Client‑Focused Personal Banker
Washington Trust Bank
Washington Trust Bank in Spokane, WA is seeking a Personal Banker I-II to build client relationships and provide expert guidance on deposit and lending products. You’ll engage in sales strategies, receive comprehensive product training, and maintain compliance in a fast-paced branch environment. The role emphasizes customer service, proactive selling, and cross-selling bank products while supporting internal and external clients and contributing to community engagement. #J-18808-Ljbffr Washington Trust Bank
- A community-focused financial institution in Seattle is seeking a Personal Banker who is bilingual in Cantonese and Mandarin. This role involves assisting clients with personal and business banking solutions to improve financial health. Candidates should have strong communication...Suggested
- ...to join our employee advisor model as a Wealth Advisor serving a local branch. This on-site role focuses on delivering NDIPs and advisory solutions to the branch’s client base while building a trusted partnership with retail staff. You will work with a consultative approach...SuggestedLocal area
$25 - $38.46 per hour
...Private Client Banker Location: 9255 Rainier Avenue S - Seattle, Washington 98118 Job... ...the Key Private Client Program and will focus on the entire client relationship with... ...realizing the impact we can have on their day, personally, professionally, and financially....SuggestedHourly payWork experience placementImmediate startDay shift$24.52 - $37.5 per hour
...businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan... ...the impact we can have on their day, personally, professionally, and financially. Listen for...SuggestedHourly payTemporary workDay shift- ...Bank of America in Kenmore, WA is hiring a Client Experience Associate to engage clients in the lobby, educate them on self‑service options... ...meet their financial goals. The role emphasizes a strong client focus, adherence to laws and regulations, and the ability to work...SuggestedWeekend work
- WaFd Bank in Bellevue, WA seeks a Personal Banker to win new business and deepen consumer deposit and loan relationships. You will deliver exceptional customer service and assist clients with their financial needs, promoting digital self-service options. The role blends...
- PNC is an in-office bank based in Washington, DC. The Personal Banker role sits in PNC's Retail Bank organization and focuses on delivering an outstanding customer experience while building relationships in the branch. As a Personal Banker, you will acquire and deepen the...Work at office
$105k - $135k
Cutler Investment Group in Bellevue, WA is seeking a Financial Advisor to help clients meet their financial goals. You will join top advisors, learn client relationship management, and develop impactful financial strategies under senior guidance. In the first year, you...- ...seeking a Wealth Advisor to join their dynamic team in Bellevue. This role empowers you to create personalized financial plans and manage complex portfolios for clients. You will be part of a collaborative environment that values innovative thought and creative problem...
- First Tech Federal Credit Union is seeking a Relationship Banker in Seattle to act as a frontline financial partner for members. You’ll process deposits, withdrawals, and routine transactions in-person, over the phone, and by email, while building rapport and offering tailored...
$70k - $80k
...Kenmore, Washington is seeking an Investment Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve financial goals. You will work closely with clients to develop financial plans, recommend investment products, and manage...- ...America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities involve triaging client leads, reviewing...
- West Capital Lending is seeking a proactive Loan Officer to guide clients through the loan application process, assess financials, and propose suitable loan options. You will ensure accurate documentation and regulatory compliance while delivering exceptional service. You...
- Brighton Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead Advisor, and deliver comprehensive financial planning to high‑net‑worth clients. You will review portfolios, prepare CNA/SAA/VFA deliverables, and coordinate...
- JPMorgan Chase & Co. in Seattle invites an experienced Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build and manage a client book, partner with specialists, and provide guidance...
- ...JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, using banking solutions and technology to help clients meet their financial goals in Bellevue area. You will acquire, manage, and retain client relationships, tailor...
$20.67 - $31.25 per hour
...Personal BankerLocation: 10655 NE 4th Street - Bellevue, Washington 98004Job Summary... ...in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs... ...teammates and line of business partners – focusing on client acquisition and deepening...Hourly payDay shift- ...contribute to the company's success. As a Personal Banker within PNC's Retail Bank organization,... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC... ...we expect our employees to be: Customer Focused - Knowledgeable of the values and practices...Work at office
- ...Washington, DC area is seeking an entry-level Personal Banker to assist in sales, products, and service... ...with the customer service team. The role focuses on building loyalty and increasing sales to individual consumer clients through attentive client service and product...
- JPMorganChase in Bellevue, WA seeks a Relationship Banker to build and manage client relationships in our branch, delivering hospitality and banking solutions using Chase Mobile App and digital tools to meet financial needs. The role requires sales experience in retail...
- Bank of America is seeking a Banking Center Associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect customers with the right specialists. You will help clients with self-service options and transactional...
$20 - $26.75 per hour
...Description Join a team that puts client experience at the heart of every decision. This role focuses on building strong... ...clients both over the phone and in person as they walk into the branch, identifying... .... Pay Range: Personal Banker I-II: $20.00 to $26.75 The compensation...Local areaFlexible hours- ...so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers...Immediate startAfternoon shift
- ...seeking an Associate Financial Advisor in Seattle, WA, to support clients in their financial journeys. This full-time hybrid role involves... ...with a Lead Advisor. The ideal candidate will have a strong focus on customer service, analytical skills, and experience in financial...Full time
- J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive... ...Advisor and expertise in delivering personalized investment solutions while fostering... .... As a Private Client Advisor, you will focus on client acquisition, financial coaching...
- ...Puget Sound! Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal... ...Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact...Full timeInternshipSeasonal workLocal areaFlexible hours
- ...Advisors in Seattle, WA is seeking an experienced paraplanner. The role supports advisors through client meetings, transaction processing, documentation, and follow-up with a focus on accuracy and confidentiality. Candidates should be licensed (Series 7/66 preferred) and...
- ...multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. The role focuses on new business development, coordinating with tax, insurance,...Work at office
- ...Seattle partners with an Executive Wealth Management Advisor to identify clients’ financial goals, analyze their landscape, and develop tailored recommendations towards defined objectives. With a focus on high-net-worth clients, you will grow your book through referrals,...
- Edward Jones is seeking a Registered Branch Associate to deepen client relationships and support Financial Advisors across the branch... ...contribute to portfolio discussions with clients. Join a team-focused environment with comprehensive training, ongoing regulator-directed...
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