2 contact center specialist jobs found

Location: 1101 Pacific Avenue, Tacoma Washington Job Summary The Relationship Manager, Commercial serves as a primary point of contact and trusted advisor for commercial clients. The Relationship Manager is accountable for handling all aspects of business development in the targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Relationship Managers drive financial performance through profitable cash management/deposit growth and quality credit. Essential Functions Serve as the Trusted Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters. Drive a focused growth and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's...

Location: 1301 5th Avenue, Seattle Washington Job Summary The Family Wealth Strategist serves as the lead advisor for Ultra High Net Worth (UHNW) families with $25MM+ in investible assets. This senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions. The ideal candidate will be a trusted advisor with deep expertise in the UHNW space, capable of orchestrating complex financial strategies and delivering a white-glove client experience across generations. Essential Functions Advisory & Relationship Management Serve as the primary advisor for UHNW families, developing deep trust and understanding of their financial and personal goals. Lead the development and execution of comprehensive, multi-generational wealth strategies. Collaborate with internal specialists (Family Office Directors,...