Small Business Banking Team Leader

Location & Travel: Responsible for overseeing the Small Business Banking team across the Western Washington markets, including financial centers in Seattle, Bellevue, Tacoma, Smokey Point, and Bellingham. Considerable travel within the region is required.

“Washington Trust Bank is a place where laughing and enjoying work are part of our DNA.  Working hard to make sure we take care of the customer and the bank.  The culture is about doing the right thing!  It makes it easy to come to work every day and give 100%.” - Dominic DeCaro, Director - Credit Resource Center & Small Business Banking

Bank Overview:

Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers.

Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.

We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments.  Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles.  Washington Trust’s longevity and success are a testament to our unwavering commitment to our clients and our employees.

Washington Trust Bank is looking for a dynamic leader to join our Small Business Banking team. Our SBB Team Leader position offers an opportunity to develop and grow client relationships, becoming a trusted business partner to our Western Washington markets including Seattle, Bellevue, Tacoma, Smokey Point, and Bellingham. Our team is experienced, equipped and empowered to provide the highest level of customer service. If this is what next steps in your career look like - we want to hear from you!

Participates in Small Business Banking (SBB) business development efforts by identifying referrals and prospects and calling on clients/prospects to achieve sales goals.  Provides high quality customer service while assuring bank and division profitability and asset quality standards are met.  In conjunction with the SBB Manager, provides sales management, support and decision making for staff within a relationship team to attain established goals.  

ESSENTIAL FUNCTIONS

• Proactively investigates opportunities for expanding Small Business market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients. Responsible for meeting negotiated production goals.
• Responsible for marketing Small Business products and services including preparing for client calls, making sales calls, and call follow-up. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals.
• Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions. Cultivates strong connections with retail branch staff in order to develop internal pipeline of quality referrals. Develops strategies to engage in difficult negotiations or presentations.
• Integrates effective Internal Controls into all applicable work processes.  Maintains a working knowledge of Internal Controls with particular attention to Key Controls.  Is responsible for ensuring that updates to Internal Controls documentation are performed timely when there are changes in the risk parameters and/or work flow.
• Participates in regular training programs with employees of WTB in order to maximize Small Business sales opportunities. These programs will emphasize: product knowledge; prospect identification; referral procedures; regulatory compliance issues; other areas of interest. 
• Develops and implements individual call plans tailored to increase the Small Business m