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Investment Banker Jobs in Anchorage, AK

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  • Associate Personal Banker (SAFE)

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 676 miles from Anchorage

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. 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): 201 Nordic Dr, Petersburg AK 99833 Pay Rate: $20.00 - $27.69 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 15 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $20-27.7 hourly 60d+ ago
  • Bank Intern - Summer 2025 May/June-August - Northrim Building

    Northrim Bank 4.5company rating

    Investment Banker Job In Anchorage, AK

    At Northrim Bank, our vision is to be Alaska's premier bank and employer of choice. We are looking for professional and knowledgeable employees who take pride in their work. We believe in providing value for our customers and communities. Employee Benefits: Medical insurance Retirement Benefits with generous 401K match Pay dependent on experience. Minimum is $19.00 hour Position Summary Northrim Bank's internship program is designed to help students grow professionally and expand their real-world knowledge in a financial institution. Each intern will be assigned to a certain department, and gain extensive exposure to Northrim' s business processes. Intern assignments will be based on the needs of the bank and related to the following business areas: Accounting Commercial Lending Credit Administration Internal Audit Information Technology, Cybersecurity, Data Analytics Essential Skills You Can Learn Project management, time management, and teamwork Leadership, decision making, and presentation Networking Business communication - written and verbal Analytical and critical thinking Business reporting Financial analysis Eligibility Current enrollment in accredited college. Basic knowledge of MS Office Suite, including Word, Excel, PowerPoint, and Outlook. Ability to operate standard office equipment such as PC, printer, fax/copier, and telephone. Ability to read, write, and speak English sufficiently to comprehend, analyze, and communicate business memorandums, technical procedures, and government regulations. Working Conditions The noise level in the work environment is usually moderate. Work is performed in a professional office environment. Full Time, Non-exempt Grade 12 Northrim Bank is an equal opportunity and affirmative action employer. Northrim Bank does not discriminate in employment based upon race, color, religion, sex, sexual orientation, gender identity, age, national origin, physical or mental disability, protected veteran status, pregnancy, parenthood, marital status, changes in marital status, genetic information or any other status protected by federal, state or local law.
    $19 hourly 5d ago
  • PATIENT FINANCIAL SERVICES REPRESENTATIVE II - MEDICAL BILLING

    Anchorage Neighborhood Health Center 4.2company rating

    Investment Banker Job In Anchorage, AK

    Job Details Position Type: Full Time Education Level: High School Salary Range: $21.17 - $26.46 Hourly Responsible for handling complex daily tasks within the revenue cycle. The PFSR II is expected to have a proficient understanding of coding, denial management and appeals, payment processing, coordination of benefits, and the prioritization and sequencing of payers, contracts, and exclusions. Responsibilities include daily auditing, coding, revenue recovery, and the preparation and submission of insurance claims. Communicates effectively with management about problem areas and suggests potential solutions. Must be able to thrive under pressure to meet deadlines in a fast-paced environment and be available for extra hours, including weekends, as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Perform detailed reviews of patient accounts, applying knowledge of medical, dental, laboratory, radiology coding and billing standards to ensure precise account management. * Receive, evaluate, and input new health care claims into the system. Process payments and apply denials or returns according to policy, ensuring compliance and accurate classification of claims. * Accurately post payments and adjustments from third-party payers, including Medicare, Medicaid, and Workers' Compensation, maintaining data integrity and clear account records. Communicate patient financial obligations, including copays, coinsurances, deductibles, out-of-pocket maximums to ensure understanding and accurate applications during billing. * Audit and post charges across multiple departments, (e.g. evaluation and management, surgery, radiology, laboratory, behavioral health, and dental) ensuring accuracy in charge capture. * Identify research and resolve denied/unpaid claims, submitting corrections, and filing appeals timely to recover revenue effectively. Maintain accurate records of denial reasons, actions taken, and resolution outcomes. * Independently solve complex account issues by applying technical billing standards, working to resolved discrepancies and optimize reimbursement processes. * Run routine and ad hoc reports, including those for unapplied credits, insurance aging, claim holds, pending charges, and work-in-progress (WIP) accounts, supporting financial tracking and reporting. * Identify and correctly post suspense accounts and unidentified payments, maintain proper documentation for a clear audit trail. * Ensure all claims and billing activities align with payer guidelines, third-party reimbursement, and in-network vs. out-of-network rules to maximize compliance and ma support revenue cycle management. Work closely with providers, nursing staff, care coordinators, and eligibility personnel, to ensure smooth patient care and support for optimize billing processes. * Adhere to HIPAA guidelines and all relevant regulations, ensuring confidentiality and security of patient information during all billing activities, * Attend regular team meetings, engage in training sessions, and participate in Continuous Quality Improvement (CQI) programs to stay informed on billing practice and enhance the efficiency of denial management. * Address patient and payer inquiries promptly, providing clear answers regarding billing and account details to support positive relationships and customer satisfaction. SUPPORTING DUTIES AND RESPONSIBILITIES: * Mentor Patient Financial Service Representative I (PFSR I). * Multi-task and able to provide back-up coverage for all (PFSR I & II). * Perform other job-related duties as assigned. * Maintain a clean and orderly work area. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Work Experience: Three to five years of experience in the medical billing field is required. Relevant experience in revenue cycle management or a similar healthcare setting may substitute for formal education requirements. Education, Certification and Licensure: Requires a high school diploma or equivalent, along with medical billing training. Preferred certifications include CPC, CBC or other AAPC certifications, which may substitute for relevant experience. Additional Skills & Knowledge: Possess workable or in-depth knowledge of medical coding standards, including ICD-10, CPT, HCPCS, NDC and CDT. Should be able to accurately identify diagnoses, procedures, and services to ensure compliance with billing standards and maximize reimbursement. Strong familiarity with coding guidelines and payer-specific requirements is essential. Proficiency in using a ten-key, strong attention to detail, and excellent attendance are required. The employee must also possess analytical and critical thinking skills to solve billing issues, effective time management, technical proficiency in billing software, and be dependable and adaptable in a fast-paced environment. Exceptional customer service skills are essential for delivering high-quality support and addressing billing inquiries professionally. PHYSICAL, SENSORY, ENVIRONMENTAL QUALIFICATIONS: The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to remain sedentary for prolonged periods of time at a workstation, may involve walking and standing for brief periods of time. Occasionally will exert up to 20 lbs. of force to move objects and files. Must be able to work under pressure to meet deadlines within assigned timeframe. Must be able to work occasional evenings and weekends. Work is performed in a healthcare clinic and office setting. ANHC is a tobacco-free campus. EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Anchorage Neighborhood Health Center provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Anchorage Neighborhood Health Center complies with applicable state and local laws governing non-discrimination in employment in every location in which the organization has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Persons alleging unequal treatment should contact the Chief Human Resources Officer. The undersigned have read this job description and agree that it defines the position as it currently exists. The undersigned also understands that the above is intended to describe the general content of and requirements for this job. It is not to be considered as an exhaustive statement of duties, responsibilities, or requirements and does not limit the assignment of additional duties at the discretion of the supervisor.
    $21.2-26.5 hourly 15d ago
  • Personal Banker 1

    Nuvision Federal Credit Union

    Investment Banker Job In Anchorage, AK

    Sign-on bonus available for external applicants! Contact us today to learn more! The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM II position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending). As a RM II, they will assist with coaching/mentoring the rest of staff. Makes observations and suggests alternative methods in profiling member accounts. As needed, assists with some leadership functions in the absence of branch management. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy. Responsibilities: Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Inputs, processes, and funds all consumer and small business loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month. Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust. Recommends other products and services as appropriate from having conversations that matter with members. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services. Assists with leadership functions in the absence of branch management and also with coaching teller line. Makes observations and suggests alternative methods of profiling member accounts. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Represents the Credit Union in a positive and professional manner. Other related duties as assigned. Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Qualifications: 18 months Financial institution experience with prior loan experience and reaching service and performance goals. Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO - loans decisioning system) Proven ability to garner business Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel Excellent verbal and written communication skills in person and over the phone Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs Member service and organizational skills Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Willingness to make a difference Personable and professional Coaching/Mentoring skills Successful completion of all compliance related coursework Notary NMLS Registered Education: High School or Equivalent Website: nuvisionfederal.com/careers Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement
    $39k-44k yearly est. 60d+ ago
  • Financial Service Representative

    Money Mart 4.0company rating

    Investment Banker Job In Anchorage, AK

    Are you a dynamic and driven professional? If so, Momentum Financial Services Group wants you to join our team. In your role at Money Mart, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off RRSP/401K contribution options Tuition assistance Career development Branch Location: 704 E. Benson Blvd. During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent #SJ Additional Information About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity!
    $25k-29k yearly est. 14d ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    Investment Banker Job In Anchorage, AK

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Not Applicable Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $49.3k-73.4k yearly 60d+ ago
  • Private Client Banker

    Keybank National Association 4.4company rating

    Investment Banker Job In Anchorage, AK

    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. Job Posting Expiration Date: 02/21/2025 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. 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_**********************.
    $29k-33k yearly est. 60d+ ago
  • Financial Services Specialist - Juneau

    True North Federal Credit Union 4.4company rating

    Investment Banker Job 566 miles from Anchorage

    Financial Services Specialist Location: Juneau Salary: $19 - $24 hour DOE True North FCU is a member-owned, full-service credit union, and our mission is to provide quality financial solutions for our members. If you like helping people & are dedicated to excellent customer service then we are looking for someone like you! Do you have great communication and people skills? Have you worked in retail or another customer service position? This might be the start to your next career!! We are WILLING TO TRAIN if you're a good fit! What will you be doing? In this position, you'll be working directly with members to process financial transactions such as deposits, withdrawals, transfers and loan payments. You will work with them to open new accounts and explain credit union products and services. Your cash handling skills will assist you in balancing your cash drawer and daily transactions. In addition, you can put your sales experience to work cross-selling credit union services. What do you need to do the job? Have you been a sales clerk? Cashier? Customer service representative? These experiences will be helpful for you as a teller. If you like working with people, possess excellent communication skills and have a working knowledge of computers, then this might be the right fit for you! Our team is dedicated to improving the economic well-being of our members and the communities we serve. Come be part of the True Crew! VOTED 2022 & 2023 BEST PLACE TO WORK in Juneau ~ Silver Award! Come find out why! True North Federal Credit Union is a member-owned full-service financial institution offering a full benefit package including medical/dental/vision, retirement and paid time off. Pay DOE. True North FCU is an Equal Opportunity Employer. E-Verify Statement: True North FCU participates in E-Verify and will provide the federal government with your form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, True North FCU is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before True North FCU can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer an completed the Form I-9. For more information on E-Verify, or if you believe that True North FCU has violated its E-Verify responsibilities, please contact DHS at ************ or dhs.gov/e-verify. Declaración de E-Verify: True North FCU participa en E-Verify y proporcionará al gobierno federal la información de su formulario I-9 para confirmar que está autorizado a trabajar en los EE. UU. Si E-Verify no puede confirmar que está autorizado a trabajar, True North FCU debe brindarle instrucciones por escrito y la oportunidad de comunicarse con el Departamento de Seguridad Nacional (DHS) o la Administración del Seguro Social (SSA) para que pueda comenzar a resolver el problema antes de que True North FCU pueda tomar alguna medida en su contra, incluida la rescisión. su empleo. Los empleadores solo pueden usar E-Verify una vez que haya aceptado una oferta de trabajo y completado el Formulario I-9. Para obtener más información sobre E-Verify, o si cree que True North FCU ha violado sus responsabilidades de E-Verify, comuníquese con DHS al ************ o dhs.gov/e-verify.
    $19-24 hourly 28d ago
  • Personal Banker

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 547 miles from Anchorage

    Job DescriptionWhy Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today. 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): 360 Lagoon St, Kotzebue AK 99752 Pay Range $20.00 - $27.69 This location and position is eligible for a {55%} hourly base pay differential increase to the regular base pay rate specified above . Actual salary is determined by location, experience, and qualifications of the job. Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 21 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $20-27.7 hourly 60d+ ago
  • Patient Financial Services Representative II - Medical Billing

    Anchorage Neighborhood Health Center 4.2company rating

    Investment Banker Job In Anchorage, AK

    Job Details ANCHORAGE, AK Full Time High School $21.17 - $26.46 Hourly Responsible for handling complex daily tasks within the revenue cycle. The PFSR II is expected to have a proficient understanding of coding, denial management and appeals, payment processing, coordination of benefits, and the prioritization and sequencing of payers, contracts, and exclusions. Responsibilities include daily auditing, coding, revenue recovery, and the preparation and submission of insurance claims. Communicates effectively with management about problem areas and suggests potential solutions. Must be able to thrive under pressure to meet deadlines in a fast-paced environment and be available for extra hours, including weekends, as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: Perform detailed reviews of patient accounts, applying knowledge of medical, dental, laboratory, radiology coding and billing standards to ensure precise account management. Receive, evaluate, and input new health care claims into the system. Process payments and apply denials or returns according to policy, ensuring compliance and accurate classification of claims. Accurately post payments and adjustments from third-party payers, including Medicare, Medicaid, and Workers' Compensation, maintaining data integrity and clear account records. Communicate patient financial obligations, including copays, coinsurances, deductibles, out-of-pocket maximums to ensure understanding and accurate applications during billing. Audit and post charges across multiple departments, (e.g. evaluation and management, surgery, radiology, laboratory, behavioral health, and dental) ensuring accuracy in charge capture. Identify research and resolve denied/unpaid claims, submitting corrections, and filing appeals timely to recover revenue effectively. Maintain accurate records of denial reasons, actions taken, and resolution outcomes. Independently solve complex account issues by applying technical billing standards, working to resolved discrepancies and optimize reimbursement processes. Run routine and ad hoc reports, including those for unapplied credits, insurance aging, claim holds, pending charges, and work-in-progress (WIP) accounts, supporting financial tracking and reporting. Identify and correctly post suspense accounts and unidentified payments, maintain proper documentation for a clear audit trail. Ensure all claims and billing activities align with payer guidelines, third-party reimbursement, and in-network vs. out-of-network rules to maximize compliance and ma support revenue cycle management. Work closely with providers, nursing staff, care coordinators, and eligibility personnel, to ensure smooth patient care and support for optimize billing processes. Adhere to HIPAA guidelines and all relevant regulations, ensuring confidentiality and security of patient information during all billing activities, Attend regular team meetings, engage in training sessions, and participate in Continuous Quality Improvement (CQI) programs to stay informed on billing practice and enhance the efficiency of denial management. Address patient and payer inquiries promptly, providing clear answers regarding billing and account details to support positive relationships and customer satisfaction. SUPPORTING DUTIES AND RESPONSIBILITIES: Mentor Patient Financial Service Representative I (PFSR I). Multi-task and able to provide back-up coverage for all (PFSR I & II). Perform other job-related duties as assigned. Maintain a clean and orderly work area. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Work Experience: Three to five years of experience in the medical billing field is required. Relevant experience in revenue cycle management or a similar healthcare setting may substitute for formal education requirements. Education, Certification and Licensure: Requires a high school diploma or equivalent, along with medical billing training. Preferred certifications include CPC, CBC or other AAPC certifications, which may substitute for relevant experience. Additional Skills & Knowledge: Possess workable or in-depth knowledge of medical coding standards, including ICD-10, CPT, HCPCS, NDC and CDT. Should be able to accurately identify diagnoses, procedures, and services to ensure compliance with billing standards and maximize reimbursement. Strong familiarity with coding guidelines and payer-specific requirements is essential. Proficiency in using a ten-key, strong attention to detail, and excellent attendance are required. The employee must also possess analytical and critical thinking skills to solve billing issues, effective time management, technical proficiency in billing software, and be dependable and adaptable in a fast-paced environment. Exceptional customer service skills are essential for delivering high-quality support and addressing billing inquiries professionally. PHYSICAL, SENSORY, ENVIRONMENTAL QUALIFICATIONS: The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to remain sedentary for prolonged periods of time at a workstation, may involve walking and standing for brief periods of time. Occasionally will exert up to 20 lbs. of force to move objects and files. Must be able to work under pressure to meet deadlines within assigned timeframe. Must be able to work occasional evenings and weekends. Work is performed in a healthcare clinic and office setting. ANHC is a tobacco-free campus. EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Anchorage Neighborhood Health Center provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Anchorage Neighborhood Health Center complies with applicable state and local laws governing non-discrimination in employment in every location in which the organization has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Persons alleging unequal treatment should contact the Chief Human Resources Officer. The undersigned have read this job description and agree that it defines the position as it currently exists. The undersigned also understands that the above is intended to describe the general content of and requirements for this job. It is not to be considered as an exhaustive statement of duties, responsibilities, or requirements and does not limit the assignment of additional duties at the discretion of the supervisor.
    $21.2-26.5 hourly 12d ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    Investment Banker Job 37 miles from Anchorage

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Not Applicable Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $49.3k-73.4k yearly 19d ago
  • Financial Wellness Associate - Anchorage Area

    Keybank National Association 4.4company rating

    Investment Banker Job In Anchorage, AK

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. 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. * Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to identify and resolve more complex client servicing issues. * Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. * Consistently attains individual activity, behavior, and outcome expectations. * Participate in and occasionally facilitate morning huddles and end of day debriefs. * Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. * 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. * Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. * 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 business experience (required) Experience Qualifications * Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash handling. (required) * General understanding of PC with Windows based applications and calculator. (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 * Notary License (preferred) Tactical Skills * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions. * Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). * 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. Job Posting Expiration Date: 04/14/2025 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. 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_**********************.
    $57k-70k yearly est. 8d ago
  • Bentley Associate Personal Banker

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 260 miles from Anchorage

    Job DescriptionAbout 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 weekends and holidays as needed or scheduled 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): 40 College Rd FAIRBANKS, AK 99701 Pay Range: 21.00 - 27.69 USD Hourly Pay Differential: This location and position is eligible for a {5%} hourly base pay differential increase to the regular base pay rate specified above. Actual salary is determined by location, experience, and qualifications of the job. Benefits: Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 15 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $35k-39k yearly est. 60d+ ago
  • Financial Services Representative II or Senior (Italy)

    Global Credit Union 3.6company rating

    Investment Banker Job In Anchorage, AK

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service and loan activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds. Tenure: Financial Services Representative II, Category 14, requires six months tenure in the Financial Services Representative I, Category 15 position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $20.31 - $29.25 hourly Financial Services Representative II (Category 14): $21.94 - $32.03 hourly Senior Financial Services Representative (Category 13): $23.69 - $35.28 hourly Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $20.3-29.3 hourly 60d+ ago
  • Associate Personal Banker Skagway

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 512 miles from Anchorage

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. 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): 605 Broadway St, Skagway AK 99840 Pay Range: 20.00 - 27.69 Hourly Benefits: Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 25 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $33k-37k yearly est. 60d+ ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    Investment Banker Job 566 miles from Anchorage

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Not Applicable Compensation Salary Pay Range: Financial Services Representative I (Category 15): $38,412 - $55,312 annually Financial Services Representative II (Category 14): $41,484 - $60,567 annually Senior Financial Services Representative (Category 13): $44,803 - $66,309 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $44.8k-66.3k yearly 4d ago
  • Valley and Sea Roving Banker

    Wells Fargo 4.6company rating

    Investment Banker Job In Anchorage, AK

    About this role: Wells Fargo is seeking an Associate Roving 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: * Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies * Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs * 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 travel 100% of the time within the district * Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) * Ability to work weekends and holidays as needed or scheduled * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position is not eligible for Visa sponsorship * 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 Posting Location: * 1701 E Parks Hwy WASILLA, AK 99654 Pay Range: * 21.00 - 27.69 USD Hourly * This job profile is eligible for a 10% pay differential. Benefits: Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. * 401(k) Plan * Paid Time Off * Parental Leave * Critical Caregiving Leave * Discounts and Savings * Health Benefits * Commuter Benefits * Tuition Reimbursement * Scholarships for dependent children * Adoption Reimbursement Posting End Date: 9 Feb 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $28k-33k yearly est. 6d ago
  • Financial Services Representative I

    Global Credit Union 3.6company rating

    Investment Banker Job 21 miles from Anchorage

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Not Applicable Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $49.3k-73.4k yearly 38d ago
  • Personal Banker Cordova

    Wells Fargo 4.6company rating

    Investment Banker Job 146 miles from Anchorage

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. 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): * 515 Main St, Cordova AK 99574 Pay Rate: $21.00 - $27.69 This location and position is eligible for a {12%} hourly base pay differential increase to the regular base pay rate specified above. Actual salary is determined by location, experience, and qualifications of the job. Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. * 401(k) Plan * Paid Time Off * Parental Leave * Critical Caregiving Leave * Discounts and Savings * Health Benefits * Commuter Benefits * Tuition Reimbursement * Scholarships for dependent children * Adoption Reimbursement Posting End Date: 3 Feb 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $21-27.7 hourly 7d ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    Investment Banker Job 21 miles from Anchorage

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Not Applicable Compensation Salary Pay Range: Financial Services Representative I (Category 15): $38,412 - $55,312 annually Financial Services Representative II (Category 14): $41,484 - $60,567 annually Senior Financial Services Representative (Category 13): $44,803 - $66,309 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $44.8k-66.3k yearly 8d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Anchorage, AK?

The average investment banker in Anchorage, AK earns between $131,000 and $446,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Anchorage, AK

$242,000
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