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Virtual Banking Relationship Manager
Columbia Bank. Serve as a Virtual Commercial Relationship Banker for new and existing commercial banking clients with revenues between $1 million and $20 million .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in commercial banking, focusing on relationship management, credit analysis, and business development. Proficient in delivering customized banking solutions and achieving growth targets through effective client engagement and team leadership.
Highest-signal resume keywords
Commercial Banking ExperienceRelationship ManagementCredit AnalysisBusiness DevelopmentSalesforce Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit Products KnowledgeCommercial C&I ProductsFinancial Statement AnalysisCash Flow AnalysisBanking Regulations ComplianceAnalytical ThinkingProblem SolvingSales SkillsPortfolio ManagementRevenue Development
Soft Skills
Excellent CommunicationTeam LeadershipTraining and MentoringClient EngagementPrioritization
Tools & Technologies
SalesforceMicrosoft WordMicrosoft Excel
Industry Keywords
Bank Secrecy ActRegulation CCRegulation ECommercial BankingBusiness Operations
About the role
Key responsibilities & impact- Serve as a Virtual Commercial Relationship Banker for new and existing commercial banking clients with revenues between $1 million and $20 million
- Manage and maintain an existing commercial portfolio of up to 250 relationships
- Develop and grow client portfolios by building and maintaining strong relationships
- Engage CEO and CFO-level clients to assess holistic banking needs and provide customized banking insights and solutions
- Lead, direct, and coordinate team members in analyzing and executing product and service delivery
- Deliver high-touch servicing, maintenance, and sales production through digital channels
- Proactively engage commercial portfolios across loans, deposits, and core fee income to drive retention and growth
- Provide quarterly business reviews and high-touch weekly, monthly, and quarterly client connections
- Prospect new relationships using internal contact lists and build referral pipelines
- Refer clients across internal markets and leverage the bank’s turnkey solutions
- Review and analyze personal and business financial data to deliver integrated financial services
- Achieve annual production and growth goals for commercial deposits, fees, and loans
- Build and manage production pipelines using sales tools such as Salesforce
- Promote and cross-market bank products and services
- Partner with internal business teams to deepen client relationships
- Maintain business knowledge and credit acumen across lending, deposit products, competitors, and financial conditions
- Participate in community organizations to source business development opportunities
- May serve as team lead and direct the work of others
- May coach, mentor, train, or teach coursework as a subject matter expert
- Demonstrate compliance with bank regulations, policies, procedures, and required training
- Foster Columbia’s corporate culture and support its vision to become the “Business Bank of Choice”
- Perform other duties as assigned
Requirements
What you’ll need- More than 10 years of relevant commercial banking experience or equivalent (Required)
- Extremely strong relationship management skills, including new business development, analytical thinking, problem solving, strong sales skills, and advanced credit and credit quality skills
- Strong knowledge of bank’s credit products and underwriting policies
- Advanced knowledge of commercial C&I bank products and services
- Proven track record developing new revenue for existing clients and retaining portfolios
- Strong credit analysis and commercial underwriting skills, including accounting, financial statement, and cash flow analysis experience
- Advanced knowledge of cash management policies, procedures, practices, banking regulations, documentation, and business operations
- Excellent written and verbal communication
- Ability to work effectively with individuals and groups across the company to manage customer relationships
- Ability to prioritize and direct the work of others
- Proficiency with personal computers and software packages such as Word and Excel
- Ability to train and present to small and large audiences
- Compliance with applicable bank regulations, policies, procedures, and required training
- Working knowledge of the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
- Occasional travel
Benefits
Comp & perks- Comprehensive healthcare coverage (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
- Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
- Performance-based incentive compensation may be available