Client Relationship Manager

Commercial Banking

Federal Way, Washington

Description

Attention Applicants: The Client Relations Manager position is a hybrid role based in Federal Way, WA. This hybrid position allows for a flexible work arrangement where employees can work both remotely and on-site.

About the Position

THIS IS A SALES AND SOLUTION FOCUSED POSITION responsible for developing, advising, managing and retaining relationships with an assigned territory of Third-Party Originators (TPO). Must be able to travel during the week and on weekends.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Develop and present company programs and services to potential TPOs and establishes relationship with potential sources of business that will provide profitable returns to the company.

• Follow established guidelines and conduct a thorough investigation and make recommendation on sources of business based on their past performance. Gaines understanding of the sources business and provide market-share information when requested.

• Work closely with approved sources of business in the identification of additional opportunities to expand business.

• Establish, manage and maintain a working relationship with all assigned territories and TPOs, ensuring company standards are maintained and takes corrective action as circumstances require.

• Develop and conduct training programs for approved sources to ensure compliance under policies and procedures. Distribute communication and notifications of any changes to TPO's in a timely manner.

• Assist team with questions on policies, procedures, and credit guidelines and work closely with administrative support in collecting information on TPO's and marketplace information as well as ensure policies are current in the TPO Manual, website, and source documents for staff.

• Develop and conduct training within department and for other departments in FinPac when required.

• Communicate effectively with leadership to determine future concerns with active sources of business and organize meetings to discuss follow-up plans as necessary.

• Participate in all industry associations and functions as required, to include travel to conferences and TPO place of business.

• Set a professional example and provide highest level of service and performance to all customers, vendors, TPOs and FinPac staff.

• Maintains confidentiality of all company information.

• Demonstrates compliance in assigned job function and applies to designated job responsibilities. Takes personal initiative following all policies and procedures, Bank Secrecy Act, compliance regulations, and completes all required and job-specific training. Raises and/or addresses compliance issues for evaluation, investigation, and resolution.

• Maintain regular and predictable attendance and punctuality.

• Performs all other duties as assigned by management.

Minimum Requirements:

• Experience working in business development, management, finance, or sales environment preferred

• Strong communication skills

• Strong problem-solving skills

• Strong organizational skills and attention to detail

• Works well in a very fast paced environment

• Sales goal oriented

INTERNAL APPLICATION ELIGIBILITY

For internal associates to be considered for an open position, the desire is for you:

• To have worked for FinPac for at least one year and in the same position for at least six months.

• To have received a rating of “meets expectations” or higher on your most recent performance review.

• To have maintained regular and predictable attendance and punctuality.

• To have not received and/or are currently on any type of corrective action or performance improvement plan within the last year.

• To meet the requirements for the job and be able to understand and perform the essential functions of the position with or without reasonable accommodation.

About Us

Financial Pacific Leasing (A subsidiary of Umpqua Bank) is a commercial equipment leasing company headquartered in Federal Way, WA. Established in 1975, we are a leader in the leasing industry and we take pride in providing our customers excellent support and services through our very dynamic, skilled, hard-working and fun group of associates.

Compensation & Benefits:

We offer a competitive total rewards package including base salary and comprehensive benefits. The pay range for this role is $80,000 to $133,000. Exact compensation for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, and education. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates cost-effective benefit options including comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, paid time off for vacation, illness, volunteerism, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.