Healthcare Business Development Officer

Healthcare Business Development Officer

Wealth Management

San Jose, California

Walnut Creek, California

Reno, Nevada

San Luis Obispo, California

About Us:

At Columbia, 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 associates.

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 Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

A business development officer specializing in healthcare develops, advises, and solicits new business relationships with a focus on the profitability of the relationship. This is a sales- and solutions-focused position.

• Business development of new private banking client relationships.
• Coordinate the development of internal relationships in order to provide comprehensive financial solutions to clients from all areas of the bank.
• Advise clients on financial solutions and strategies.
• High level of awareness of the banking industry and industry-specific trends.
• Demonstrate an in-depth knowledge, understanding, and development of professional banking financial solutions:
  Complex credit structures and solutions, Treasury Management and Deposit Solutions, Engage in community relationships and activities for business development.
• Broad knowledge in other banking services offered by other lines of businesses to identify and offer qualified referrals.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”.
• May perform other duties as assigned.

• Bachelor’s degree preferred or equivalent work experience, required.
• 5 years of experience of banking experience, required.
• Ability to prospect new client relationships.
• Expert in building client relationships.
• Experience in handling complex relationships.
• Expert business development and sales skills, including cross-selling.
• Consultative selling skills and approach.
• Proactive.
• Knowledge of credit structures.
• Understanding of personal and business financial statements and tax returns.
• Strong written and verbal skills.
• Ability to work independently.
• Ability to provide client solutions.
• Knowledge of bank products and services.
• Excellent oral and written communication.
• Excellent interpersonal and client service skills.

Ability to work fully onsite at posted location(s).

This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:

San Luis Obispo, CA

San Jose, CA

Walnut Creek, CA

Reno, NV

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $ to $, and the pay rate for the selected candidate…