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Columbia Banking System Inc.

Columbia Bank is a Northwest community bank dedicated to our customers, our communities and our employees. We place the highest priority on customer service and strive to make a positive contribution in each community we serve by employing people who truly make a difference to our customers and communities.In this part of the website, you'll learn about how we do business, our commitment to communities, our directors and officers, our latest financial reports and our latest news. Whether you'... Read More

Address      1301 A Street Suite 800 Tacoma, WA 98402
Website      /www.columbiabank.com/
Holding      No Holding Details

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Director of Wealth Management

POSITION PURPOSE:
To manage, measure, coordinate, and recognize the client service and business development activities of Columbia Bank’s Wealth Management division.  Build relationships with internal business partners to maximize Wealth Managements employee success, satisfaction, and to enhance shareholder’s value.

Serve on Strategic Management Group and ALCO Committee

Wealth Management also oversees: Private banking, Professional Banking, CB Financial Services, & Trust Services.

ESSENTIAL FUNCTIONS:
1. Provide exemplary customer service to internal and external customers by presenting a professional image, providing immediate acknowledgement, extending a warm and friendly greeting, actively listening, identifying and recommending solutions and advice, responding to inquiries in a timely manner, maintaining confidentiality, and exceeding the customer’s expectations.

Demonstrated by:
* Strong customer orientation
* Excellent interpersonal skills

2. Establish and communicate team and group goals by setting financial objectives and priorities, measuring and recognizing individual contributions, and coaching and co-calling with individuals needing support.

Demonstrated by:
* Leadership: demonstrated ability to lead people and get results through others
* Excellent interpersonal and communication skills, including public presentation
* Sales Skills: ability to cold-call and make a warm, positive impression
* Comprehensive knowledge of bank Investment / Brokerage, Trust business
* Ability to motivate and lead a diverse group of highly talented individuals

3. Develop and execute the financial and marketing plans for Wealth Management business units by measuring and communicating financial outcomes; motivating and celebrating revenue growth; preparing and presenting financial status of Wealth Management groups; creating and implementing a Wealth Management marketing plan that supports organizational strategies and objectives.  Utilize market research to maximize impact of sales and marketing efforts.

Demonstrated by:
* Planning: ability to think ahead and plan over a 1-3 year time frame
* Ability to prepare budgets and establish goals to achieve the bank’s financial objectives
* Management: the ability to organize and manage multiple priorities
* Cooperation: ability to sell ideas to peers, subordinates, and superiors in the company
* Support product training that enables total bank relationship opportunities
* Ability to build cohesive teams and drive results

4. Coach by participating fully in team leaders’ and Private Banker’s development processes and progress.  Observe and recommend training plans; build accountable and supportive relationships with team leaders, managers, and lenders; recognize that team success equates personal success and create a positive and beneficial environment within the team.

Demonstrated by:
* Demonstrated level of professionalism, positive attitude, and ability to motivate others
* Commitment to Columbia Bank values
* Comfortable with leadership-as-service philosophy; knowing that service is also in the form of high expectations, challenging people’s self-limitations, and promoting employee-leader partnerships for individual development.

5. Structure and analyze new and renewed loan requests by serving as the lending resource for lending teams; helps teams achieve maximum success by previewing loans prior to committee.

 Demonstrated by:
* Extensive lending and wealth management experience
* Business writing skills
* Employee development/feedback and communication skills

6. Provide Strategic leadership for the bank as a member of the Strategic Management group. Work with other members and executive management to provide development and execution of strategies to build long term shareholder value

7. Serve as a member of the banks ALCO committee an actively involved in setting and implementing the bank’s pricing, deposit, lending and funding strategies to meet profitability objectives.

QUALIFICATIONS FOR SUCCESS:
1. Education and Experience

* Extensive experience in sales, sales management, and staff supervision.
* Bachelor’s Degree in Business Administration, finance, accounting, or related field
* Master’s Degree valued
* Certified Financial Planner (CFP) preferred
* Demonstrated Strategic Leadership experience in Financial Services

2. Knowledge, Skills, Talents and Abilities

* Understanding people and motivations
* Ability to comfortably work with people from diverse backgrounds and work styles
* Strong organizational skills and attention to detail with the ability to prioritize and manage multiple projects
* Embodiment of Columbia Bank’s philosophy and spirit of customer service, professionalism, integrity, respect, continual learning, contribution, community, and fun

STAFF DEVELOPMENT:
Columbia Bank encourages staff development by providing on-site training, educational opportunities, and access to seminars and conferences, as appropriate.  The following training is recommended:   

* Leadership Training Track

PHYSICAL REQUIREMENTS:
* Ability to sit at a computer monitor for extended periods of time
* Ability to perform repetitive finger, hand, and arm movements
* Ability to lift 25lbs.
* Ability to effectively discern information and formulate appropriate action
* Ability to reach, squat, bend, and manually manipulate standard office equipment

Other Job Information

Vacancy type:

Full Time

Contact Mode:

1-800-305-1905

Fax:

not provided

Contact Name:

not provided

Job Duration:

not provided

Phone:

253-305-1900

Email:

not provided

News - Columbia Banking System Inc.

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