Private Bank Assistant Relationship Manager
Tacomaonsitemanager$56K – $73K
Posted today · via Workday
About this role
About the Role: A Private Banking Assistant Relationship Manager supports the development, management and retention of Private Banking client relationships by leveraging excellent interpersonal skills and collaborating with internal Bank Partners. Develop working knowledge and understanding of all Wealth Management services including consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutions Deliver exceptional experiences to build, expand, and retain long-term client relationships with individual clients by assessing their needs. Collaborate with partners across the Bank in various lines of business as well as withing the Private Bank team.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Tacoma. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included