Private Banking Relationship Manager II-IV
$113.76k - $170.65kWashington 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
- ...Senior Banker II Seattle, Washington To proceed... .... Acknowledge ( Bank of America employees... ...clients to build and deepen relationships by uncovering financial... ...banking solutions Manages risk in every business,... ..."). Bank of America Private Bank is a division of...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Description The Small Business Banker II services a wide variety of... ...position develops meaningful relationships and engages in cross- selling... ...partnerships with Branch Managers, Treasury Management Advisors... ...to maintain their personal banking at Northwest Prepare electronic...SuggestedWork at office
- Northwest Bank is seeking a Small Business Banker II in Bellevue to service a diverse portfolio of business loans... ...You will build meaningful client relationships, work with branch partners, and... ...collaborating with Treasury Management, Merchant Services, and Investment...Suggested
$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...SuggestedFull timeImmediate start- Verity Credit Union in Wallingford is seeking a Member Consultant II to enhance member experiences by building trusted relationships and facilitating onboarding and cross-selling across financial products. The role emphasizes service excellence, accuracy in transactions...Suggested
$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...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$49.28k - $73.39k
...and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services... ...to lift 25 pounds. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services...Temporary workWork experience placementLocal areaFlexible hours- Washington Trust Bank is seeking a Private Banking Relationship Manager in Seattle, WA to serve as a trusted advisor for clients, focusing on establishing and maintaining quality relationships while achieving sales goals. The ideal candidate will have at least one year...
$116k - $216k
Location 1301 5th Avenue, Seattle Washington Job Summary Key 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...Work experience placementWork at officeLocal areaFlexible hoursNight shift- Bank of America in Seattle seeks a customer-focused banking professional to uncover clients' financial needs and connect them with appropriate banking solutions. You will balance service requests with transactional work, proactively follow up, and handle complex client...Weekend work
$26 - $32.5 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...Works with clients to build and deepen relationships by uncovering financial needs and... ...terms and programs for banking solutions Manages risk in every business, product and...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$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 service...- About this role:Wells Fargo is seeking a Senior Commercial Banking Relationship Manager to join our Commercial Auto business. Learn about the career areas and lines of business at .In this role, you will:Develop, retain, and grow complex to highly complex client relationships...Full timeWork experience placement
$47.84k - $64.48k
...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...Full timeWork experience placementFlexible hours$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 payFull timeWork at officeImmediate startShift workDay shift$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 payFull timeWork at officeImmediate startShift workDay shift- Wells Fargo’s Specialized Industries Technology Banking Group is seeking a Lead Relationship Manager to expand our Pacific Northwest Early Stage team. The primary responsibilities of the role are focused on new client acquisition, client relationship management, and driving...Full timeWork experience placement
- 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
$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...- ...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 officeFlexible hoursShift workWeekend workDay shift
- ...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
$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... ...relationship of current clients; effectively managing internal and external centers of...Hourly payWork experience placementDay shift$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 placementFlexible hours$22 - $27 per hour
...proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. Opens Consumer and... ...perform accurate calculations. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding...Immediate start$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...$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 payTemporary workDay shift$25 - $26.77 per hour
...Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose... ...strives for operational excellenceBuilds relationships with clients to meet financial needsFollows... ...laws and regulationsEfficiently manages time and capacityFocuses on results while...Hourly payWork at officeFlexible hoursWeekend workDay shift$41k - $55.49k
...themselves on standing out from those "other banks". They were just voted "Best Bank" for... ...goal of bringing new deposit and loan relationships to the bank. Assist clients with their... ...experience recommending products and services or managing client relationships. Strong math, 10-...Work at office$25 - $38.46 per hour
...Private Client Banker Location: 9255 Rainier Avenue S - Seattle... ...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 payWork experience placementImmediate startDay shift- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Relationship Manager II-IV. Be the first to apply!
- private mortgage banker Seattle, WA
- personal banker Seattle, WA
- private banker Seattle, WA
- private label Seattle, WA
- private flight Seattle, WA
- private live in housekeeper Seattle, WA
- private rn Seattle, WA
- private house and office cleaning Seattle, WA
- caregiver private home Seattle, WA
- private equity intern Seattle, WA

