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Relationship manager jobs in Seattle, WA - 1,227 jobs

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  • Sales Manager (Pet Industry, Food/Drugs/Mass Market Channels)

    HICC Pet

    Relationship manager job in Bellevue, WA

    About Us We're a fast-growing pet wellness company revolutionizing premium pet food and supplies, trusted by 500K+ households across North America. As we scale into mass-market channels, we are seeking a channel-savvy Sales Manager with deep relationships in US/Canada's Food, Drugs, and Mass (FDM) retail ecosystems-particularly Walmart, Costco, Target, Fred Meyer, Walgreens, and regional grocers. Your mission: unlock exponential growth by leveraging your network, crafting tailored strategies, and driving category-leading partnerships. Key Responsibilities: Channel Strategy & Execution Own end-to-end sales for FDM channels (Walmart, Costco, etc.), developing go-to-market plans that align with retailer priorities (e.g., holiday campaigns, brand pitches, shelf optimization). Negotiate distribution, pricing, and promotional terms, ensuring profitability while meeting retailer KPIs. Partner with product teams to curate channel-specific assortments and lead new item launches Relationships & Resource Leverage Leverage existing C-suite/merchandising contacts at target retailers to accelerate partnerships Cultivate long-term loyalty through proactive account management: quarterly business reviews (QBRs), joint marketing initiatives (e.g., in-store demos), and crisis resolution (e.g., supply chain disruptions). Identify whitespace opportunities and pilot test new formats (e.g., co-branded vet clinics). Data-Driven Performance Track sales trends via retailer POS data and CRM (HubSpot), adjusting strategies to outpace competitors. Forecast quarterly/annual targets, ensuring attainment through pipeline management and distributor oversight. Team Leadership & Collaboration Partner with marketing on shopper insights and supply chain on inventory resilience. What You Bring Channel Mastery: 7+ years in FDM sales, with proven success landing/expanding accounts like Walmart, Costco, or Target Pet Passion: Deep understanding of pet food/drug trends (e.g., functional ingredients, holistic wellness) and a track record of translating shopper insights into shelf wins. Network & Negotiation: Existing relationships with decision-makers at 2+ target retailers (e.g., Walmart's pet category lead, Costco's West Coast buyer). Strategic Agility: Ability to pivot quickly-e.g., shifting from Costco's club packs to Walgreens' grab-and-go pouches during a recession. Bonus Points Built a pet brand's FDM presence from $0 to $10M+ in revenue. Familiarity with retailer-specific programs (e.g., Walmart's Spark Delivery, Costco's Roadshow Events). HICC America Corp. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status such as race, color, religion, sex, sexual orientation, gender identity, national origin or age. HICC America Corp. has adopted a drug-free workplace policy. Working under the influence of drugs or alcohol is not permitted. Any employment offer from HICC America Corp. is contingent upon the candidate having and maintaining a valid U.S. Work Authorization status throughout employment.
    $51k-94k yearly est. 5d ago
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  • Relationship Manager (Remodel Sales)

    Gaspar's Construction

    Relationship manager job in Seattle, WA

    About the role Gaspar's Construction is seeking a Relationship Manager who values stability, collaboration, and growth as much as we do. Here, you'll be part of a dynamic, award-winning team that doesn't just remodel homes - we build lasting relationships and are committed to exceptional client experiences. Guaranteed $80,000 base pay PLUS generous commission. Our relationship managers can expect to earn on average around $150,000 - $200,00 and up to $400,000. What you'll do Create & work a prospecting plan that the sales manager approves to help fulfill the sales goal. Attend a networking event once a week. Attend weekly Sandler Sales Training, embrace, and follow the Sandler System. Retain abreast of updated construction practices by visiting suppliers, attending trade shows, educational seminars, obtaining manufacturers brochures and networking with other contractors. Attend design & construction meetings. Assist in estimating. Identify increase & decrease options prior to sub-walk. Manage homeowner during sub-walk. Assist in identifying change orders during construction for scope that was not included in the original estimate. Must maintain a Washington State Driver's license in good standing. Qualifications 5+ years of top-notch customer service experience - you know how to build genuine connections! 5+ years of strong sales success (bonus if you're a pro at team selling) - with a passion for closing deals and exceeding goals! Sales and Design Aptitude - you understand the art of selling and have an eye for design. A fast learner with a flexible mindset - eager to embrace now challenges and adapt seamlessly to change. Exceptional teamwork and communication skills - you're not just a team player; you bring clarity to every interaction. Organized and efficient multitasker - you can juggle multiple projects seamlessly, keeping everything on track. Computer skills including Microsoft Suite, SharePoint, Zoom, and HubSpot. Commission Structure Design projects earn 10% commission on design payments. Paid in full the following calendar month. Commissions for construction projects are paid in two installments: the first after signed agreements, completed estimates, and a 25% deposit, the second payment is paid upon project completion, final gross profit calculation, and financial closure. Adjustments based on change orders and margins apply. Construction project commission Rates are up to 12%, based on Gross Profit (GP) percentage. More details can be explained during the interview process. Benefits 40-hour Work Week (no evenings or weekends) Paid Vacation, Holidays and Sick Time Medical/Dental/Vision 401k Company Match at 4% Tuition Reimbursement $50 per Month Cell Phone Allowance Long Term Disability PHYSICAL DEMANDS: Work is performed in a jobsite environment. Possible exposures encountered, such as hazardous materials, loud noise, or extreme heat/cold. Essential physical requirements, such as climbing, standing, stooping, or typing. While performing the duties of this job, the employee is regularly required to have the ability to maintain active customer and employee communication in English; access, input and retrieve information from a phone or tablet. May be subject to repetitive motion such as bending, reaching, kneeling, stooping, hammering, and lifting up to 75 pounds.
    $150k-200k yearly 60d+ ago
  • Commercial Banking - Relationship Manager

    Northwest Bank 4.8company rating

    Relationship manager job in Seattle, WA

    Job DescriptionDescription: 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 customers in finding creative financial solutions that work. To achieve that goal, we need great Relationship Managers on our team. People who share that vision and our values, who know their customers and work hard for their benefit, and lead the whole team to deliver successful financial solutions. Job Overview The Relationship Manager (RM) leads the development and maintenance of a loan portfolio, leveraging deep banking experience to ensure customer satisfaction. They are a master at identifying customer needs, analyzing financial data, and creating original financial solutions meeting the client's goals. They create new business by developing trusted customer relationships which nurture referrals, and engaging persistently in business development. They are a team leader, working across internal organizations to help others perform their role effectively and to the client's benefit. Salary: $120,000 - $170,000 DOE Requirements: Essential Duties & Responsibilities Being a Relationship Manager means providing the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's mission, vision, core values and customer service standards. Do you have the experience and know-how to creatively develop and expand customer relationships? Take the time to understand the client's business, industry and leadership Clearly identify financial outcomes that enhance the client's success Develop financial solutions that are creative, sound and effective. Ensure every deal is executed with high quality, quickly and fairly: Interview potential clients and accept credit applications Review applications and credit histories Review and analyze credit reports and financial information Evaluate existing and projected company cash flow Determine value of collateral; review independent appraisal reports Approve or reject credit applications within bank standards Prepare detailed loan presentations on new credit applications Monitor loan documentation and processing Frequently engage with customers, persistently assess client needs and offer solutions Identify potential gaps in service and products, and communicate internally to identify opportunities for growth as well as competitive differentiation Communicate with bank management about overall portfolio health, opportunity for growth, retention risks Follow through on agreements by monitoring loans through periodic reviews and documentation Review maturing loans, loan extensions and construction draws Resolve customer payment issues Properly maintain credit files including file memos updating the status of the client relationship Work proactively and independently to develop new sources of businesses Leverage market insight to target and engage potential customers Respond to inquiries regarding business and consumer credit and deposit products Effectively represent Northwest Bank products and solutions. Minimum Qualifications Relevant undergraduate degree or equivalent experience Minimum 5 years of experience in commercial lending Proven business development skills Thorough knowledge of credit services and other banking services Thorough knowledge of lending policies and procedures Thorough knowledge of business cash flow Computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, electronic mail, and bank software Effective oral and written communication skills Salary $120,000 - $170,000 DOE Benefits Northwest Bank also offers a competitive benefits package with a wide range of offerings, including: Health Benefits: We offer two choices of medical plans, a dental plan, and a vision plan all at no cost for employee coverage; comprehensive benefits for employees and eligible dependents, including a spouse or domestic partner. Short-Term Disability, Long-Term Disability and Life Insurance. Employee Assistance Program. Retirement Plans: 401k. Paid Time Off: Employees accrue 21 days of paid time off annually with increases at five years of service. Holidays: We observe 11 paid holidays per year. ORCA Card: All full-time employees will receive an ORCA card at no cost. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit; use hands and talk or hear. The employee is occasionally required to walk; reach with hands and arms and stoop, kneel, crouch, or crawl.
    $120k-170k yearly 4d ago
  • CBG Relationship Manager II

    Direct Staffing

    Relationship manager job in Seattle, WA

    Seattle Washington Exp 5-7 yrs Deg Bachelors Relo Bonus Occasional Travel Job Description Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services. Responsible for contributing to the assigned Region's credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate to complex relationships including direct lending, smaller club-deals or agented syndicated facilities, and/or complex participation bought relationships. This position is the mid-level of the Relationship Manager job family. Position Accountabilities Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group. Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks. Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee. Works with loan administration in the review and negotiation of loan documents Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio. Performs other job duties as assigned. Qualifications Job Specification Education Required Education or Equivalent Experience High School Diploma or GED Bachelor's Degree in Business or Finance Master's/Advanced Degree in Business or Finance Preferred Required Experience Five or more years of directly related experience Administrative/Technical Skills/ Other Information Solid understanding of underwriting and analysis for companies of all sizes and complexities. Strong comfort and familiarity with use and application of commercial lending principles. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
    $82k-128k yearly est. 20h ago
  • Donor Relationship Manager

    Churchome 3.8company rating

    Relationship manager job in Kirkland, WA

    At Churchome, we are on a mission to be the best at telling the story of Jesus to the world. His story is the story of amazing grace demonstrated in lavish love and great forgiveness offered to all people in every part of the world so they can find home in God. Jesus is the focal point of His story. He is the personification of grace, love, and forgiveness and He desires everyone to know Him and experience who He is. So we want everyone to know and experience Jesus too! ABOUT THE ROLE The Donor Development Manager is responsible for raising annual support from Churchome's major gift supporters, totaling more than $15 million annually. This position also has a portfolio of donors to qualify, cultivate, solicit and steward. They will manage the Generosity program which includes collaborating with marketing, as well as cultivating relationships and fiscal stewardship. This personable leader will pay attention to detail, while having the ability to focus on multiple priorities. They will set goals and create strategies to meet those goals, work with various types of people on a regular basis and foster personal relationships with constituents. The Donor Development Manager must be a forward-focused, team player with a faith-filled attitude. The role reports to the Chief Strategy Officer. RESPONSIBILITIES Create and implement comprehensive development strategies including individualized donor plans, and other activities for the generosity team to identify, cultivate, and solicit gifts from existing and new major donors with a special focus on securing multi-year pledges for special initiatives. Oversees the vision for generosity-focused events Build relationships and community through networking and pastoring leaders in business and the community. Create & co-manage the generosity team to a high level of performance, implementing individual and team objectives and clear fundraising metrics which map up to Donor Development Department goals and organizational goals. Collaborate with the appropriate staff in the implementation of all systems, processes, strategies, and plans to effectively coordinate responsibilities and track metrics for a comprehensive development program. Involve CEO, CSO, and board members and others in the solicitation of major gifts Maintain current, accessible information on major donors by fully utilizing Salesforce and other applicable tools Collaborate with volunteers when appropriate. Employers may also assign other duties or responsibilities in its sole discretion. EMPLOYMENT QUALIFICATIONS Five years of experience in business management, fostering relationships, fundraising, donor management, and team leadership Excellent communication skills, including written, interpersonal (strong team communication) and verbal (strong presentation skills) Knowledge and experience in fundraising principles, approaches, and practices Strong team collaboration skills, including experience with direct, lateral, and upward management of team members Ability to coach and motivate the Churchome regional teams, and provide opportunities for growth and learning Ability to plan and execute fundraising events or campaigns Experience in external relations or marketing, including online fundraising and email marketing Expertise with SalesForce Excellent understanding of sustainable relationship building BENEFITS OF WORKING AT CHURCHOME Generous paid vacation and holiday time off Comprehensive health benefits for FTE 403B plan with matching employer funds Flexible work environment Paid parental leave, including adoption A community of incredible colleagues with a heart for Jesus and passion for their work We are committed to building an equitable and inclusive culture of belonging that not only embraces the diversity of our staff but also reflects the diversity of the communities we serve. We know that the happiest and highest performing teams include people with diverse perspectives and ways of solving problems so we strive to attract and retain talent from all backgrounds and create workplaces where everyone feels empowered to bring their full, authentic selves to work. We are forward-focused, team players who possess faith-filled attitudes so we can be the best at telling the story of Jesus to the world. Location: Seattle or LA Work Status: Full Time, 40 hours/week Supervisor: Chief Strategy Officer Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and walk. The employee must be able to occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
    $86k-129k yearly est. 60d+ ago
  • Relationship Manager

    Seattle Bank 3.6company rating

    Relationship manager job in Seattle, WA

    Full-time Description Who We Are Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit. Position Summary Seattle Bank's Relationship Manager (RM) position is responsible for managing and growing a portfolio of private and commercial banking clients by taking a holistic view of the borrowers' profile and delivering tailored financial solutions. The RM will manage existing and new relationships - collaborating closely with our business development leaders on new opportunities, running with clients and partner referrals, and developing their own referral network. This role involves building strong relationships with clients, understanding their financial needs, structuring credit requests, and driving documentation and negotiations. The position will work closely and collaboratively with other Relationship Managers, Credit Administration, and others to deliver a personalized experience. This position is based in our downtown Seattle office and requires full-time, in-person work. Essential Duties Client Relationship Management Develop and maintain strong relationships with existing and prospective clients, by serving as the primary point of contact and ensuring high levels of service and satisfaction. Take care of clients by responding quickly, clarifying expectations in advance, confirming objectives have been met, and following up to ensure resolution and retention. Credit and Lending Solutions Structure, negotiate, and present proposals that identify, quantify, and mitigate key risks and provide appropriate analyses and support for recommendations. Analyze financial statements, credit reports, and other relevant data to assess creditworthiness. Business Development Identify and pursue new business opportunities within the commercial sector. Attend networking events, industry conferences, and community engagements to promote the bank's services. Portfolio Management Monitor loan performance and proactively manage risk within the portfolio. Ensure compliance with internal policies and regulatory requirements. Cross-functional Collaboration Collaborate with credit analysts to ensure timely and accurate processing, and operations and treasury teams to deliver comprehensive, personalized solutions. Communicate and work effectively with internal stakeholders to achieve common goals and shared success. Requirements Bachelor's degree or equivalent experience. Higher education is preferred. 5+ years' experience in private or commercial banking, or wealth management. 3+ years' experience as relationship or portfolio manager. Understanding of credit analysis, loan structuring, and financial products and services. Experience with commercial credit underwriting, including term, revolving and transactional credits. Familiarity with real estate and other secured financing. Strong work ethic and sense of urgency. Motivated by high goals and driven to solve problems to get deals done. Strong written and verbal communication skills. Able to effectively present information and respond to questions from customers, internal stakeholders, and others. Demonstrated ability to work independently and as a team player. Motivated to achieve individual and shared goals. High energy but cool under pressure, with a strong point of view and low ego. Able to manage multiple clients, tasks and projects effectively. Well organized, and attentive to details and deadlines. Proficient with PowerPoint and Excel, and able to quickly learn other relevant business systems. Seattle Bank Benefits We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: Medical/Vision, and Dental insurance Life Insurance, Long Term Disability, Voluntary Life 401K with Bank contribution, Stock Award, and Incentive Opportunity Paid Time Off: Vacation - 3 Weeks Sick Time - 1 hour per 40 hours worked Holidays - 10 days Transportation and fitness benefits And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities. Salary Description $120,000 - $160,000 per year
    $120k-160k yearly 20d ago
  • Client Manager

    Trucordia

    Relationship manager job in Seattle, WA

    Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description Reports To: Client Service Team Leader Duties and Responsibilities: Serve as the first point of contact for clients, providing prompt and professional service. Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. Assist with gathering underwriting information and preparing submission materials. Maintain strong carrier relationships to secure competitive quotes and solutions for clients. Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system. Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately. Qualifications 1-2 years of experience in insurance, customer service, or a related field preferred. Basic understanding of Property & Casualty and/or Life & Health insurance concepts. Strong interpersonal and communication skills, both written and verbal. Proven ability to manage multiple tasks and priorities in a deadline-driven environment. Familiarity with AMS360 or similar agency management systems is a plus. Must be detail-oriented with strong organizational skills. Active state-issued Insurance license (P&C and/or L&H) required. Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
    $78k-130k yearly est. 20h ago
  • Client Manager - Commercial Term Lending, Multi-Family Lending Team - Executive Director

    JPMC

    Relationship manager job in Seattle, WA

    You are customer focused, enjoy building relationships and providing investment advice to your multi-family property investors. A role as a Relationship Manager is for you. As an MFL Client Manager, Executive Director in Commercial Real Estate, you will be responsible for all aspects of originating term loans on stabilized multi-family properties. This role is ideal for an experienced multi-family relationship manager who is assertive, possesses a strong initiative, has proven success in working independently, and is motivated by strong financial incentives. You will effectively communicate the advantages of Chase loan programs to clients, manage and execute transactions, lead the sales team, and develop and grow portfolio through proactive prospecting and client relationship management. Job responsibilities: Communicate the advantages of Chase loan programs to clients. Manage and execute transactions by navigating the client from pre-approval to the funding of a loan Lead the sales team (Client Associate and Client Specialist) in loan production within credit standards and maintain portfolio Leverage personal real estate network of clients and brokers to drive new business Develop and grow portfolio through strong prospecting and client relationship management using extensive real estate knowledge and technical expertise Screen opportunities by analyzing market data, property and clients financials Engage with Marketing to develop a business plan to attract new customers and increase brand awareness Promote the bank's commercial real estate programs and services through strong sales principles and practices, credit analysis and risk management Engage and participate in ongoing strategic initiatives with Cross Line-of-Business partners including Treasury Services and Digital platforms Originate DUS (Fannie Mae and Freddie Mac) transactions Required qualifications, capabilities, and skills Seven plus years proven commercial multi-family real estate income property lending experience Strong marketing and business development experience with a proven track record of originating term loans on commercial multi-family real estate properties Local commercial real estate market knowledge required Excellent written and verbal communication skills with the ability to interact effectively with people Strong commitment and track record to providing high quality service levels to both external and internal customers Ability to quickly adapt to new technological systems and business processes Preferred qualifications, capabilities, and skills Ideal candidate will have an existing book of clients and direct customer relationships A four-year college degree preferred
    $78k-130k yearly est. Auto-Apply 60d+ ago
  • Wealth Management Client Relationship Manager

    TIAA

    Relationship manager job in Seattle, WA

    **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-01-05 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $62.5k-87.5k yearly 15d ago
  • Client Relationship Manager

    Fusiontek

    Relationship manager job in Kirkland, WA

    Job Description FusionTek is a Managed Service Provider established in 2007, with offices located in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. Our innovative team is passionate about IT infrastructure management for small- to mid-sized businesses. As we continue to expand our services, we are eager to find a Client Relationship Manager who embodies our core values: Teamwork: We achieve our goals collaboratively. Growth Mindset: We are focused on continuous improvement for our team members and our clients. Integrity: We operate with transparency and prioritize the needs of our clients. Ownership: We take responsibility for our work and ensure commitments are fulfilled. At FusionTek, we believe strong client relationships are the foundation of our success. We're looking for a Client Relationship Manager who thrives on building trust, solving problems, and driving growth. In this role, you'll be the primary advocate for your clients, ensuring they receive exceptional service and support while helping identify opportunities for expansion. This role is primarily remote, with occasional travel for client meetings or events required. Candidates must be located in the greater Seattle area and have reliable high-speed internet access. Here's what you'll be doing: Serve as the go-to partner for your portfolio of clients, managing technical configurations and ensuring smooth service delivery. Build and maintain long-term relationships that foster loyalty and encourage contract renewals. Collaborate with sales and leadership to uncover growth opportunities and expand client accounts. Monitor account health, proactively addressing risks and resolving recurring issues. Act as the voice of the client, sharing feedback with internal teams to improve service quality. A Typical Week Might Include: Participating in weekly L10 team meetings. Assessing the status of at-risk clients and developing action plans. Reviewing case studies and collaborating with teams to implement solutions. Updating client documentation and account records. Coordinating with Project Managers on ongoing initiatives. Conducting onsite or virtual client visits. Identifying and resolving client issues quickly and effectively. Sharing client feedback with internal teams to enhance service quality. Requirements Education: Bachelor's degree (B.A.) from an accredited institution or equivalent experience in a related field, along with 5+ years of experience in the financial services sector. Technical Skills: Proficient in Microsoft Office Suite. Proficiency in Microsoft PowerPoint and Excel Familiarity with cloud technologies, particularly Microsoft Azure. Understanding of network infrastructure and server technology. Knowledge of current and emerging technology trends. Experience: Prior experience in a Managed Service Provider (MSP) or Managed Security Service Provider (MSSP) role. Ability to engage with stakeholders at all organizational levels, including C-suite executives. Benefits At FusionTek, we truly believe our people are our most valuable asset. That's why we're proud to offer:
    $71k-119k yearly est. 28d ago
  • Relationship Manager 1

    Nuvision Federal Credit Union

    Relationship manager job in Kent, WA

    The Relationship Manager I (RM I) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM I position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM I position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy. Responsibilities: Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Inputs, processes and funds all consumer loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month. Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc. Recommends other products and services as appropriate from having conversations that matter with members. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Other related duties as assigned Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Represents the Credit Union in a positive and professional manner. Qualifications: 12 months experience in a similar position having prior loan experience and reaching service and performance goals. 18 months experience including prior loan experience and currently reaching service and performance goals preferred. Working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ - loans decisions system). Proven ability to garner business Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel Strong verbal and written communication skills in person and over the phone Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs Member service and organizational skills Willingness to make a difference Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Personable and professional Website: nuvisionfederal.com/careers Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement Covid-19 Precaution(s): Remote Interview Process (some positions vary) Social Distancing and Mask Guidelines in place
    $82k-128k yearly est. Auto-Apply 60d+ ago
  • Client Solutions Manager

    Meta Platforms, Inc. 4.8company rating

    Relationship manager job in Seattle, WA

    The Client Solutions Manager for Meta's Global Business Group is a strategic solution-driver who puts our customers at the core of everything we do. In this role, you will lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and the capacity to thrive in an agile, team-focused environment delivering against business goals. Minimum Qualifications * 5+ years of experience with online advertising/online media * Bachelor's Degree * Advanced experience structuring and manipulating raw data into datasets for analysis * Experience analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights * Proven track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases * Proven track record in leveraging data to develop broader prototyping solutions for the entire team * Experience driving a book of business, increasing revenue and business performance * Experience delivering insights to both technical and non-technical audiences * Experience working across cross-functional teams * Experience influencing executives and clients * Experience navigating ambiguity with agility to effectively lead complex and changing priorities * Understanding of the technology landscape Preferred Qualifications * Experience working cross-functionally with Product teams to improve products features and functionalities * Knowledge and experience with data querying (e.g., SQL, advanced Excel/ Google Sheets) * Knowledge of statistics and experience with statistical packages such as R, SAS, or SPSS * Experience with Meta's full suite of advertising solutions * Experience with business case modeling and market/opportunity sizing Responsibilities * Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners * Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) * Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies * Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth * Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders * Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations * Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership * Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments * Manage account operations (e.g. troubleshooting issues, account set up, etc.) * Work and collaborate across internal cross-functional teams to project manage complex workstreams * Travel as needed About Meta Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Equal Employment Opportunity Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here. Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.
    $100k-145k yearly est. 6d ago
  • Lincoln Relationship Manager - Auto Sales & Finance

    Korum Automotive Group 3.2company rating

    Relationship manager job in Puyallup, WA

    We are looking for an Lincoln Relationship Manager to join our sales team! The Relationship Manager serves as a single point of contact for our Lincoln Clients to ensure a exceptional purchasing and financing experience. By working at a Lincoln dealership, you can be a part of a brand that honors the past and is invested in the future. Join the Lincoln Family, where we value service to each other and the world as much as to our customers! Pay is comprised of monthly base + variable compensation. Range from $42,000 to $120,000 Korum Automotive Group offers a comprehensive benefits package that includes: Medical / Dental / Vision Paid Time Off Employer-paid life Insurance Voluntary additional Life, Long-Term Disability, Critical Illness, Accident Insurance Employee Assistance Program (EAP) Paid Holidays 401(k) Salary Deferral Plan with Employer Match Vehicle Purchase Discount Program Discounts on Parts and Service Employee Events and Recognition Company-Paid Uniforms for Specified Positions Paid Training Based on Position Other Potential Compensation: Discretionary Bonuses Incentive Awards Employee Referral Bonuses Years of Service Award Bonuses Responsibilities: Assisting customers who enter the dealership, answering their questions, and helping them select a vehicle that is right for their needs Serves as a single point of contact for Lincoln Clients, assisting them with their purchase and finance of their vehicle Selling a minimum number of vehicles based on the goals and objectives defined by the sales manager Explaining product performance, application and benefits to prospects and describing all optional equipment available for customer purchase. Determine each customer's vehicle needs by asking questions and listening Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plan more effectively Offer test drives to all prospects and follow dealership procedure to obtain proper identification before test drive Requirements: Automotive sales background preferred Excellent customer service, organizational, and negotiation skills Experience in hospitality industry is preferred Self-motivated, goal-oriented, and enthusiastic presence in a team environment Strong written and communication skills Valid driver's license and clean driving record required We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $42k-120k yearly Auto-Apply 54d ago
  • Client Relationship Manager (Greater Seattle Area, WA)

    Cognizant 4.6company rating

    Relationship manager job in Redmond, WA

    **Level: Associate Director** **About the Role -** We are seeking an experienced Client Relationship Manager (CRM) to join our Communications, Media, and Technology (CMT) team, focused on driving growth with strategic high-tech clients in the Seattle area. T **his role is ideal for someone with prior experience selling into Microsoft, strong knowledge of AI-driven solutions** , and the ability to quickly build a book of business leveraging existing relationships and industry expertise. As a CRM, you will act as a business owner for assigned accounts, partnering closely with the Client Partner and delivery teams to ensure exceptional client satisfaction and profitable growth. You will be accountable for the client P&L, driving revenue, margin, and retention while positioning Cognizant as a trusted advisor. **In this role, you will:** + **Leverage prior Microsoft experience and contacts** to accelerate business development and establish a strong pipeline of opportunities. + Balance sales and delivery responsibilities, ensuring high-quality execution while driving strategies for account penetration and cross-selling Cognizant's emerging services, including **AI-based technologies** . + Drive profitable growth through identifying and closing new, renewal, and expansion opportunities. + Understand client business priorities and align Cognizant's solutions to deliver measurable outcomes, particularly in AI, automation, and data-driven transformation. + Build and maintain relationships across multiple levels within client organizations, including executive stakeholders. + Collaborate with Cognizant service lines and innovation teams to develop and execute account strategies. + Lead proposal development, deal reviews, and executive summaries for large opportunities. + Identify and leverage strategic partnerships and alliances to expand account footprint. + Manage end-to-end account operations, including forecasting, budgeting, and overall P&L accountability. **Certifications Required** · Prior certification on sales programs such as **'Holden'** or **'Miller Heiman'** is good to have. Recent certification in Cloud and AI (Basic) would be good to have. **Other Skills and Experience** + **15+ years of experience** in client-facing or account leadership roles within IT professional services or consulting. + Proven success in **selling into Microsoft or similar large technology enterprises** , with strong knowledge of their ecosystem and procurement processes. + Must possess a minimum of 5 years of experience in selling to Microsoft + Ability to **quickly build a book of business leveraging prior contacts and relationships** . + Experience managing $10M+ P&L and driving measurable revenue/profit growth. + Strong understanding of technology trends, including **AI, machine learning, and automation solutions** . + Demonstrated ability to **sell AI-based technologies and articulate business value of AI-driven transformation** . + Track record of closing large managed services deals (multi-million $, multi-year contracts). + Exceptional relationship-building skills and executive presence. + Ability to navigate complex organizations and influence through content and confidence. + Experience leading diverse teams and collaborating in a multi-cultural environment. **Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future.** The annual Base salary for this position is between $160,000 - $180,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and based on performance and subject to the terms of Cognizant's applicable plans. **Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: + Medical/Dental/Vision/Life Insurance + Paid holidays plus Paid Time Off + 401(k) plan and contributions + Long-term/Short-term Disability + Paid Parental Leave + Employee Stock Purchase Plan **Disclaimer:** Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. While our system allows application in all languages, job required language(s) and proficiency level(s) vary. However, basic English proficiency is required for Company-wide communications purposes **The Cognizant community:** We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive. + Cognizant is a global community with more than 300,000 associates around the world. + We don't just dream of a better way - we make it happen. + We look after our people, clients, company, communities and climate by doing what's right. + We cultivate an innovative environment where you can build the career path that's right for you. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
    $160k-180k yearly 12d ago
  • Banking Relationship Manager (Financial Services Sales)

    MacKenzie Health Care

    Relationship manager job in Tacoma, WA

    About Mackenzie Search Group Great talent is both rare and valued... the ability to recognize great talent is even more rare! The Mackenzie Search Group knows how to position US & International companies for success, from Start-Up Ventures to Small & Medium size organizations to Multi-Divisional International Conglomerates, and builds companies with their most important asset. Talent, with a strict focus in these niche areas: LifeSciences (Pharmaceutical, Scientific, Medical Device, Diagnostics, Biotech, Research, Lab) HealthCare (Executives, Physicians, Pharmacists, Nurses, Assisted Living, LTC, PT, OT, Speech), Information Technology,Consulting, Homeland Security, Clean Technology, Energy, B2B, Manufacturing, Engineering, Six Sigma/Lean, Finance/Accounting, Sales, and Marketing, Mobile Technology and Social Media. With a National Network and Stable of Recruiters (and over 500 years of experience on our team) that specialize in Niche Industries, Mackenzie can assist and manage your Recruitment needs throughout North America Growing Strong Companies with the very best talent from the C-suite to the Field & on both the Business Operations & Manufacturing sides of an organization, is what Principals and Consultants at Mackenzie Search know best, are most passionate about, and have done since 1992. Just ask our Client references and LinkedIn recommendations, they can tell the story better than we can. Job Description Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Qualifications Qualifications College degree or equivalent work experience. A minimum of 6 years commercial lending experience. Proficient computer skills. Competent knowledge of personal and business financial statements and tax returns. Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures. Additional Information COMPETITIVE BASE SALARY
    $82k-128k yearly est. 20h ago
  • Client Relationship Manager

    Ernest Packaging Solutions 4.3company rating

    Relationship manager job in Tacoma, WA

    For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Tacoma, WA Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance The Culture Sets the Vibe At Ernest, we don't just build careers-we build community. Our culture is rooted in putting our people first, always. We believe in celebrating wins big and small, sharing meals, enjoying the journey together, and showing real appreciation for the individuals who make our company great. When you join Ernest, you become part of something bigger: a connected culture where you're valued, supported, and empowered to thrive. This isn't just a place to work-it's a second home, a second family, our Ernest family. Ready to build something that's yours-forever? At Ernest, we don't just sell packaging-we build partnerships. We're looking for a Client Relationship Manager who thrives in the field, loves the chase, and builds lasting relationships that pay off (literally). This is outside sales with serious upside. You'll prospect, pitch, and open new accounts-and then own and grow them. You'll keep earning residual income from every account you bring in. That's right-forever. What You'll Do Engage potential clients through proactive, in-person outreach and meaningful relationship-building within your territory Develop a book of business through new client acquisition Manage and grow the accounts you open-these are yours to keep Offer solutions with our products in packaging, automation, janitorial, safety, and beyond Represent the Ernest brand with professionalism and personality What You'll Get Uncapped earnings: Base salary + commission + bonuses + car allowance Residual income from your accounts (even years down the line). High impact, high reward. $200k-$400k isn't a stretch-it's the standard for our best. Benefits: Medical, dental, vision, 401(k), PTO Culture that clicks: Fun, supportive, driven-we root for each other Legacy with lift: 75+ years of innovation, and we're still growing What We're Looking For Passion for sales and relationship-building Previous experience in outside sales Hunter mentality with a knack for face-to-face engagement Resilience, positivity, and an entrepreneurial gritty spirit We're not your typical company-and we don't want typical salespeople. We want someone bold, curious, driven, and ready to grow something extraordinary. If this is you, let's do this. Unbox your potential by moving packaging forward-with Ernest. Wanna see what makes us awesome? Hit play on our latest videos: Newest Company Video with Keanu Reeves! Watch us make a cardboard skateboard with Tony Hawk! Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
    $80k-125k yearly est. Auto-Apply 60d+ ago
  • Customer Relationship Manager - Federal Way

    Creditcorp

    Relationship manager job in Seattle, WA

    Why You'll Love Working Here Who wants to make some good money? At Credit Corp Solutions, we're not your typical collections company. With over 2,000 employees worldwide, we've built a culture of growth, respect, and opportunity. When you join our team, you're not just starting a job - you're launching a career. Highlights you'll enjoy right away: No weekends ever - enjoy your work-life balance Uncapped monthly bonuses - Our new reps are earning an average of $1,000 in bonuses within their first six months. 4 weeks of paid training - no experience? No problem Medical, Dental, Vision - start soon after you do! 401(k), Paid Time Off, & 9 Paid Holidays Free breakfast daily & fresh fruit options $1,200 referral bonus - Who doesn't want to work with their friend? The Role - Customer Relationship Manager As a Customer Relationship Manager (CRM), you'll be the problem-solver and guide for customers working through financial challenges. You'll: Build rapport and negotiate solutions that work for both the customer and company Work in a goal-driven environment (with big bonus potential) Gain hands-on experience that opens doors to leadership and advancement opportunities What are we looking for? Strong communication skills - confident, clear, and persuasive Goal driven, KPIs, or deadlines (sales, retail, call centers, hospitality all count!) Empathy, professionalism, and resilience A competitive spirit - you love hitting goals and being rewarded for it No collections experience required - we'll train you to succeed. Ready to Join Us? If you're motivated, competitive, and looking for stability with real career growth, we'd love to meet you. Apply today and start building your future with Credit Corp Solutions! Job Type: Full-time Benefits: 401(k) Flexible schedule Health insurance Paid time off Vision insurance Work Location: In person
    $92k-131k yearly est. 6d ago
  • Customer Relationship Manager - Federal Way

    Credit Corp Group

    Relationship manager job in Seattle, WA

    Why You'll Love Working Here Who wants to make some good money? At Credit Corp Solutions, we're not your typical collections company. With over 2,000 employees worldwide, we've built a culture of growth, respect, and opportunity. When you join our team, you're not just starting a job - you're launching a career. Highlights you'll enjoy right away: * No weekends ever - enjoy your work-life balance * Uncapped monthly bonuses - Our new reps are earning an average of $1,000 in bonuses within their first six months. * 4 weeks of paid training - no experience? No problem * Medical, Dental, Vision - start soon after you do! * 401(k), Paid Time Off, & 9 Paid Holidays * Free breakfast daily & fresh fruit options * $1,200 referral bonus - Who doesn't want to work with their friend? The Role - Customer Relationship Manager As a Customer Relationship Manager (CRM), you'll be the problem-solver and guide for customers working through financial challenges. You'll: * Build rapport and negotiate solutions that work for both the customer and company * Work in a goal-driven environment (with big bonus potential) * Gain hands-on experience that opens doors to leadership and advancement opportunities What are we looking for? * Strong communication skills - confident, clear, and persuasive * Goal driven, KPIs, or deadlines (sales, retail, call centers, hospitality all count!) * Empathy, professionalism, and resilience * A competitive spirit - you love hitting goals and being rewarded for it No collections experience required - we'll train you to succeed. Ready to Join Us? If you're motivated, competitive, and looking for stability with real career growth, we'd love to meet you. Apply today and start building your future with Credit Corp Solutions!
    $92k-131k yearly est. 8d ago
  • JPMorgan Private Client Relationship Manager - Bellevue, WA

    Jpmorgan Chase 4.8company rating

    Relationship manager job in Bellevue, WA

    Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations + Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order to best meet client's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs This role is located in Bellevue, WA and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **FEDERAL DEPOSIT INSURANCE ACT:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Bellevue, WA: $150,000.00 - $150,000.00 / year
    $150k-150k yearly 53d ago
  • Wealth Management Client Relationship Manager

    Nuveen Investments 4.9company rating

    Relationship manager job in Seattle, WA

    **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-01-05 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $62.5k-87.5k yearly 11d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Seattle, WA?

The average relationship manager in Seattle, WA earns between $67,000 and $157,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Seattle, WA

$103,000

What are the biggest employers of Relationship Managers in Seattle, WA?

The biggest employers of Relationship Managers in Seattle, WA are:
  1. Northwest Bank
  2. GBC International Bank
  3. US Pharma Lab
  4. Seattle Bank
  5. Banner Bank
  6. HSBC Bank
  7. Direct Staffing
  8. Churchome
  9. East West Bank
  10. Fidelity Holding
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