Heritage BankArea Manager - Branch Banking (South Kitsap) Heritage BankArea Manager - Branch Banking (South Kitsap)Bremerton, WA$100,884–$126,105 / yearFrequent travel is required; Willingness and flexibility to travel to other branch and customer business locations, as needed; valid driver’s license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions. Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision.
Heritage BankCommercial Banking Team Leader Heritage BankCommercial Banking Team LeaderTacoma, WA$158,739–$198,429 / year8+ years of recent and progressively responsible commercial banking experience providing financial expertise, counsel and customized solutions to business clients; advanced knowledge of business development, credit underwriting, loan structuring, credit and credit quality and commercial real estate and C&I lending practices, which includes a minimum of 2 – 3 years recent experience in a supervisory / leadership role successfully managing a team of bankers and support staff required. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
Heritage BankNewAssistant Manager - Branch Banking Heritage BankAssistant Manager - Branch BankingFederal Way, WA$31.83–$38.20 / hourThe Federal WayBranch is seeking an Assistant Manager - Branch Banking to ensure overall operational efficiency and soundness of the branch and proactively partner with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values. 3+ years’ recent experience in retail banking branch operations, sales and new accounts, to include a minimum of 2 years in a lead or supervisory role and demonstrated success in leading, coaching, and motivating a team, within a financial services industry – required.
Washington FederalBusiness Banking Relationship Manager Washington FederalBusiness Banking Relationship ManagerMercer Island, WA$80,170–$130,000 / yearFull timeRelationship 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. 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.
KPMG LLPDirector, Banking and Payments IT M&A - Due Diligence, Integration and Separatio KPMG LLPDirector, Banking and Payments IT M&A - Due Diligence, Integration and SeparatioSeattle, WAFull timeDemonstrated success in leading high-impact IT-focused Mergers and Acquisitions projects with expertise in at least three of the following: systemintegration/separation, platform migration, IT architecture modernization,outsourcing of IT operations, or regulatory technology implementation; advancedprogram management skills, with the capacity to oversee large, complex projectsand deliver strategic insights to executive audiences; familiaritywith leveraging AI-powered platforms for due diligence, synergy analysis, andintegration/separation planning is a significant plus. Establish and manage program governance frameworks,ensuring rigorous oversight of execution across complex, multi-vendor paymentsenvironments; lead development of governance work products including statusreporting, risk management, and issue tracking; implement AI-powered tools forpredictive analytics on project timelines and risks and collaborate with seniorcross-functional teams to identify technology dependencies, risks, andopportunities across payments operations, product, risk, and compliancefunctions.
Western Alliance BankVice President, Innovation Banking Western Alliance BankVice President, Innovation BankingSeattle, WA$139,530–$172,360 / yearFull timeGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
CliftonLarsonAllen LLPInvestment Banking Intern - Summer 2027 - Seattle, WA CliftonLarsonAllen LLPInvestment Banking Intern - Summer 2027 - Seattle, WASeattle, WAInternFull timeWe provide merger and acquisition advisory, capital raise, and strategic advisory services, helping business owners and leadership teams navigate complex transactions with confidence. Through transaction exposure, financial analysis and modeling, and research-driven assignments, interns gain practical experience in investment banking while developing strong analytical, communication, and professional skills.
Heritage BankArea Manager-Branch Banking Heritage BankArea Manager-Branch BankingBremerton, WAFull timeFrequent travel is required; Willingness and flexibility to travel to other branch and customer business locations, as needed; valid driver’s license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions. Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision.
KeyBankNewBusiness Banking Relationship Manager KeyBankBusiness Banking Relationship ManagerSeattle, WAFull timeJob SummaryThe Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio.
CliftonLarsonAllen LLPInvestment Banking Analyst CliftonLarsonAllen LLPInvestment Banking AnalystSeattle, WA$68,000–$136,000 / yearFull timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. As an Investment Banking Analyst you will be responsible for: Mergers & Acquisitions: Researches and prepares complex financial models and M&A process documents; conduct detailed and rigorous analysis through trading & transaction comparables and other modeling.
Heritage BankNewAssistant Manager- Branch Banking Heritage BankAssistant Manager- Branch BankingFederal Way, WAFull timeThe Federal WayBranch is seeking an Assistant Manager - Branch Banking to ensure overall operational efficiency and soundness of the branch and proactively partner with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values. Provide exceptional service and positively contribute to the sales goals and overall success of the branch by recommending and referring bank products based on customer needs and by building and maintaining professional working relationships with all lines of business.
BECUDirector Product Management - Digital Banking BECUDirector Product Management - Digital BankingTukwila, WAFull timeIMPACT YOU'LL MAKE:As a Director of Product Management on the Digital Banking team, you'll be responsible for defining the vision, strategy, and delivery of the product roadmap within one or more key products or capabilities within Digital Banking (which includes post-authentication experiences within mobile and desktop banking for both consumer and business banking). Cross-Functional Leadership:You'll partner closely with technology, design, analytics, operations, and business stakeholders to identify opportunities, close gaps, and implement strategies that improve digital experiences and ways of working.
Heritage BankDigital Banking Specialist-On-site Heritage BankDigital Banking Specialist-On-siteTacoma, WAFull timeThe digital banking specialist position is responsible for the timely and accurate completion of operational, customer support, and/or technical support activities, i.e., set ups, troubleshooting, research, and day-to day support to internal and external customers for all digital channel products including but not limited to: Business/Consumer Online and Mobile Banking, Remote Deposit Capture (RDC), Bill Pay, Electronic Funds Transfer (EFT), Online ACH origination and online wire transfers, ensuring compliance with operational and regulatory policies/procedures to mitigate risk. Level II - 2+ years recent experience in bank operations, electronic / digital banking and/or branch banking, which includes working knowledge and proficiency in online / mobile banking, RDC, EFT processing and regulatory compliance in a financial services industry required.
BECUSr Product Owner - Digital Banking BECUSr Product Owner - Digital BankingTukwila, WAFull timeFacilitate user story development from strategy and business requirements, create user stories, document acceptance criteria, approve user stories for the delivery team,and accept completed stories and features. As part of the Digital Banking team, you will play a key role in executing an ongoing transformation of our digital platforms to modernize our capabilities, continuously improve member experiences, and accelerate innovation.
KeyBankDirector, Corporate Banking - Native American Financial Services KeyBankDirector, Corporate Banking - Native American Financial ServicesSeattle, WARemoteFull timeGeneral 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. This role focuses on middle and upper middle market public and private companies across various sectors including industrial, consumer, energy, healthcare, technology, business services, and financial services.
BECUDirector Business Banking BECUDirector Business BankingTukwila, WAFull timeStrengthen Partner Ecosystems: Build and maintain relationships with key business partners across services like payroll, merchant services, treasury management, and investments-ensuring strong service delivery and collaboration. Manage and Optimize the Portfolio: Build and oversee a business banking portfolio that delivers strong returns to members while maintaining operational excellence, policy adherence, and a seamless member experience.
CliftonLarsonAllen LLPInvestment Banking Analyst-Tacoma (FOR ACQUISITION ONLY) CliftonLarsonAllen LLPInvestment Banking Analyst-Tacoma (FOR ACQUISITION ONLY)Tacoma, WAFull timeIf you are interested in a position with CLA, please view our career site for available openings. To view a complete list of benefits click here.
CliftonLarsonAllen LLPInvestment Banking Intern-Tacoma (FOR ACQUISITION ONLY) CliftonLarsonAllen LLPInvestment Banking Intern-Tacoma (FOR ACQUISITION ONLY)Tacoma, WAInternFull timeIf you are interested in a position with CLA, please view our career site for available openings. To view a complete list of benefits click here.
CliftonLarsonAllen LLPInvestment Banking Intern-Seattle (For Internal Use Only) CliftonLarsonAllen LLPInvestment Banking Intern-Seattle (For Internal Use Only)Seattle, WAInternFull timeIf you are interested in a position with CLA, please view our career site for available openings. To view a complete list of benefits click here.
Heritage BankBank Teller Heritage BankBank TellerPuyallup, WAFull timeThe Canyon RdBranch is seeking a bank teller to help customers meet their financial goals by providing exceptional customer service, handling routine financial transactions, and actively supporting branch sales efforts. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Heritage BankBank Teller - Summer Temp Heritage BankBank Teller - Summer TempLakewood, WATemporaryContractorFull timeAbility to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Our Lakewood Branch, in Lakewood, WAis seeking a temporary bank teller (June 2026 to Sept 2026) to help customers meet their financial goals by providing exceptional customer service while handling routine financial transactions.
1st Security BankCustomer Service Representative Intern 1st Security BankCustomer Service Representative InternOlympia, WA$20–$20 / yearFull time1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you.
Mechanics BankCustomer Service Representative II Mechanics BankCustomer Service Representative IISeattle, WAFull timeProvides daily deposit services such as handling deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, and other related matters. Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.
Mechanics BankCustomer Service Representative II (Part-time, 25 hours a week) Mechanics BankCustomer Service Representative II (Part-time, 25 hours a week)Seattle, WAPart timePerforms daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Mechanics BankCustomer Service Representative II "Part Time- 25 hours/week" Mechanics BankCustomer Service Representative II "Part Time- 25 hours/week"Seattle, WAPart timePerforms daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Olympia Federal SavingsTeller / Customer Service Representative Olympia Federal SavingsTeller / Customer Service RepresentativeLacey, WA$18.29–$23.81 / hourFull timePromote and explain Association products and services such as checking and savings accounts, loans, IRAs, certificates of deposit, safe deposit boxes, bank checks and money orders. Receive checks and cash deposits to accounts, verify amounts, examine checks for proper endorsement, and enter deposits to customers' accounts.
Olympia Federal SavingsTeller / Customer Service Representative - Float Olympia Federal SavingsTeller / Customer Service Representative - FloatLacey, WA$18.29–$23.81 / hourFull timePromote and explain Association products and services such as checking and savings accounts, loans, IRAs, certificates of deposit, safe deposit boxes, bank checks and money orders. Receive checks and cash deposits to accounts, verify amounts, examine checks for proper endorsement, and enter deposits to customers' accounts.
Mechanics BankPersonal Banker Mechanics BankPersonal BankerFederal Way, WAFull timeAbility to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Handle both basic and complex banking transactions, including changing account ownership, living trusts, guardianships accounts, estate assignments, and consumer and home equity loans.
KeyBankTeller (20 Hour) KeyBankTeller (20 Hour)Renton, WAFull timeConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues.
Mechanics BankCustomer Service Representative III Mechanics BankCustomer Service Representative IIIKent, WAFull timePerforms daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. The Customer Service Representative III provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Mechanics BankCustomer Service Representative III (Part-time, 25 hours/week) Mechanics BankCustomer Service Representative III (Part-time, 25 hours/week)Seattle, WAPart timePerforms daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. The Customer Service Representative III provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Ernst & Young US LLPEY-Parthenon - Corporate Finance - Business Valuation (Manager) (Multiple Positions) (1705602) Ernst & Young US LLPEY-Parthenon - Corporate Finance - Business Valuation (Manager) (Multiple Positions) (1705602)Seattle, WA$135,866–$135,866 / yearFull timeIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com. - Performing business or intangible asset valuations for financial reporting, including experience in one or combination of any of the following: Purchase Price Allocations, goodwill impairment testing, and/or other; - Tax reporting (legal entity valuation) utilizing the Income, Market, or Cost approaches; OR .
Cambia Health SolutionsTemporary Customer Service Professional I Cambia Health SolutionsTemporary Customer Service Professional ITacoma, WARemoteFull time6 months of customer service call center experience; or 6 months of customer service experience in insurance, retail, banking, hospital, medical office or similar industry with extensive customer contact; or equivalent combination of education and experience. As the face of Cambia, our CSPs play multiple roles - listener, problem-solver, investigator and advocate - all in service of making our members' health journeys easier and days brighter.
KeyBankLead Teller KeyBankLead TellerSpanaway, WAFull timeConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls.
Olympia Federal SavingsUniversal Banker Olympia Federal SavingsUniversal BankerLacey, WA$20.93–$28.81 / hourFull timePerform duties and apply full working knowledge of teller and lead teller positions, assisting those positions as needed, and answering inquiries regarding products and services. Excellent public and customer relations skills to effectively communicate with internal and external customers, determine their needs, and maintain confidence.
Mechanics BankBranch Manager Mechanics BankBranch ManagerLacey, WAFull timeThe Branch Manager will develop and implement strategies that align with the branch's budget and profitability goals, ensuring the delivery of superior banking services and fostering a culture of teamwork and exceptional service. The Branch Manager is vital in driving the branch towards achieving success across key areas including sales initiatives, consumer and commercial banking management, customer service, operational management, and community involvement.
Mechanics BankRetail Bank Branch Manager Mechanics BankRetail Bank Branch ManagerSeattle, WAFull timeThe Branch Manager will develop and implement strategies that align with the branch's budget and profitability goals, ensuring the delivery of superior banking services and fostering a culture of teamwork and exceptional service. The Branch Manager is vital in driving the branch towards achieving success across key areas including sales initiatives, consumer and commercial banking management, customer service, operational management, and community involvement.
Washington FederalCSS Washington FederalCSSKent, WA$22.33–$31 / hourFull timeThis is a supervisory position responsible for providing high-quality service to retail bank clients by administering branch operations and supervising multiple Customer Service Representatives. Experience: Prior banking and supervisory experience preferred, including previous work in retail, consumer service delivery, or client relations.
WASHINGTON TRUST BANKTeller Receptionist WASHINGTON TRUST BANKTeller ReceptionistSeattle, WAFull timeWhen faced with those customers whose service needs exceed the capacity of your office, you will have the support of the rest of WTB, the Pacific Northwest's largest privately held bank. Ability to multi-task effectively, prioritizing multiple projects in a fast-paced environment while maintaining professional demeanor and accurate attention to detail.
RSM US LLPDeals Services - Manager, Strategic Finance and FP&A, Advanced Decision Modeling RSM US LLPDeals Services - Manager, Strategic Finance and FP&A, Advanced Decision ModelingSeattle, WA$112,100–$225,500 / yearFull timeThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.
1st Security BankCustomer Service Representative - Mobile 1st Security BankCustomer Service Representative - MobileSouth Hill, WA$20–$23 / hourFull time1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you.
Washington FederalCustomer Service Representative- Floater Washington FederalCustomer Service Representative- FloaterSeattle, WA$21.75–$26.92 / hourFull timeAs a CSR you serve a valuable role in our branch by providing a positive first impression through friendly and courteous service while performing efficient and accurate banking transactions. Reflect the corporate values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service.
Washington FederalCustomer Service Representative Washington FederalCustomer Service RepresentativeSeattle, WA$21.75–$26.92 / hourFull timeAs a CSR you serve a valuable role in our branch by providing a positive first impression through friendly and courteous service while performing efficient and accurate banking transactions. Reflect the corporate values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service.
Apex Systems, Inc.Contractor - Branch - 3035764 Apex Systems, Inc.Contractor - Branch - 3035764Puyallup, WATemporaryContractorFull timeIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
Mechanics BankCustomer Service Supervisor, Retail Mechanics BankCustomer Service Supervisor, RetailSeattle, WAFull timeServes in a leadership capacity to assist branch manager in motivating and supporting Customer Service Representative (CSR) staff to participation in branch sales efforts, exemplary customer service, and sound branch operations. In conjunction with Branch Manager: Responsible for scheduling, supervising and coaching Customer Service Representative (CSR) staff, managing paying, receiving and new account operations, and ensuring branch regulatory compliance.
1st Security BankPersonal Banker 1st Security BankPersonal BankerOlympia, WA$22–$26.50 / hourFull time1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you.
Mechanics BankBusiness Development Officer Mechanics BankBusiness Development OfficerSeattle, WAFull timeMakes use of advertising leads, internal customer lead lists, personal contacts, referrals from the Bank, internal business lines, and branch customer base to identify sales opportunities and provides an outstanding customer experience. The role requires taking a leadership role in the business community, working closely with local businesses to provide financial products and services that support their growth and success.
WaFd BankBusiness Banking Relationship Manager WaFd BankBusiness Banking Relationship ManagerMercer Island, WashingtonKEY 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. 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.
SoFi Technologies IncDirector of Product Management, Commercial Banking SoFi Technologies IncDirector of Product Management, Commercial BankingSeattle, WAWhat you'll need: • Bachelor's degree or higher, ideally in a technical, finance, or quantitative field • 10+ years of product management experience, with significant time in platform and B2B roles • Experience building and growing teams of product managers • Strong cross-functional collaboration and influence skills • Excellent written and verbal communication skills, with the ability to simplify technical complexity for diverse stakeholders • Experience presenting to C-level leadership • Direct experience building commercial/business banking or payments products • Deep knowledge of Wires and ACH systems and operations • Experience launching regulated financial products at scale from within a Bank • Entrepreneurial mindset, with proven track record leading ambiguous, cross-team 01 initiatives independently • Strong technical fluency with APIs, ledgers, and payments architectures. What you'll do: • Define the multi-year product vision and roadmap for Commercial Banking • Own and deliver client-facing experiences and APIs and end-to-end platform: business accounts, payments rails (Wires, ACH, FedNow), treasury capabilities, and APIs • Lead 01 product development from discovery through launch and scale • Manage and grow a product team to drive roadmap and delivery as business scales • Partner cross-functionally with Business, Engineering, Risk, Compliance, Treasury, Finance, Sales and Operations teams to bring product roadmap to life • Translate regulatory and operational constraints into elegant product solutions • Drive measurable outcomes: adoption, volume, reliability, cost efficiency, and risk performance • Influence company strategy and mentor other PMs as a subject-matter expert in commercial banking.
SoFi Technologies IncSenior Engineering Manager, Commercial Banking SoFi Technologies IncSenior Engineering Manager, Commercial BankingSeattle, WAWere building the infrastructure that lets large institutional clients in crypto, fintech, and enterprise finance manage their money at SoFi - real-time payments, multi-account treasury management, and a closed-loop settlement network that operates 24/7/365. Build enterprise-grade identity, RBAC, and maker/checker approval systems that support complex organizational structures (CFOs, treasury managers, analysts, auditors - each with scoped account access, per-rail permissions, and configurable payment limits).