- KeyBank (Port Orchard, WA)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- JPMorgan Chase (Bainbridge Island, WA)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Columbia Bank (Seattle, WA)
- Private Client Advisor Wealth Management South...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and ... for business. Together for better. **About the Role:** Our Private Client Advisor will work with the...and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- JPMorgan Chase (Seattle, WA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- JPMorgan Chase (Seattle, WA)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Wells Fargo (Seattle, WA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- Columbia Bank (Seattle, WA)
- Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington **Description** **About ... involvement and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the… more
- US Bank (Seattle, WA)
- …skills and discover what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their ... At US Bank , we're on a journey to do our...specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing,… more
- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue - Seattle, Washington 98101 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor… more
- Bank of America (Seattle, WA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/SCOTTSDALE/Commercial-Credit-Officer\_25027517) **Job Description:** At Bank of America, we are guided ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...variety of 501c3 not for profit clients including healthcare, private universities, colleges and K-12 schools, cultural, professional and… more
- PNC (Seattle, WA)
- …individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including ... Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We...(eg, deal, sales, or process support, internal or external client interaction, or supporting internal projects). + Participates in… more
- Principal Financial Group (Seattle, WA)
- …internal relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service, and Investment team members + **Product Innovation:** ... participating in their development and design, ensuring alignment with client needs and market trends + **Goal Achievement:** Meet...That Will Help You Stand Out** + Public and private markets experience including closing business in public fixed… more
- KeyBank (Seattle, WA)
- …various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD, Private Placement and bonds; and equity investments for low-income housing projects, ... CRA and community impact responsibilities in the communities served by the Bank nationally. + Drives a high-quality profitable portfolio within the CDLI region(s)… more