Client Relationship Banker
ghr
Bank of America is seeking a client‑facing associate to serve as the first contact for financial center clients in Lynnwood, WA. You will uncover personal banking needs, offer suitable solutions, and route to specialists while delivering exceptional service. Expect outbound outreach, active problem solving, and adherence to regulatory guidelines to ensure accurate, efficient account opening and maintenance. This role supports growth and client satisfaction. #J-18808-Ljbffr
$25 - $38.46 per hour
...Private Client Banker Location: 16202 Bothell Everett Highway - Mill Creek, Washington 98012-1520 Job Summary: Be a problem solver... ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB,...SuggestedHourly payWork experience placementDay shift$52k - $55.68k
...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$60.49k - $73.92k
...discover what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers, engaging them via... ...possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to...SuggestedFull timeTemporary workLocal area- KeyBank in Everett, WA seeks a Professional Private Client Banker to manage client relationships with a plan-based financial advisory approach. You will deliver solutions to clients with up to $2M in investable assets, gathering client data and referring to specialists...Suggested
$20.35 - $27.53 per hour
...a source of capital to personal banking clients and businesses of all sizes, we place a... ...organizations.\n \n \n \n \n \n As a Banker, you’ll be the welcoming face of the... ...phone and email etiquette. \n ~ You build relationships easily and bring excellent customer...Suggested- A reputable financial institution is seeking a Private Client Banker to provide financial advice and solutions for high-net-worth clients... ...candidate will be responsible for building strong client relationships and identifying opportunities for financial wellness. This role...
- ...a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you... ...service experience during each customer interaction Building strong relationships with retail branch staff, supporting and motivating their...Work at officeLocal area
$22 - $30 per hour
...each other and our customers. We value relationships, teamwork, community, and professional growth... ...and focuses on providing an exceptional client experience, then 1st Security Bank is... ...firm. Position Summary A Personal Banker is responsible for selling a full range...Bank staffWork at office$60k - $75k
...in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping... ...top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional...Full timeWork at office- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...Wealth Advisor at a Gesa Credit Union branch. You will deliver Non-Deposit Investment Products and advisory services to clients, building trusted relationships across the branch network. The role emphasizes an advice-based financial solution approach, prospecting new...
$28.85 - $33.65 per hour
...structured training programs, including obtaining essential industry licenses. Ideal candidates are those committed to fostering client relationships to help achieve financial goals. Your work will involve providing comprehensive financial advice, collaborating with banking...Hourly pay$24 - $30 per hour
...Personal Banker Location: 6726 Evergreen Way - Everett, Washington 98203 Job Summary... ...communities. Personal Bankers engage clients in deeper conversations to uncover needs... ...existing clients to develop and expand relationships based on their unique financial goals, leading...Hourly payTemporary workDay shift$65k - $80k
...Financial Edmonds and/or Wenatchee, Washington Are you a relationship-driven financial professional seeking a long-term advisory... ...intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile...Private practiceWork at officeMonday to Friday- ...Associate Financial Advisor to support succession planning and client continuity. The role focuses on transitioning client... ...collaborative ensemble practice. The position emphasizes long-term relationships, in-person service in Edmonds or Wenatchee, and growth toward...Private practiceWork at office
$28.85 - $33.65 per hour
...do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great... ...be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and...Hourly payFull timeWork at officeImmediate startShift workDay shift- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Full timeLocal area
- ...have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence... ...manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through...Full timeWork at office
- WaFd Bank in Everett, WA is seeking a Personal Banker who builds new deposit and loan relationships and delivers exceptional customer service. The role blends sales with banking operations and requires consultative conversations to identify solutions that meet customers...
- ..., growth-focused firm. Why Join Us Warm, qualified leads (no cold prospecting) Host seminars & dinner workshops to build client relationships Strong team support + tools ( Orion, Salesforce, planning software ) 401(k) w/ 6% match , full benefits, PTO Weekly training...Relocation package
- ...Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role requires strong communication skills,...Full timeContract workRemote work
- ...Advisor Stage I in Bothell, WA. In this role, you will acquire necessary licenses and develop foundational skills to manage client relationships effectively. The position offers professional growth and advancement opportunities within the company. Key responsibilities...
- ...Solution (TRS) , we put family first. Our mission is to help our client families enjoy a retirement free from financial worry, and our... ..., and work closely with our planning team to ensure every relationship is handled thoughtfully and professionally. This is a visible,...Temporary workWork at office
- BECU is hiring a Member Consultant II to deliver seamless, high-quality member experiences across multiple pod branches in the Soundview District. You will diagnose and address consumer financial needs, referring to specialized services when needed, and become a subject...
$24 - $31.38 per hour
...do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being... ...to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service...Hourly payWork at officeShift workDay shift- Global Elite Empire Consultants is seeking part-time remote help to engage clients about benefits products. You’ll converse virtually, schedule appointments, and present insurance options through online meetings. Training is provided, with weekly pay and a chance to grow...Remote jobWeekly payPart timeFlexible hours
- ...backed by the strength, stability, and support of an established firm with a long history. We are looking for individuals who are relationship-focused, coachable, professional, and motivated to grow both personally and professionally. Qualifications: * High school...Full timeContract workFor contractorsFlexible hours
- Boeing Employee Credit Union in Everett, WA seeks an Investment Program Financial Advisor affiliated with LPL Financial. You will serve as a Financial Advisor associated with LPL Financial, though you are NOT an employee of LPL. Role focuses on providing advisory services...
- Responsibilities Forest View Hospital, located just seven miles southeast of downtown Grand Rapids, Michigan, is a private 108 bed psychiatric facility that serves children, adolescents and adults. We are licensed by the State of Michigan, fully accredited by The Joint ...Contract workTemporary workLocal areaShift work
- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with... ...delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to...
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