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Finance associate jobs in Bellingham, WA

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  • Automotive Finance Manager

    Rairdon Auto Group

    Finance associate job in Burlington, WA

    Job Details Experienced Rairdons Kia - Burlington, WA Full Time $50000.00 - $150000.00 Commission/year FinanceAUTOMOTIVE FINANCE MANAGER NOW HIRING: Finance Manager | Rairdon's Kia Burlington, WA | Full-time | Great Benefits Compensation: Full-time total annual compensation between $50,000-$150,000/year; Including 14% commission on Back Payable Gross; Bonus potential for employee meeting or exceeding service contract sold penetration; all subject to terms of pay plan. Benefits: Medical, Vision, and Dental Insurance Voluntary Short Term Disability Insurance Voluntary Accident Insurance Critical Illness Insurance Hospital Indemnity Insurance 401k plan with match, subject to completion of the introductory period and other eligibility requirements Paid Time Off (PTO): All new employees earn 1 hour of paid time off for every 40 hours worked in compliance with the applicable state paid sick leave law. Following 36 months of continuous service, full-time employees earn an additional 40 hours of PTO each anniversary year; following 120 months of continuous service, full-time employees earn 80 hours of PTO each anniversary year, according to terms of PTO policies. Responsibilities Provide recommendations and assistance to customers to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals post-sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications Previous experience as a F&I Manager or Sales Manager Eagerness to improve Knowledge of dealership finance and insurance procedures Proficient at structuring deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and extraordinary verbal/written communication skills Expertise in negotiation and presentation skills We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $50k-150k yearly 60d+ ago
  • Relationship Banker Float

    First Fed 3.9company rating

    Finance associate job in Bellingham, WA

    Who We Are First Fed is a local community bank on an exciting growth trajectory with 18 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest, Best Banker in Readers' Choice by Cascadia Daily News, and Peninsula Daily News named us Best Bank on the Olympic Peninsula. We also received a Best-In-State bank award from Forbes. For over 100 years First Fed has served our customers and communities throughout the PNW. We've donated over $9 million to non-profit organizations in the past 8 years through our foundations, sponsorships, direct donations, and matched employee donations. Our amazing team has volunteered over 25,000 hours in the past 5 years - many by using our benefit of 3 paid volunteer days per year! We welcome applicants from all backgrounds - our diversity makes us stronger. Join our award-winning team! Our Values Optimism: We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative: We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect: We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth: We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership: We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. POSITION PURPOSE Process a variety of financial transactions for customers in accordance with established guidelines and procedures. Establish and strengthen relationships with new and existing customers, identifying Bank products and services to meet their financial needs. The Relationship Banker I position is designated to perform the full range of transactions and account management duties. The RB Float position will have different branch work locations as assigned. ESSENTIAL FUNCTIONS * Perform financial transactions in accordance with current policies and procedures, ensuring minimal errors and timely filing of account documentation. * Opening consumer accounts. * Meet assigned sales, referral, and cross-selling goals by identifying and selling Bank products and services beneficial to the customer's needs. * Develop and maintain a current knowledge of all products and services. * Respond promptly to customer's inquiries for services. * Participate in assigned outbound business development activities including sales calls and networking. * Consistently balance cash and teller transactions in an accurate and secure manner within guidelines. * May perform vault duties such as ordering/shipping currency and coin and distributing money. * Ensure positive perceptions of the Bank by extending a courteous greeting and welcome to customers and visitors. * Take consistent responsibility for the safekeeping of money received and the prompt accounting or transfer of funds to safeguard against loss. * Address customer questions and concerns and refer to appropriate internal resources for resolution to achieve customer satisfaction. * BSA and fraud regulation and compliance activities. * Support other Branches by working in various locations as needed. * Perform related duties and responsibilities as required. REQUIREMENTS/QUALIFICATIONS * High school diploma or certified equivalency. * Typically requires at least 1 year experience cash handling in a retail environment which requires the use of math skills to pay and receive cash including balancing. * Demonstrated success in achieving sales goals required. * Proficiency in building and expanding customer relationships. * Experience providing high-level service in a customer-facing role. * Banking experience preferred. * Ability to communicate professionally at a high level verbally and in written form. * Ability to remain calm, friendly, and positive during all customer interactions. * Active listening and questioning skills necessary to identify customer needs and effectively match with bank products and services. * Ability to work in a fast-paced, high-volume cash-handling environment with daily face-to-face customer contact, while providing a high level of customer service. * Proficiency in keyboarding and ten-key/calculator skills. A working knowledge of Microsoft office applications including Word and Excel is preferred. * Strong mathematical, organizational, and interpersonal skills. * Attention to detail. * Adaptable to change. * Confident understanding and utilization of technology. * Comfort with conflict resolution and problem solving. * Valid WA driver's license. Physical Requirements & Working Conditions: Work activities involve combinations of sitting/standing, occasional walking and lifting up to 10 pounds. Normal office environment with a regular work schedule. Pay Range * The pay range for this position is $21.38 - $36.35 * The typical hiring range for this position is $21.38 - $24.54 * The incentive plan for this position is the Branch Incentive plan. It is paid out quarterly and annually based on branch and individual performance. * Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are 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.
    $21.4-36.4 hourly 12d ago
  • Personal Banker

    Washington Federal 4.5company rating

    Finance associate job in Bellingham, WA

    Min USD $20.77/Hr. Max USD $28.82/Hr. Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values. A successful Personal Banker must: * Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions. * Open new accounts, discuss and refer or originate loans, and onboard new clients. * Introduce and demonstrate digital and self-service options to clients. * Communicate clearly with staff and clients verbally, over the phone, and via video chat. * Comfortable functioning as a concierge or greeter. * Make out-of-office calls to businesses, community organizations, and referral sources. * Develop competencies and certifications/registration necessary to support branch performance goals. * Proactively accepts initiatives and assignments. * Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. * Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications Education/Skills/Training: * High school diploma or approved equivalent. * Good math skills, 10-key and keyboarding. * Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook. * Well-developed smart phone and digital channel skills. * Must have excellent organizational and analytical skills and superior written and oral communication skills. * Ability to demonstrate how to use automated technology to teach clients self-service skills. * Must have valid driver's license, satisfactory transportation, and adequate insurance coverage. Experience: * Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 12/5/2025
    $20.8-28.8 hourly 3d ago
  • Private Client Banker - State Ave - Marysville, WA

    Jpmorgan Chase & Co 4.8company rating

    Finance associate job in Marysville, WA

    JobID: 210686504 JobSchedule: Full time JobShift: Base Pay/Salary: Marysville,WA $25.00-$32.69 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $44k-98k yearly est. Auto-Apply 25d ago
  • Personal Banker

    The Washington Trust Bank 4.7company rating

    Finance associate job in Bellingham, WA

    Schedule: Monday through Friday, 8:15am - 5:15pm. Schedule may vary, must be flexible. Join a team that puts client experience at the heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending products. You'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients. "The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family-oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery Essential Functions Client Relationships and Service * Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information. * Provides high quality service, retention, development and expansion of client relationships. * Works with other bank personnel to proactively meet client needs in an efficient manner across all departments. Product Knowledge and Selling * Provides product opportunities to clients using proactive selling techniques; efficiently and accurately opens all branch-related products. * Maintains current knowledge of all Retail Banking products, to identify and resolve clients' needs. * Introduce and cross-sell new and existing bank products by identifying client needs through thoughtful, needs-based conversations. Leverage strategic questioning to match products with client goals. Sales and Marketing * Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs. * Responsible for marketing consumer and small business banking products including preparing for client calls, making sales calls, and call follow-up. * Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals. * Participates in call plans tailored to increase the market penetration and client usage of bank services and identifies needs in prospects to establish them as clients. Uncovers clients' needs by asking the right questions; utilizes need-based selling. Reports on results will be recorded and reported on a regular basis. Additional Responsibilities * Perform transactions, new account and lending responsibilities to best serve the needs of the client. * Maintains accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results. * Meets with manager to discuss sales strategy calls and report results related to current branch focus. * Participate in community affairs and activities where warranted for effective business development and community exposure. * Sets and monitors proactive client contact standards for each individual client relationship they establish * Proactively identifies and mitigates potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate. Administrative * Complies with all Bank policies and procedures. * Participate in branch audits. * Maintains knowledge of compliance and regulatory issues as appropriate. * Perform compliance and risk management duties as required or assigned. * Regular, reliable attendance is required. Qualifications * Excellent written and verbal communication and interpersonal skills with clients, co-workers and management, building appropriate rapport at all levels. * Ability to listen and ask appropriate questions to best serve the client. * Flexible and adaptable to change. * Strong ability to prioritize and handle multiple tasks with accurate attention to detail. * Strong problem solving and decision-making skills, using logic to solve problems with effective solutions. * High degree of PC based technical skills, including proficiency with Microsoft Suite of products and other necessary applications. * Required to maintain the security and confidentiality of Bank and client information. * May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS). Join us in one of our 40+ Washington, Idaho, or Oregon branches as we work toward maintaining a strong, trust-based community in our branches, our bank, with our clients, and in our greater communities. Pay Range: Personal Banker I-II: $22.29 to $33.43 The compensation range represents the low and high end of the base compensation range for this position located in Bellingham, 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. This position is also eligible to participate in an applicable incentive compensation plan. 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.
    $30k-36k yearly est. 4d ago
  • Personal Banker

    FS Bancorp, Inc. 4.5company rating

    Finance associate job in Port Townsend, WA

    A GREAT PLACE TO WORK AND BANK Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams! If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. POSITION SUMMARY A Personal Banker is responsible for selling a full range of banking services and products with an emphasis on growing customer relationships and is actively engaged in outside business development. This position has primary responsibility for sales and service delivery. The position requires exceptional customer service and problem-solving skills. The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities. Business development is also a primary focus and the Personal Banker must be able to manage time proficiently, make calls and maintain an active business pipeline. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: * Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position * Understands and promotes the Bank's Customer Service Protocols in daily branch operations * Self-starter that can work under minimal supervision * Ability to multitask and prioritize job responsibilities as required while maintaining organization * Excellent and professional oral and written communication skills and follow-up when corresponding with employees and customers * Ability to identify weaknesses in current bank processes to improve operational efficiency and the customer experience * Must know the features and benefits of 1st Security's products and services * Required to be fully knowledgeable and skilled in the areas of teller, vault and safe deposit box to support and back-up the team when needed * Appropriately uses open ended profiling questions during each customer interaction and recommends appropriate bank products and services * Demonstrates an excellent ability to "ask for the business" and to "close the sale" * Consistently documents appropriate customer information in a timely basis in Bank' system of record * Opens new accounts for consumers and business customers in strict accordance with bank's policies and procedures, including, but not limited to the Customer Information Program (CIP) and Bank Secrecy Act (BSA) * Appropriately cross-sells additional bank's products and services * Actively maintains a business development pipeline * Appropriately refers prospects to other bank partners (e.g. Home Lending, Community and Business Banking, Commercial) * Participates in the bank's Community Reinvestment Act (CRA) activities and community event sponsorship efforts * Researches and resolves customer complaints when necessary * Takes action to connect with customers in a way that promotes 1st Security Bank * Achieves monthly sales, profile and outbound call goals * May be called on to be the supervisor on the team in the absence of management * Takes responsibility for learning and growth opportunities using the Branch Development Plan * Participates in branch operational and audit activities as assigned * Follows appropriate steps to ensure branch security * Travels to assigned 1st Security Bank locations as business needs require * Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity * Performs other duties as assigned BENEFITS AND PERKS * Full medical, dental, and vision coverage for individual or family plan. * Life insurance. * Long-term disability insurance. * 401K matching program. * Paid sick and vacation time. OUR CORE VALUES * Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers. * Ethical - fair, honest and act with integrity. * Lead by Example - maintain a positive attitude, show respect for others, and have some fun! * Accountable - we take our responsibilities seriously and we meet our commitments with urgency. * Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank. * Embrace Dreams - we encourage each other to reach for our dreams. * Diversity - we celebrate diversity and support equality for all. * Community Oriented - we actively support our communities and the Bank's CRA initiatives. * Open and Honest Communication - always professional, responsive, and timely. EDUCATION and/or EXPERIENCE * High school diploma or equivalent and at least two years experience in a sales role within a financial institution * Basic Knowledge of all applicable Regulations that pertain to this position is required * Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs * Must be bondable COMPUTER SKILLS To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters * The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies * As part of the daily work demands, occasional lifting and moving of objects up to 25 pounds is required * The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public Salary: $22.00 - $33.66 an hour
    $22-33.7 hourly 35d ago
  • Relationship Banker

    Columbia Bank 4.5company rating

    Finance associate job in Blaine, WA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions to achieve their banking needs. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintains direct contact with external and internal clients, delivering outstanding service in alignment with the bank's Breakthrough Client Service Standards. Primary associate in the branch to open new deposit accounts and to originate consumer loans. Originates consumer loans and some small business loans and is actively building and maintaining a loan and deposit portfolio. Educates customers about the availability of services originated by internal partners such as Treasury Management services. Performs proactive outbound phone calls to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community. Develops a pipeline of prospects from in branch and outbound business development activities. Collaborate with partners across the Bank in various lines of business as well as within the branch team. Independently supports and resolves client issues with digital products and services. Supports the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship. Actively learns, demonstrates, and fosters our DO RIGHT TOGETHER Culture. Other responsibilities as assigned. About You: High School Diploma or GED, required. 2 years of banking and/or demonstrated sales experience required. 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience required. 2 years in a lending function with loan origination and processing functions required. In-depth knowledge of Consumer and Business products and services. Demonstrated proficiency in consumer and business lending. Exhibits deep desire to assist clients in achieving their financial goals. Demonstrated proficiency in consumer lending and basic business lending skills. Ability to understand cash flow, financial statements, and market risk. Demonstrates desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications. Continuously working to improve communications skills, including presentation skills. Excellent verbal and written communication skills, including the ability to present materials to groups of people. Ability to do outbound calling, in person & remotely. Ability to lift up to 25 pounds. Ability to stand for extended periods of time. This position may require you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only. Be a part of a bank that invests in you! Competitive Incentive Plan: Earn rewards that match your efforts. Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. Job Location(s): Ability to work fully onsite at posted location. 271 H Street 1st Floor Blaine, WA 98230 Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $25.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $20-25 hourly Auto-Apply 60d+ ago
  • Licensed Private Client Banker

    Keybank 4.4company rating

    Finance associate job in Mount Vernon, WA

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $24.52 to $37.50 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/19/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $24.5-37.5 hourly Auto-Apply 60d+ ago
  • Relationship Banker

    Umpqua Bank 4.4company rating

    Finance associate job in Blaine, WA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions to achieve their banking needs. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintains direct contact with external and internal clients, delivering outstanding service in alignment with the bank's Breakthrough Client Service Standards. Primary associate in the branch to open new deposit accounts and to originate consumer loans. Originates consumer loans and some small business loans and is actively building and maintaining a loan and deposit portfolio. Educates customers about the availability of services originated by internal partners such as Treasury Management services. Performs proactive outbound phone calls to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community. Develops a pipeline of prospects from in branch and outbound business development activities. Collaborate with partners across the Bank in various lines of business as well as within the branch team. Independently supports and resolves client issues with digital products and services. Supports the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship. Actively learns, demonstrates, and fosters our DO RIGHT TOGETHER Culture. Other responsibilities as assigned. About You: High School Diploma or GED, required. 2 years of banking and/or demonstrated sales experience required. 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience required. 2 years in a lending function with loan origination and processing functions required. In-depth knowledge of Consumer and Business products and services. Demonstrated proficiency in consumer and business lending. Exhibits deep desire to assist clients in achieving their financial goals. Demonstrated proficiency in consumer lending and basic business lending skills. Ability to understand cash flow, financial statements, and market risk. Demonstrates desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications. Continuously working to improve communications skills, including presentation skills. Excellent verbal and written communication skills, including the ability to present materials to groups of people. Ability to do outbound calling, in person & remotely. Ability to lift up to 25 pounds. Ability to stand for extended periods of time. This position may require you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only. Be a part of a bank that invests in you! Competitive Incentive Plan: Earn rewards that match your efforts. Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. Job Location(s): Ability to work fully onsite at posted location. 271 H Street 1st Floor Blaine, WA 98230 Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $25.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $20-25 hourly Auto-Apply 60d+ ago
  • Relationship Banker

    Coastal Community Bank 4.1company rating

    Finance associate job in Marysville, WA

    ABOUT US Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here. OVERVIEW The Relationship Banker will sell a full range of banking services and products to individual customers and small businesses, emphasizing meeting customer needs, providing exceptional customer service, and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch external business development efforts. Also, sell business products of a more complex nature, i.e., cash management accounts. RESPONSIBILITIES TO INCLUDE * Provide customer service per Coastal's Core Values. * Interview and assess customer and non-customer needs and suggest appropriate products or services. * Communicate with customers in the branch, over the phone, or during personal visits to local businesses. * Outside sales calling is required and determined by Bank Center Management. * Conduct phone follow-up and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by Bank Center Management. * Maintain an organized system for tracking and following up on customer needs and track monthly production to the branch goals. * Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending. * Provide timely resolution and follow through on customer issues and concerns. * Complete required account documentation according to bank guidelines. * Maintain current knowledge of banking rules and regulations and complete monthly online training. * Actively work with a book of customers to build relationships, grow the book's value to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business. * Represent Coastal positively and professionally. * Other duties may be assigned. * Follow and comply with all regulatory and compliance regulations. Requirements QUALIFICATIONS * Outgoing, professional attitude with customers, prospects, and co-workers. * Verbal and written communication skills. * Handle multiple tasks at the same time. * Excellent attention to detail. EDUCATION/EXPERIENCE * Associate's degree (A. A.) or equivalent from two-year college or technical school preferred; or * two to four years' related experience and/or training; or equivalent combination of education and experience. * PC experience navigating in a Windows environment and using various applications. * Basic internet skills. * Production generation experience preferred. * Previous experience selling financial products. * Previous experience growing and developing an existing customer base. HOW YOU'LL THRIVE AT COASTAL * Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development. * Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. * Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. * Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box. * Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. * Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. BENEFITS WE OFFER We're proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Our offerings include: * Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle. * Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions. * Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs. * Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly. * Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents. * Long-Term (LTD)/Short-Term Disability (STD): Income protection in the event of a long-term illness or injury. * Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most. * 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future. * Paid Time Off: Generous vacation and sick leave policies to support your time away from work. * Holidays: Enjoy 11 paid holidays throughout the year. Check out our benefits on our Career Site! BEING YOU AT COASTAL Coastal is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices. PHYSICAL DEMANDS The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must: * Can sit for extended periods of time. * Can stand for extended periods of time. * Can perform repetitive finger, hand, and arm movement. * Can use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc. * Able to view and read computer screens for extended periods. * Can occasionally stoop, kneel, crouch, or crawl. * Can occasionally lift or move up to 10 pounds. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. $24.28 - $33.99 per hour
    $24.3-34 hourly 17d ago
  • Relationship Banker

    4618

    Finance associate job in Marysville, WA

    ABOUT US Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here. OVERVIEW The Relationship Banker will sell a full range of banking services and products to individual customers and small businesses, emphasizing meeting customer needs, providing exceptional customer service, and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch external business development efforts. Also, sell business products of a more complex nature, i.e., cash management accounts. RESPONSIBILITIES TO INCLUDE Provide customer service per Coastal's Core Values. Interview and assess customer and non-customer needs and suggest appropriate products or services. Communicate with customers in the branch, over the phone, or during personal visits to local businesses. Outside sales calling is required and determined by Bank Center Management. Conduct phone follow-up and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by Bank Center Management. Maintain an organized system for tracking and following up on customer needs and track monthly production to the branch goals. Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending. Provide timely resolution and follow through on customer issues and concerns. Complete required account documentation according to bank guidelines. Maintain current knowledge of banking rules and regulations and complete monthly online training. Actively work with a book of customers to build relationships, grow the book's value to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business. Represent Coastal positively and professionally. Other duties may be assigned. Follow and comply with all regulatory and compliance regulations. Requirements QUALIFICATIONS Outgoing, professional attitude with customers, prospects, and co-workers. Verbal and written communication skills. Handle multiple tasks at the same time. Excellent attention to detail. EDUCATION/EXPERIENCE Associate's degree (A. A.) or equivalent from two-year college or technical school preferred; or two to four years' related experience and/or training; or equivalent combination of education and experience. PC experience navigating in a Windows environment and using various applications. Basic internet skills. Production generation experience preferred. Previous experience selling financial products. Previous experience growing and developing an existing customer base. HOW YOU'LL THRIVE AT COASTAL Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development. Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box. Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. BENEFITS WE OFFER We're proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Our offerings include: Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle. Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions. Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs. Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly. Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents. Long-Term (LTD)/Short-Term Disability (STD): Income protection in the event of a long-term illness or injury. Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most. 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future. Paid Time Off: Generous vacation and sick leave policies to support your time away from work. Holidays: Enjoy 11 paid holidays throughout the year. Check out our benefits on our Career Site! BEING YOU AT COASTAL Coastal is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices. PHYSICAL DEMANDS The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must: Can sit for extended periods of time. Can stand for extended periods of time. Can perform repetitive finger, hand, and arm movement. Can use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc. Able to view and read computer screens for extended periods. Can occasionally stoop, kneel, crouch, or crawl. Can occasionally lift or move up to 10 pounds. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. $24.28 - $33.99 per hour
    $24.3-34 hourly 18d ago
  • Banker

    Banner Bank 4.7company rating

    Finance associate job in Friday Harbor, WA

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. What you'll need * 3 or more months of job-related experience including cash handling, client service and sales required * Previous Teller experience preferred * Strong organizational skills; basic skills in math, negotiation, and problem solving * Effective verbal and written communication skills; proper phone and email etiquette * Good interpersonal and relationship building skills; excellent customer service skills * NOTE: higher levels of experience may be considered for a higher-level role in the same job. Our Process * Complete a simple application and answer a few questions * Take a quick assessment that gives us a little more insight on your work style * Have a phone interview with the manager or recruiter * Have an on-site interview with the manager and another key member or two of the team * Get an offer if it's the right fit for you and Banner * Start working after a background check and kick-off an amazing career Compensation and Benefits * Targeted starting hourly range (based on experience): $18+/hour * Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life * Paid vacation time, sick time and 11 company paid holidays * 401k (with up to 4% match) * Tuition reimbursement * Get more information at: Employee Benefits | Banner Bank $18 - $22.23 an hour Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $18-22.2 hourly 60d+ ago
  • Personal Banker Smokey Point

    Wells Fargo Bank 4.6company rating

    Finance associate job in Marysville, WA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 17101 27th Ave NE Ste B105, Marysville WA Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 9 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-32k yearly est. 7d ago
  • Wealth Management Affluent Banker Marysville

    U.S. Bank 4.6company rating

    Finance associate job in Marysville, WA

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 licenses Preferred Skills/Experience - Strong relationship management, sales, and business development skills - Moderate understanding of Wealth products and offerings - Strong competency in Financial Planning - Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Effective writing, speaking and presentation skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $104,550.00 - $123,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $31k-40k yearly est. 10d ago
  • Automotive Finance Manager

    Rairdon Auto Group

    Finance associate job in Marysville, WA

    Job Details Experienced Honda of Marysville (HOFM) - Marysville, WA Full Time $50000.00 - $150000.00 Commission/year FinanceAUTOMOTIVE FINANCE MANAGER NOW HIRING: Finance Manager | Rairdon's Honda of Marysville Marysville, WA | Full-time | Great Benefits Compensation: Full-time total annual compensation between $50,000-$150,000/year; Including 12% commission on Back Payable Gross; Bonus potential for dealership exceeding customer satisfaction scores and for employee meeting or exceeding PVR and service contract sold penetration; all subject to terms of pay plan. Or, for Finance Mentee Training Program (no experience), flat $5,000.00 per month during training period (up to period of 120 days) per terms of pay plan. Benefits: Medical, Vision, and Dental Insurance Voluntary Short Term Disability Insurance Voluntary Accident Insurance Critical Illness Insurance Hospital Indemnity Insurance 401k plan with match, subject to completion of the introductory period and other eligibility requirements Paid Time Off (PTO): All new employees earn 1 hour of paid time off for every 40 hours worked in compliance with the applicable state paid sick leave law. Following 36 months of continuous service, full-time employees earn an additional 40 hours of PTO each anniversary year; following 120 months of continuous service, full-time employees earn 80 hours of PTO each anniversary year, according to terms of PTO policies. Responsibilities Provide recommendations and assistance to customers to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals post-sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications Previous experience as a F&I Manager or Sales Manager Potential for Mentee Program for those with sales experience Knowledge of dealership finance and insurance procedures Proficient at structuring deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and extraordinary verbal/written communication skills Expertise in negotiation and presentation skills We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $50k-150k yearly 9d ago
  • Relationship Banker Float

    First Fed 3.9company rating

    Finance associate job in Ferndale, WA

    Who We Are First Fed is a local community bank on an exciting growth trajectory with 18 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest, Best Banker in Readers' Choice by Cascadia Daily News, and Peninsula Daily News named us Best Bank on the Olympic Peninsula. We also received a Best-In-State bank award from Forbes. For over 100 years First Fed has served our customers and communities throughout the PNW. We've donated over $9 million to non-profit organizations in the past 8 years through our foundations, sponsorships, direct donations, and matched employee donations. Our amazing team has volunteered over 25,000 hours in the past 5 years - many by using our benefit of 3 paid volunteer days per year! We welcome applicants from all backgrounds - our diversity makes us stronger. Join our award-winning team! Our Values Optimism: We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative: We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect: We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth: We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership: We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. POSITION PURPOSE Process a variety of financial transactions for customers in accordance with established guidelines and procedures. Establish and strengthen relationships with new and existing customers, identifying Bank products and services to meet their financial needs. The Relationship Banker I position is designated to perform the full range of transactions and account management duties. The RB Float position will have different branch work locations as assigned. ESSENTIAL FUNCTIONS * Perform financial transactions in accordance with current policies and procedures, ensuring minimal errors and timely filing of account documentation. * Opening consumer accounts. * Meet assigned sales, referral, and cross-selling goals by identifying and selling Bank products and services beneficial to the customer's needs. * Develop and maintain a current knowledge of all products and services. * Respond promptly to customer's inquiries for services. * Participate in assigned outbound business development activities including sales calls and networking. * Consistently balance cash and teller transactions in an accurate and secure manner within guidelines. * May perform vault duties such as ordering/shipping currency and coin and distributing money. * Ensure positive perceptions of the Bank by extending a courteous greeting and welcome to customers and visitors. * Take consistent responsibility for the safekeeping of money received and the prompt accounting or transfer of funds to safeguard against loss. * Address customer questions and concerns and refer to appropriate internal resources for resolution to achieve customer satisfaction. * BSA and fraud regulation and compliance activities. * Support other Branches by working in various locations as needed. * Perform related duties and responsibilities as required. REQUIREMENTS/QUALIFICATIONS * High school diploma or certified equivalency. * Typically requires at least 1 year experience cash handling in a retail environment which requires the use of math skills to pay and receive cash including balancing. * Demonstrated success in achieving sales goals required. * Proficiency in building and expanding customer relationships. * Experience providing high-level service in a customer-facing role. * Banking experience preferred. * Ability to communicate professionally at a high level verbally and in written form. * Ability to remain calm, friendly, and positive during all customer interactions. * Active listening and questioning skills necessary to identify customer needs and effectively match with bank products and services. * Ability to work in a fast-paced, high-volume cash-handling environment with daily face-to-face customer contact, while providing a high level of customer service. * Proficiency in keyboarding and ten-key/calculator skills. A working knowledge of Microsoft office applications including Word and Excel is preferred. * Strong mathematical, organizational, and interpersonal skills. * Attention to detail. * Adaptable to change. * Confident understanding and utilization of technology. * Comfort with conflict resolution and problem solving. * Valid WA driver's license. Physical Requirements & Working Conditions: Work activities involve combinations of sitting/standing, occasional walking and lifting up to 10 pounds. Normal office environment with a regular work schedule. Pay Range * The pay range for this position is $21.38 - $36.35 * The typical hiring range for this position is $21.38 - $24.54 * The incentive plan for this position is the Branch Incentive plan. It is paid out quarterly and annually based on branch and individual performance. * Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are 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.
    $21.4-36.4 hourly 12d ago
  • Personal Banker

    WaFd Bank 4.5company rating

    Finance associate job in Bellingham, WA

    Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can “think outside the box” to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values. A successful Personal Banker must: Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions. Open new accounts, discuss and refer or originate loans, and onboard new clients. Introduce and demonstrate digital and self-service options to clients. Communicate clearly with staff and clients verbally, over the phone, and via video chat. Comfortable functioning as a concierge or greeter. Make out-of-office calls to businesses, community organizations, and referral sources. Develop competencies and certifications/registration necessary to support branch performance goals. Proactively accepts initiatives and assignments. Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications Education/Skills/Training: High school diploma or approved equivalent. Good math skills, 10-key and keyboarding. Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook. Well-developed smart phone and digital channel skills. Must have excellent organizational and analytical skills and superior written and oral communication skills. Ability to demonstrate how to use automated technology to teach clients self-service skills. Must have valid driver's license, satisfactory transportation, and adequate insurance coverage. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 12/5/2025
    $29k-34k yearly est. Auto-Apply 7d ago
  • Licensed Private Client Banker

    Keybank 4.4company rating

    Finance associate job in Marysville, WA

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $25.00 to $37.50 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/19/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $25-37.5 hourly Auto-Apply 60d+ ago
  • Banker

    Banner Bank 4.7company rating

    Finance associate job in Friday Harbor, WA

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments.What you'll need 3 or more months of job-related experience including cash handling, client service and sales required Previous Teller experience preferred Strong organizational skills; basic skills in math, negotiation, and problem solving Effective verbal and written communication skills; proper phone and email etiquette Good interpersonal and relationship building skills; excellent customer service skills NOTE: higher levels of experience may be considered for a higher-level role in the same job. Our Process Complete a simple application and answer a few questions Take a quick assessment that gives us a little more insight on your work style Have a phone interview with the manager or recruiter Have an on-site interview with the manager and another key member or two of the team Get an offer if it's the right fit for you and Banner Start working after a background check and kick-off an amazing career Compensation and Benefits Targeted starting hourly range (based on experience): $18+/hour Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $18 hourly Auto-Apply 60d+ ago
  • Wealth Management Affluent Banker Marysville

    U.S. Bank 4.6company rating

    Finance associate job in Marysville, WA

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionThe Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services experience - Series 6-63 or Series 7-63 licenses Preferred Skills/Experience - Strong relationship management, sales, and business development skills - Moderate understanding of Wealth products and offerings - Strong competency in Financial Planning - Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Effective writing, speaking and presentation skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $104,550.00 - $123,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $31k-40k yearly est. Auto-Apply 11d ago

Learn more about finance associate jobs

How much does a finance associate earn in Bellingham, WA?

The average finance associate in Bellingham, WA earns between $31,000 and $103,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Bellingham, WA

$57,000
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