Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Banking Relationship Manager II-IV

$113.76k - $170.65k

Washington Trust Bank

Location: Seattle Office - 601 Union St. Ste 3100 Seattle, WA 98101Annual salary plus performance-based incentive program. Hiring salary based on experience.As a member of our Private Banking Team, this role serves as a proactive, client-focused, trusted financial partner to clients through a seamless delivery of credit and depository services. This individual will engage in business development efforts by identifying and calling on prospects and clients to achieve established sales goals. They will provide premier client service while assuring bank profitability and asset quality standards are met.Relationship Management/Client Service:Maintains responsibility for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account or relationship as needed in order to provide superior service to Bank clients.Sales/Business Development:Proactively investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients.Risk Management:Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations.Requirements:Bachelor’s Degree in Finance, Accounting, Business or related field.Minimum 1 year work experience in commercial lending, including relationship management. Able to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required as well as strong credit background and business development acumen. Work experience in the sales of cash management products or related sales experience at a financial institution.Work experience in fiduciary relationship management, including experience in specific unit area (investment, securities, cash management, real estate, commercial lending, consumer lending, etc).Knowledge of Bank lending procedures, as set by the current, published Loan Policy.Basic loan documentation knowledge; ability to document basic credits.Working knowledge of Bank products and services.Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.Ability to set and achieve challenging goals.Compensation:Private Banking Relationship Manager II: $113,764 - $170,646Private Banking Relationship Manager III: $138,567 - $207,851Private Banking Relationship Manager IV: $160,738 - $241,107The compensation range represents the low and high end of the base compensation range for this position located in Seattle, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.What Our Culture Can Offer YouOur benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.QualificationsLICENSES & CERTIFICATIONSSAFE Act NMLS/MLO #Job SummaryRequisition Number: PRIVA006445Job Category: ProfessionalSchedule: Full-Time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Banking Relationship Manager II-IV in Seattle, WA vacancy
  • $129k - $238k

     ...development opportunities to establish, maintain, and build relationships with high-net-worth clients. Manages client relationships, monitors credit quality of...  ...partners.Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in... 
    Suggested
    Full time
    Immediate start

    Columbia Bank

    Seattle, WA
    3 days ago
  • $116k - $216k

    Location:1301 5th Avenue, Seattle WashingtonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs...  ...banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Seattle, WA
    4 days ago
  • $20.67 - $31.25 per hour

     ...existing clients to develop and expand relationships based on their unique financial goals, leading...  ...clients and making them feel that no bank will fight harder for them. Essential...  ...of current clients; effectively managing internal and external centers of influence... 
    Suggested
    Hourly pay
    Full time
    Work experience placement
    Day shift

    KeyBank

    Bellevue, WA
    1 day ago
  • $20 - $25 per hour

     ...? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture...  ...assigned region to work as a substitute for Relationship Banker Is during absences, including...  ...contact, Mickey Hsu, FVP, Employee Relations Manager, at (***) ***-**** or mickey.hsu@... 
    Suggested
    Full time
    Work experience placement
    Bank staff
    Flexible hours
    Shift work

    Cathay Bank

    Seattle, WA
    5 days ago
  • $19 per hour

     ...reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive...  ...meeting referral standards set by your Manager. Comply with all policies, procedures...  ...email etiquette. You excel at building relationships and delivering excellent customer... 
    Suggested

    Banner Bank

    Des Moines, WA
    2 days ago
  • $28.85 - $33.65 per hour

    Job Description:At Bank of America, we are guided by a common purpose to help make...  ...- from acquiring, building and managing client relationships to considering a client’s complex financial...  ...role, Financial Solutions Advisor Stage II, where you will continue to practice... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    3 days ago
  • $28.85 - $33.65 per hour

     ...opening for every location listed*****At Bank of America, we are guided by a common...  ...- from acquiring, building and managing client relationships to considering a client’s complex financial...  ...role, Financial Solutions Advisor Stage II, where you will continue to practice... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Renton, WA
    16 hours ago
  • You are customer focused, enjoy building relationships and providing financial advice to your...  ...a Relationship Executive in Government Banking, your primary role will be to acquire,...  ...proven top individual contributor Sales management and business development skills... 
    Local area

    JP Morgan Chase

    Seattle, WA
    3 days ago
  • $100k - $120k

     ...more than $1.5 trillion in assets under management, administration and advisement as of year...  ....Weekly to bi-weekly 1:1s with Level II+ advisors.Bi-weekly results review with branch...  ...CollaborationWe are a client-centric, relationship-based business. Working together, in-... 
    Full time
    Work experience placement
    H1b
    Work at office
    Local area
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Seattle, WA
    16 hours ago
  • $25 - $30 per hour

     ...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting...  ..., and often collaborating with internal Bank partners. Relationship bankers are...  ...originated by internal partners such as Treasury Management services.Performs proactive outbound... 
    Weekend work

    Columbia Banking System

    Seattle, WA
    4 days ago
  •  ...Job Description: At Bank of America, we are guided by a common purpose to help make...  ...for operational excellence Builds relationships with clients to meet financial needs...  ...small business, lending, and investments Manages financial center traffic, appointments,... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Mercer Island, WA
    3 days ago
  •  ...Relationship Banker Bellevue, Washington **To proceed with your application, you must be at...  ...least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet...  ...small business, lending, and investments + Manages financial center traffic, appointments,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bellevue, WA
    2 days ago
  •  ...through self‑service resources such as mobile banking, online banking, or ATM. The position...  ...for operational excellence. Build relationships with clients to meet their financial needs...  ...small business, lending, and investments. Manage financial center traffic, appointments,... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    Renton, WA
    3 days ago
  • $25 - $27.88 per hour

     ...Bank of America is looking for a client‑centered associate to engage customers in the...  ...strive for operational excellence Build relationships with clients to meet financial needs Follow...  ...business, lending, and investments Manage financial center traffic, appointments,... 
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Seattle, WA
    4 days ago
  • $25 - $38.46 per hour

    ## Licensed Private Client BankerApplylocations: Bellevue, WAtime...  ...will focus on the entire client relationship with a plan-based approach to...  ...Investment Services, Private Bank, Mortgage or Business Banking...  ...current clients; effectively managing internal and external centers... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Bellevue, WA
    1 day ago
  •  ...Columbia Bank is seeking a Personal Banker to deliver exceptional client experience at our Bainbridge Island location. You will open consumer and business accounts, expand relationships, and refer clients to internal partners while uncovering lending opportunities. You... 

    Columbia Banking System

    Bainbridge Island, WA
    1 day ago
  • $22 - $27 per hour

     ...Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...  ...referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating... 
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    Bainbridge Island, WA
    1 day ago
  • $23 - $31 per hour

     ...locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations...  ..., services, and digital tools to help them manage their finances with confidence. You will support... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Seattle, WA
    3 days ago
  •  ...Bank of America in Seattle seeks a customer-focused professional to build relationships, manage cash, and drive a superior client experience. You will follow established processes to meet client financial needs while adhering to laws and regulations. The role emphasizes... 
    Weekend work

    Bank of America

    Seattle, WA
    4 days ago
  •  ...KeyCorp is seeking a Private Client Banker located in Tukwila, Washington to provide financial...  ..., maintaining, and nurturing client relationships. Your responsibilities will include...  ...referrals, and ensuring compliance with bank policies while achieving sales goals. Candidates... 

    KeyCorp

    Tukwila, WA
    4 days ago
  •  ...least 18 years of age. Acknowledge ( Bank of America employees are required to...  ...responsibilities include deepening client relationships through platform services, supporting clients...  ..., and Digital Assisted Shopping Manages client interactions by taking the best course... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Seattle, WA
    4 days ago
  • $24.52 - $37.5 per hour

     ...the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the...  ...and will focus on the entire client relationship with a plan-based approach to financial...  ...of current clients; effectively managing internal and external centers of influence... 
    Hourly pay
    Temporary work
    Day shift

    Key Bank

    Seattle, WA
    3 days ago
  • $24 - $25.5 per hour

     ...Introduction Since 1973, East West Bank has served as a pathway to...  ..., entertainment and media, private equity and venture capital,...  ...Overview Being the next generation Relationship Banker at East West Bank...  ...you will play a key role in managing, retaining, and acquiring long... 

    East West Bank

    Seattle, WA
    20 hours ago
  •  ...candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate...  ...: Full-Time 03/26 POSITION OVERVIEW The position of Relationship Banker reports to the Branch Manager. You will develop new and existing business and... 
    Full time
    Contract work
    Work at office
    Monday to Friday

    Beneficial State Bank

    Seattle, WA
    1 day ago
  •  ...Provide personalized banking support across multiple branch locations within an assigned...  ...bank standards Build lasting customer relationships through proactive, meaningful...  ...resume keywords Customer Relationship Management Financial Services Experience Digital Tools... 
    Work experience placement

    Jobtailor

    Burien, WA
    20 hours ago
  • $22.33 per hour

     ...and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial...  ...seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities... 
    Work at office

    WaFd Bank

    Seattle, WA
    20 hours ago
  • $100 per hour

     ...range of topics including capital markets, portfolio management, research, trading, quant, investment banking, private equity, corporate finance, accounting, and others....  ...Bonuses (not at all necessary) ~ CFA (Level I/II/III) or CA/CPA/MBA in Finance. Perks of freelancing... 
    Hourly pay
    Contract work
    Freelance
    Remote work
    Flexible hours

    Turing

    Seattle, WA
    1 day ago
  • $22 - $27 per hour

     ...while handling consumer and business account openings. Candidates should have a High School Diploma and banking experience is preferred. The role emphasizes relationship building and financial solutions. The pay ranges from $22 to $27, and benefits include comprehensive... 

    Columbia Bank (WA, OR & ID)

    Seattle, WA
    4 days ago
  • $28.85 - $33.65 per hour

     ...opening for every location listed***** At Bank of America, we are guided by a common...  ...be an advisor—acquiring, building and managing client relationships, and guiding clients with advice and...  ...to Financial Solutions Advisor Stage II, where you continue to practice the skills... 
    Hourly pay
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    2 days ago
  • $100 per hour

     ...4 advisory, transaction services, valuation, restructuring, or management consulting with a finance focus). Strong grasp of valuation methodologies...  ...management. Preferred Qualifications (Optional) CFA (Level I/II/III), CA/CPA, ABV, or MBA in Finance. Benefits Work on the... 
    Hourly pay
    Remote work
    Flexible hours

    Turing

    Seattle, WA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Banking Relationship Manager II-IV. Be the first to apply!