Senior Banking Relationship Manager - Financial Services Sales

Mackenzie Health Care; Tacoma (WA); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading healthcare recruitment firm is seeking a Banking Relationship Manager in Tacoma, Washington. This full-time role involves developing and managing financial relationships with affluent clients, identifying and contacting potential clients, and providing high-quality personal service. Qualifications include a college degree or equivalent work experience and a minimum of 6 years in commercial lending. The ideal candidate should possess a strong knowledge of financial statements and an understanding of the affluent market segment. Competitive compensation is offered.

Qualifications

• A minimum of 6 years of experience in commercial lending.
• Competent knowledge of personal and business financial statements and tax returns.
• Proficient understanding of financial products and services for the affluent market.

Responsibilities

• Develops and manages personal financial relationships.
• Identifies and contacts qualified potential clients.
• Advises clients to maximize service usage and investment opportunities.

Skills

Commercial lending experience

Knowledge of financial statements

Understanding affluent market segment

Education

College degree or equivalent work experience

Job description

A leading healthcare recruitment firm is seeking a Banking Relationship Manager in Tacoma, Washington. This full-time role involves developing and managing financial relationships with affluent clients, identifying and contacting potential clients, and providing high-quality personal service. Qualifications include a college degree or equivalent work experience and a minimum of 6 years in commercial lending. The ideal candidate should possess a strong knowledge of financial statements and an understanding of the affluent market segment. Competitive compensation is offered.