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Top Sales Jobs in Seattle, WA
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Sources, develops, and closes SBA 7(a) and 504 loan opportunities through cold calling, referral networks, SBA events, and market development. Builds relationships with business brokers, consultants, attorneys, accountants, and internal Business Banking partners. Guides applications through underwriting and closing while ensuring compliance with SBA requirements, credit policies, and risk-management standards. Manages a pipeline, achieves sales goals, and supports growth of the SBA loan portfolio.
Top Skills:
Sba 504 Loan ProgramsSba 7(A)
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Supports private bankers and relationship managers by delivering white-glove client service, assisting with account openings and documentation, maintaining client relationships, identifying business opportunities, and supporting compliance, fraud monitoring, marketing materials, and administrative activities. Provides backup coverage, participates in business development calls, and develops knowledge of deposit, trust, wealth management, and loan products.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and manage relationships with small business clients generating $1 million to $10 million in annual revenue. Assess client needs, recommend banking and lending solutions, manage portfolios, generate new commercial relationships, and drive loan and deposit growth. Build referral networks with CPAs and attorneys, engage in community activities, and collaborate with banking, lending, and investing teams. Complete business banking, sales, and commercial credit training.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and grow a branch-based wealth management practice by assessing client goals, creating personalized financial plans, managing client relationships, generating referrals, and promoting investment, insurance, estate planning, and financial planning services. The role requires active securities and insurance licenses, financial advisor experience, business development success, and familiarity with high-net-worth clients.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manage and grow treasury relationships with municipal and public-sector clients across New Jersey and surrounding markets. Advise government entities on cash management, commercial card, merchant services, trade, and supply chain finance solutions. Acquire new clients, expand existing portfolios, identify cross-sell opportunities, coordinate onboarding with internal partners, and provide public-sector market insights. The role requires strong client communication, treasury sales expertise, ethical judgment, and local and regional travel.
Top Skills:
Cash ManagementCommercial CardMerchant ServicesSupply Chain FinanceTrade Finance
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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manage and grow relationships with small business clients generating $1–10 million annually. Assess client needs, provide banking and lending solutions, manage portfolios, acquire new commercial relationships, and drive loan and deposit growth. Build referral networks with CPAs and attorneys, maintain market knowledge, participate in community activities, and complete business banking and commercial credit training.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and manage a wealth advisory practice by conducting client discovery, creating personalized financial plans, and delivering investment, insurance, and estate-planning solutions. Build relationships with referral partners, conduct proactive client and prospect outreach, generate new business, and grow existing client relationships. The role is branch-based, collaborative, commissioned, and focused on serving high-net-worth individuals.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Build and manage a branch-based wealth management practice: perform client discovery, create tailored financial plans, prospect and grow client relationships via partner referrals, collaborate with internal specialists to deliver investment, insurance, and estate planning services, and meet commission-based performance targets.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and manage a branch-based wealth management practice: build and deepen client relationships, prospect and grow business through partner referrals, deliver tailored financial planning and investment, insurance, and estate solutions, and collaborate with internal specialists to meet client goals.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development, expanding relationships via partners and referrals, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.
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