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  • Client Manager - US Large Market

    American Express 4.8company rating

    Olympia, WA job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645
    $89.3k-150.3k yearly 4d ago
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  • Director of Design, Crypto

    Robinhood 4.7company rating

    Bellevue, WA job

    Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Crypto is one of the most dynamic and rapidly evolving areas at Robinhood, playing a critical role in our long-term strategy. We're seeking a Director of Design to lead design across this space, driving high-impact work that defines the future of crypto at Robinhood. This is a senior leadership role with broad influence across product, strategy, and execution. You'll partner with cross-functional leaders to shape the vision, elevate design craft, and scale a high-performing team. This role is based in our Menlo Park, CA, Bellevue, WA, or New York, NY office(s), with in-person attendance expected at least 4 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Lead, scale, and structure the crypto product design team, spanning both product and content design Drive a high bar for design craft and user experience across all crypto initiatives Partner closely with senior cross-functional stakeholders to shape strategy and execution Define and communicate a clear design vision that aligns with broader company goals Stay closely connected to the day-to-day of design execution while empowering the team to thrive Attract, retain, and grow world-class design talent What you bring Deep expertise in crypto and a clear perspective on how design can shape innovative, user-centered product experiences in this space Proven success in leading design at the Director level or equivalent in high-growth, product-led organizations Strong cross-functional leadership skills with the ability to influence and partner at the executive level A thoughtful and assertive leadership style-comfortable challenging opinions while championing the team Relentless attention to detail and a passion for exceptional design craft Experience growing and managing multidisciplinary design teams Our ambitious roadmap requires a great culture shaped by exceptional leaders. Here's what we expect from them: Drive high performance by setting clear, focused goals, giving real-time feedback, stretching top talent, and scaling impact through focus, innovation, and tech. Hire and retain top talent by setting a high bar, hiring only those who raise it, investing in onboarding, and addressing talent issues quickly and fairly. Create community by connecting work to purpose, removing friction while prioritizing safety, building trust and inclusion, and leading from the front with integrity. What we offer Challenging, high-impact work to grow your career Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more Employer-paid life & disability insurance, fertility benefits, and mental health benefits Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $255,000 - $300,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $224,000 - $264,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $199,000 - $234,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application. Equal Employment Opportunity Information At Robinhood, we care deeply about diverse representation in our workforce as it supports our mission to democratize finance for all. In support of this goal, we encourage applicants to voluntarily identify demographic information. This information helps us to continue building a more inclusive workplace and to ensure effective recruiting programs that are inclusive of individuals across all backgrounds. Self-identifying in this section is completely voluntary and if you choose not to provide any information, please select the “I don't wish to answer” option under that question. Whatever your decision, data that you provide in this section will not be considered in the hiring process or thereafter. Individuals seeking employment at Robinhood are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, marital status, ancestry, physical or mental disability, neurodivergence, veteran status, gender identity or expression, or any other characteristic protected by law. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity recordkeeping, reporting, and other legal requirements, and to be used in our efforts to recruit a diverse workforce. Any information that you do provide will be recorded and maintained in a confidential manner. For more information on EEOC definitions, please reference this document . #J-18808-Ljbffr
    $255k-300k yearly 1d ago
  • VP, Social Innovation & Enterprise Growth

    Pioneer Human Services 4.1company rating

    Seattle, WA job

    A non-profit organization focused on social change is seeking a Vice President of Innovation & Social Entrepreneurship in Seattle. This leadership role involves developing strategies for new business ventures and partnerships to empower justice-involved individuals. Candidates should possess substantial leadership experience and a strong alignment with the organization's mission of equity and inclusion. Competitive compensation ranging from $211,000 to $303,000 is offered, along with comprehensive benefits. #J-18808-Ljbffr
    $211k-303k yearly 2d ago
  • Truck Driver Local

    21St. Century Personnel 3.2company rating

    Longview, WA job

    9 Local Class A Drivers will be hired this week. You'll enjoy getting home daily on this dedicated account. Drivers will enjoy 100% no-touch freight. You will need to apply for hazmat and will get reimbursed for the costs. Your deliveries will keep you within a 100 mile radius of Longview, WA. You will have day & night driving based on availability Days off may fall on weekends but NOT guaranteed Compensation: $20 - $24/hour - Pay Based on Experience for an average of $1400-$1700 weekly We offer a safety bonus You'll enjoy time and a half after 40 hours. Drivers run for average of 40 - 60 hours a week average - 5-6 workdays a week Equipment: Late model automatic transmission trucks pulling 53' trailers. Drivers must park rigs at the terminal and have your own transportation to commute to work. Applicants must have at least 3 months OTR experience on their own. Must have a fairly clean MVR and be able to pass all DOT prescreen tests. You MUST live within 50 miles of Longview WA. Put in your application today as these positions will fill quickly.
    $20-24 hourly 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. 3d ago
  • Operational Risk Analyst I/II

    Washington Trust Bank 4.7company rating

    Spokane, WA job

    The Operational Risk Analyst is responsible for implementing business unit specific risk and governance efforts, including the establishment and maintenance of a risk operating model and facilitating the development of risk-based policies and standards. Performs ongoing activities associated with the risk assessment process. Performs ongoing activities for the bank's Business Continuity Plan and oversees Disaster Recovery Testing. ESSENTIAL FUNCTIONS Risk & Governance Maintain governance documentation detailing how information should be secured, including the maintenance and development of internal process/procedure documentation, including but not limited to risk, technology, and cybersecurity policies and standards. Perform formal risk analysis and self-assessments for processes, leveraging industry standards like CIS, ITIL, and COBIT to build a unique program for assigned business unit. Analyze internal controls to ensure compliance with documented and approved standards. Ensure that information systems within environment comply with company policies, standards, and procedures. Assist with regular risk assessments, including organizing recurring meetings, reviewing and implementing process changes, business and/or support function procedures, internal controls, and assessment and/or development of internal documentation. Research and respond to risk and governance questions from business units. Drive, and provide advisory and subject-matter expertise, to appropriate support teams and business units for risk and compliance readiness. Responsible for tracking and monitoring gaps in the risk and governance program; maintain gap analysis documents, gather necessary information from technology and lines of business to identify areas to improve banking practices. Implement the process to identify new assets and perform the risk evaluation process to determine risk ranking. Facilitate and liaise with technology leaders and key corporate risk groups (including Internal Audit, Operational Risk Management, Corporate Compliance, Enterprise Risk Management and Legal) to ensure the program is aligned with these groups and meeting obligations. Support third-party audits and respond to risk/governance requests from regulators and auditors. Demonstrate compliance with all bank regulations for job functions and keep up to date on regulation changes. In conjunction with management, ensure compliance with appropriate regulatory and internal policies and procedures, including writing/revising policies and procedures as needed. Maintain thorough knowledge of risk and compliance as it relates to the Division. Conduct training sessions and other information meetings pertaining to Risk and Governance topics. Conduct ongoing Graham Leach Bliley Act (GLBA) assessments as assigned. Participates in special projects or duties as assigned. Regular, reliable attendance is required. Business Continuity Coordination Performs ongoing activities for the bank's Business Continuity Plan, maintaining plan information, and oversees Disaster Recovery Testing to include development of tabletop exercises. Evaluates the overall condition of the plan(s) and document any necessary changes. Assists Risk Management Ambassadors with Business Continuity Plan questions or application support issues during semi-annual and annual reviews. Develops disaster recovery plans for physical locations with critical assets such as data centers. Analyzes impact on, and risk to, essential business functions or information systems to identify acceptable recovery time periods and resource requirements (Business Impact Analysis). Develops emergency management plans for recovery decision making and communications, continuity of critical departmental processes, or temporary shut-down of non-critical departments to ensure continuity of operation and governance. Evaluates applicable laws and regulations to determine impact on organizational activities as it relates to business continuity planning. Writes reports to summarize testing activities, including descriptions of goals, planning, scheduling, execution, results, analysis, conclusions, and recommendations. Identifies opportunities for strategic improvement or mitigation of business interruption and other risks caused by business, regulatory, or industry-specific change initiatives. Creates or administers training and awareness presentations or materials. QUALIFICATIONS Bachelor's degree preferred, or equivalent. 5+ years of experience in or a combination of risk management, compliance, business continuity, audit, or banking operations. Knowledge of risk management processes, including internal audit and information management. Experience evaluating controls relative to various frameworks such as ISO 27002, NIST CSF, NIST 800 series, or financial services regulatory frameworks such as the FFIEC IT booklets, Cybersecurity Assessment Tool (CAT) and regulatory compliance. Knowledge of systems and network concepts including access and authorization. Knowledge of applicable regulatory requirements. Ability to operate in a cross-functional environment, building and fostering relationships with other departments and stakeholders. Ability to anticipate and respond to changing priorities and operate effectively in a dynamic demand-based environment, requiring extreme flexibility and responsiveness. COMPENSATION The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Operational Risk Analyst I (non-exempt / hourly): $56,932 - $85,398 annually Operational Risk Analyst II (exempt / salary): $74,806 - $112,209 annually What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $74.8k-112.2k yearly 2d ago
  • SBA Loan Specialist

    Washington Trust Bank 4.7company rating

    Tacoma, WA job

    As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about the communities they live in and serve. Location: This role is open to hybrid work within the Washington Trust Bank footprint of WA, ID and OR. Regular, reliable attendance is required. The SBA Loan Specialist will facilitate SBA transactions in support of Relationship Managers and provide education on the benefits of SBA lending. Responsibilities for this position include deploying SBA programs as well as creating strategies to originate SBA loans in the marketplace in concert with Relationship Managers and Small Business Department managers. Activities include presenting the company's loan capabilities and structuring SBA loan proposals. Essential Functions Provides SBA education and resources to Relationship Managers on an ongoing basis to ensure widespread knowledge of the SBA programs and attributes available by providing periodic group presentations, one-on-one consultations, reference and marketing materials and an intranet site. Implements client specific SBA communication plans to establish and maintain excellent client relationships and identify client needs. Responsible for marketing SBA products/services to identified clients/referrals at the direction of department managers including preparing for joint client meetings and follow-up as necessary. Generates eligibility determinations, structures transactions and solicits requisite application documents for SBA loans. Assists Relationship Managers by selecting and helping implement SBA lending programs as appropriate based on the needs of the client. Works with relationship managers to help ensure an integrated and seamless approach to servicing the client. Participates in client relationship planning as it relates to SBA lending. Manages and assists with the management of SBA loan projects as needed by Relationship Managers. Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies. Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions. Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure. Maintains proficiency regarding current Bank and Divisional policies and procedures. Perform compliance and risk management duties as required or assigned Qualifications 5 + years of dedicated SBA experience, including proven competence with large, complex SBA loan projects. Knowledge of SBA Standard Operating Procedures. Must have a thorough understanding of SBA policies and structure, product knowledge, and financial analysis. Knowledge of government regulations surrounding SBA lending. Complete working knowledge of government, conventional, custom, and self-employed borrower loans. Preferred experience with SBA loan programs; however, SBA experience can be supplemented with experience in a closely related field. Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients High degree of PC based technical skills, including proficiency with the Microsoft Suite of products Ability to function efficiently and effectively with multiple request and projects under deadlines and stress while maintaining a professional and mature demeanor. Interpersonal skills necessary to gather data from a number of sources and to positively represent the Bank during such contacts. Ability to work well with people with diversified personalities. Comprehension of investor, insurer, regulatory, and the Bank's requirements, and the ability to develop a subjective analysis of the borrower. Compensation: $64,279 - $96,419 The compensation range represents the low and high end of the base compensation range for this position in Eastern, Washington and Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable incentive plan. Candidates in the Western, Washington area can anticipate a salary range of $89,991 - $134,987 What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $90k-135k yearly 2d ago
  • Certified Nursing Assistant - CNA

    Arc Group 4.3company rating

    Everett, WA job

    Certified Nursing Assistant (CNA) ARC Group is seeking Certified Nursing Assistants for shift work with clients in the Everett, WA The As a CNA, under the supervision of a licensed nurse, you will provide provides essential, direct care to clients/residents/patients. The CNA assists with activities of daily living (ADLs), observes and reports changes in condition, supports comfort and safety, and works as part of the care team to enhance patient quality of life. Location: Everett, WA Type: Shift / Per Diem Schedule: Day and Evening shifts available Key Responsibilities / Duties Duties may include, but are not limited to: Assist clients/residents with personal hygiene, grooming, bathing, toileting, and oral care Help with dressing / undressing, positioning, transfers, and ambulation Feed clients or assist with meals and ensuring adequate nutrition and hydration Measure and record vital signs (temperature, pulse, respiration, blood pressure) Monitor and document intake and output (fluids, food, urinary output) Provide range of motion exercises (passive / active) and repositioning to prevent pressure injuries Assist with mobility, transferring to/from bed, wheelchair, commode Observe and report changes in clients' condition, behavior, or appearance to the licensed nurse Assist in basic comfort measures (such as bed making, linen changes, environmental tidiness) Maintain cleanliness and safety of client rooms and common areas Respond to call lights, assist clients promptly Follow infection control practices, adhere to safety protocols Document care provided accurately and in a timely manner Support clients' rights, respect dignity, privacy, and promote independence Assist licensed nursing staff as delegated and within the scope of practice permitted by Washington law Required Qualifications / Conditions Washington State Nursing Assistant Certification (NAC) or Nursing Assistant Registered (NAR) in good standing (or eligible to be certified) Completion of a state approved nursing assistant training program (minimum 108 hours: 35 theory + 33 skills lab + 40 clinical) and passing of the competency exam per state requirement Ability to work under supervision, accept direction, and follow facility policies Strong communication skills (written and verbal) with ability to interact effectively with clients, families, and staff Physical ability to assist in transfers, lifting (as allowed by facility policy), bending, standing, pushing, pulling Sensitivity, compassion, patience, and respect for clients' rights and dignity Ability to maintain confidentiality (HIPAA) Passing a background check, drug screen, and other compliance checks as required by state/facility Working Conditions / Environment Fast-paced health care environment Exposure to bodily fluids, infectious disease risk; must follow standard precaution protocols Frequent interaction with clients who may be dependent or have limited mobility Shift work, days and evenings Equal Opportunity / Non-Discrimination Statement We are an Equal Opportunity Employer. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, veteran status, or any other protected characteristic under federal, state, or local law.
    $30k-39k yearly est. 1d 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 5d ago
  • Banker

    Sound Credit Union 3.9company rating

    Redmond, WA job

    **$1,500 Sign-On Bonus!** Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Redmond Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50. As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members. This position is eligible for a $1,500 Sign-On Bonus. $500 of the Sign-On Bonus will be paid out on your first paycheck and $1,000 will be paid on the check following your 6-month anniversary. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. And we pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture here! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Universal Associate II: Responsibilities: You will perform routine financial transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc. Open new consumer accounts including: savings, checking, money market, certificates of deposit, minor accounts, Individual Retirement Accounts (IRA's), Health Savings Accounts etc. Accept, review, and process consumer loans. Requirements: At least one year of experience as a teller or equivalent customer facing banking experience. Experience in opening new accounts and loans required. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires an in-person schedule. Shifts are typically Monday - Friday 8:45AM - 5:15PM or 9:15AM - 5:45PM, with rotating Saturdays 8:45 AM - 1:15PM, affording a day off during the week. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $22.5-25 hourly 2d ago
  • Staff AI/ML Engineer, Payments & Risk Platform

    Gusto 4.5company rating

    Seattle, WA job

    A modern financial technology company is seeking a Staff Applied AI and Machine Learning Engineer in Seattle. You will lead the development of machine learning models to enhance risk management within a primarily payments-focused environment. Ideal candidates have over 8 years of experience in data science, expertise in statistical analysis, and strong programming skills in Python or R. This role requires effective communication and collaboration across diverse teams, offering an opportunity to make a significant impact on product development. #J-18808-Ljbffr
    $73k-123k yearly est. 1d ago
  • Software Engineer, Intern - Summer 2026, Bellevue

    Visa 4.5company rating

    Bellevue, WA job

    Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. When you join Visa, you join a culture of purpose and belonging - where your growth is priority, your identity is embraced, and the work you do matters. We believe that economies that include everyone everywhere, uplift everyone everywhere. Your work will have a direct impact on billions of people around the world - helping unlock financial access to enable the future of money movement. Join Visa: A Network Working for Everyone. Job Description As a Software Engineer Intern, you will be placed in one of the technologyorganizations at Visa and specific assignments will depend on upon your skills sets, interest, and team needs. We are seeking Software Engineer interns across our Technology organization. As an intern, you will take on meaningful work, engage in out-of-the-box problem solving, and participate in global case challenges and impactful initiatives. You will get the chance to work with multiple teams, systems, and products through a wide variety of data sources. From technology to business, we are looking for people who can innovate, collaborate and bring Visa into the next level of a rapidly evolving digital marketplace. During the internship, you will work on one or more hands-on projects with the team. Our summer internship also equips you with social and professional networking events and developmental workshops, designed to provide you the resources and training to have an impactful summer. Some examples of previous summer intern projects: Self-serve deployment of Kafka clusters using Docker and Kubernetes with auto scale up capability Creating a natural language Chatbot for searching CDISI knowledge base Developing a prototype that would automate payments at gas stations Automating process for removing duplicate compromised account numbers using low latency algorithms Improving the usage of Visa Checkout across all mobile and web devices Developing testing tools to identify errors in internal systems Creating visual monitoring tools to uncover transaction errors Analyze, design, code and unit test software solutions and enhancements for an application that applies business logic and routes digital currency of global transactions Develop a robust app factory to be used to create hundreds of mobile banking applications for iOS and Android with a single click Implementation of a single development lifecycle, from Analysis and Design, Build, QA, Security, and Deployment. Begin to learn best and secure coding practices and standards Qualifications Basic Qualifications Students pursuing a Bachelor's degree in Computer Science, Computer Engineering, CIS/MIS, Cybersecurity, Business or a related field, graduating December 2026or later. Strong communications skills, specifically, the absence of repeated grammatical or typographical errors, clear and concise written and spoken communications that demonstrate professional judgment. Preferred Qualifications Proficiency in at least one programming language or technology including, but not limited, to Java, C/C++, C#, .NET, python, Javascript, HTML Experience with Write utilities / automation tools using Selenium, Java, REST, Python, Groovy, and more Familiarity with software testing principles Solid understanding of software engineering concepts and methodologies Document process, designs, test results, and analysis Lead root cause analysis and track defect resolution to completion Review and provide feedback on development code, test designs and test cases Strong ability to collaborate Highly driven, resourceful and results oriented Good team player and excellent interpersonal skills Good analytical and problem-solving skills Demonstrated ability to lead and navigate through ambiguity Additional Information U.S. APPLICANTS ONLY:The estimated hourly range for a new hire into this position is $36/hr to $41/hr. The hourly rate may vary depending on job-related factors which may include knowledge, skills, experience, and location. Work Authorization:Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered. Work Hours:Varies upon the needs of the department Travel Requirements:This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code
    $36 hourly 3d ago
  • Loan Officer

    Olympia Federal Savings 3.2company rating

    Tumwater, WA job

    OlyFed employees love the places we work and the communities we serve. In addition to a generous benefit package and opportunities for career growth, OlyFed employees are able to boast about working for an organization with a positive reputation and a proven commitment to our communities. OlyFed prides itself on a history of personal, high-quality service to our customers and community. The spirit of giving is built into our charter and culture. Each year OlyFed dedicates 5-15% of its revenues to community support. In addition to corporate financial contributions, our employees extend the policy of community involvement by donating their time and talents. The Loan Officer will provide prompt, knowledgeable, and courteous service to loan customers for all types of Association loan programs (mortgage, consumer, etc.). Receive loan applications, order required documentation, analyze, and submit applications to underwriting for determination. ESSENTIAL DUTIES & RESPONSIBILITIES: Advise individuals of OlyFed lending programs and quote loan interest rates and fees. Provide appropriate application forms and disclosures. Assist customers with completion. Request confidential financial and ECOA information from loan applicants, complying with state and federal lending regulations and Association loan policies. Analyze, evaluate, and prepare file for loan processing. Present or submit application and documentation to underwriting for loan decision and make recommendations. Prepare initial loan modifications for servicing. Input data for HMDA/LARS report maintenance. Prepare monthly cross-sales and transaction logs and other reports as necessary. Understand and refer association products and services. Actively network and promote products at community and Oly Fed sponsored events to facilitate growth, which are occasionally outside of normal working hours. Participate in community education outreach. Other duties as assigned. Requirements KNOWLEDGE, SKILLS AND ABILITY REQUIREMENTS: Meet or exceed annual production goals as established by the Association. Excellent public and customer relations skills to effectively communicate with internal and external customers, determine their needs, and maintain their confidence. Thorough understanding of banking regulations and Association policies and procedures with demonstrated ability to interpret and apply policies and regulations quickly and independently. Organization and flexibility to prioritize workload in a fast-paced, customer-driven environment. Utilize analytical techniques and exercise independent judgment to identify strategies to solve problems and complex customer needs. Keep abreast of changing business and economic developments and real estate submarkets. Exercise customer confidentiality and discretionary judgment. Exceptional written and verbal communication skills including the ability to clearly communicate and explain complex banking, lending and legal regulations and documents. Proficiency in basic computer programs with ability to learn new software. Read, write, speak, and understand English well. Perform basic calculations. Travel to other OlyFed branches and community events. QUALIFICATIONS: At least three years' experience as a mortgage loan officer or five or more years' experience in lending or a closely related field preferred. Demonstrated in-depth knowledge of lending in the Thurston, Mason, and Lewis County markets. Requires National Mortgage Licensing System and Registry (NMLS) Registration under the terms of the SAFE Mortgage Licensing Act. To be registered with OlyFed. Bachelor's degree or equivalent experience and training in a related field preferred. Must be bondable. PHYSICAL DEMANDS & WORK ENVIRONMENT/CONDITIONS: Duties are performed in usual office conditions. Ability to operate standard office equipment including personal computer, standard keyboard, 10-key calculator and work a standard shift with repetitive wrist and hand movements. Ability to talk and hear. Ability to stand or sit for extended periods of time. Occasionally lift, move, or carry items up to 15 lbs. Ability to concentrate on the matter at hand, under sometimes distracting work conditions. Requires manual dexterity and handling ability. Use hands and arms to finger, handle, grab and reach. Specific vision abilities including close vision and the ability to adjust focus. Work may involve eyestrain due to constant use of computer screens. Occasional walking, kneeling, stooping, crouching, and bending. Ability to be mobile office-wide for various business needs. Employees are covered by medical, dental, vision, basic life insurance and long-term disability. Voluntary benefit coverage includes life insurance, AD&D, legal, accident, critical illness, hospital indemnity, and FSA. Options for family coverage are available. Employees can enroll in our company's 401k plan. We offer immediately vested 5% 401k match, as well as profit sharing. Employees are eligible for annual incentive bonus. Full-time employees will receive the following paid time off per month: 6.67 hours of vacation leave and 8 hours of sick leave. In addition, the following paid time off per year: 11 paid holidays; a float holiday; a birthday holiday; 24 wellness hours; 16 volunteer hours. Modified for part-time employees. OlyFed is an Equal Opportunity Employer and affirmative action employer. EOE AA M/F/Vet/Disability If you require a reasonable accommodation to complete the application process, please contact Human Resources at .
    $38k-47k yearly est. 2d ago
  • Teller

    Sound Credit Union 3.9company rating

    Burien, WA job

    **$1,500 Sign-On Bonus!** Sound Credit Union is currently seeking a Teller / Member Service Representative to join the team at our Burien Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you with advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $20.00 - $22.50 depending on previous experience and education. The full salary range is $20.00 - $25.00. As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan rewards team members for exceeding production goals set by Credit Union Leadership. When a branch meets its quarterly goals and audit, we provide a monetary incentive to the team members. This position is eligible for a $1,500 Sign-On Bonus. $500 of the Sign-On Bonus will be paid out on your first paycheck and $1,000 will be paid on the check following your 6-month anniversary. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Teller (Member Service Representative): Responsibilities: As the first point of contact, you will assist our members with financial transactions, respond to inquiries, build relationships, and provide information on account status, balances, and loan details to deliver exceptional member service. Requirements: One-year experience in a customer service position required. Cash handling and retail sales experience is preferred. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization is not available. Notary and NMLS certifications are necessary for UA II level and higher and require US citizenship or permanent legal residency in order to be obtained as per WA State Law. Our Hours: To best serve our members, this position requires an in-person schedule. Shifts are typically Monday - Friday, 8:45AM - 5:15PM or 9:15AM - 5:45PM, with rotating Saturdays 8:45AM - 1:15PM, affording a day off during the week. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers/ to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $20-22.5 hourly 4d ago
  • Director of Dedicated Planning & Investment Operations - Auburn, WA

    Thrivent Financial 4.4company rating

    Washington job

    Director of Dedicated Planning & Investment Operations - Auburn, WA page is loaded## Director of Dedicated Planning & Investment Operations - Auburn, WAlocations: WA - Auburn: Remote-Washingtontime type: Full timeposted on: Posted Todayjob requisition id: REQ-44451Organization/Business Overview: Approach Path Financial Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Approach Path Financial Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial. The Director of Dedicated Planning & Investment Operations position will oversee the planning department including all team members, procedures and processes for the practice. Key responsibilities include management of team members, oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated Planning & Investment Operations reports to and is employed by Approach Path Financial Advisors.**Position Roles/Responsibilities/Accountabilities*** Oversee workflow and job responsibilities of planning department team members* Lead training and development for department, and work with leadership to build out infrastructure* Enter client information into various systems* Prepare and update financial plans and presentation material for client meetings* Enter information into financial planning software and prepare draft financial plans* Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date* Research and respond to client inquiries* Finalize, submit, and track all client account and application paperwork* Gather and maintain customer suitability information* Research and analyze investment and portfolio allocations* Assist in generating performance reports* Maintain information in CRM (Salesforce) system* Fill out necessary forms for opening and maintaining accounts* Handle request for transfers of funds in and out of accounts* Identify and offer recommendations on how to optimize workflows* Other duties as assigned**Position Qualifications*** Previous administrative/secretarial experience desired* 3+ years industry experience required* Certified Financial Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent.* Securities ( 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required* Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred* Extremely strong organizational skills* Strong communication and interpersonal skills* Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions* Ability to maintain integrity of sensitive/confidential information**Competencies*** Planning/Organizing* Client Focus* Communication* Interpersonal Skills* Teamwork and Collaboration* Adaptability/Flexibility**External/Internal Dependencies*** Must be able to work with all roles of the Approach Path Financial Advisors* Must be able to represent the organization in work with external clients* Must be able to cultivate and maintain relationships with outside organizations**Compensation**Compensation varies based on the specific qualifications and experience of the individual with a target range of $85,000 to $ 130,000 - inclusive of bonus compensation. Those candidates at higher range of compensation should have passed CFP exam, have extensive experience, and have plan writing experience.This position is eligible for team and individual bonuses ranging from 0-10% of annual salary and a monthly stipend toward health and retirement benefits for full time candidates.**Compliance and Regulatory** As part of Approach Path Financial Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.*All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.*Pay Transparency*Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,* *sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.**Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.*At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr
    $114k-148k yearly est. 5d 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. 2d ago
  • Customer Segment Consultant

    Bank of America 4.7company rating

    Bellevue, WA job

    Job Description: This role is accountable for designing, automating, and managing a comprehensive reporting portfolio that supports business decision-making and strengthens control processes. The analyst will lead efforts to streamline and modernize manual reporting, applying a risk-mitigation and efficiency mindset to every solution.The position requires end-to-end ownership of reporting solutions-from requirements gathering and data sourcing to development, testing, and delivery. Success in this role means creating scalable, accurate, and timely reporting that enables operational transparency and drives process improvements across Financial Center Operations & Controls.In addition to reporting responsibilities, the analyst will contribute to internal control discipline and operational excellence by supporting governance activities, monitoring key metrics, and identifying opportunities for automation and quality assurance. This includes evaluating data to detect issues, implementing remediation strategies, and ensuring adherence to enterprise-wide standards.Responsibilities: Responsible for providing business metric and program analysis, report management, and project support at several different levels. The position requires the incumbent to have diverse administrative expertise and to oversee various programs and initiatives, to be able to think strategically, as well as perform in a proactive manner with limited supervision. The position also requires the individual to build and maintain relationships with field management and work closely with other organizations within the LOB. Support and lead the execution of the Financial Center Operations, focusing on automation, process optimization, and data integrity. Design and implement automated solutions using enterprise-approved BI tools (e.g., Tableau, Power BI, Alteryx). The ability to work independently, multi-task, assist partners with complex items and those that require extensive research, while prioritizing his/her workload. Must demonstrate a cooperative and professional work attitude. Manage and improve existing processes to ensure consistency and continuity across the Preferred business. Ability to coordinate all essential work-streams (people/process, controls, business leads and technology) to ensure project / program delivers on time and to the business case. Develop strong working partnerships across the organization and work with various LOB partners, and other key LOB support partners to manage, develop and execute reporting on Financial Center Operations. Detailed Documentation - Procedures and Business Requirements. Must gather and document requirements, interpret business needs against data availability to develop best possible solution. Consider all possible improvement opportunities by identifying gaps and developing process improvements. Support leadership while being able to influence through sound reasoning and solid analytics. Required Qualifications: Detail oriented and possess excellent problem solving and decision-making skills Effective comprehension and listening skills Strong time management skills Proficient in Excel- Basic & Complex formulas and the ability to interpret large amounts of distinct data Excellent PC skills including (but not limited to) MS Word, MS Excel, PowerPoint, Microsoft Edge or Chrome Must be able to attend to detail in order to make comparisons based on desired outcomes and guidelines Must demonstrate multi-tasking skills to handle various task/responsibilities and alternate between differing work processes and shift priorities Must display decision making ability Must have excellent verbal and written communication skills Must display organizational skills Must be able to comprehend and follow instructions and guidelines Desired Qualifications: Project Planning/Management Leadership experience Knowledge of financial center operations and controls Minimum Education Requirements: Bachelor's Degree or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $73.2k-116.9k yearly Auto-Apply 6d ago
  • Underwriter

    Cornerstone Capital Bank 3.3company rating

    Seattle, WA job

    ***No agencies or 3rd party Recruiters please. Thank you! *** Who we are: Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: Cornerstone Home Lending is looking for an experienced Underwriter, who will bring enthusiasm, attention to detail, and a servant heart to our team of top-tier mortgage professionals. This professional will work in a tight-knit, goal-oriented team where our Customers and Loan Officers can rely on them to ensure an accurate and quality product. Key Responsibilities: Completes a thorough analysis of loan files to determine compliance with investor. Evaluates the entire credit package and collateral for residential mortgage loans and ultimately ensures an investment quality loan product and creditworthiness of the borrowers and acceptability of the collateral. Identifies potential quality loans to be held in portfolio if secondary market guidelines cannot be met. Verifies the accuracy of all calculations. Recommends the loan disposition, for loan amounts in excess of authority limitations, to Manager. Maintains a working knowledge of secondary market underwriting guidelines, private investor and private mortgage insurance guidelines. Assists with maintaining compliance with all applicable federal, state and local laws, regulations and ordinances by abiding by compliance program and all policies, procedures, rules and regulations. Assists in the development of underwriting standards. Assists mortgage production team in qualifying loans. Aids processors, giving general guideline interpretations and answering questions on specific loan files. Responds to post closing review and quality control audits in a timely fashion. This is not intended be an all-inclusive list of job duties. Multi-tasking, high volume, available to be flexible and work weekends as needed What you'll need to be successful: DE/SAR Required 3-5 years mortgage underwriting experience required. Excellent documentation, organization and analytical skills, required. Excellent oral communication skills, required. Excellent Customer Service skills Excellent verbal and written communication skills; analytical skills Ability to handle frequent changes Creative/innovative problem solver. Confidentiality required in handling of security Credit decisions on conforming loan documents What we offer: Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $47k-58k yearly est. 2d ago
  • Executive Director, Treasury Sales & Team Growth

    Jpmorgan Chase & Co 4.8company rating

    Seattle, WA job

    A leading financial services firm located in Seattle, Washington is seeking an experienced Treasury Sales Group Manager. In this role, you will lead a team of Treasury sales professionals, developing strategies to enhance client relationships and performance. You will be responsible for monitoring team performance, providing coaching, and ensuring adherence to risk management protocols. Ideal candidates will have over 7 years of sales experience, strong analytical skills, and excellent communication capabilities. This is an opportunity to make a significant impact in a collaborative environment. #J-18808-Ljbffr
    $131k-191k yearly est. 1d ago
  • Managing Consultant, Services - Acquiring Business Development

    Mastercard 4.7company rating

    Seattle, WA job

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services - Acquiring Business Development Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly Auto-Apply 60d+ ago

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