Top Tech Jobs & Startup Jobs in Seattle, WA

The Commercial Analyst supports sales and credit functions, creates client pitch materials, manages loan processes, and ensures data integrity in documentation. Responsibilities include working with teams on credit approvals and conducting client due diligence.

Provide client servicing and transaction support while identifying financial wellness opportunities, educating clients on products and digital channels, meeting activity and sales goals, maintaining cash drawer and compliance, and partnering with branch teammates to deepen client relationships.

Serve branch clients by processing transactions, handling cash, and resolving service issues (70%), while conducting financial wellness conversations, recommending products, and pursuing sales and referral opportunities (30%). Maintain compliance, partner with branch teammates, educate clients on digital channels, and meet activity and outcome goals. On-site role with occasional driving and Saturday work.

The Private Client Advisor will provide financial wellness and investment solutions to Mass Affluent clients while expanding client relationships through comprehensive financial planning and sales processes.

Support Payments Advisors and partners by managing pipelines, building financial models, analyzing payment processes and industry data, preparing client pitches/RFPs, coordinating fintech integrations, and developing client relationships using Tableau and Salesforce to drive payment solution revenue and onboarding.

Provide investment services and financial planning to mass-affluent clients, grow new and existing client relationships, attain sales and referral goals, coordinate investment product delivery with branch partners, and coach branch staff to identify referral opportunities.

The Private Client Advisor focuses on the Mass Affluent client base, providing investment services and comprehensive financial planning to grow client relationships and referrals.

Provide transactional servicing and cash handling while identifying client needs and delivering customized financial wellness guidance. Split time between client transactions (70%) and proactive outreach/financial conversations (30%). Meet activity and sales goals, follow compliance and security procedures, partner with branch teammates, educate clients on digital banking, and support branch performance. Work Saturdays as directed and may drive between locations.

Support and operationalize enterprise data governance and privacy programs (GDPR). Develop standards, procedures, and dashboards; manage metadata, data quality, ownership, and DSAR/ERASR intake, triage, and reporting. Conduct root-cause analysis, remediation planning, stakeholder coordination, and provide guidance to junior analysts.

Support ERM Director executing enterprise risk programs, forward‑looking indicators, AI-enabled risk use cases, GRC strategy and Archer administration, policy management, executive reporting, and cross‑functional risk coordination.