- KeyBank (Seattle, WA)
- …objectives. + Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. + ... and strategies to actualize client aspirations and further position Key as the client's trust advisor. + Interfaces with...develop new business referrals and to enhance the Community Bank 's image. + May advise a portfolio of Investment… more
- KeyBank (Seattle, WA)
- …team model, to high-net-worth clients with complex financial needs. Fulfills Key 's fiduciary responsibilities, ensuring retention of business and reputation Advises ... Analyzes and interprets legal instruments to determine duties and responsibilities of bank . Identifies and resolves potential trust and estate tax- related issues.… more
- EverBank (Olympia, WA)
- …will develop and manage relationships with high value business clients. This senior banker will self-source and work with internal business partners helping to ... real estate, equipment, and debt restructuring for new and existing clients. ** Key Responsibilities and Duties** + Develops and maintains an active prospect list,… more