Job Details

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Description

About Us:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role:

The Client Solutions Manager (CSM) is responsible for credit/risk monitoring, credit review workflow management, and engagement with underwriting, QA, and QC partners. The role involves identifying opportunities to cross-sell additional solutions that benefit the client and increase product penetration, collaborating with partners for a holistic approach, and assisting Commercial Bankers with portfolio management and client engagement to grow business relationships. The CSM is a key secondary contact between the bank and clients, focusing on identifying additional income opportunities, driving revenue growth, and maintaining complete banking relationships. The position reports to the Market Manager.

• Utilize financial and market information to identify client needs and recommend solutions, including loan structuring and credit analysis.
• Partner with Commercial Bankers to expand relationships, attend client meetings, and ensure the client is approved for all relevant products and services.
• Spend approximately 30% of time on direct relationship expansion activities, achieving individual growth goals for loans, deposits, and fees.
• Develop a thorough understanding of client needs through reviews and data analysis, managing credit requests and portfolio reviews.
• Monitor and manage the commercial loan portfolio, ensuring proper risk rating and compliance with policies and regulations.
• Ensure adherence to all bank policies, regulatory requirements, and risk mitigation practices.
• Possibly coach or train others and promote Umpqua's culture and values.
• Perform other duties as assigned.

About You:

• Bachelor's degree in finance, accounting, or business (required)
• 4-7 years of relevant banking or portfolio management experience (required)
• Strong knowledge of underwriting, credit monitoring, and portfolio management
• Excellent relationship management, analytical, sales, and credit skills
• Deep understanding of credit policies, risk assessment, and cross-selling bank solutions
• Excellent communication and presentation skills, capable of engaging with executive-level clients
• Proficiency in MS Office applications

Additional Details:

Location: 111 West 7th Avenue, Eugene OR 97401 (onsite required)

Travel: Occasional

Benefits:

Competitive salary ($80,051 - $140,000), comprehensive benefits including healthcare, 401(k), paid time off, and more.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity employer and values diversity. Accommodation requests can be made via email.