Associate Relationship Manager

Who We Are

Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business, and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit.

Position Summary

Seattle Bank’s Associate Relationship Manager (RM) position is responsible for managing and growing a portfolio of private and commercial banking clients by taking a holistic view of the borrowers’ profile and delivering tailored financial solutions. The Associate RM will manage existing and new relationships - collaborating closely with our business development leaders on new opportunities, running with clients and partner referrals, and developing their own referral network.

This role involves building strong relationships with clients, understanding their financial needs, structuring credit requests, and driving documentation and negotiations. The position will work closely and collaboratively with other Relationship Managers, Credit Administration, and others to deliver a personalized experience.

This position is based in our downtown Seattle office and requires full-time, in-person work.

Essential Duties

Client Relationship Management

• Develop and maintain strong relationships with existing and prospective clients, by serving as the primary point of contact and ensuring high levels of service and satisfaction.
• Take care of clients by responding quickly, clarifying expectations in advance, confirming objectives have been met, and following up to ensure resolution and retention.

Credit and Lending Solutions

• Structure, negotiate, and present proposals that identify, quantify, and mitigate key risks and provide appropriate analyses and support for recommendations.
• Analyze financial statements, credit reports, and other relevant data to assess creditworthiness.

Business Development

• Identify and pursue new business opportunities within the commercial sector.
• Attend networking events, industry conferences, and community engagements to promote the bank’s services.

Portfolio Management

• Monitor loan performance and proactively manage risk within the portfolio.
• Ensure compliance with internal policies and regulatory requirements.

Cross-functional Collaboration

• Collaborate with credit analysts to ensure timely and accurate processing, and operations and treasury teams to deliver comprehensive, personalized solutions.
• Communicate and work effectively with internal stakeholders to achieve common goals and shared success.

Assistance

• Provide support to Senior Relationship Managers and others as needed
• Complete other assignments and projects as assigned