- 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 ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts… more
- KeyBank (Moses Lake, WA)
- …Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As...needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank ,… more
- KeyBank (Moses Lake, WA)
- **Location:** 314 East Third Avenue - Moses Lake, Washington 98837 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with ... investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers,… more
- JPMorgan Chase (Spokane, WA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent… more
- KeyBank (Tacoma, WA)
- …and further position Key as the client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure ... or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated...in, and can articulate the competitive advantages of the Key Private Bank platform and… 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, ... be responsible for strategic growth and business development activities for Key 's Community Development Lending and Investment businesses. The individual will lead… more
- KeyBank (WA)
- …with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and Banking Partners to ... (IA) and develops a unique sales approach that differentiates Key from the rest of the marketplace + Effectively...the Sales and Market Managers + Partners with the Relationship Manager (RM) on all sales opportunities, including the… more