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Relationship Manager jobs at Washington Trust Bank

- 36 jobs
  • Commercial Relationship Manager II-IV

    Washington Trust Bank Careers 4.7company rating

    Relationship manager job at Washington Trust Bank

    Annual salary plus performance-based incentive program. Hiring salary based on experience. As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of credit and depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met. Relationship Management/Client Service: Maintains responsibility for retaining and expanding a specific book of relationships, understanding the intricacies of each relationship to provide superior service to Bank clients. Deliver personalized banking strategies that align with client objectives, enhancing their business operations through our comprehensive suite of banking services. Sales/Business Development: Proactively investigates opportunities for expanding market share and making business more profitable, focusing on identifying prospective clients and additional banking needs among current clients. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships and other referrals sources. Risk Management: Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations relevant to banking services. Qualifications: Education: Bachelor's Degree in Finance, Accounting, Business or related field. Experience: Seasoned commercial lender with at least 5 years of experience, generally working with clients with revenues ranging from $5 million to $150 million. Ability to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required, along with a strong credit background and business development acumen. Experience in the sales of cash management products or related sales experience at a financial institution. Work experience in relationship management, including experience in specific unit areas like cash management, real estate, commercial lending, and consumer lending. Knowledge: Knowledge of Bank lending procedures, as set by the current, published Loan Policy. Advanced loan documentation knowledge; understanding of complex credit structures and documentation. Working knowledge of Bank products and services. Skills: Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients. Ability to set and achieve challenging goals. Compensation: Relationship Manger II: $101,575 - $152,363 Relationship Manger III: $123,721 - $185,581 Relationship Manger IV: $150,444 - $225,739 The compensation range represents the low and high end of the base compensation range for this position located in Bellingham, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
    $150.4k-225.7k yearly 60d+ ago
  • Senior Relationship Manager

    Washington Federal 4.5company rating

    Seattle, WA jobs

    Min USD $115,000.00/Yr. Max USD $175,000.00/Yr. The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for developing new relationships that meet WaFd's client selectivity and risk appetite. The Senior Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Senior Relationship Managers are expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to develop and maintain credit relationships with the guidance of Credit Administration and the Regional Director. Senior Relationship Managers work closely with Treasury Relationship Managers to grow and service the non-credit needs of commercial real estate clients. This position develops and manages commercial real estate loan accounts which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk. A Senior Relationship Manager has a proven ability to attract and retain quality clients and develop complex relationships that require a high degree of skill and banking acumen (e.g., strong negotiating skills, and the ability to provide/offer complex treasury solutions), along with leadership traits and the ability to effectively mentor teammates/team members. WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients. * Engages in business development activities and solicitation of new business prospects for the Commercial Real Estate team; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; maintains active prospecting effort, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate WaFd services; resolves customer concerns or problems as necessary. * Works with Commercial Real Estate teams to ensure that all portfolio management responsibilities are well documented and maintained in accordance with management expectations. * Ensures that all proper due diligence is performed and collects and analyzes financial and related data to determine the credit worthiness of the prospect and the merits of the specific loan request. * Establishes, and negotiates as necessary, the terms under which credit will be extended, including the costs, collateral requirements, repayment method and schedule. * Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business. * Reinforces the application of superior client service through his or her own example, along with appropriate follow-through with involved clients and employees. * Treats people with respect, keeps commitments, inspires the trust of others, works ethically and with integrity, upholds organizational values and accepts responsibility for his or her own actions. * Ensures compliance with all Bank policies, procedures and processes and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities specific to the position. * Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. * Develops and maintains a deep understanding of non-credit products, seeks to uncover opportunities and appropriate solutions to help clients more efficiently manage cash flow. * Counsels with and assists in the training and development of Portfolio Managers, Relationship Managers, Loan Coordinators and Credit Analysts. * Completes special projects, as assigned by the Regional Director. Qualifications Education/Skills/Training: * Bachelor's Degree or approved equivalent combination of education and experience. Work-related experience should consist of commercial financial analysis, homebuilder finance, or a commercial lending background. Educational experience, through in-house training sessions, formal business school or financial industry related curriculum. * Proven negotiating experience required to win, retain and restructure credit and non-credit services, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. * Strong experience, knowledge and training in understanding complex and sophisticated commercial real estate projects, both at stabilization and especially for ground-up construction. Reviewing land development projects and having a keen understanding of homebuilder finance construction projects is also desired. * Ability to effectively present information and respond to questions from diverse groups, including managers, customers and members of the general public. * Experience in utilization of nCino Commercial Loan Origination System is desired. * Proficient in Microsoft Office suite (Word, Excel and PowerPoint). * Effective verbal, written and interpersonal communication skills, ability to write reports and correspondence and speak clearly to customers and employees. * Ability to deal with normal problems involving multiple facets and variables in non-standardized situations and apply common sense in carrying out instructions and solving problems. * Excellent organizational and time management skills. * Ability to work with minimal supervision while performing duties. Experience: * 7 years of experience as a Relationship Manager or the equivalent. * Must have excellent understanding and working knowledge of commercial real estate banking terminology, loan processing, loan documentation and lending procedures. * Self-motivated and production-oriented with a proven ability to win and retain new relationships that meet the risk appetite of the Company. Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 12/12/2025
    $115k-175k yearly 2d ago
  • Senior Relationship Manager

    WaFd Bank 4.5company rating

    Seattle, WA jobs

    The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for developing new relationships that meet WaFd's client selectivity and risk appetite. The Senior Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Senior Relationship Managers are expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to develop and maintain credit relationships with the guidance of Credit Administration and the Regional Director. Senior Relationship Managers work closely with Treasury Relationship Managers to grow and service the non-credit needs of commercial real estate clients. This position develops and manages commercial real estate loan accounts which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk. A Senior Relationship Manager has a proven ability to attract and retain quality clients and develop complex relationships that require a high degree of skill and banking acumen (e.g., strong negotiating skills, and the ability to provide/offer complex treasury solutions), along with leadership traits and the ability to effectively mentor teammates/team members. WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients. Engages in business development activities and solicitation of new business prospects for the Commercial Real Estate team; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; maintains active prospecting effort, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate WaFd services; resolves customer concerns or problems as necessary. Works with Commercial Real Estate teams to ensure that all portfolio management responsibilities are well documented and maintained in accordance with management expectations. Ensures that all proper due diligence is performed and collects and analyzes financial and related data to determine the credit worthiness of the prospect and the merits of the specific loan request. Establishes, and negotiates as necessary, the terms under which credit will be extended, including the costs, collateral requirements, repayment method and schedule. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business. Reinforces the application of superior client service through his or her own example, along with appropriate follow-through with involved clients and employees. Treats people with respect, keeps commitments, inspires the trust of others, works ethically and with integrity, upholds organizational values and accepts responsibility for his or her own actions. Ensures compliance with all Bank policies, procedures and processes and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities specific to the position. Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Develops and maintains a deep understanding of non-credit products, seeks to uncover opportunities and appropriate solutions to help clients more efficiently manage cash flow. Counsels with and assists in the training and development of Portfolio Managers, Relationship Managers, Loan Coordinators and Credit Analysts. Completes special projects, as assigned by the Regional Director. Qualifications Education/Skills/Training: Bachelor's Degree or approved equivalent combination of education and experience. Work-related experience should consist of commercial financial analysis, homebuilder finance, or a commercial lending background. Educational experience, through in-house training sessions, formal business school or financial industry related curriculum. Proven negotiating experience required to win, retain and restructure credit and non-credit services, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. Strong experience, knowledge and training in understanding complex and sophisticated commercial real estate projects, both at stabilization and especially for ground-up construction. Reviewing land development projects and having a keen understanding of homebuilder finance construction projects is also desired. Ability to effectively present information and respond to questions from diverse groups, including managers, customers and members of the general public. Experience in utilization of nCino Commercial Loan Origination System is desired. Proficient in Microsoft Office suite (Word, Excel and PowerPoint). Effective verbal, written and interpersonal communication skills, ability to write reports and correspondence and speak clearly to customers and employees. Ability to deal with normal problems involving multiple facets and variables in non-standardized situations and apply common sense in carrying out instructions and solving problems. Excellent organizational and time management skills. Ability to work with minimal supervision while performing duties. Experience: 7 years of experience as a Relationship Manager or the equivalent. Must have excellent understanding and working knowledge of commercial real estate banking terminology, loan processing, loan documentation and lending procedures. Self-motivated and production-oriented with a proven ability to win and retain new relationships that meet the risk appetite of the Company. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 12/12/2025
    $120k-146k yearly est. Auto-Apply 13d ago
  • CRE Relationship Manager II

    Banner Bank 4.7company rating

    Bellevue, WA jobs

    More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a CRE Relationship Manager II you will provide a wide selection of services (primarily larger, more complex commercial real estate credits) to business clients through active business development and relationship management. Develop relationships with clients with larger/more complex lending needs. Develop and manage a portfolio of high performing, commercial real estate relationships consisting of income producing and construction loans.In this role you will have the opportunity to: Develop and manage a portfolio of new and existing, large, complex real estate relationships. Responsible for actively marketing a broad range of bank services to meet the complex needs of customers. Negotiate loan terms and conditions within scope of authority. Prepare and present credit analysis and recommendations on borrowing requests. Responsible for conducting credit reviews to ensure compliance with policies and regulations. Perform ongoing credit risk management through daily monitoring of the loan portfolio; ensure proper risk rating of portfolio at all times. Monitor all credits through periodic reviews and analysis. Responsible for creating awareness of the Bank and its services through community activity. Responsible for coaching and mentoring less experienced CRE Relationship and Portfolio Managers. Responsible for complying with policies, procedures, security requirements, and government regulations. Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 8 or more years of experience in commercial real estate lending, credit analysis, and business development Knowledge, Skills and Abilities Proven ability to develop and manage large and complex new business relationships. Possess excellent relationship management, presentation, and negotiation skills. Possess an in-depth understanding of the local real estate markets. Possess strong financial and analytical skills with the ability to underwrite and structure commercial real estate credits. Possess an in-depth knowledge of cash management products. Knowledge of federal and state laws and regulations relating to commercial lending and appraisal guidelines Travel 20% Compensation & Benefits Targeted starting salary range (based on experience): $173,670- $204,317 Incentive and commission compensation may be awarded for eligible roles Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $173.7k-204.3k yearly Auto-Apply 60d+ ago
  • CRE Relationship Manager II

    Banner Bank 4.7company rating

    Bellevue, WA jobs

    Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a CRE Relationship Manager II you will provide a wide selection of services (primarily larger, more complex commercial real estate credits) to business clients through active business development and relationship management. Develop relationships with clients with larger/more complex lending needs. Develop and manage a portfolio of high performing, commercial real estate relationships consisting of income producing and construction loans.In this role you will have the opportunity to: Develop and manage a portfolio of new and existing, large, complex real estate relationships. Responsible for actively marketing a broad range of bank services to meet the complex needs of customers. Negotiate loan terms and conditions within scope of authority. Prepare and present credit analysis and recommendations on borrowing requests. Responsible for conducting credit reviews to ensure compliance with policies and regulations. Perform ongoing credit risk management through daily monitoring of the loan portfolio; ensure proper risk rating of portfolio at all times. Monitor all credits through periodic reviews and analysis. Responsible for creating awareness of the Bank and its services through community activity. Responsible for coaching and mentoring less experienced CRE Relationship and Portfolio Managers. Responsible for complying with policies, procedures, security requirements, and government regulations. Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 8 or more years of experience in commercial real estate lending, credit analysis, and business development Knowledge, Skills and Abilities Proven ability to develop and manage large and complex new business relationships. Possess excellent relationship management, presentation, and negotiation skills. Possess an in-depth understanding of the local real estate markets. Possess strong financial and analytical skills with the ability to underwrite and structure commercial real estate credits. Possess an in-depth knowledge of cash management products. Knowledge of federal and state laws and regulations relating to commercial lending and appraisal guidelines Travel 20% Compensation & Benefits Targeted starting salary range (based on experience): $173,670- $204,317 Incentive and commission compensation may be awarded for eligible roles Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits \u007C Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $173.7k-204.3k yearly 14d ago
  • Commercial Relationship Manager II

    Banner Bank 4.7company rating

    Vancouver, WA jobs

    More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Commercial Relationship Manager II provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with business clients. Develop and manage a portfolio of high performing commercial relationships. In this role you'll have the opportunity to: Develop and manage relationships with new and existing commercial relationships. Responsible for actively marketing a broad range of bank services to meet needs of business owners. Negotiate loan terms and conditions within scope of authority. Prepare and present credit analysis and recommendations on borrowing requests. Responsible for conducting credit reviews to ensure compliance with policies and regulations. Perform ongoing credit risk management through daily monitoring of the loan portfolio; ensure proper risk rating of portfolio at all times. Monitor all credits through periodic reviews and analysis. Responsible for creating awareness of the Bank and its services through community activity. Responsible for assisting loan support staff. Responsible for complying with policies, procedures, security requirements, and government regulations Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 6 or more years of experience in commercial credit, analysis, or business development required. Knowledge, Skills and Abilities Proven ability to develop and manage new business relationships. Possess excellent relationship management, presentation, and negotiation skills. Possess an in-depth understanding of the local markets. Possess strong financial and analytical skills with the ability to underwrite and structure commercial credits. Knowledge of treasury management products. Knowledge of federal and state laws and regulations relating to commercial lending and appraisal guidelines. Compensation & Benefits Targeted starting salary range (based on experience): $111,952 - $154,493 Incentive and commission compensation may be awarded for eligible roles Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $112k-154.5k yearly Auto-Apply 47d ago
  • Commercial Relationship Manager II

    Banner Bank 4.7company rating

    Vancouver, WA jobs

    Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Commercial Relationship Manager II provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with business clients. Develop and manage a portfolio of high performing commercial relationships. In this role you'll have the opportunity to: Develop and manage relationships with new and existing commercial relationships. Responsible for actively marketing a broad range of bank services to meet needs of business owners. Negotiate loan terms and conditions within scope of authority. Prepare and present credit analysis and recommendations on borrowing requests. Responsible for conducting credit reviews to ensure compliance with policies and regulations. Perform ongoing credit risk management through daily monitoring of the loan portfolio; ensure proper risk rating of portfolio at all times. Monitor all credits through periodic reviews and analysis. Responsible for creating awareness of the Bank and its services through community activity. Responsible for assisting loan support staff. Responsible for complying with policies, procedures, security requirements, and government regulations Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 6 or more years of experience in commercial credit, analysis, or business development required. Knowledge, Skills and Abilities Proven ability to develop and manage new business relationships. Possess excellent relationship management, presentation, and negotiation skills. Possess an in-depth understanding of the local markets. Possess strong financial and analytical skills with the ability to underwrite and structure commercial credits. Knowledge of treasury management products. Knowledge of federal and state laws and regulations relating to commercial lending and appraisal guidelines. Compensation & Benefits Targeted starting salary range (based on experience): $111,952 - $154,493 Incentive and commission compensation may be awarded for eligible roles Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits \u007C Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $112k-154.5k yearly 18d ago
  • Commercial Relationship Manager II-IV

    The Washington Trust Bank 4.7company rating

    Relationship manager job at Washington Trust Bank

    Annual salary plus performance-based incentive program. Hiring salary based on experience. As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of credit and depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met. Relationship Management/Client Service: Maintains responsibility for retaining and expanding a specific book of relationships, understanding the intricacies of each relationship to provide superior service to Bank clients. Deliver personalized banking strategies that align with client objectives, enhancing their business operations through our comprehensive suite of banking services. Sales/Business Development: Proactively investigates opportunities for expanding market share and making business more profitable, focusing on identifying prospective clients and additional banking needs among current clients. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships and other referrals sources. Risk Management: Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations relevant to banking services. Qualifications: * Education: Bachelor's Degree in Finance, Accounting, Business or related field. * Experience: * Seasoned commercial lender with at least 5 years of experience, generally working with clients with revenues ranging from $5 million to $150 million. * Ability to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required, along with a strong credit background and business development acumen. * Experience in the sales of cash management products or related sales experience at a financial institution. * Work experience in relationship management, including experience in specific unit areas like cash management, real estate, commercial lending, and consumer lending. * Knowledge: * Knowledge of Bank lending procedures, as set by the current, published Loan Policy. * Advanced loan documentation knowledge; understanding of complex credit structures and documentation. * Working knowledge of Bank products and services. * Skills: * Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). * Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients. * Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients. * Ability to set and achieve challenging goals. Compensation: Relationship Manger II: $101,575 - $152,363 Relationship Manger III: $123,721 - $185,581 Relationship Manger IV: $150,444 - $225,739 The compensation range represents the low and high end of the base compensation range for this position located in Bellingham, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
    $150.4k-225.7k yearly 60d+ ago
  • Business Banking Relationship Manager

    Washington Federal 4.5company rating

    Kennewick, WA jobs

    Min USD $75,000.00/Yr. Max USD $130,000.00/Yr. A Business Banking Relationship Manager 1 is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity, profitability appetite, and risk appetite. The Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Relationship Managers will be expected to partner with the appropriate Business Banking colleagues (Loan Coordinators, Loan Processors, Portfolio Managers, and Credit Administrators) to develop and maintain credit, depository, and treasury relationships with the guidance of a Regional President, or an Executive Director. Relationship Mangers work closely with Treasury Management Officers and Treasury Analyst to grow and service the non-credit needs of business clients. For credit needs, the Relationship Manager will primarily use a centralized underwriting channel. These positions will develop and manage business banking relationships which meet established criteria for the Business Banking business line, which includes LTOB > $500M, TRE > $5MM. Role seeks to maximize profitability to the bank, while limiting the Credit Risk associated with the relationship. Along with the key functions listed below, this position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and WaFd Bank clients. KEY FUNCTIONS: Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; maintains active prospecting efforts, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. Establish, and negotiate where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements. Developing a deep understanding of non-credit products. Leads the engagement with clients and prospects uncovering opportunities and appropriate solutions to help the clients more efficiently manage cash flow. Performs all required portfolio management responsibilities, including but limited to monitoring of customers' financial reporting requirements and compliance with covenants. Stays current on all compliance training and adheres to the bank's commitment to abide by all Know Your Customer expectations and Bank Secrecy Act regulations. Seeks to be a trusted advisor by maintaining current knowledge on the customers' business and industry. Participates in Networking to increase the Bank's visibility in the business communities we serve, and to enhance new business opportunities. Serves as the primary contact for non-borrowing and borrowing clients for matters relating to other Bank services, including personal, private banking, and wealth management. Partners closely with SBA Loan Officer's for credits requiring government guarantees. Counsels with and assists in the training, development and mentoring Branch Managers Adhere to bank policies and procedures designed to comply with federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Complete and pass all assigned eLearning courses and assigned certifications as required. Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. Completes special projects assigned by manager. Qualifications Education/Skills/Training: * Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking. * Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. * Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment. * Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint Excel, Teams, Outlook, and Power BI); Experience with nCino and Salesforce is desired; Position requires clear and concise verbal and written communication skills including good customer relations skills. Experience: * Minimum of 2 years originating Business Loans up to $5MM through a centralized underwriting channel. * Proven success in growing existing credit and deposit relationships, and winning new relationships. * Possess a good understanding and working knowledge of commercial lending terminology, fundamentals of sound credit underwriting, loan processing, loan documentation and lending procedures. * A Relationship Manager must be self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development. Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 10/6/2025
    $75k-130k yearly 1d ago
  • Business Banking Relationship Manager

    WaFd Bank 4.5company rating

    Kennewick, WA jobs

    A Business Banking Relationship Manager 1 is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity, profitability appetite, and risk appetite. The Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Relationship Managers will be expected to partner with the appropriate Business Banking colleagues (Loan Coordinators, Loan Processors, Portfolio Managers, and Credit Administrators) to develop and maintain credit, depository, and treasury relationships with the guidance of a Regional President, or an Executive Director. Relationship Mangers work closely with Treasury Management Officers and Treasury Analyst to grow and service the non-credit needs of business clients. For credit needs, the Relationship Manager will primarily use a centralized underwriting channel. These positions will develop and manage business banking relationships which meet established criteria for the Business Banking business line, which includes LTOB > $500M, TRE > $5MM. Role seeks to maximize profitability to the bank, while limiting the Credit Risk associated with the relationship. Along with the key functions listed below, this position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and WaFd Bank clients. KEY FUNCTIONS: Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; maintains active prospecting efforts, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. Establish, and negotiate where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements. Developing a deep understanding of non-credit products. Leads the engagement with clients and prospects uncovering opportunities and appropriate solutions to help the clients more efficiently manage cash flow. Performs all required portfolio management responsibilities, including but limited to monitoring of customers' financial reporting requirements and compliance with covenants. Stays current on all compliance training and adheres to the bank's commitment to abide by all Know Your Customer expectations and Bank Secrecy Act regulations. Seeks to be a trusted advisor by maintaining current knowledge on the customers' business and industry. Participates in Networking to increase the Bank's visibility in the business communities we serve, and to enhance new business opportunities. Serves as the primary contact for non-borrowing and borrowing clients for matters relating to other Bank services, including personal, private banking, and wealth management. Partners closely with SBA Loan Officer's for credits requiring government guarantees. Counsels with and assists in the training, development and mentoring Branch Managers Adhere to bank policies and procedures designed to comply with federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Complete and pass all assigned eLearning courses and assigned certifications as required. Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. Completes special projects assigned by manager. Qualifications Education/Skills/Training: Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking. Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment. Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint Excel, Teams, Outlook, and Power BI); Experience with nCino and Salesforce is desired; Position requires clear and concise verbal and written communication skills including good customer relations skills. Experience: Minimum of 2 years originating Business Loans up to $5MM through a centralized underwriting channel. Proven success in growing existing credit and deposit relationships, and winning new relationships. Possess a good understanding and working knowledge of commercial lending terminology, fundamentals of sound credit underwriting, loan processing, loan documentation and lending procedures. A Relationship Manager must be self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 10/6/2025
    $79k-102k yearly est. Auto-Apply 60d+ ago
  • Business Banking Relationship Manager

    Washington Federal 4.5company rating

    Bellingham, WA jobs

    Min USD $75,000.00/Yr. Max USD $130,000.00/Yr. A Business Banking Relationship Manager 1 is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity, profitability appetite, and risk appetite. The Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Relationship Managers will be expected to partner with the appropriate Business Banking colleagues (Loan Coordinators, Loan Processors, Portfolio Managers, and Credit Administrators) to develop and maintain credit, depository, and treasury relationships with the guidance of a Regional President, or an Executive Director. Relationship Mangers work closely with Treasury Management Officers and Treasury Analyst to grow and service the non-credit needs of business clients. For credit needs, the Relationship Manager will primarily use a centralized underwriting channel. These positions will develop and manage business banking relationships which meet established criteria for the Business Banking business line, which includes LTOB > $500M, TRE > $5MM. Role seeks to maximize profitability to the bank, while limiting the Credit Risk associated with the relationship. Along with the key functions listed below, this position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and WaFd Bank clients. KEY FUNCTIONS: Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; maintains active prospecting efforts, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. Establish, and negotiate where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements. Developing a deep understanding of non-credit products. Leads the engagement with clients and prospects uncovering opportunities and appropriate solutions to help the clients more efficiently manage cash flow. Performs all required portfolio management responsibilities, including but limited to monitoring of customers' financial reporting requirements and compliance with covenants. Stays current on all compliance training and adheres to the bank's commitment to abide by all Know Your Customer expectations and Bank Secrecy Act regulations. Seeks to be a trusted advisor by maintaining current knowledge on the customers' business and industry. Participates in Networking to increase the Bank's visibility in the business communities we serve, and to enhance new business opportunities. Serves as the primary contact for non-borrowing and borrowing clients for matters relating to other Bank services, including personal, private banking, and wealth management. Partners closely with SBA Loan Officer's for credits requiring government guarantees. Counsels with and assists in the training, development and mentoring Branch Managers Adhere to bank policies and procedures designed to comply with federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Complete and pass all assigned eLearning courses and assigned certifications as required. Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. Completes special projects assigned by manager. Qualifications Education/Skills/Training: * Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking. * Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. * Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment. * Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint Excel, Teams, Outlook, and Power BI); Experience with nCino and Salesforce is desired; Position requires clear and concise verbal and written communication skills including good customer relations skills. Experience: * Minimum of 2 years originating Business Loans up to $5MM through a centralized underwriting channel. * Proven success in growing existing credit and deposit relationships, and winning new relationships. * Possess a good understanding and working knowledge of commercial lending terminology, fundamentals of sound credit underwriting, loan processing, loan documentation and lending procedures. * A Relationship Manager must be self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development. Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 11/28/2025
    $75k-130k yearly 2d ago
  • Business Banking Relationship Manager

    WaFd Bank 4.5company rating

    Bellingham, WA jobs

    A Business Banking Relationship Manager 1 is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity, profitability appetite, and risk appetite. The Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Relationship Managers will be expected to partner with the appropriate Business Banking colleagues (Loan Coordinators, Loan Processors, Portfolio Managers, and Credit Administrators) to develop and maintain credit, depository, and treasury relationships with the guidance of a Regional President, or an Executive Director. Relationship Mangers work closely with Treasury Management Officers and Treasury Analyst to grow and service the non-credit needs of business clients. For credit needs, the Relationship Manager will primarily use a centralized underwriting channel. These positions will develop and manage business banking relationships which meet established criteria for the Business Banking business line, which includes LTOB > $500M, TRE > $5MM. Role seeks to maximize profitability to the bank, while limiting the Credit Risk associated with the relationship. Along with the key functions listed below, this position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and WaFd Bank clients. KEY FUNCTIONS: Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; maintains active prospecting efforts, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. Establish, and negotiate where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements. Developing a deep understanding of non-credit products. Leads the engagement with clients and prospects uncovering opportunities and appropriate solutions to help the clients more efficiently manage cash flow. Performs all required portfolio management responsibilities, including but limited to monitoring of customers' financial reporting requirements and compliance with covenants. Stays current on all compliance training and adheres to the bank's commitment to abide by all Know Your Customer expectations and Bank Secrecy Act regulations. Seeks to be a trusted advisor by maintaining current knowledge on the customers' business and industry. Participates in Networking to increase the Bank's visibility in the business communities we serve, and to enhance new business opportunities. Serves as the primary contact for non-borrowing and borrowing clients for matters relating to other Bank services, including personal, private banking, and wealth management. Partners closely with SBA Loan Officer's for credits requiring government guarantees. Counsels with and assists in the training, development and mentoring Branch Managers Adhere to bank policies and procedures designed to comply with federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Complete and pass all assigned eLearning courses and assigned certifications as required. Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. Completes special projects assigned by manager. Qualifications Education/Skills/Training: Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking. Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment. Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint Excel, Teams, Outlook, and Power BI); Experience with nCino and Salesforce is desired; Position requires clear and concise verbal and written communication skills including good customer relations skills. Experience: Minimum of 2 years originating Business Loans up to $5MM through a centralized underwriting channel. Proven success in growing existing credit and deposit relationships, and winning new relationships. Possess a good understanding and working knowledge of commercial lending terminology, fundamentals of sound credit underwriting, loan processing, loan documentation and lending procedures. A Relationship Manager must be self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 11/28/2025
    $82k-104k yearly est. Auto-Apply 13d ago
  • Team Lead Business Banking Relationship Manager

    Keybank 4.4company rating

    Tacoma, WA jobs

    JOB BRIEF (PURPOSE) The Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL). The position provides coaching support to assigned Business Banking RM team in addition to individual goals. The Team Lead position focuses team and own efforts on the acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million. Develops centers of influence in the market that can be leveraged into profitable relationships. Develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Business Banking Relationship Manager (BBRM) is to develop new and expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The BBRM will be responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Sales Coaching • Coaches to the segment value proposition and defined client experiences and directs the team sales efforts through utilization of consistent sales processes/tools including a disciplined approach to prospecting, development of internal/external centers of influence and follow-up to leads. • Coaches each Business Banking Relationship Manager (BBRM) to fully appreciate, understand and be able to deliver solutions that meet the client's comprehensive needs, based on the review and analysis of personal and financial data gathered through Relationship Reviews, the Desktop and personal meetings. • Participates in joint calls with BBRMs to enhance selling skills and uncover opportunities. • Executes a consistent, disciplined sales management process through coaching and actively identify and manage a robust pipeline. • Conduct team meetings to distribute line of business information and share best practices. • Partner with BBSL to pre-flight complex credit deals and work with credit campus as needed. • Support initiatives defined through market activities (i.e. Team to Win) Opportunity Management • Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. • Employs a disciplined approach to prospecting; documents calling efforts. • Builds client referral pipeline via identification and development of internal and external centers of influence. • Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. • Proactively provides client solutions by contacting leads identified in the Desktop. Needs Assessment • Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. • Delivers distinctive service by completing annual relationship reviews with all “focus” clients, consistently updates the Desktop with current client data, call summaries, etc • Brings other Key business partners to the table to deepen the relationship. Present/Pitch • Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. • Makes joint calls with Branch Managers to enhance their selling skills and uncover consumer opportunities. Fulfillment • Actively listens to concerns, presents a clear concise picture and provides the client with a targeted solution to close the sale. • Functions as client's credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. • Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred. Follow-Up • Ensures ongoing contact with new clients to enhance client's initial experience with Key • Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and District revenue, contribution, fee income, loans and deposit goals. MARGINAL OR PERIPHERAL FUNCTIONS Provides feedback to corporate partners regarding new product development. Coaches Branch employees to enhance Business Banking selling skills/ knowledge REQUIRED QUALIFICATIONS • Demonstrated ability to provide business development coaching support. • Ability to balance and organize priorities. • Undergraduate degree in business/related field or equivalent work experience. • A minimum of 3 years of commercial lending experience. • A minimum of 3 years of demonstrated sales and business development experience with proven results. • Strong customer service skills. • Excellent verbal and written communication skills and strong presentation skills. • In depth knowledge of financial products and banking regulations. • Demonstrated experience with and broad understanding of personal and commercial financial statements. • Proven experience with and comprehensive understanding of commercial lending and small business operations. • Proficient in personal computer applications. COMPETENCIES/SKILLS • Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. • Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. • Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect. • Presentation Skills: Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and bosses; is effective both inside and outside the organization, on both cool data and hot and controversial topics; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working. • Process Management: Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources. • Drives for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. • Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing. #LI-YF1 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/24/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $94k-175k yearly Auto-Apply 20d ago
  • Small Business Relationship Manager

    Keybank 4.4company rating

    Seattle, WA jobs

    Job Title Business Banking Small Business RM The Business Banking Small Business RM Serves as the relationship manager and financial advisor to clients with revenue sized at the lower end of the market segment within Business Banking. Introduces a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Acts as the primary financial advisor and business partner to clients, serving as the main contact for most client-related matters Drives business growth by deeply understanding client's cash flow needs, the industries they serve, analyzing business trends, and proactively identifying opportunities. Educates clients on KeyBank's products and capabilities, providing tailored solutions to support their business needs. Collaborates with retail branches and networks actively to deepen client relationships and develop new prospects, including building a Center of Influence referral network Leads credit processes, manages portfolio risk, assembles cross-functional teams for client needs, and ensures compliance with all policies and ethical standards. Education Associates Degree or equivalent experience (required) Work Experience A minimum of 2 years of experience in a small business/commercial lending environment required. A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals required. Skills Ability to build trust by taking a client centric approach Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Exhibits a relentless focus on creating and driving revenue growth and generating results Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. Uses structured sales methodologies, principles and practices without losing sight of the client and environment Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/15/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $79k-146k yearly Auto-Apply 12d ago
  • Senior Premier Banker North Seattle

    Wells Fargo 4.6company rating

    University Place, WA jobs

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: * Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments * Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols * Escalate banking related issues or business risks that require an in-depth evaluation * Advise customers on various aspects of recommended and available financial options and services * Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services * Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals * Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations * Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals * Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially * Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances * Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 3+ years of experience building and maintaining effective relationships with customers and partners * 3+ years of experience recommending products and services Desired Qualifications: * Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking * Experience recommending financial services products and services * Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration * State Insurance license(s) * 3+ years of experience in a licensed financial services position * Customer service focus with experience handling complex transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Excellent verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * Ability to educate and connect customers to technology and share the value of self-service digital banking options * Experience using strong business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Additional locations: Ballard 1819 NW Market St Seattle, WA 98107 Komo Plaza Belltown 100 4th Ave N Suite 130 Seattle, WA 98109 Capitol Hill 401 Broadway Ave E Seattle, WA 98102 Green Lake 6900 East Green Lake Way Seattle, WA 98115 Greenwood 8551 Greenwood Ave N Seattle, WA 98103 Laurelhurst3042 NE 45th St Suite A 98103 Madison Park 4009 E. Madison St Seattle, WA 98112 Queen Anne Hill 1600 queen Anne Ave N Seattle, WA 98109 South Lake Union 510 Terry Ave N. Seattle, WA 98109 University of Washington 4100 University Way NE Seattle, WA 98105 Wallingford 1701 N. 45th St Seattle, WA 98103 Wedgewood 8517 35th Ave NE Seattle, WA 98115 Westlake Center 1620 4th Ave Seattle, WA 98101 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $36k-71k yearly est. 5d ago
  • Senior Premier Banker North Seattle

    Wells Fargo 4.6company rating

    University Place, WA jobs

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments + Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols + Escalate banking related issues or business risks that require an in-depth evaluation + Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals + Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations + Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals + Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances + Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 3+ years of experience building and maintaining effective relationships with customers and partners + 3+ years of experience recommending products and services **Desired Qualifications:** + Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Excellent verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention + Ability to follow policies, procedures, and regulations + Ability to educate and connect customers to technology and share the value of self-service digital banking options + Experience using strong business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment + State Insurance license(s) are required for this role and must be completed within a specified period + Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. + A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Additional locations:** Ballard 1819 NW Market St Seattle, WA 98107 Komo Plaza Belltown 100 4th Ave N Suite 130 Seattle, WA 98109 Capitol Hill 401 Broadway Ave E Seattle, WA 98102 Green Lake 6900 East Green Lake Way Seattle, WA 98115 Greenwood 8551 Greenwood Ave N Seattle, WA 98103 Laurelhurst3042 NE 45th St Suite A 98103 Madison Park 4009 E. Madison St Seattle, WA 98112 Queen Anne Hill 1600 queen Anne Ave N Seattle, WA 98109 South Lake Union 510 Terry Ave N. Seattle, WA 98109 University of Washington 4100 University Way NE Seattle, WA 98105 Wallingford 1701 N. 45th St Seattle, WA 98103 Wedgewood 8517 35th Ave NE Seattle, WA 98115 Westlake Center 1620 4th Ave Seattle, WA 98101 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $37.00 - $65.50 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512679
    $36k-71k yearly est. 5d ago
  • Senior Premier Banker North Seattle

    Wells Fargo 4.6company rating

    Seattle, WA jobs

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: * Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments * Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols * Escalate banking related issues or business risks that require an in-depth evaluation * Advise customers on various aspects of recommended and available financial options and services * Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services * Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals * Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations * Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals * Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially * Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances * Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 3+ years of experience building and maintaining effective relationships with customers and partners * 3+ years of experience recommending products and services Desired Qualifications: * Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking * Experience recommending financial services products and services * Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration * State Insurance license(s) * 3+ years of experience in a licensed financial services position * Customer service focus with experience handling complex transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Excellent verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * Ability to educate and connect customers to technology and share the value of self-service digital banking options * Experience using strong business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Additional locations: Ballard 1819 NW Market St Seattle, WA 98107 Komo Plaza Belltown 100 4th Ave N Suite 130 Seattle, WA 98109 Capitol Hill 401 Broadway Ave E Seattle, WA 98102 Green Lake 6900 East Green Lake Way Seattle, WA 98115 Greenwood 8551 Greenwood Ave N Seattle, WA 98103 Laurelhurst3042 NE 45th St Suite A 98103 Madison Park 4009 E. Madison St Seattle, WA 98112 Queen Anne Hill 1600 queen Anne Ave N Seattle, WA 98109 South Lake Union 510 Terry Ave N. Seattle, WA 98109 University of Washington 4100 University Way NE Seattle, WA 98105 Wallingford 1701 N. 45th St Seattle, WA 98103 Wedgewood 8517 35th Ave NE Seattle, WA 98115 Westlake Center 1620 4th Ave Seattle, WA 98101 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $36k-69k yearly est. 5d ago
  • Senior Premier Banker North Seattle

    Wells Fargo 4.6company rating

    Seattle, WA jobs

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments + Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols + Escalate banking related issues or business risks that require an in-depth evaluation + Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals + Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations + Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals + Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances + Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 3+ years of experience building and maintaining effective relationships with customers and partners + 3+ years of experience recommending products and services **Desired Qualifications:** + Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Excellent verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention + Ability to follow policies, procedures, and regulations + Ability to educate and connect customers to technology and share the value of self-service digital banking options + Experience using strong business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment + State Insurance license(s) are required for this role and must be completed within a specified period + Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. + A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Additional locations:** Ballard 1819 NW Market St Seattle, WA 98107 Komo Plaza Belltown 100 4th Ave N Suite 130 Seattle, WA 98109 Capitol Hill 401 Broadway Ave E Seattle, WA 98102 Green Lake 6900 East Green Lake Way Seattle, WA 98115 Greenwood 8551 Greenwood Ave N Seattle, WA 98103 Laurelhurst3042 NE 45th St Suite A 98103 Madison Park 4009 E. Madison St Seattle, WA 98112 Queen Anne Hill 1600 queen Anne Ave N Seattle, WA 98109 South Lake Union 510 Terry Ave N. Seattle, WA 98109 University of Washington 4100 University Way NE Seattle, WA 98105 Wallingford 1701 N. 45th St Seattle, WA 98103 Wedgewood 8517 35th Ave NE Seattle, WA 98115 Westlake Center 1620 4th Ave Seattle, WA 98101 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $37.00 - $65.50 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512679
    $36k-69k yearly est. 5d ago
  • Business Banking Relationship Manager

    Us Bank 4.6company rating

    Clarkston, WA jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications * Bachelor's degree, or equivalent work experience * Four to five years of relevant experience Preferred Skills/Experience * Strong relationship management and business development abilities * Well-developed analytical and problem-solving skills * Basic knowledge of credit administration, analysis, and credit policy/procedure * Knowledge of cash flow management and business credit underwriting with commercial credit training preferred * Demonstrated understanding of basic financial accounting and analysis * Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products * Ability to work effectively with individuals and groups across the company to manage customer relationships * Excellent presentation, verbal and written communication skills * Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $81.6k-96k yearly 21d ago
  • Business Banking Relationship Manager

    U.S. Bank 4.6company rating

    Clarkston, WA jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Four to five years of relevant experience **Preferred Skills/Experience** - Strong relationship management and business development abilities - Well-developed analytical and problem-solving skills - Basic knowledge of credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and analysis - Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products - Ability to work effectively with individuals and groups across the company to manage customer relationships - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts **The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $81.6k-96k yearly 21d ago

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