At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-35k yearly est. 6d ago
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Insurance & Financial Sales Representative
New York Life 4.5
Finance associate job in Spokane, WA
Job Description
The fundamental foundation of a New York Life Insurance Agent's role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are… “Be Good At Life.”
What is expected of our Agents?
• Ability to understand the needs and financial concerns of clients.
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
• Promote customized ways for clients to achieve their long-term financial goals.
• Cultivating relationships, with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
• Providing compassion and guidance to clients when unfortunate life circumstances arise.
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.
Qualities that we look for in our Agents:
• Sales experience preferred - entrepreneurial mindset, no mile too far.
• Strong communication skills both written and verbal.
• Desire to help families and businesses to “Be Good At Life.”
• Strong business acumen.
• Professional business demeanor.
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts
#SMAC
Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more.
Step into a client's life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1857547 Exp 5/20/22
$75k-109k yearly est. 24d ago
Finance Manager
Knudtsen Chevrolet
Finance associate job in Spokane, WA
Pay Range: $150,000-$250,000
About Knudtsen
Knudtsen Foothills Lincoln Mazda is seeking a Finance Manager to join the Knudtsen family. Knudtsen is a family-owned and operated company that provides the Spokane and Post Falls communities with new and used cars, full-service body shops and service departments,as well as genuine Mazda and Lincoln Parts. At Knudtsen,we strive to be a team and truly value our relationships with each other, our customers, and the community.
Job Position Summary
As an Automotive Finance Manager, you would be responsible for structuring car deals for customers based on credit feedback, in compliance with finance lender guidelines and dealership policy, resulting in quick funding and a high level of customer satisfaction. You would be vital in creating and maintaining lifelong customer relationships. Continuing product, process, and service specific training would be provided.
Responsibilities
Protects gross profit by arranging financing so outside sources do not have an impact on selling margins.
Establishes lender relations that tie the customer closer to the dealership.
Generates additional income through the sales of credit insurance, vehicle service contracts, GAP coverage, and maintenance plans.
Maintains control of all paperwork until it is ready to be turned into the general office.
Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information.
Establishes and maintains good working relationships with several finance sources.
Processes finance and lease deals accurately and fairly through financial sources to secure approval.
Processes all federal, state, and dealer paperwork related to vehicle transaction.
Understands and complies with federal, state, and local regulations that affect the new and used vehicle and finance departments.
Stays aware and complies with changing regulation and compliance procedures.
Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner.
Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to the office.
Provides customers with complete explanation of manufacturer and dealership service procedures and policies.
Provides sales force and sales managers with current information about finance and lease programs continually.
Assists in the training of sales staff so they are aware can sell finance products throughout the customer's car buying experience.
Works with sales managers to secure a reasonable profit from every sale.
Other tasks as assigned.
Qualifications
A team player focused on providing exemplary customer service, adhering to a standard of professional ethics.
Self-motivated with the ability to set and achieve targeted goals.
Excellent written and oral communication skills.
Experience in automotive sales or subprime sales, with knowledge of state regulations regarding finance and the Fair Credit Reporting Act, is preferred.
Working knowledge of computers, basic software, and Internet, and ability to learn database management and customer relationship software.
Have a valid driver's license.
Pass a motor vehicle report and possess a safe driving record.
Pass a criminal background check.
Required pre-employment drug test (note: we do not test for marijuana during pre-employment testing).
Also subject to random drug testing, reasonable suspicion drug and alcohol testing, and post-accident testing at the company's request.
Additionally, we have some great benefits:
Employer sponsored health insurance - medical, dental, vision - for employees and dependents
Life insurance plans
Paid holidays
Sick pay
Paid vacation
Employee purchase discounts
401(K) Retirement Savings Plan (4% Employer Match!)
Training assistance
PHYSICAL DEMANDS and WORKING 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The F&I Manager may be required to stand for long periods of time, sit for long periods of time, walk with customers and team members, lift and/or carry up to 50 pounds, balance, stoop, kneel and crouch. While performing the duties of this job, the employee is regularly required to talk, listen and hear. The employee is frequently required to use hands to finger, handle, feel and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment for the F&I Manager varies, but often is an office setting and working in a car showroom. The F&I Manager will be required to walk the dealership property and may encounter inclement weather. The F&I Manager may also enter the service areas and be exposed to dangerous work environments and loud noises. The noise level in the work environment is usually moderate to loud.
Knudtsen Dealerships and Auto Body Shops are an equal opportunity employer and prohibits 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.
$150k-250k yearly Auto-Apply 19d ago
Finance Manager
Victory Transportation LLC
Finance associate job in Spokane, WA
Must have:
1. Bachelors in Accounting or Business with focus in accounting
2. Minimum of 6years experience in accounting
3. Hands on experience in the use of QuickBooks
4. 3year experience in journal entries, posting into ledgers, supervision of preparation of bank reconciliation
5. Must have 3-5year experience in preparation of financial reports and month close procedures
6. Use of Microsoft Office tools.
Nice to have:
1. Experience the preparation of annual budget, planning and forecast.
2. Fixed assets management
3. Cash and working capital management
4. Ability to interpret financial data and make presentation to management
$86k-120k yearly est. 20d ago
Finance Manager
Raycap Inc. 4.1
Finance associate job in Post Falls, ID
Job
$84k-103k yearly est. Auto-Apply 10d ago
Financial Coordinator at Hi5 Orthodontics
Hi5Orthodontics
Finance associate job in Spokane, WA
Hi5 Orthodontics is seeking a skilled and passionate Orthodontic team. With a strong reputation for exceptional patient care and cutting-edge treatment options, this is an incredible opportunity to grow your career in a thriving, patient-centered practice. Hard-working and motivated, the successful candidate will bring a passion for providing the best patient care to the communities they serve.
Website: Orthodontist in Spokane, WA - Hi 5 Orthodontics - Braces Near me
Why Join Us? (Add practice details, example below.)
• Established office of over a decade
• State-of-the-Art Facility-Advanced technology
Responsibilities:
Discuss financial options with patients, including orthodontic treatment costs, payment plans, insurance coverage, and financing solutions
Insurance Verification & Claims: Verify dental insurance benefits, accurately submit insurance claims, track claim status, and follow up on outstanding or denied claims
Patient Billing & Collections: Manage patient billing processes, apply payments, monitor account balances, and communicate with patients to resolve billing concerns and collect outstanding balances
Customer Service: Provide clear, compassionate financial guidance to patients and families, helping them understand their treatment costs and financial responsibilities
Documentation & Record Keeping: Maintain up-to-date and accurate financial records, agreements, and insurance documentation within the practice management software
Experience:
Previous experience in dental or healthcare financial coordination, billing, or insurance (2+ years preferred)
Strong knowledge of dental insurance policies, ADA codes, and claims submission processes
Proficiency with dental practice management software (e.g., Dentrix, Eaglesoft, Open Dental)
Excellent communication skills with the ability to explain financial concepts clearly and empathetically
Strong attention to detail, organizational skills, and the ability to manage multiple tasks simultaneously
Capable of working independently and as part of a collaborative team in a fast-paced environment
Understanding of HIPAA regulations, ethical billing practices, and patient confidentiality standards
Team members are expected to uphold the culture outlined in the SDB Handbook, with a focus on our core values and any additional responsibilities as defined
Comprehensive Benefits Package:
• Medical, Dental, Vision, and 401(k)
• Paid holidays
• Paid time off
Join our team and be part of a practice dedicated to excellence in SPECIALTY care. If you're ready to take your career to the next level, apply today!
Requirements
Working knowledge of dental terminology and practices.
Basic accounting understanding with regard to interpreting the practice's aging reports.
Must be comfortable in a fast paced, quickly changing environment.
Ability to uphold financial policies while approaching patients in a friendly and supportive manner.
Strong organization, interpersonal and communication skills are essential.
Comfortable interacting with the general public.
As a condition of employment, qualified applicants will be subject to a background check, including criminal history, driving history and character references.
Education and Experience:
High School Diploma or equivalent
Minimum one to three (1-3) years of relevant experience, preferably in a dental office.
Physical Requirements:
Ability to sit, stand and walk for extended periods of time.
Ability to lift up to 25 pounds.
Excellent speaking and listening skills, requiring the perception of speech.
Must have high finger dexterity to perform duties involving work on the computer.
Equipment Used:
General office equipment (e.g. computer).
$39k-59k yearly est. 10d ago
Financial Services Representative II
First Interstate Bancsystem 3.5
Finance associate job in Spokane, WA
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
is located at our Spokane, WA Northside branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Child Care Assistance Program for eligible dependent(s).
Exercise reimbursement program for employees.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards.
Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
Identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals and other client activity.
Builds client relationships through outbound and proactive measures including First 15.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Attention to detail, including verbal and written instructions.
Maintains confidentiality.
Effective use of tact and diplomacy as it relates to clients and co-workers.
Working knowledge and use of a personal computer, Microsoft programs, and strong 10-key skills.
Ability to read and comprehend simple instructions, short correspondence and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
Delivers complete and accurate work and displays pride and professionalism in work.
Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
Takes personal initiative and is a positive example for other to emulate.
Adept at conversing with client about their needs and is able to originate all types of personal loans.
This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
High School Diploma or General Education Degree (GED) required
1-3 years Banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Lifting - Occasionally (up to 10 lbs)
Sitting - Frequently
Overtime - Subject to business need
Noise Level - Moderate
Typical Work Hours - M-F (8-5)
Regular and Predictable Attendance - Required
COMPENSATION & BENEFITS
We offer a competitive total compensation package including base salary and benefits. The anticipated pay range for this position is $21.09 to $29.52 per hour in WA and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, medical, dental, vision, short-term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays. For more information regarding our benefits, please visit ************************************************************************
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
Job Description
We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind.
Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs.
Responsibilities:
Meet new business production goals and objectives as established.
Treat each customer contact as a cross and up-sell opportunity, including financial products.
Maintain knowledge of new products.
Prospecting and generating new business through leads & referral sources.
Maintain client relationships through follow-up phone calls.
Requirements:
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Proficiency to multi-task, follow-thru and follow-up.
Problem-Solving Capabilities.
Successful sales background.
Driven and goal-oriented individual.
Property and Casualty insurance license (must be willing to obtain)
Benefits:
Base Salary with Commissions
Bonus Opportunities
Weekends Off
Holidays Off
Team Building Activities
Hands-On Training
Performance Bonuses
Professional Work Environment
Who We Are:
Our district is more than just a network of Farmers agency owners and team members; we are a vibrant community committed to our core values and dedicated to providing our clients with the best advice and protection for what matters most to them.
Our District team is passionate about helping individuals discover fulfilling careers that offer a sense of purpose and pave the way to financial freedom. Together, we create an environment of support, growth, and opportunity where every individual is encouraged to reach their full potential. Join us in our mission to build a brighter future for ourselves, our clients, and our community.
Contact us today to join other savvy salespeople becoming Farmers Agency Producers!
$35k-39k yearly est. 15d ago
Finance Analyst - Kiewit Bridge and Marine
Kiewit 4.6
Finance associate job in Spokane, WA
**Requisition ID:** 179373 **Job Level:** Entry Level **Home District/Group:** Kiewit Bridge Marine District **Department:** Operational Finance **Market:** Transportation **Employment Type:** Full Time Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking part in key forecasting and accounting practices? If this is something that interests you, Kiewit is looking for individuals who can make a profound impact on our company culture every day!
The Finance Analyst is an entry level role focused on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Finance Analyst concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management, and compliance. This position will become skilled executing processes and utilizing tools related to different types of cost and revenue components such as labor, construction equipment, materials, and subcontracts. The Business Specialist will be an integral part of the month end close out process, and assist with preparing a financial reporting package for project management.
At Kiewit, the scale of our operations is huge. Our construction and engineering projects span across the United States, Canada and Mexico, improving and connecting communities with every initiative. We depend on our high-performing operations support professionals - they're the glue that holds multiple areas of the business together and the catalysts that make things happen. We hire only the most driven people and we offer them diverse career opportunities, strong leadership and mentorship, rewarding, collaborative work, and responsibility they won't find just anywhere. We're always pushing new limits. You can too.
**District Overview**
Kiewit's Bridge & Marine District headquartered in Vancouver, Washington, operates with heavy civil, marine, and industrial capabilities across North America. We are a leader in technical and traditional bridges, bridge like structures, marine structures, and dredge work. Kiewit Bridge & Marine is also the foremost constructor of floating bridges across the United States.
**Location**
One of the many things that makes Kiewit's culture unique is that we go where the work is, which exposes your career to abundant opportunities. We relocate our teams based on the work that is available, combined with the development plans, skill sets and career goals of each team member. This means your Kiewit adventure is custom designed to meet our shared needs. **_Job assignment location will be determined closer to your start date._**
**Responsibilities**
- Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed
- Fosters relationships with the Operations team and shows a willingness to learn about the work
- Understands the payroll and HR process workflow, and masters the systems used to properly hire, transfer, terminate, and pay all employees
- Comprehends how goods are purchased, invoices are received and paid, and maintains purchasing workflow internal controls
- Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues
- Understands intercompany and client billing process workflow, importance of timely and accurate billing documentation, and the effects of timeliness on cash management
- Ensures that all cost and cost adjustments are reviewed for accuracy to meet company standards and accounting rules
- Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management
- Identifies, adjusts, and reviews forecast and budget issues with the cost report to confirm proper recognition of cost and revenue
- Displays first-rate customer service skills - maintains a positive attitude and always willing to offer a helping hand to other team members
- Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner
- Follows the Corporate Compliance Program and works in conjunction with the compliance department to implement all EEO and labor laws at the project level
**Qualifications**
- Ability to travel and relocate initially and throughout your career as business requires
- 0-2 years' financial/data analysis experience
- Bachelor's degree in Accounting, Finance, Economics, Statistics, Business Management, or equivalent degree
- Minimum GPA of 3.0 or above
- Previous internship experience is preferred
- Working knowledge of Microsoft Excel, Word and Outlook
- Experience working with Pivot Tables, V-Look Ups, and other key excel functions is preferred
- Effective oral and written communication, organization and interpersonal skills.
- Strong attention to detail with the ability to recognize discrepancies
- Positive attitude, eagerness to learn, and passionate for continuous improvement
- Must be able to freely access all parts of a construction site in wide-ranging climates and environments
- Ability to work well independently, as well as part of a team.
- Must have a valid Driver's License
Other common names for this role: Business Manager, Business Analyst, Financial Analyst
Other Requirements:
- Regular, reliable attendance
- Work productively and meet deadlines timely
- Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment
- Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies.
- Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required.
Base Compensation: 72,800.00 - 85,904.00
(Actual compensation is subject to variation due to such factors as education, experience, skillset, and/or location)
We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off.
We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Company: Kiewit
$64k-84k yearly est. 10d ago
Associate Relationship Banker - Spokane Valley - Spokane, WA
JPMC
Finance associate job in Spokane, WA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$33k-39k yearly est. Auto-Apply 60d+ ago
Banker Part Time- Division St.
Banner Bank 4.7
Finance associate job in Spokane, 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.
Join Banner Bank as a Teller and be the welcoming face of our branch. In this role, you'll help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you're passionate about delivering exceptional customer experiences and want to grow in a supportive environment, we'd love to meet you.In this role you'll
Process client transactions accurately and efficiently while following established policies and procedures.
Provide an excellent experience for clients and act as the face of the Bank.
Assist clients in achieving financial goals by referring Bank products and services.
Refer clients to other Bank specialists when appropriate.
Work effectively as a team contributor on all assignments.
Maintain a high level of personal reliability and punctuality.
Sell Bank products and services through in-person and telephone conversations, meeting referral standards set by your Manager.
Comply with all policies, procedures, security requirements, and government regulations.
What we're looking for
You have a High School Diploma or GED (Required).
An equivalent combination of education and experience can be considered in lieu of a degree.
You have entry-level experience in cashiering, bookkeeping, client service, or sales with established goals (Required).
What helps you shine
You bring strong organizational skills and attention to detail.
You have basic PC knowledge with Windows-based applications and calculator use.
You're comfortable with basic math, negotiation, and problem-solving.
You communicate effectively, with proper phone and email etiquette.
You excel at building relationships and delivering excellent customer service.
You can work branch hours and lift up to 25 pounds as needed.
Travel
Up to 0%
Our company values
Do the right thing
Mutual respect
Teamwork
Honesty and integrity
What our team says
"I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review
Compensation & benefits
Targeted starting salary range (based on experience): $19.00/hr
Annual incentive potential
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
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.
$19 hourly Auto-Apply 47d ago
Financial Analyst I
Multicare Health System 4.5
Finance associate job in Spokane Valley, WA
You Belong Here.
At MultiCare, we strive to offer a true sense of belonging for all our employees. Across our health care network, you will find a dynamic range of meaningful careers, opportunities for growth, safe workplaces, and flexible schedules. We are connected by our mission - partnering and healing for a healthy future - and dedicated to the health and well-being of the communities we serve.
Reporting to the Manager of Analytics, this Financial Analyst I is responsible for providing strategic analytical support to multiple business units within MultiCare's Inland Northwest (INW) Region. The position primarily supports finance Leaderhsip aiding in decision making, planning, expense reduction and revenue enhancement. Responsibilities are focused on providing resources and expertise to the finance team; data acquisition, data sourcing, performing data analysis and providing business intelligence, and modeling changes to support the growth of MultiCare's INW Region. This position is responsible for a wide range of analytics and reporting associated with the organization's financial, operational, and clinical performance. The incumbent leverages detailed general ledger, patient account, or procedure level detail to report, explain, or analyze operational performance on a daily, monthly, quarterly or annual basis dependent upon the system/region's need. The Financial Analyst I performs the budgeting, forecasting, financial reporting and other financial activities related to the INW region, the organization, the business unit and more. The Financial Analyst I analyzes cost center and financial data and develops complex reports for forecasting and results analysis. The Financial Analyst I assists in financial studies and analysis regarding projected and unexpected changes in revenues and expenditures and ensures compliance with appropriate regulations.
Major Functions and Accountabilities (progressive track to become highly functional in the duties below:
Duties may include, but are not limited to, the following:
Ensure successful prioritization and completion of projects
Big data mining
Data sourcing including SQL data sourcing
Data validation
Prepare data/reports and analysis to help business make decisions
Prepare mid-month forecasts, quarterly roll forward forecasts, and analytics for the year
Provide profit and loss reports, ROI support on business ventures and related analytics on an ad-hoc basis
Provide labor target variance reports to senior leaders and cost center leaders on a per pay period basis
Provide budget variance reports to Senior leaders and department heads monthly
Evaluates and synthesizes in-depth monthly budget performance reviews for business units, cost centers, clinics, and/or service lines with full understanding of performance variances and concerns presented in a concrete/understandable manner and identify opportunities for improvement
Conducts ad-hoc analyses on topics as dictated by general business trends or at the request of leadership
Assists in monthly close processes
Perform analysis on or assist in performing mid month forecasts
Perform “look back” analytics at intervals throughout the lifecycle of services provided to assure performance is on track form a revenue, expense, market share and margin perspective. As well as confirming that newer business ventures are achieving the milestones expected in their original ROI's and proformas
Supplements financial analysis with operational and/or clinical data and insights in order to provide relevant context and a holistic point of view
Utilizes rate/volume calculations to quantify the impact of changes in patient mix, procedure mix, payor mix, or other business shifts
Assist in efforts in continuing improvement of policies and processes, work products, performance, efficiency and financial performance
Work with IT, Finance, Decision Support and other staff to understand data limitations, develop custom reports, and validate data used across organization
Work as liaison across business units, implementing and monitoring changes
Develops the skills of a super-user of current business tools, including workday reporting, Laborlytics, SQL, EPIC reporting, Kronos reporting BI tools, KMS and more
Becomes proficient in Provider reimbursement rates and contractual requirements, offering best in class solutions when appropriate
Other duties as assigned or requested
Manage multiple projects and priorities simultaneously
Experience, Training, and Qualifications
Knowledge of health system operations, health care and industry trends
Preferred 2 years' experience in a healthcare environment; large health system experience is preferred; health plan experience is helpful
Proven analytical skills to identify opportunities for financial and operational improvement through data analysis and interpretation
Knowledge of health care service payment methodologies; financial and clinical information systems
Knowledge of and experience with accounting principles,
Experience reconciling general ledger account level detail to supporting documents
Minimum 1 years' experience working with various BI tools, Analytics software and Data Warehousing environments
Minimum 1 years' experience with backend systems, databases, and working with large amounts of data
Demonstrated experience and proficiency using SQL and SQL scripting as a tool for data analysis. Proficient in MS SQL Server, T-SQL. SSRS knowledge a plus
Expert in Excel (with data management, formulas, graphs)
Experience with Milliman Medlnsight or other BI tools, preferred
Experience in and proficiency with all Microsoft Office tools (Excel, PPT, project, Visio, Word, Publisher, Outlook, One Note)
Bachelor's degree required; Finance, Accounting, Economics, Quantifiable Analytics or related field preferred.
Master's degree preferred
Skilled in teamwork dynamics, both as a member and a leader
Excellent communication and presentation skills in both written and verbal, including the ability to produce clear and well-organized documentation
Customer-focused, team player with a desire to continuously improve current business practices/processes
Ability to see the big picture while maintaining a detail-oriented mindset
Passionate about excellence, data quality and integrity; with the ability to drive process improvement of data-related issues
Ability to juggle multiple projects at once and manage time effectively, to meet established deadlines in a high stress environment
Self-starter who takes initiative, and drives progress on major projects without being asked or with minimal supervision
Develop and foster internal relationships across the corporation To provide analytic and consultative support to a broad spectrum of internal customer areas and external business partners
As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy.
Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.
Benefit Eligibility
This position is eligible for MultiCare benefits. As part of your total compensation, MultiCare offers a comprehensive benefits package, including medical, dental and vision plans, retirement, paid time off, life and disability insurance. For additional information on MultiCare benefits, please visit the MultiCare Benefits website at: ***********************************
FTE: 1.0, Shift: Day, Schedule: M-F (8:00 - 17:00)
Position Summary
The Financial Analyst I is an entry level analyst responsible for gathering and analyzing data to support the organization's Finance, monthly accounting close, and annual budget process, serving as support to the Senior Analysts/Managers/Directors and providing accurate, timely, and objective analyses in all projects assigned. Included in these projects are ongoing, and periodically special, financial analysis and support to Finance. The Financial Analyst I provides analytic support to members of the Finance Division team. Work situations are routine and require sound data analysis and computer skills, and effective interpersonal skills. Independent judgement and decision making within the scope of position responsibilities is required.
Requirements
Bachelor's degree in accounting, finance or related field
In lieu of a Bachelor's degree, candidates may be considered with a minimum of two (2) years of experience in finance and/or financial analysis in a healthcare setting, or five (5) years of progressively more responsible office support or billing/cash/collection experience
Systems experience and familiarity with Microsoft Excel, Word and Outlook
About Valley Hospital
MultiCare Valley Hospital is a 123-bed, fully accredited acute-care hospital in Spokane Valley, featuring a Level III Trauma Center, comprehensive surgical, inpatient, outpatient and diagnostic services, and advanced cardiac care. Clinicians join a collaborative, patient-focused team in a community where professional growth and work-life balance are highly valued.
About the Spokane Valley Community
Spokane Valley, Spokane's largest suburb, offers a relaxed, family-friendly lifestyle with quick access to the region's natural beauty and city amenities. With riverfront trails, lakes, golf courses, ski resorts, wineries and nearby national parks, outdoor enthusiasts will find plenty to explore. The community combines small-town charm with easy access to Spokane's urban conveniences, making it an ideal place to live, work and play.
Why MultiCare?
Rooted in the local community - Partnering with patients, families and neighbors across the Pacific Northwest for more than 140 years
Growth and education - Competitive tuition assistance, award-winning residencies, fellowships and career development to invest in your future
Well-being and support - Generous PTO, Code Lavender and Employee Assistance Programs to help you maintain balance and feel cared for at work and in life
Living our values - Respect, integrity, kindness and collaboration guide how we care for patients, communities and each other
Belonging for all - Employee Resource Groups, inclusion initiatives and outreach programs support a workplace where every voice is valued
Pacific Northwest lifestyle - Work and live where natural beauty, adventure and strong community connections are part of everyday life
Pay and Benefit Expectations
We provide a comprehensive benefits package, including competitive salary, medical, dental and retirement benefits and paid time off. As required by various pay transparency laws, we share a competitive range of compensation for candidates hired into each position. The pay scale is $60,297.00 - $86,767.00 USD. However, pay is influenced by factors specific to applicants, including but not limited to: skill set, level of experience, and certification(s) and/or education. If this position is associated with a union contract, pay will be reflective of the appropriate step on the pay scale to which the applicant's years of experience align.
Associated benefit information can be viewed here.
$60.3k-86.8k yearly Auto-Apply 4d ago
Financial Analyst (Budgeting and Forecasting)
New Health 4.1
Finance associate job in Chewelah, WA
Committed to bringing healthcare into communities and communities into healthcare since 1978, NEW Health is rural Northeast Washington's leading non-profit primary care provider. We treat all patients with the respect they deserve while providing high-quality, integrated medical, dental, behavioral health, and pharmacy services.
NEW Health has been named one of the best places to work in the Inland Northwest! We set the standard to advance employees within our organization and hold ourselves accountable by tracking employee advancement as one of our key performance indicators. Our workforce development program, NEW Health University, is nationally recognized for developing local career pathway training. We provide all of our staff with paid, on-the-job training to ensure you are confident and successful in your position.
Your Career Pathway with NEW Health
We create pathways for career growth within NEW Health. To support this, we provide all employees with monthly paid training and additionally offer tuition reimbursement and one-on-one career planning. There are many paths to grow your career within NEW Health; here are some examples:
Front Desk -> Medical Assistant Apprentice -> Certified Medical Assistant -> Assistant Operations Manager -> Clinic Operations Manager
Dental Assistant Trainee -> Dental Assistant -> Assistant Operations Manager -> Care Coordination Manager
Pharmacy Assistant -> Pharmacy Technician Apprentice -> Pharmacy Technician -> 340B Specialist
Benefits with You and Your Family in Mind
Up to three weeks of paid time off in your first year, plus nine paid holidays
Free Life Flight membership for your family
No-cost medical, dental, and vision insurance for employees
Health Savings Account and Flexible Spending Account options
401(k) plan with matching contribution
Continuing education, license, and tuition reimbursement opportunities
The above list is not inclusive of all full-time employee benefits and is dependent upon eligibility criteria.
Essential Duties and Responsibilities:
Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
Develop and maintain financial models for various business units and projects.
Analyze financial data to identify trends, variances, and opportunities for cost savings and revenue enhancement.
Collaborate with cross-functional teams to gather relevant information for financial analysis.
Support the monthly financial reporting process, including variance analysis and management reporting.
Prepare ad-hoc financial analyses and reports as needed to support decision-making.
Assist in the evaluation of potential investments, mergers, and acquisitions.
Continuously improve financial processes and systems to enhance efficiency and accuracy.
Maintain knowledge of FQHC-specific financial regulations, including UDS reporting and 330 grant requirements.
Support grant management by tracking expenditures, preparing financial reports, and ensuring compliance with funding requirements.
Other duties as assigned.
Travel may be required.
Qualifications
Bachelor's degree in finance, Accounting, Economics, or related field (Master's degree preferred). Minimum of 3 years of experience in financial analysis, preferably in healthcare or nonprofit settings. Strong understanding of FQHC operations, funding mechanisms, and compliance requirements.
Proficiency in financial software and tools (e.g., Excel, NetSuite, Power BI, or similar). Excellent analytical, problem-solving, and communication skills.
ability to work independently and collaboratively in a fast-paced environment. Experience with grant budgeting and reporting is a plus.
Physical Demands:
While performing the duties of this job, the employee is regularly required to talk, hear, and sit. The employee is occasionally required to move around the facility, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move objects weighing up to 10 pounds and occasionally lift and/or move objects weighing up to 25 pounds.
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 of the job.
$61k-86k yearly est. 15d ago
Insurance & Financial Sales Representative
New York Life 4.5
Finance associate job in Spokane, WA
Job Description
The fundamental foundation of a New York Life Insurance Agents role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are Be Good At Life.
What is expected of our Agents?
Ability to understand the needs and financial concerns of clients.
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
Promote customized ways for clients to achieve their long-term financial goals.
Cultivating relationships, with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
Providing compassion and guidance to clients when unfortunate life circumstances arise.
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.
Qualities that we look for in our Agents:
Sales experience preferred entrepreneurial mindset, no mile too far.
Strong communication skills both written and verbal.
Desire to help families and businesses to Be Good At Life.
Strong business acumen.
Professional business demeanor.
Perseverance in the face of a challenge
Ability to engage your community and leverage personal networks/contacts
#SMAC
Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more.
Step into a clients life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1857547 Exp 5/20/22
$75k-109k yearly est. 24d ago
Finance Manager
Raycap Inc. 4.1
Finance associate job in Post Falls, ID
Raycap, Inc. is looking for a Finance Manager to join our team! Based out of the Post Falls, ID. facility, the Finance Manager provides analytical, planning, and financial management support across all U.S. finance functions, covering manufacturing, supply chain, payroll, tax, treasury, compliance, and financial systems.
Primary Job Responsibilities
Prepare and analyze financial results, trends, and key performance metrics
Maintain detailed cost, margin, and profitability analyses by product, customer, and business unit
Track and explain differences between standard cost and actual cost, including purchase price, production, labor, and overhead variances
Monitor, track, and report on inventory levels, valuation, turns, and excess & obsolete
Support sourcing, supplier changes, and make-vs-buy decisions through financial analysis
Develop and improve financial models, templates, and reporting tools
Support strategic initiatives including cost reduction, capital projects, system implementations, and business planning
Job Qualifications
Bachelor's degree in Accounting, Finance, or related field
Proficiency in SAP (or similar ERP systems)
Advanced Excel skills
Strong analytical, problem-solving, and critical-thinking skills
Ability to work independently and manage multiple priorities in a fast-paced environment
Clear written and verbal communication skills
Why Choose Us?
Raycap, Inc. has decades of experience creating products that protect and support the world's most valuable assets from power and lightning surges. We focus on 5 Core Values of Customer Focus, Talent, Excellence, Innovation and Integrity, and those values show in everything we do. We also believe it is very important to invest in our employees, and we are proud to offer:
A very competitive benefit package
Paid Time Off
10 company paid holidays
Tuition Reimbursement
A generous 401(k) employer contribution
Raycap is an Equal Opportunity / Affirmative Action Employer. All qualified applicants receive consideration for employment without regard to age, disability, race, color, national origin, sex, marital status, sexual orientation, religion, gender identity, creed, veteran or military status, or other protected status. We participate in E-verify for all employment verifications.
Drug-free workplace.
$84k-103k yearly est. Auto-Apply 9d ago
Relationship Banker - WA East Market - Spokane, WA
JPMC
Finance associate job in Spokane, WA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
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: **************************************************************************
$33k-39k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America 4.7
Finance associate job in Spokane, WA
Spokane, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-35k yearly est. 60d+ ago
Financial Services Representative III
First Interstate Bancsystem 3.5
Finance associate job in Coeur dAlene, ID
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
is located at our Coeur d'Alene, ID Riverstone Dr. branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative III delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
Opens and maintains a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and is proficient in originating all types of personal loans.
Originates small business loans if necessary.
Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
Identifies referral opportunities to other lines of business including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
Builds client relationships through outbound and proactive measures including First 15.
MANAGEMENT RESPONSIBILITIES
Performs supervisory responsibilities in retail branches if necessary.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Attention to detail including verbal and written instructions.
Maintains confidentiality.
Effective use of tact and diplomacy as it relates to clients and co-workers.
Working knowledge and use of a personal computer, Microsoft software programs and strong 10-key skills.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
Delivers complete and accurate work and displays pride and professionalism in work.
Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function, and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
Takes personal initiative and is a positive example for other to emulate.
This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
High School Diploma or General Education Degree (GED) required
Associate's Degree preferred
1-3 years banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Sitting - Frequently
Standing - Occasionally
Noise Level - Moderate
Typical Work hours - M-F (8-5)
Regular and Predictable Attendance - Required
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
$21k-29k yearly est. Auto-Apply 21d ago
Financial Analyst (Budgeting and Forecasting)
New Health 4.1
Finance associate job in Chewelah, WA
Committed to bringing healthcare into communities and communities into healthcare since 1978, NEW Health is rural Northeast Washington's leading non-profit primary care provider. We treat all patients with the respect they deserve while providing high-quality, integrated medical, dental, behavioral health, and pharmacy services. NEW Health has been named one of the best places to work in the Inland Northwest! We set the standard to advance employees within our organization and hold ourselves accountable by tracking employee advancement as one of our key performance indicators. Our workforce development program, NEW Health University, is nationally recognized for developing local career pathway training. We provide all of our staff with paid, on-the-job training to ensure you are confident and successful in your position. Your Career Pathway with NEW Health We create pathways for career growth within NEW Health. To support this, we provide all employees with monthly paid training and additionally offer tuition reimbursement and one-on-one career planning. There are many paths to grow your career within NEW Health; here are some examples: Front Desk -> Medical Assistant Apprentice -> Certified Medical Assistant -> Assistant Operations Manager -> Clinic Operations Manager Dental Assistant Trainee -> Dental Assistant -> Assistant Operations Manager -> Care Coordination Manager Pharmacy Assistant -> Pharmacy Technician Apprentice -> Pharmacy Technician -> 340B Specialist Benefits with You and Your Family in Mind Up to three weeks of paid time off in your first year, plus nine paid holidays Free Life Flight membership for your family No-cost medical, dental, and vision insurance for employees Health Savings Account and Flexible Spending Account options 401(k) plan with matching contribution Continuing education, license, and tuition reimbursement opportunities The above list is not inclusive of all full-time employee benefits and is dependent upon eligibility criteria. Essential Duties and Responsibilities: Assist in the preparation of annual budgets, forecasts, and long-range financial plans. Develop and maintain financial models for various business units and projects. Analyze financial data to identify trends, variances, and opportunities for cost savings and revenue enhancement. Collaborate with cross-functional teams to gather relevant information for financial analysis. Support the monthly financial reporting process, including variance analysis and management reporting. Prepare ad-hoc financial analyses and reports as needed to support decision-making. Assist in the evaluation of potential investments, mergers, and acquisitions. Continuously improve financial processes and systems to enhance efficiency and accuracy. Maintain knowledge of FQHC-specific financial regulations, including UDS reporting and 330 grant requirements. Support grant management by tracking expenditures, preparing financial reports, and ensuring compliance with funding requirements. Other duties as assigned. Travel may be required.
Bachelor's degree in finance, Accounting, Economics, or related field (Master's degree preferred). Minimum of 3 years of experience in financial analysis, preferably in healthcare or nonprofit settings. Strong understanding of FQHC operations, funding mechanisms, and compliance requirements.
Proficiency in financial software and tools (e.g., Excel, NetSuite, Power BI, or similar). Excellent analytical, problem-solving, and communication skills.
ability to work independently and collaboratively in a fast-paced environment. Experience with grant budgeting and reporting is a plus.
Physical Demands:
While performing the duties of this job, the employee is regularly required to talk, hear, and sit. The employee is occasionally required to move around the facility, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move objects weighing up to 10 pounds and occasionally lift and/or move objects weighing up to 25 pounds.
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 of the job.
How much does a finance associate earn in Spokane, WA?
The average finance associate in Spokane, WA earns between $29,000 and $90,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.