- Manage a portfolio of member accounts, proactively servicing and supporting member goals
- Provide comprehensive and customized financial solutions tailored to member financial needs including collaborating with partners across lines of business to connect the member with experts in lending, insurance, investment, etc.
- Schedule daily in-person and phone calls with members to review and/or determine their financial objectives, expenses, and assets
- Identify and pursue potential new members and looking for ways to cultivate long-term, primary financial partner
- Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
- Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
- Lead business development activities, including SEG onsite events, member follow-up and outbound calls
- Mentor Financial Service Representatives on a day-to-day basis
- Minimum 5 years of proven sales experience with the ability to meet and exceed sales goals; minimum of 1 year financial industry experience
- Proven track record of successfully growing and managing customer relationships
- Ability to operate as a self-starter who is highly organized and works well independently or within a team environment
- Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
- Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
- Ability to foster strong relationships with internal and external stakeholders
- Strong critical thinking and decision-making skills with attention to detail
- Working knowledge of Microsoft Office Suite
- Minimum Education: High School Diploma; Bachelor's degree is preferred
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Accrue up to 17 days of Paid Time Off your first year of employment
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
-
Business Relationship Manager
1 week ago
Unavailable Seattle, United StatesIntroductionSince 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community m ...
-
GCB Relationship Manager
1 week ago
Bank of America Seattle, United StatesGCB Relationship Manager - Middle Market · Seattle, Washington · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for ...
-
Commercial Relationship Manager
1 day ago
Northwest Bank Seattle, United StatesSummary · Northwest Bank serves the business and professional communities of Idaho, Oregon, Utah and Washington. We were founded in 2008 on the idea that experience and exceptional service matter and should be expected, and that banks should be strong partners with their customer ...
-
Senior Commercial Relationship Manager
6 days ago
Banner Bank Seattle, United States Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying. · Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, ...
-
Senior Commercial Relationship Manager
1 week ago
Banner Bank Seattle, United States· Please take time to review · Banner Bank's Consent & Privacy notice · before applying. · Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, reli ...
-
Senior Technology Banking Relationship Manager
2 weeks ago
WELLS FARGO BANK Seattle, United States Full timeAbout this role: · Wells Fargo's Specialized Industries Technology Banking Group is seeking a 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, an ...
-
Senior Commercial Relationship Manager
1 week ago
Banner Bank Seattle, United StatesJob Description · Please take time to review Banner Bank's Consent & Privacy notice before applying. · Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, ...
-
Senior Commercial Relationship Manager
1 day ago
BankTalent HQ Seattle, United StatesThe Commerce Bank of Washington, a division of Zions Bancorporation, is currently hiring for aSenior Commercial Relationship Manager - Seattle. · The Commerce Bank of Washington believes that delivering exceptional service to our clients is the single most important function we ...
-
Commercial Relationship Manager II
1 week ago
Banner Bank Seattle, United StatesMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecuti ...
-
Senior Commercial Relationship Manager
1 week ago
Banner Bank Seattle, United StatesPlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ...
-
Commercial Relationship Manager II
1 week ago
Banner Corp Seattle, United StatesMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. · W ...
-
Senior Commercial Relationship Manager
6 days ago
BankTalent HQ Seattle, United StatesThe Commerce Bank of Washington, a division of Zions Bancorporation, is currently hiring for a Senior · Commercial Relationship Manager - Seattle. · The Commerce Bank of Washington believes that delivering exceptional service to our clients is the single most important function ...
-
VP Relationship Manager Seattle
1 week ago
PGMTEK Inc. Seattle, United StatesJob Description · Summary/Objective: · To develop new businesses, maintain a sound loan portfolio and assist the department head in various operations of the department. · Essential Functions: · Establishes and maintains business entities and individual customer relationship ...
-
Relationship Manager
6 days ago
Pacific Premier Bank Bellevue, United StatesThe Relationship Manager is responsible for creating, developing, and managing banking relationships. The incumbent in this position will provide intermediate level advice and education to customers on opportunities to utilize the Bank's deposit and loan products and services to ...
-
CRE Relationship Manager VP bilingual Chinese
2 weeks ago
ACG Resources Seattle, United States Direct HireTo Apply for this Job Click Here · Job Ref: 14491Salary: $ $150000CRE Relationship Manager VP bilingual Chinese (Seattle) · located onsite with a foreign bank · Required Education and Experience: · Bachelors degree (B. A. or B. S.) from four-year college or university. · Language ...
-
ACG Resources Seattle, United States Direct HireTo Apply for this Job Click Here · Job Ref: 14491Salary: $ $150000CRE Relationship Manager VP bilingual Chinese (Seattle) · located onsite with a foreign bank · Required Education and Experience: · Bachelors degree (B. A. or B. S.) from four-year college or university. · Language ...
-
Bank of America Seattle, United States Full timeDescription · : · This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maint ...
-
Sr. Relationship Manager
4 weeks ago
Bank of America Seattle, United StatesSr. Relationship Manager – Global Commercial Banking - For Profit Healthcare · Seattle, Washington · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we ru ...
-
Relationship Manager III, Commercial Banking
1 week ago
HomeStreet Seattle, United StatesSalary Range: · $98, $161,900.00 · (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) · Posting Date: · May 31, 2024 · This job will be open and accepting applications for a minimum of thr ...
-
Customer Relationship Manager
2 weeks ago
CreditCorp Group Seattle, United States Full time· Job no: 494494 · Work type: Full-time · Location: Washington - Seattle · About Credit Corp Solutions · Credit Corp Group is not your average Debt Collection agency. We are 1500+ strong with offices across Australia, USA and the Philippines. We're an ASX200 company with 2 main ...
Member Relationship Manager - Seattle, United States - First Technology Federal Credit Union
Description
The Member Relationship Manager develops new and deepens existing member relationships to position First Tech as being their financial partner for life. In this role, you will help our members reach their financial dreams through providing financial solutions, education, and advice. Here's what you can expect from the job and what you need to be successful: Job dutiesBenefits options include:
