- Bank of America (Bonney Lake, WA)
- Credit Solutions Advisor - Bonney Lake Bonney Lake, Washington **Job Description:** At Bank of America, we are guided by a common purpose to help make ... in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales… more
- Bank of America (Puyallup, WA)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Bank of America (Seattle, WA)
- Business Solutions Advisor - Ballard Financial Center Seattle, Washington **Job Description:** At Bank of America, we are guided by a common purpose to help make ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Edward Jones (Tacoma, WA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Edward Jones (Tacoma, WA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- JPMorgan Chase (Seattle, WA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- BMO Financial Group (Seattle, WA)
- …and clients, and by cross-selling Bank products and services that include credit , trust/investment and cash management. Participates and provides leadership in Bank ... industry certifications. + May advise business clients on cash management/deposits solutions . + Advises clients, where possible, on business management and other… more
- Amazon (Seattle, WA)
- …Scientist to lead our efforts in building innovative payments and credit services for businesses worldwide. This role presents significant intellectual, technical, ... Applied Scientist will: * Lead science researches of payment and credit products through macroeconomic cycles, demonstrating high judgment and deep business… more
- KeyBank (Seattle, WA)
- …Washington 98101 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, ... differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service...are expected to demonstrate strong risk management acumen including credit , operational and compliance risks to act as first… more
- KeyBank (Seattle, WA)
- …Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, ... differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service...are expected to demonstrate strong risk management acumen including credit , operational and compliance risks to act as first… more
- KeyBank (Seattle, WA)
- …BRIEF (PURPOSE)** The Business Banking Mission is to be our client's trusted advisor by providing financial solutions that help our clients grow ... and enrich the client experience. Working as the trust advisor , positions the client relationship for deeper cross-sales by...their business is understood, their time is valued, and solutions are provided to simplify their lives).The SBA RM… more
- KeyBank (Seattle, WA)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business… more
- Umpqua Bank (Bellevue, WA)
- …internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + Leads cross-functional team ... its overall financial targets. + Serves as a trusted advisor to clients, functions as the Commercial client "expert"...Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt. + Develops focused… more
- Wells Fargo (Seattle, WA)
- …. **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate ... loans and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk...and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an… more
- Deloitte (Seattle, WA)
- …under the Internal Revenue Code ("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production ... Tax Credit + IRC section 30C Alternative Fuel Vehicle Refueling Property Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax… more
- Deloitte (Seattle, WA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- KeyBank (Seattle, WA)
- …Capital The Institutional Capital Group focuses on providing creative financial solutions to institutionally backed commercial real estate owner operators throughout ... candidate to serve as a Vice President to represent KeyBank as a trusted advisor to clients within the commercial real estate sector. Work directly with Senior… more
- Deloitte (Seattle, WA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...at book value) + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- KeyBank (Puyallup, WA)
- …S - Puyallup, Washington 98373-3718 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in...great at sparking conversations. (required) + Understanding of consumer credit - including loan to value, debt to income… more
- KeyBank (Seattle, WA)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... financial needs through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of this client promise… more