, and build relationships with high-net-worth clients
Develop new business opportunities and generate leads
Build client teams by partnering with product specialists to provide comprehensive financial advice and planning
Develop new relationships through client referrals, Centers of Influence, community involvement, and internal partners
Assess Private Bank clients' needs and provide tailored advice across investments, trust and wealth transfer, credit, deposits, and other services
Lead client teams in planning, delivery, and regular client reviews
Maintain frequent personal contact and open communication with clients and internal teams
Communicate proactively with clients about current financial market conditions
Analyze clients' financial needs and monitor ongoing financial and personal circumstances
Identify additional opportunities from existing clients and leverage internal resources to become the client's lead or sole provider
Coordinate preparation of client presentation and review materials
Maintain current client financial information and explain provided solutions
Communicate with clients and risk areas, particularly the Credit team for borrowing relationships
Comply with bank regulations, policies, procedures, and required training
Maintain working knowledge of the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
Coach, mentor, or train others and teach coursework as a subject matter expert when requested
Learn and foster Columbia's corporate culture and serve as a positive example
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's Degree or equivalent professional financial experience, required
More than 10 years of experience in the financial services industry, required
Must register as a Mortgage Loan Originator (MLO) in compliance with SAFE Act requirements
Position limited to acting as a Bank MLO for open-ended transactions only
Extensive credit and analytical skills with ability to manage the most complex portfolios
Knowledge of bank products and services
Involvement in community organizations
Ability to train and present to small and large audiences of senior and executive-level professionals
Proven business development, relationship and portfolio management, private banking, and wealth management skills
Intermediate estate planning, tax, and advanced investment management skills
Occasional travel
Master's Degree, preferred
CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS, or AWMA certification, preferred
Series 7 and Series 66, or Series 7 and Series 63 and 65, preferred
Insurance license, preferred

Benefits

Comp & perks

Medical, dental, and vision plans
401(k) retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Online discount marketplace
Paid vacation, sick days, volunteer days, and holidays
Performance-based incentive compensation may be available