- Bank of America (Olympia, WA)
- Relationship Banker University Place, Washington;Olympia, Washington; Tacoma, Washington; Port Orchard, Washington; Puyallup, Washington **Job Description:** At ... Bank of America, we are guided by a common...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- KeyBank (Tumwater, WA)
- …problem solver, trusted advisor, and partner to the people and 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-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- Huntington National Bank (Olympia, WA)
- …Commercial loans. Originate, monitor and renew loan relationships consistent with the bank 's policies and procedures. Serves as the point person in determining the ... customer's needs and meeting them through the seamless delivery of the bank 's products, services and associated resources. Will be assigned a minimum sales goal of… more
- EverBank (Olympia, WA)
- **Corporate Banking Relationship Manager** The Corporate Banking Relationship Manager will develop and manage relationships with high value business clients. ... This senior banker will self-source and work with internal business partners...and services within an assigned territory. The Corporate Banking Relationship Manager will be the primary contact for borrowing… more
- Lincoln Financial Group (Olympia, WA)
- …74321 **The Role at a Glance** Lincoln has an opening for a ** Relationship Manager** who is passionate about helping plan sponsors and financial professionals ... deliver the best retirement plan experience possible. As a Relationship Manager, you will lead an experienced and dynamic...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- KeyBank (Olympia, WA)
- …investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, ... financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking...+ Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,… more
- JPMorgan Chase (Olympia, WA)
- …responsibilities** + Champion and support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build a book of business and ... deliver personalized investment solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent focus on … more
- Lincoln Financial Group (Olympia, WA)
- …your team. You will provide oversight on broker escalations and ongoing relationship management to drive new business and persistency for enforce business. You ... for assigned areas of responsibility, identify trends, and determine effectiveness of relationship management activities within the team. + You will identify and… more
- Lincoln Financial Group (Olympia, WA)
- …timely and accurate monthly and quarterly financial close process. * Understand the relationship of applicable systems and data required to account for and support ... to support these responsibilities. * Develop and maintain a strong relationship with internal/external auditors as applicable and ensure identified issues are… more
- Robert Half Finance & Accounting (Olympia, WA)
- …for financial systems and assist users with ticket resolution. * Manage the relationship with the IT Third Party Administrator to ensure secure and effective IT ... Reconciliation to maintain financial accuracy and transparency. * Ability to perform Bank Reconciliations to ensure company records align with bank statements.… more
- Lincoln Financial Group (Olympia, WA)
- …ergonomic process related to in-office and home-based employees. Managing relationship with external vendor, and partnering with Legal/Employment Law regarding ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …to lead the team to push the solution and progress + Strong relationship management skills _Nice to haves:_ + Working knowledge of Workplace Solutions products, ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …with the ability to prioritize workload + Strong communication, negotiation, relationship building, strategic, & interpersonal skills + Demonstrates ability to ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …lead the team to push the solution and progress . Strong relationship management skills Nice-to-haves: * Working knowledge of Workplace Solutions products, ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …appropriate resources and tools to drive solutions. * Demonstrates strong relationship management skills with internal clients (eg management, peers and colleagues) ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …their plan design. You will work and collaborate with Account Management, Relationship Management, and/or Plan Sponsors to discuss potential plan design changes and ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …in the United States without sponsorship _Nice-to-haves:_ + Demonstrates solid relationship management skills with internal and/or external clients (eg management, ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …ability to identify and recommend process improvements. + Demonstrated strong relationship management skills with internal clients (eg senior management, peers and ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …other parties around establishment of an effective, fit for purpose supplier relationship management program * Lead the negotiation of tactical and strategic ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (Olympia, WA)
- …appropriate resources and tools to drive solutions. * Demonstrates strong relationship management skills with internal clients (eg management, peers and colleagues) ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more