National Accounts Manager jobs in Kennewick, WA

About Baker Boyer:

Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington’s trusted financial advisor, serving the Walla Walla Valley, Tri-Cities and Yakima Valley communities, providing wealth management as well as personal and business banking services.

What We Offer:

• Salary:
• Yakima Regional Manager- $110,000-$145,000 a year.
• Possible incentive compensation of 10-30 % of salary
• Great Benefits! Medical, Dental, Vision plans with additional:
• ADD & Life Insurance
• Long Term Disability
• 401(k) - 100% safe harbor match up to 6%, plus an additional 6% profit sharing contribution, resulting in employer contributions of up to 12% of annual salary.
• Paid Leave -
  • 22 days of Vacation leave and 3 R&R (Revive & Renew) day.
• 11 Paid Federal Holidays annually*
• Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.
• Life Assistance Plan
• Free access to certified financial counselors
• Employee Wellness Program
  
• 8 hours of paid volunteer time annually



About DS Baker Advisors:

This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. DS Baker Advisors takes a client-centered approach in meeting their diverse, individualized, and often transforming needs, working together to meet the personal, business, investment, planning and legacy needs of the client.




About the Yakima Regional Manager Role:

As a member of the DS Advisors team, the primary role of the Yakima Regional Manager (YRM) is to lead a team of various experts in investments, planning, trust, banking, and lending. A substantial part of this duty will be assisting the Director of Regional Offices in implementation of the growth strategy for the Yakima region. This will include, but not be limited to, retaining, and acquiring strong referral sources, leading the development of all business lines, marketing Baker Boyer in the Yakima Region, and recruiting and interviewing new teammates. The YRM will establish individual and team goals, coach employees, and oversee and enhance team outreach efforts.




Key Responsibilities:

The duties of this position will include but not be limited to learning and achieving efficiency in:

Operational Excellence:

• Implement and execute long-term growth strategies for the Yakima region.
• Create and manage revenue and expense budgets.
• Develop annual business plans for branch/region.
• Monitor CRM client contact.
• Oversee building maintenance/repair/expansion needs in conjunction with a team from various other departments.

Coaching, Leadership and Training:

• Lead a growing regional team of banking and wealth management experts.
• Participate as a coach in collaborative leadership setting for employees from a variety of disciplines.
• Collaborate with Bank leadership and HR staff in Walla Walla to resolve regional HR issues.
• Establish individual and team goals.
• Actively support and promote employee engagement and morale.
• Recruit and retain teammates who deliver and support the personalized Baker Boyer experience.
• Retain and acquire strong community referral sources.
• Build strong positive relationships with community members.
• Ensure effective training of existing and newly hired personnel.
• Motivate the team and clearly communicate team role and priorities.
• Communicate change in a clear, positive, and timely manner.
• Provide timely constructive feedback to the team through performance appraisals and regular one-on-one and team meetings.

Maximizing Current Baker Boyer Advantage:

• Oversee and enhance team sales efforts.
• Promote Baker Boyer in the region and community.
• Enhance the Baker Boyer experience.
• Grow Baker Boyer assets under management and loan portfolio through proactive business development.
• Actively prospect and participate in client retention calls and efforts to increase existing revenue, cement the relationship, build new revenue, and obtain appropriate referrals.
• Develop and maintain close relationships with team members and other “Centers of Influence.”
• Identify and engage clients in business succession discussions.
• Educate clients about services, assisting them in building their personal or business wealth.
• Participate in community activities for business development and for a healthier community.
• Meet or exceed annual sales and retention goals as established by management.

Expectations:

• Assume the lead role in handling challenges and client issues.
• Prioritize time to meet internal and external timelines.
• Maintain a thorough knowledge, through ongoing training, of the Bank’s products, services, policies, procedures, and federal regulations as they pertain to duties.
• Positively support the Bank and enthusiastically support change. Promote and maintain a favorable Bank image and acts as a role model for all Bank employees.
• Adhere to Bank dress guidelines and always portray a highly professional image.
• Additional duties as assigned.



Education and Experience:

Graduation from a four-year college or university, preferably with a degree in finance, accounting, business, law, or related field. Four to six years in a client-facing service and sales role, where a primary responsibility was team engagement, client retention and growth of client relationships. Preferably in banking, finance, accounting, or law environment. Management and leadership experience as well as, ideally, knowledge and expertise in one or more areas of marketing, banking, or asset management or any equivalent combination of education, experience, and training that provides the required knowledge and abilities.




Skills and Qualifications:

• Superior customer care and client retention skills.
• Leadership proficiency and ability to motivate and work with a client-centered team.
• A strong aptitude to strategic planning, and ability to execute on a strategic plan.
• Ability to clearly communicate concepts and strategic plans to others in the organization.
• Passion to positively influence co-workers and community members to be vested in the strategic plan.
• Desire to seek out and participate in ongoing education.
• Proactive problem solver with strong abilities to identify and diagnose team or client issues and needs.
• Actively aligns team resources with the Bank’s and clients’ overall needs.
• Exceptional verbal and written communication skills, adept at explaining difficult-to understand concepts clearly.
• Strong computer literacy, including Microsoft Office. Demonstrated ability to efficiently learn new programs and to proficiently use and interpret data provided by software tools.
• Demonstrated excellent time management and organizational skills.
• Leads by example, with approach to work and client interactions exemplifying professionalism both in appearance and attitude.

Physical Demands/Conditions Requirements:

The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, crouch, and bend. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to work at a desk, operate a computer and other office equipment.

Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)