- Umpqua Bank (Olympia, WA)
- Relationship Banker Retail Banking Group Olympia, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... Empathy, Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** The Relationship Banker helps clients achieve financial well-being through deep… more
- Bank of America (Lacey, WA)
- Relationship Banker Port Orchard, Washington;Olympia, Washington; Tacoma, Washington; Lacey, Washington; University Place, 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
- Bank of America (Olympia, WA)
- Relationship Banker Olympia, Washington **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… 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
- UMB Bank (Olympia, WA)
- …that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they collectively shape ... analyze the business in order to qualify clients for bank products and services. **We're excited to talk with...years sales experience with 2 years in Agricultural Commercial Bank Sales. + Bachelor's degree or equivalent experience in… more
- City National Bank (Olympia, WA)
- …private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support business development activities of line units ... on the following areas: credit structuring and analysis, assisting Relationship Managers in cross-selling first mortgages and/or establishing new relationships.… more
- Bank of America (Olympia, WA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- US Bank (Lacey, WA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Umpqua Bank (Spanaway, WA)
- …Supervisor Retail Banking Group Spanaway, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...place to work by offering a special brand of relationship banking and by providing a culture where associates… 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
- Lincoln Financial Group (Olympia, WA)
- …74180 **The Role at a Glance** We are excited to bring on a ** Relationship Management Specialist** for our Local Market Account Management Team. In this role you ... Florida and Dallas and/or Houston, Texas** . _Background Details_ As a Relationship Management Specialist, you will be responsible for building and maintaining… 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)
- …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
- SolomonEdwards (Olympia, WA)
- …commercial loans. Has contact with lenders, lending assistants, closers, relationship managers, group managers, administrative staff, and other various departments ... high degree of accuracy. * Contact lenders, lending assistants, closers, relationship managers, group managers, agent banks, administrative staff, and other various… more
- Lincoln Financial Group (Olympia, WA)
- …and regulations + 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)
- …knowledge of Active Directory, Windows, Azure AD + Effective customer relationship management skills + Manages time effectively **Nice-to-have** + Working knowledge ... 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)
- …(4 years of experience in lieu of bachelor's) + Demonstrated strong relationship management skills with internal clients (eg, management, client service teams, ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Highmark Health (Olympia, WA)
- …accounting, preparation of trial balance or financial statements, cost accounting, bank account reconciliations, accurate tracking and recording various income and ... existing solutions. + Strong written and oral communication skills. + Strong relationship building skills. + Client focused with strong business acumen. +… more
- Lincoln Financial Group (Olympia, WA)
- …of management through clear, informed and logical * Demonstrated 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