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Baker Boyer Bank jobs - 2,911 jobs

  • Compliance / Bank Secrecy Officer

    Baker Boyer Bancorp 3.9company rating

    Baker Boyer Bancorp job in Walla Walla, WA

    About Baker Boyer: Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington's trusted financial advisor, serving the Walla Walla Valley, Tri-Cities and Yakima Valley communities, providing wealth management as well as personal and business banking services. What We Offer: * Salary: * Compliance & BSA Officer - $62,487 - $93,732 annually * Great Benefits! Medical, Dental, Vision plans with additional: * AD&D & Life Insurance * Long Term Disability * 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary. * Paid Leave- * 22 days of Vacation leave and 3 R&R (Revive & Renew) days. * 11 Paid Federal Holidays annually* * Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays. * Life Assistance Plan * Free access to financial counselors * Employee Wellness Program * 8 hours of paid volunteer time annually About the Compliance / Bank Secrecy Officer Role: This important role operates independently, and as part of the bank's Compliance Committee to facilitate high quality and value-added tasks and projects to ensure regulatory compliance issues are managed and addressed; adherence to state and federal regulations; and cost-effective management of the bank's liability and risk exposure. This position is a high-visibility position, often collaborating and working with employees across the bank to improve bank practices, policies and workflow. Strong communication, analytical skills, prioritization, and self-motivation are key skills for this position, as is transferrable experience that demonstrates the ability to quickly learn and to implement complex concepts. Some prior audit, compliance or AML/CFT experience and/or banking/finance experience strongly preferred. Key Responsibilities * Ensure that the bank is following state and federal regulations within acceptable risk tolerances established by the Compliance Committee and Board. * Work with compliance peers to manage the Regulatory Risk of the bank. * Act as a Compliance resource and consultant to all employees. * Act as a contributing member of the Compliance Committee. * Prepare reports for senior management, the Board, OCC, internal and external auditors. Assist in coordinating bank's efforts to prepare, gather, and present information during Compliance, Safety & Soundness and AML/CFT exams. * Oversee AML/CFT, and deposit compliance related projects and monitoring of ongoing activities. * Ensure new hire, job change, periodic and annual deposit Compliance and AML/CFT Training is appropriate. * Work independently with little supervisory guidance to ensure appropriate collaboration and upward reporting is maintained. * Document work performed for each step with appropriate work papers. * Communicate in a timely and consistent manner that is of high-quality content, style and clarity both orally and in writing. * Strategicly plan and improve AML/CFT and compliance programs. * Responsible for Deposit Compliance: * Assist with regulatory change implementation * Act as subject matter expert on AML/CFT and deposit compliance related items. * Self-motivated to pursue and progress in professional development: * Utilize self-training resources (books, periodicals, memberships in professional groups and so forth) and participate in recommended courses. * Attend appropriate trainings, seminars or conferences to develop professional skills (this could be in state or out of state). * Responsible for staying abreast of job specific JHA (banking software) enhancements, maintaining a good working knowledge of the programs that impact responsibilities Responsible for the Bank Secrecy Act, Patriot Act and OFAC program: * Maintain the Bank Secrecy Act and OFAC Policy and procedures. Ensure they are accurate and update to date. * Complete and proper filing of all CTRs and Suspicious Activity Reports. * Train all bank staff and Board of Directors annually on Bank Secrecy Act, C.I.P., OFAC and suspicious activity. * Bank Secrecy recordkeeping and reporting. * Annual reporting on AML/CFT to the Board of Directors. * Attending annual training for AML/CFT as required by regulation. * Coordinate, confirm and complete annual AML/CFT and OFAC risk assessments. Education and Experience: Graduation from a four-year college or university. Minimum three years' experience in auditing, compliance, or AML/CFT, preferably in a banking or finance environment; or any equivalent combination of education, experience and training that provides the required knowledge and abilities to do the job. Demonstration of relevant skills and experience required to perform job may be considered in lieu of education or auditing, compliance, and AML/CFT experience minimums. Knowledge/skills/experience requirements: * Strong written and verbal communication skills. Ability to communicate with all levels of employees in a manner that is of high quality, content, style and clarity. * Proactively builds and maintains positive relationships by portraying an approachable and open-minded outlook. * Proactively build relationships across departments; work to understand their workflow, processes and the impact of changes/suggestions. * Demonstrated ability to work independently and with limited direction; willingness to take initiative. * Ability to organize and prioritize work; possesses strong time management skills. * Exceptional attention to detail and accuracy with the ability to handle multiple tasks and priorities. * Familiar with and knowledgeable of most departments, systems and corporate policies, or able to learn quickly. * Knowledge of/or ability to easily learn banking policies, procedures and laws and regulations governing the bank. * Ability to apply logic and reasoning when carrying out instructions furnished in written or oral form. * Is a team player, willing to help out as needed and keeps team informed of status and needs. * Ability to proficiently use and interpret data and processes provided by Compliance/Audit tools. * Demonstrated technical capacity. Strong knowledge and ability to use Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with proficiency and accuracy. Experience with audit software such as IBM Query, TeamMate Audit Software, or other comparable software desired but not required. Physical demands/conditions requirement: The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and/or stand, write, type, speak, and listen. The employee may occasionally be required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company. Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.
    $62.5k-93.7k yearly 17h ago
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  • Loan Servicer

    Baker Boyer Bancorp 3.9company rating

    Baker Boyer Bancorp job in Walla Walla, WA

    About Baker Boyer: Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington's trusted financial advisor, serving the Walla Walla valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services. What We Offer: * Salary: * Loan Servicer: $39,000 - $49,920 annually * Great Benefits! * Medical, Dental, Vision plans with additional: * AD&D & Life Insurance * Long Term Disability * 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary. * Paid Leave- * 22 days of Vacation leave and 3 R&R (Revive & Renew) days. * 11 Paid Federal Holidays annually* * Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays. * Life Assistance Plan * Free access to financial counselors * Employee Wellness Program * 8 hours of paid volunteer time annually About the Loan Servicing Role: This position seeks an individual with a passion to learn about lending operations and the associated software and systems. They must be self-motivated and have excellent organizational and time management skills. This position requires a high degree of flexibility in performing various job functions and interaction with fellow employees. This person must be an energetic team player who is willing to learn from or help others work together in making our clients and the bank successful. Role and Responsibilities: * Builds, retains, and expands internal relationships * Assists fellow employees with a variety of customer loan situations * Researches, responds, and completes internal requests in a timely manner * Collaborates with colleagues in carrying out the Bank's strategic plan * Prioritizes multiple job tasks and meet deadlines * Cross-trains and provides coverage on multiple operating systems * Balances various general ledger and bank control accounts * Maintains thorough knowledge of bank policies, procedures, and federal regulations * Assumes additional responsibilities as requested The Loan Servicing department includes the following job functions: * Creating barcodes and scanning loan documents into Document Imaging * Freddie Mac loan servicing * Handling various customer inquiries * Learning regulatory compliance pertaining to loans * Maintain loan information in core system * Maintain pending lists for all Loan Officers in Document Imaging * Process and maintain loan collateral * Process and monitor all dealer flooring transactions * Processing loan payoffs * Process reconveyances * Pay various invoices * Processing various loan transactions * Tracking and monitoring collateral insurance * Tracking/paying home owner's and flood insurance * Tracking/paying real property taxes Preferred Education and Experience Requirements: * Loan Servicer I: Bachelor's or associate degree in business, finance or related degree; two years related experience and/or training; or equivalent combination of education and experience. General understanding of banking and/or financial services industry desired. * Loan Servicer II: Developed the knowledge, skills and experience to function independently and proficiently in the following phases of the Loan Servicer Training: * All Job Duties- Job duties that are shared by the Loan Servicing team * 3 of 5 phases- Can be a combination of any of the 3 phases (not including the All Job Duties section) Skills and qualifications: * Demonstrates strong verbal and written communication skills * Demonstrates technical capacity. Strong knowledge and ability to use Microsoft Office Suite (Word, Excel, Outlook) with proficiency and accuracy * Demonstrates instinctive business acumen and critical thinking skills * Proactive to build and maintain positive relationships internally and cross-departmentally * Is a team player: willing to delegate important tasks or take on additional tasks, as needed * Exceptional time management skills, attention to detail and accuracy; consistently produces accurate work products within defined deadlines * Strong ethics and the highest confidentiality standards; demonstrated ability to maintain confidential information and work with confidential and/or privileged information * Ability and desire to learn and grow in the Banking profession Physical Demands/Conditions Requirements: The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer.
    $49k-82k yearly est. 17h ago
  • Property Manager/Senior Property Manager

    Commonwealth Partners 4.7company rating

    Bellevue, WA job

    NO RECRUITERS PLEASE NO PHONE CALLS OR EMAILS PLEASE NO VISA SPONSORSHIP City Center Plaza was built spec in 2009 for a single tenant who occupied the entire 600,000 RSF tower until moving out in October 2023. City Center Plaza is an exceptional property with over two acres of outdoor plaza space and a world-class steakhouse, El Gaucho. The property represents a unique opportunity for an experienced Property Manager or Senior Property Manager to oversee the transition from a single-tenant building to a state-of-the-art, multi-tenant, Class A+ property. CommonWealth Partners is in the final stages of design for a full-floor amenity space that includes a state-of-the-art fitness center, lounge, and meeting space, along with a new management office. Job Summary: The Property Manager or Senior Property Manager is responsible for the overall management of the Property, including, but not limited to, administration, financial control, operations, tenant relations, construction, lease administration, and leasing and marketing of the Property. The management goal is to maintain the Property in accordance with the established standards, while providing quality service expected by Class A building tenants. The ideal candidate will have experience managing large-scale Capital Improvement projects and Tenant Improvements. Essential Functions: Administration Supervise on-site management employees to ensure optimum performance. Train and develop staff, provide coaching/counseling, conduct appraisals, and make hiring decisions. Address complaints and resolve problems with the assistance and guidance of the Company's Human Resources or Legal departments when necessary. Establish guidelines for the on-site management employees and contract building staff to ensure that the Owner's objectives are understood and implemented pursuant to the annual budget and business plan. Establish and follow procedures for processing and controlling work. Provide information or other assistance to counsel on legal matters involving the Property. Implement new programs or procedures as established by the Corporate Asset/Property Management department. Provide lease administration per Policies and Procedures. Report and track general liability and property insurance claims for the Property. Approve emergency procedures and disaster recovery plans. Review and approve Notices of Non-Responsibility, as applicable. Financial Control Prepare and approve annual budgets, financial reporting, forecasts, re-forecasts, management plans, monthly performance reports, and variance reports. Review of tenant billings, collection of rent and sundry charges. Ensure that overdue receivables are kept below established limits. Responsible for operating expense estimates and reconciliations and respond to tenant questions regarding same. Ensure all invoices from vendors and contractors are coded and processed in a timely manner. Review and approve monthly accruals. Construction Oversee Capital Improvement projects to include: Development and management of project scopes, budgets, and timelines. Collaboration with the project team, including architects, engineers, and contractors. Operations Manage annual bid process for contract services, including generating requests for proposals, bid analysis, and vendor selection to ensure best pricing and service level performance. Coordinate implementation of policies and procedures and oversight of security, janitorial, parking engineering and other contract services with Building Management team. Responsible for operating efficiencies of Property. Ensure that the Property is maintained according to the quality standards approved by Landlord. Oversee new tenant move-ins, existing tenant relocations and expansions, as well as tenant move-outs. Ensure the maintenance of adequate records and information required by all subordinate functions including, but not limited to, warranties, permits, equipment operating manuals, base building plans, tenant “as-built” plans, etc. Tenant Relations Responsible for developing and maintaining positive tenant relations by creating and sustaining goodwill between Landlord and tenants by providing consistently responsive quality services. Oversee tenant issues, problems, and disputes. Approve tenant events. Lease Administration Maintain tenant compliance of lease provisions. Responsible for ensuring that Landlord fulfills its specific obligations under the lease agreement. Negotiate storage space agreements and process documents. Leasing and Marketing Maintain working knowledge of marketplace. Responsible for ensuring vacant space is prepared for showing to prospective tenants. Participate in prospective tenant tours, if required. Ensure the development and execution of effective marketing activities for the Property. Supervisory Responsibility: The Property Manager or Senior Property Manager manages certain employees of the building management office and is responsible for the performance management of these employees. Physical Demands: This is a largely sedentary role that requires walking, talking, hearing, repetitive motion using a keyboard, and visual acuity for reading and viewing a computer monitor. Travel: No travel is expected for this position. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Education and Experience: Bachelor's degree in real estate, business, or equivalent preferred. Professional designation from BOMA or IREM preferred. Eight to 10 years experience in property management of Class A buildings of at least 500,000 square feet. Additional Eligibility Qualifications: Must demonstrate ability to analyze monthly and quarterly financial reporting, cost-benefit analysis, budget forecasting and prepare annual budgets. Must work well with others and interact positively with team members and tenants. Excellent written and verbal communication skills. Excellent organizational skills, ability to prioritize and attention to detail a must. Proficiency in MS Office required. Knowledge of SharePoint and Teams a plus. Knowledge of Yardi preferred. Must have the ability to manage time and multiple projects efficiently and achieve the required results. Must be able to define problems, collect data, establish facts and draw valid conclusions. Benefits Package: CWP provides a comprehensive benefits package that includes medical, dental, vision, life and AD&D, and disability insurance, flexible spending account, employee assistance program, 401k plan with employer match, paid time off, and paid parking.
    $83k-130k yearly est. 5d ago
  • Field Technical Account Manager - Western USA

    Ajax Systems Inc. 3.6company rating

    Seattle, WA job

    A leading international security company seeks a professional with at least 5 years of experience in alarm systems and video surveillance. The role involves conducting technical seminars, delivering training, and providing support and consultations to key clients. The ideal candidate will have strong communication skills and a proactive work ethic, along with relevant certifications. This position is based in San Francisco and offers competitive compensation and growth opportunities. #J-18808-Ljbffr
    $85k-119k yearly est. 3d ago
  • Executive Private Banker: Wealth Strategy Lead

    Jpmorgan Chase & Co 4.8company rating

    Seattle, WA job

    A leading financial services firm seeks a Private Banker in Seattle to advise clients on wealth management, investment strategies, and financial planning. Candidates should have over six years of experience in Private Banking, a Bachelor's degree, and the necessary licenses. The role involves managing client relationships and delivering exceptional service through personalized financial solutions. This position is crucial for driving business results and fostering client trust in a collaborative environment. #J-18808-Ljbffr
    $82k-115k yearly est. 2d ago
  • Controller, Vice President

    Salal Credit Union 4.0company rating

    Seattle, WA job

    We're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role - it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications. This position qualifies for our profit‑sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance. Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions. Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment). Paid holidays in accordance with the Federal Reserve calendar. Tuition reimbursement. 401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy for employees that qualify. And more! Expanded details about our benefit offerings can be found at: *********************** WHAT YOU'LL DO IN THIS ROLE Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement. Work closely with executive leadership and department heads to translate financial objectives into actionable priorities. Oversee accurate GAAP‑compliant financial reporting, regulatory filings, audits, and internal controls. Spearhead digital transformation and enterprise‑wide system updates to enhance efficiency and scalability. Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives. Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions. WHAT YOU BRING TO THE TABLE Experience: 10+ years of progressive accounting/finance leadership. 5+ years in a senior management role (Controller or Assistant Controller). Direct experience in banking, credit union, or financial services required. Education & Credentials: Bachelor's degree in Accounting or Finance. Active CPA or CMA certification. Skills & Attributes: Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards. Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators. Proven track record of leading and developing high‑performing teams in a collaborative, results‑driven environment. Advanced analytical and problem‑solving skills with a focus on strategic planning and operational efficiency. High proficiency with accounting systems, financial modeling tools, and Microsoft Excel. Ability to interpret regulatory changes and translate them into actionable policies and strategies. Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington 98115 #J-18808-Ljbffr
    $165k-215k yearly 1d ago
  • Senior IC: Payments & Risk Platform Design Lead

    Gusto 4.5company rating

    Seattle, WA job

    A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr
    $121k-182k yearly est. 2d ago
  • Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

    Northwestern Mutual 4.5company rating

    Seattle, WA job

    About the Company Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. About the Role As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential. Responsibilities --- As a successful Financial Advisor, YOU are: Able to build strong relationships and develop a trustworthy network Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential Must be available to work in Seattle. This is an opportunity to Build a Business for Yourself, but Not by Yourself Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · 100% paid licensing, business coach, branding and marketing team · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Required Skills Strong relationship-building skills Willingness to learn and adapt Ability to present integrated financial plans Entrepreneurial mindset Accolades, Ratings and Assessments: Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine. Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best. Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”
    $55k-94k yearly est. 4d ago
  • CEO - Amputee Advocacy & Empowerment Nonprofit

    Kentucky Society of Association Executives Inc. 3.5company rating

    Washington job

    A national nonprofit organization seeks a mission-driven Chief Executive Officer (CEO) to lead its strategic management and operations. This role is pivotal in empowering individuals affected by limb loss to achieve their full potential through advocacy and community outreach. The ideal candidate will have robust experience in nonprofit management, staff development, and strategic planning. Join us in making a significant impact in the lives of amputees across the country. #J-18808-Ljbffr
    $174k-241k yearly est. 2d ago
  • Director, Bank Platform - Core Banking & Payments

    Social Finance, Inc. (SoFi 4.5company rating

    Seattle, WA job

    A next-generation financial services company is seeking a Director of Product Management to lead the Bank Platform organization. The ideal candidate will have over 10 years of experience in product management, particularly in banking or fintech, and will drive the strategy and modernization of core banking systems. This role requires strong leadership and the ability to collaborate across diverse teams. Competitive compensation and benefits are offered, along with opportunities for bonuses. #J-18808-Ljbffr
    $148k-220k yearly est. 1d ago
  • Staff Software Engineer - CI & Build Stability

    Gusto 4.5company rating

    Seattle, WA job

    A leading technology firm in Seattle seeks a Staff Software Engineer for Build Stability. In this role, you will enhance developer experience by managing CI systems and improving development pipelines. Candidates should have over 10 years of software development experience and a proven track record in developer tooling. The position offers a competitive salary range of $210,000 to $235,000 annually, with a hybrid work environment. #J-18808-Ljbffr
    $210k-235k yearly 5d ago
  • Sr. Director, Product Management

    Valid8 Financial, Inc. 3.6company rating

    Woodinville, WA job

    The Senior Director of Product Management leads the strategy, roadmap, and execution for Precor's global product portfolio under Precor and Peloton Commercial brands-spanning cardio, strength, digital, and connected experiences. This role defines the long‑term product vision, drives market differentiation, and ensures alignment across business, technology, and customer needs. As a key member of the Product leadership team, the Senior Director partners cross‑functionally with Engineering, Design, Marketing, Sales, and Operations to deliver high‑impact products that advance Precor and Peloton Commercial's market leadership and profitability. In this role you will lead a category‑defining brand at the intersection of fitness and technology and help to shape the future of connected wellness experiences for the commercial market. ResponsibilitiesStrategic Leadership Define and drive the multi‑year product strategy and roadmap across hardware, software, and digital ecosystems. Identify growth opportunities through market trends, customer insights, and emerging technologies. Lead product portfolio planning, lifecycle management, and investment prioritization. Translate strategy into actionable plans and measurable outcomes. Partner closely with Engineering and Design to ensure timely, high‑quality product delivery. Drive clear product positioning, value propositions, and go‑to‑market readiness. Build, coach, and inspire a high‑performing team of product managers and leaders. Foster a culture of accountability, collaboration, and customer‑centric innovation. Customer and Market Insight Maintain deep understanding of commercial fitness operators, consumer preferences, and competitive landscape. Represent the voice of the customer across product decisions and business planning. Cross‑Functional Influence Partner with global Sales, Marketing, and Operations to align product strategies with business goals. Collaborate with Finance on pricing, margin, and business case development. Qualifications Bachelor's degree in Engineering, Business, or related field; MBA or advanced degree preferred. 15+ years of product management experience in commercial fitness industry, including 9+ years in senior leadership roles. Proven success leading product strategy and delivery in fitness, or technology‑driven industries. Deep experience with fitness equipment, connected products, IoT ecosystems, or digital platforms preferred. Strong business acumen with demonstrated P&L and portfolio management experience. Exceptional leadership, communication, and influence across matrixed organizations. Pay Range: $220,000 - $270,000 The pay range represents the low and high end of the anticipated pay range for this position based at our Woodinville, WA headquarters. The actual pay offered for this position will depend on numerous factors including individual performance, business objectives, and if the location for the job changes. Our pay is just one component of Precor's total rewards strategy that also includes region‑specific health and welfare benefits. As an organization, one of our top priorities is to maintain the health and well‑being of our employees and their families. To achieve this goal, we offer robust and comprehensive benefits including: Medical, dental and vision insurance Generous paid time off policy Short‑term and long‑term disability Access to Employee Assistance Program; including access to mental health services Pet insurance and so much more! About Precor Precor is known for developing and manufacturing the most innovative and reliable commercial fitness equipment on the market. With over 40 years of empowering exercisers, trainers, business owners, and operators alike we take pride in offering world‑class fitness solutions across over 13,000 facilities and 100+ countries. We sweat every detail to bring best‑in‑class product solutions into commercial facilities, meeting exercisers wherever they are: at work, at school, in the gym, or on the road. Precor is an equal‑opportunity employer and committed to creating an inclusive environment for all our applicants. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you would like to request an accommodation regarding the application/interview process or are having difficulty using our website for application purposes, please contact: *************. We are required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years. Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selection officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self‑identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at ****************** #J-18808-Ljbffr
    $220k-270k yearly 4d ago
  • CSR - Teller, Pateros Branch

    Metropolitan Bank 3.3company rating

    Pateros, WA job

    Be #InGoodHands with Metrobank Here at Metrobank, we don't simply hire employees-we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach! Position Title: Customer Service Representative - Teller Job Summary: * Cash handling and processing of cash/check deposits, withdrawals, check encashment, closing of accounts; signature verification. * Posts of all transaction adjustments to the Current Account/Savings Account (CA/SA) terminal at the start of banking day. * Accepts and processes various fund transfers and remittances payments. * Handles outward clearing operations. * Sells the Bank's and subsidiaries' products and services. * Role Exposure: * Develop an in-depth understanding on the banking industry products, operations, and policies * Develop your customer-service and problem-solving skills under the mentorship of industry experts * Enjoy a rewarding career and build a competitive profile with the Philippines's Strongest Bank * Qualifications: * Preferably graduate of business or finance course * Effective communication, presentation, and negotiation skills * Customer service oriented and able to work in a fast-paced, competitive enviuronment * Fresh graduates and young professionals are welcome to apply * Other Details: Rank: Rank-and-File Business Unit: Branch Banking Sector Office Location: Metrobank Pateros Branch No. 104 M. Almeda Street, Pateros, Metro Manila
    $35k-40k yearly est. 17h ago
  • General Manager

    Kentucky Society of Association Executives Inc. 3.5company rating

    Seattle, WA job

    SWGM is more than a floral marketplace-we're a movement. Powered by local flower farmers and a dedicated team, we connect florists, designers, and retailers with fresh, seasonal, and sustainably grown blooms from the Pacific Northwest. Guided by our core values-reciprocity, resilience, integrity, interdependence, relationships, and the power of a well-run cooperative-we're committed to building a thriving, sustainable floral economy. This is a unique opportunity for a leader who combines floral industry insight with strong business skills, a collaborative approach, and a passion for how a cooperative model can thrive in a competitive market. If you are an entrepreneurial thinker who values people, place, and purpose-and want to help strengthen a nationally recognized model of sustainable floristry-we'd love to hear from you. Responsibilities As General Manager, you'll be responsible for the overall health, sustainability, and growth of SWGM. Your leadership will ensure that growers, staff, and customers thrive in a dynamic, values-driven marketplace. You will, Oversee daily operations-including logistics, facilities, and inventory-while fostering innovation in products and offerings. Build strong customer relationships and develop new sales and partnership opportunities. Visit member farms, listen closely to grower needs, and keep grower success central to every decision. Manage finances, balancing tight margins and seasonal flows while protecting reserves and planning for the future. Partner with the Board of Directors to set goals, track progress, and invest wisely in SWGM's future. Inspire and mentor a talented staff team with consistency and care. Promote SWGM as a leader in sustainable, cooperative floristry locally and nationally. Qualifications You are a collaborative, action-oriented leader with 5+ years of business management experience, ideally with exposure to agriculture, floristry, or cooperatives. You balance relationships with sound business discipline, bringing curiosity and a willingness to listen and learn from growers, staff, and customers. You understand the challenges of seasonal crops and perishable products and are motivated to help growers succeed by building trust and driving results. You know how to: Keep a cooperative mission at the center while building trust with growers, staff, and customers. Use data and customer feedback to guide sales growth and create new market opportunities. Build clear budgets, manage seasonal cash flow, and make financial decisions that strengthen member farms. Support and grow staff by setting clear expectations, creating systems, and celebrating success. Listen to and support multiple constituents with creative and collaborative problem solving. Adapt quickly to seasonal cycles and industry trends, staying calm, creative, and focused on long-term goals. #J-18808-Ljbffr
    $74k-135k yearly est. 3d ago
  • Relationship Banker I or II

    Cathay General Bancorp 4.4company rating

    Seattle, WA job

    Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. ESSENTIAL FUNCTIONS Operations Perform deposits and withdrawal transactions. Reconcile and balance teller cash drawer. Process outgoing wires. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance). Assist customers with problem resolution. Assist in ATM balancing. Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports. New Accounts Perform all aspects of new account opening procedures for all bank products/services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes. Maintain confidentiality of customer information as well as Bank proprietary information. Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively support branch new business promotions. QUALIFICATIONS College degree in business, accounting or finance preferred or related work experience. 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus. Desire to learn the banking industry, help others, and work in a professional environment. PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus. Detail-oriented and organized with good note taking and follow-up skills. Good oral and written communication skills - can write clear messages, initiate conversations, and talk to customers about products and services. Good listening and interpersonal skills - can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations. Ability to work independently and as part of team. Ability to give and receive feedback to improve skills and job knowledge. Can maintain good attendance and arrive consistently at scheduled start time. Bilingual English/Chinese (Mandarin or Cantonese) preferred. Able and willing to commute as required for business needs. OTHER DETAILS $21.30 - $25.00 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for incentive compensation.
    $21.3-25 hourly 20d ago
  • Sr. Construction Project Manager

    Orion 4.8company rating

    Federal Way, WA job

    Senior Project Manager - Federal Way, WA. Orion has immediate openings for a Heavy Civil Construction Senior Project Manager, in the Puget Sound area. This position is accountable for providing project engineering management support to Orion Marine Contractors, Inc. and for providing superior customer relations. This includes developing bid packages, calculating project costs, selecting suppliers, procuring materials and services, interpreting project plans, scheduling project work activities, providing project oversight, interfacing with project personnel, and helping to ensure successful project completion and close out. Specific Responsibilities Works with the Project Management Team to ensure the successful completion and profitability of on-going or new projects. Provides overall project management guidance and oversite to Superintendents and Foremen for current approved marine construction projects. Develops bid proposals for upcoming marine construction and services projects and ensures timely submission of completed proposal. Negotiates contracts and change orders as may be required by the business. Estimates costs to be incurred in upcoming projects accounting for materials, services, labor, and other associated costs. Procures materials and services from suppliers for current projects as required by project needs. Interprets project plans and specifications as required for customers, suppliers or others involved in the project. Schedules project work activities according to plan timelines to ensure timely project completion. Provides interface with project team members, suppliers, customers, and others who are involved in project work. Ensures that project team members are provided a safe work environment and are knowledgeable of safe work practices and policies. Participates in Safety and Environmental initiatives that will contribute to compliance of State/Federal regulations and improve existing Company programs. Must be qualified and physically able to drive regular passenger vehicles to visit work locations and job sites. All employees, current and former, must maintain confidentiality by not disclosing to others any confidential, proprietary or trade secret information belonging to the Company. Responsible and accountable for incumbent's own personal safety. Responsible and accountable for the safety of all co-workers and any others incumbent comes in contact with. Authorized and obligated to stop work on any task or series of tasks whenever an unsafe condition or situation is anticipated or is observed. Complies with all applicable laws, regulations and Company policies and procedures, and is subject to appropriate disciplinary action (including dismissal) for failure to do so. Reports any and all violations of applicable laws, regulations or Company policies and procedures promptly, and is subject to appropriate disciplinary action (including dismissal) for failure to do so. Performs other related administrative and technical duties as may be assigned or requested by immediate supervision (such as certification training, safety training, procedure review, etc.). Position Requirements BS Degree in Civil Engineering/Construction Management, and 8 years' experience, or related discipline, or equivalent work experience, is required. For degreed candidates, prior work experience in the marine construction industry required. The incumbent must have a working knowledge of Project Management & Administration, Marine Construction Materials, Procurement, Estimating, Scheduling, Project Tracking Software, Cost Control, Engineering & Project Standards, and Safety & Environmental Compliance. The incumbent must have the ability to quickly learn the technical aspects of the business; be an effective communicator; have the ability to interface well with employees at all levels of the organization; and be able to work out-of-town for extended periods of time. The Company expects and requires incumbent and each of its other employees to observe and fulfill the above and all other safety responsibilities and actively work toward maintaining a safe workplace. Failure to do so can result in disciplinary action, up to and including termination of employment. The incumbent must have the ability to quickly learn the technical aspects of the business; be an effective communicator; and have the ability to interface well with employees at all levels of the organization. The Company expects and requires incumbent and each of its other employees to observe and fulfill the above and all other safety responsibilities and actively work toward maintaining a safe workplace. Failure to do so can result in disciplinary action, up to and including termination of employment. Physical/Mental Requirements The incumbent must be able to perform the essential functions of the job with or without reasonable workplace accommodation. This is a safety sensitive position. The individual must also be able to wear and properly utilize appropriate personal protective equipment (PPE) to work or visit within areas where it is required. This includes hard hat, safety glasses, respirators, ear plugs, steel toed shoes, personal flotation devices, or other protective equipment as required by the work performed and location the work is being done. The incumbent must possess the ability to remain calm during emergencies and respond appropriately as dictated by the circumstance of the incident and as directed by the Safety Representative or other management personnel. Must be capable of evacuating the work area in a timely manner should an emergency situation arise. In addition, the successful candidate must also be capable of: Walking, stepping, climbing or otherwise moving from one location on the job site to another, and normally involves physically getting onto and off of work barges, boats, vessels, or dock facilities of varying heights and access parameters Adapting to extreme temperature changes Adapting to outdoor conditions and prolonged exposure Compensation & Benefits An excellent compensation and benefits package is offered. Benefit plans include: Medical, including Prescription Drugs Dental Vision Life and AD&D Insurance Short Term and Long-Term Disability Insurance Employee Assistance Plan 401(k) Retirement Plan Paid Time Off for Vacation, Sick, Holidays, Jury Duty and Bereavement Leave Pre-Tax Health and Dependent Care Flexible Spending Accounts Career Growth & Development Compensation: $180k - $200k DOE Candidate Response Qualified applicants should apply through the company career page: ********************************* Candidates that do not meet the minimum requirements will not be considered. The Company is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), age, national origin, genetic information, disability, veteran status or any other category protected by law.
    $180k-200k yearly 1d ago
  • Commercial Credit Analyst

    Baker Boyer Career 3.9company rating

    Baker Boyer Career job in Yakima, WA

    About Baker Boyer: Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. It serves the Walla Walla, Kennewick, and Yakima communities with seven branches, providing wealth management as well as personal and business banking services. What We Offer: Salary: Commercial Credit Analyst - $62,487 - $85,921 a year Great Benefits! Medical, Dental, Vision plans with additional: AD&D & Life Insurance Long Term Disability 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary. Paid Leave- 10 days* of Vacation time - The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20. 7 days* of Sick, Safe & More (SSMORE) leave- SSMORE accrues at a rate of 1.2 hours for every 40 hours worked. SSMORE is intended to meet sick and safe leave needs, but it can also be used for vacation or other personal leave. 3 Revive & Renew (R&R) days - We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they're hired). 11 Paid Federal Holidays annually* *Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays. Life Assistance Plan Free access to financial counselors Employee Wellness Program 8 hours of paid volunteer time annually About This Role: The Commercial Credit Analyst (Analyst) partners with Business Advisor(s) by assisting in obtaining relevant credit and financial data used in evaluating the credit worthiness of a client, analysis of financial information, and credit management decisions for business banking loan types including commercial, dealer, and agricultural borrowers. The Analyst produces comprehensive and objective credit analysis of borrowers through the review, spreading and trend comparison of financial reports and assists the Business Advisor in making an informed credit decision. The Analyst must be able to identify potential risks of the credit using acceptable trend analysis generated by various tools, spreadsheets, and Financial Analyzer. The Analyst must clearly and concisely communicate such analysis to the Business Advisor and bank management in the form of loan write-ups and other such reports and determine the appropriate mitigation of such risks. The Analyst will also partner with the Business Advisor in the management of the loan portfolio by making decisions to recognize and report problem credits, reviewing past due loan reports and providing a management plan to remedy them. The Analyst must also be able to act on the behalf of their Business Advisor partner, by fulfilling the necessary duties in their absence. This includes acting independently to make decisions regarding the management of the portfolio to ensure that the portfolio continues to provide a revenue stream. Key Responsibilities: Spreads and analyzes monthly, quarterly, and annual financial information, prepares spreadsheets, calculates ratios, prepares budgets and projections of borrowers to determine if they have the capacity to repay debt as agreed. Analyzes borrowers' industry, business practices, and management capability as well as financial condition, performance and projections. Prepares well-written loan requests for the Business Advisor and lending management summarizing borrower's loan request, officer recommendations, an analysis of the proposed collateral, an analysis of financial trends, and provide a recommendation that includes a structure that matches a borrower's ability to repay their loans. Works with the Business Advisor to gather detailed data on borrower, history, management experience, industry, and other necessary facts pertinent to preparing a complete and high-quality loan report. May assist in presenting loan report to underwriting and approving managers. Reports, tracks and maintains financial monitoring and covenant system for Business Advisors using InfoAccess covenant tracking system. Works with clients and Business Advisors to collect financial reports and data. In conjunction with the Business Advisor(s), the Analyst helps identify problem credits, and assist in the decision to make a recommendation, so that these credits may be placed on the bank's problem asset list and a solid management plan may be initiated. Through the periodic analysis of financial information, the Analyst promptly informs the Business Advisor of any unusual events or trends taking place within the credit. Assists and provides back-up support to Business Banking Advisors with respect to managing business banking clients. Partners with Business Advisors to achieve the credit needs of the clients. Attends training sessions and schools for job development and enhancement. Reads current publications and maintains contact with a variety of sources of information in the banking industry to keep informed about business, economics, market conditions, industry trends, etc.; maintains intimate knowledge of the Bank's lending area including the surrounding economy and real estate values. Promotes and maintains a professional bank image and acts as a role model for all bank employees. Assists in the training of new personnel. Demonstrates professionalism and discretion regarding the sensitive and confidential nature of client finances for loans. Skills and Qualifications: Ability to understand, spread, and analyze business and personal tax returns, financial statements, and projections. Ability to use sound judgement to make a credit decision. Knowledge of many different types of business accounting. Ability to prepare comprehensive, well-written loan write-ups and other analytical reports. Strong computer literacy, including Microsoft Office. Demonstrated ability to efficiently learn new programs and to proficiently use and interpret data provided by software tools, including spreading software. Seeks out and participates in ongoing education to maintain knowledge of regulations, industry trends, and economics. Ability to quickly learn and work with bank regulations, products, processes & procedures. Will work closely with policy manuals. Ability to quickly learn and work with loan documentation for business and personal loans. Education and Experience Requirements: Minimum 2 years' experience as a credit analyst in the industry. Graduation from a four-year college or university in finance, business or related field preferred. Equivalent combination of education and experience to perform the job functions is acceptable. Thorough understanding of GAAP accounting (cash and accrual) and tax accounting for various types of industries including commercial, wineries, agriculture, and dealers. Knowledge and ability to work with Jack Henry and CreditQuest desired. MBA and/or CPA highly beneficial. Physical Demands/Conditions Requirements: The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and/or stand, write, type, speak, and listen. The employee is occasionally required to stand, walk, reach, stoop, or crouch. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer. Occasional travel for business or educational purposes. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company. Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.
    $48k-62k yearly est. 25d ago
  • Portfolio Analyst

    Stifel 4.8company rating

    Spokane, WA job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under general supervision, the Portfolio Analyst supports the Investment Representative and team by managing client portfolios through trade execution, compliance oversight, and research-driven investment recommendations, while maintaining accurate documentation and assisting with financial planning updates. What We're Looking For * Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current clients, and executing the investment strategy set forth in the team investment process and rules document. * Together with the IR, establish effective and well-organized investment processes and rules. * Makes asset allocation recommendations to the IR and develops the portfolio in conjunction with the IR. * Critically examines current holdings to evaluate whether action is warranted. * Develops customized asset allocation proposals, including leveraging the Firm's proprietary software tools. * Research and analyze new and existing clientele and provide recommendations and or/updates to the IR about new opportunities, changes to product, or general matters of significance that may have an impact to the business. * Manage risk and ensure adherence to both company and team policies and regulations in day-to-day business activity. * Assist IR with the creation and review of financial plans. * Act as secondary contact for clients in the absence of the IR. * Act as resource for clients to speak to with questions or requests for analysis on various investment ideas. What You'll Bring * Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. * Managing one's own time and priorities to ensure the meeting of deadlines. * The ability to communicate information and ideas in spoken or written form so that others will understand. * Ability to synthesize multiple data inputs, structure information logically, and develop clear, actionable recommendations. * Tackles challenges with a proactive, solution-oriented mindset, aiming to deliver outcomes that serve both client needs and team objectives. Education & Experience * Minimum Required: Bachelor's degree or equivalent combination of education and experience. * Minimum Required: 4+ years financial services experience. Licenses & Credentials * Minimum Required: SIE, FINRA Series 7 & 63 or obtain within 6 months from start date. Systems & Technology * Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in software/database and the ability to create and maintain simple spreadsheets. #LI-AS1 Compensation Range Salary: USD $80,168.00/Yr. - USD $88,200.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $80.2k-88.2k yearly Auto-Apply 21d ago
  • Revenue Systems PM - End-to-End Ownership + AI

    Gusto 4.5company rating

    Seattle, WA job

    A modern online people platform is seeking an experienced Product Manager to own the revenue systems for customer communications. This role involves working with various teams to achieve the company's revenue goals. Ideal candidates should have over 8 years of product management experience, particularly in revenue systems. The position offers a competitive salary range of $210,000 to $263,000 annually for locations such as Seattle, WA. #J-18808-Ljbffr
    $80k-113k yearly est. 4d ago
  • Senior Tax Credits Solutions Lead for SMB Growth

    Gusto 4.5company rating

    Seattle, WA job

    A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment. #J-18808-Ljbffr
    $121k-182k yearly est. 3d ago

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