Senior Financial Advisory Associate
Investment Banker Job 18 miles from Bothell
Are you looking for a career in financial planning and wealth advisement? Our client is a large wealth advisory firm and they are searching for a Senior Client Advisory Associate in Bellvue, WA.
Provide assistance to clients and internally performing administrative duties and special projects,
Prepare performance analysis, investment manager background, and client presentation material.
Prepare communications to clients regarding implementation of investment strategies
Draft letters of instruction, complete account applications, manager agreements and fund subscription documents and organize supporting documentation to onboard clients
Act as information provider to accountants, banks, investment managers and other professionals also supporting clients
Assist with quarterly reporting packages, reviewing client reports
Qualifications:
Bachelor's degree in related field (Business, Finance, Accounting, Economics), master's degree or MBA a plus
On track to obtain Certified Financial Planning license
Detail oriented, analytical and client service skills
Microsoft Office suite, including intermediate Excel skills required
Basic understanding of investments including mutual funds, separately managed accounts, and alternatives
Motivated to grow in a career path in financial advisory services
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Investment Banker Job 17 miles from Bothell
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Private Investments Associate
Investment Banker Job 18 miles from Bothell
Cercano Management LLC (“Cercano”) is an SEC-registered investment adviser with approximately $10.5 billion in assets under management. Cercano provides investment advisory and other services to ultra-high net worth individuals and their families as well as their family foundations, charitable organizations, and other related entities. Cercano is based in Bellevue, WA with offices in Wayzata, MN, Atlanta, GA, and Singapore. Cercano generally pursues direct investment strategies across venture capital, private equity, private credit, and public equities on a global basis. Cercano Private Investments is Cercano's private equity and private credit direct investing platform with strategies including but not limited to direct lending, hybrid credit solutions, growth investing, and private equity that generally target returns of 10% to 25% across strategies.
POSITION MISSION
Cercano is seeking a Private Investments Associate to join the investment team in Bellevue. In this role, you will be working as part of a team that manages all aspects of the private credit and private equity businesses.
You must be able to perform key parts of the investment assessment process, including: due diligence; financial modeling; information synthesis and communication, both verbal and written, to achieve stakeholder buy-in; and portfolio monitoring. In many cases, you will participate in transactions from the incubation phase to maturity.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Support more senior investment professionals throughout the identification and assessment of investment opportunities.
Support company and industry due diligence processes.
Build in-depth financial models and prepare valuation analysis.
Assist in drafting internal memoranda and review legal documentation.
Monitor and track the performance of existing investment positions.
Collaborate across the firm.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Knowledge, experience, skill, and/or ability
Required
2 - 4 years of experience at a top-tier investment manager, investment bank, commercial bank or similar.
Strong communication skills (written, verbal, and presentations).
Strong interpersonal skills.
Strong attention to detail.
Strong quantitative skills, including advanced Excel, modeling, and valuation skills.
A high level of professional maturity and a solid work ethic.
An ability to fit into a small team.
Desired computer skills: MS Office (Word, Excel, PowerPoint, and Outlook).
Education/certifications
Strong academic credentials; B.A. or B.S. (in relevant major) from accredited institution.
SALARY RANGE: $100,000 - $150,000 on an annual basis plus eligible for an annual bonus
SALARY DETAILS:
Pay will be based on multiple factors, including, and not limited to location, relevant experience/level, and skillset while balancing internal equity. Our discretionary bonus program is in addition to the base compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate.
TOTAL REWARDS:
Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit. Employees are also eligible for reimbursement for approved professional development activities.
Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.
Future Positions
Investment Banker Job 21 miles from Bothell
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
2026 Investment Banking Summer Analyst Intern
Investment Banker Job 17 miles from Bothell
Meridian Capital Job Description - Summer Intern Analyst
Firm Description:
Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finance services. The firm differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. Key industry practices include aerospace, agribusiness, consumer, engineering & construction, food & beverage, industrials, technology, and telecom. Meridian serves the middle-market with transaction values between $30 million and $1 billion. Meridian offers its clients unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A (****************** We have a collegiate, entrepreneurial culture and are hiring top tier individuals to continue growing our practice. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal.
Internship Program Overview:
Meridian Capital's Summer Analyst Internship is a 10-week program designed for candidates interested in building a career in Investment Banking. The program includes a two week training orientation, a dedicated coach, on the job experience, opportunities to network with bankers, and inclusion in team events. Interns are involved in multiple aspects of transactions and firm operations, including industry and company research, financial analysis and modeling, due diligence, and deal material preparation. Meridian's lean deal team structure provides interns the opportunity to work closely with senior bankers. Interns are under consideration for return offers with the firm following the completion of an undergraduate degree.
Qualifications:
Currently pursuing a bachelor's or master's degree in Finance, Economics, Accounting, Business or a related field with a December 2026 or Spring 2027 graduation date
Strong academic track record with a demonstrated interest in middle market investment banking
Strong foundational knowledge of accounting and corporate finance
Academic, job, or community leadership experience
Strong oral and written communication skills with excellent research and writing capabilities
Analytical thinking with the ability to articulate complex ideas simply and summarize effectively
Excellent interpersonal skills and ability to work both independently and as a group
Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential
Responsibilities:
Perform in depth industry and company research
Develop company presentations and new client pitches
Conduct financial statement and sales data analysis
Write marketing materials
Build financial models for company valuations and financial projections
Maintain CRM database
Participate in the execution of M&A and financing transactions
Support senior bankers on engagements and firm initiatives as needed
Meridian Capital is proud to be an equal opportunity employer and values diversity at our firm. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics.
Meridian Capital is committed to providing equal employment opportunities to all qualified individuals, including those with disability. We are dedicated to creating an inclusive and supportive workplace. If you require reasonable accommodations to participate in our application or interview process, please contact Colleen Stevenson at *************************.
YF Bank of America Intern
Investment Banker Job 17 miles from Bothell
Job Details YP YouthForce - Seattle, WADescription
About Bank of America: At Bank of America, we have a clear purpose to help make financial lives better through the power of every connection. We fulfill this purpose through a strategy of responsible growth, which includes a focus on environmental, social and governance leadership. Every day, we're proud to partner with 47 million individuals, families and businesses, in hundreds of communities through operations in more than 35 countries to help them achieve their financial goals.
Through our nonprofit partnerships and hiring programs, we will invest $40 million in workforce, education and leadership opportunities for approximately 100,000 teens and young adults. This investment will include support of national and local nonprofits that provide tools for success, partnerships with U.S. mayors to support summer youth employment programs, hiring summer interns in our Financial Centers through nonprofit partners, and Our Student Leaders program, through which we recognize 225 community-minded high-school students from across the country each year, providing them with a paid summer job at a nonprofit in their community and participation in a national leadership summit in Washington, D.C.
Primary Responsibilities:
Serve as a Digital Ambassador assisting clients in one of over 4,000 financial center locations nationwide
Educate clients on high-tech and high-touch self-service banking solutions (i.e., mobile, online, ATM) and Better Money Habits resources
Build and deepen client relationships
Follow established policies, procedures and guidelines to protect both our clients and Bank of America
Required Skills:
Have a passion to engage and educate clients with our industry leading digital banking solutions
Ability to independently complete self-study and online coursework, including compliance training
Comfortable engaging with clients and interacting with managers face-to-face environment
Ability to complete required training independently and participate in speaker series and group projects
Eligibility Requirements:
Senior in High School or first year of post-secondary education in 2025-2026 school year and within 6 months of their 18
th
birthday or older on/or before start date
Must be 17.5 by start date
Satisfactory completion of pre-screening, background check, and fingerprinting
Must be able to complete training by established deadlines
Must be able to work scheduled hours with up to 2 excused absences
Schedule: June 30, 2024 to August 15, 2024 (7 weeks). Monday-Friday. 10am-4:00pm (with 30 min for lunch)
July 4
th
is an unpaid holiday.
Pay: $24/hour. No benefits are provided
Location: Interns are matched to a financial center based on their address
About YouthForce:
YouthForce provides teens with the teamwork, leadership and career competencies needed to reach their full potential through unique mentored internship programs and a structured learning curriculum. We seek to provide teens with college, career, and life skills, enabling them to realize their personal, academic, and professional goals.
YouthForce Interns also participate in workforce readiness workshops aimed at helping teens plan for their future while also developing communication, networking, and leadership skills. Held monthly, workshops focus on college preparation, career exploration, personal development and financial literacy. These resources ensure that every intern is on target to graduate high school ready with competitive college and scholarship applications, a strong resume, and knowledge on managing their own finances.
The YouthForce Career Internship Programs offers teens mentored, educational, and career relevant internships. Career Interns not only receive gainful employment in a professional business setting, they also benefit from job readiness training, guided mentoring, and individualized college and career counseling to gain critical skills necessary for school and career success. Our interns work at many of Seattle's leading businesses.
DISCLAIMER:
The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications and objectives required of employees assigned to this job.
All offers are contingent upon passing a thorough background check including a National Criminal History Background check.
Equal Employment Opportunity and Non-Discrimination
Boys & Girls Clubs of King County (BGCKC) is committed to equal opportunity for all employees and applicants. BGCKC does not discriminate with regards to hiring, assignment, promotion or other conditions of staff employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender, gender identity, veteran status, disability, genetic information or any other status protected under local, state or federal law.
In accordance with the Americans with Disabilities Act, upon request, reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of our positions
Personal Financial Representative (Northgate)
Investment Banker Job 17 miles from Bothell
Salal Credit Union is looking to hire full-time Personal Financial Representatives at our Northgate Branch to provide quality customer service to our members. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
* Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
* 1+ years of successful sales and customer service experience is desired.
* Ability to interact positively with co-workers, management, and the public.
* Ability to pair sales skills with a service mindset.
* Willingness to proactively sell our products and services.
* Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
* Competitive base salary of $24 - $29.61 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $24.00 - $25.50.
* Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
* Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
* 15 days of vacation.
* 12 days of sick time.
* 2 floating holiday per year (eligible for use after 90 days of employment).
* Paid holidays in accordance with the Federal Reserve calendar.
* Tuition reimbursement.
* 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
* Charitable contribution matching.
* Monthly transportation subsidy for employees that qualify.
* Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ********************************
WORK SCHEDULE & LOCATION
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30 AM - 2:30 PM Saturday. This posting is for our Northgate Branch, located at 10724 5th Ave NE Seattle, WA 98125.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at *******************.
Personal Financial Representative (Personal Banker)
Investment Banker Job 5 miles from Bothell
Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
* Provide exceptional member service to all whom we serve.
* Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
* Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
* Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate.
* Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
* Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
* Assist non-members with establishing membership.
* Accurately take consumer lending applications,
* Review credit reports for concerns and obtains approvals and submit loan documentation.
* Close loans and effectively communicates with members regarding the next steps, if any, if the process
* Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
* Process international and domestic wire requests
* Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
* Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
* Opens consumer deposit accounts and performs consumer account maintenance.
* Places cash and supply orders, balances vault cash, and maintains ATMs.
* Review and process overrides/approvals within authority while minimizing risk.
* Mentor and help train new Member Service Associates (MSAs)
* Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
* Fluidly transition between tasks as an MSA or Sr. MSA
* Perform transactions and service requests on member accounts in an accurate and timely manner.
* Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
* Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
* Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
* Assist members with complex and sensitive fraud disputes.
About You:
* Professional written and verbal communication
* Make sound decisions that minimizes risk in a timely manner.
* Ability to ask open-end and clarifying questions to understand member needs and deepen relationships.
* Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership.
* Respect and support all areas of diversity in the workplace and our membership.
* Complete assigned training programs in timely and accurate manner
* Participate in and support a team environment.
* Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
* Exercises the utmost discretion and sensitivity when assisting with member transactions.
CERTIFICATIONS/LICENSES:
Notary Public
Qualifications
What You Will Need:
* Education: High School Degree (or equivalent) required
* Experience:
* Sales/relationship building experience required.
* Cash handling experience preferred.
* At least one year of customer service experience preferred.
* Demonstrate and support credit union values and service standards.
* Attend and engage in community events on behalf of the credit union.
* Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements.
* Demonstrate a high level of personal integrity and ethics.
* Report for work on time and maintain a schedule of regular attendance.
* Some travel may be required.
* Proficient with varying levels of technology
Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
* Competitive Pay
* Medical, Dental, Vision, and Life Insurance
* 20 days/year of Paid Time Off - Plus 10 Paid Holidays!
* 401(k) Match
* Incentive Program
* Tuition Assistance and Student Loan Repayment
* Commuter Benefits
* Paid Time Off to Volunteer in the Community
* Product discounts
* Engaging Work Environment
* Rewards and Recognition Programs
Salary Range:
$21.46 - $32.19
Get wise to what's possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation.
Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)
Personal Banker- FLOAT for branch locations
Investment Banker Job 8 miles from Bothell
ABOUT US Coastal Community Bank is a little bit of banking and a lot of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.
HOW THIS ROLE IMPACTS COASTAL
The Personal Banker is an essential part of the retail team. In this role, you'll have an opportunity to get to know Coastal's customers and attract new customers while helping them reach their financial goals. Whether providing support during a busy day at the branch or offering suggestions for products that fit their needs, you'll have the chance to make a real difference in people's lives. And as the retail industry evolves, you'll have the opportunity to grow along with it, learning new skills and adding value to the team.
WHAT YOU'LL DO AT COASTAL
The key responsibilities of the Personal Banker are providing world-class customer service, identifying customer needs and providing them with the appropriate services and products, and engaging with prospective clients. The Personal Banker will work closely with their Branch Manager and teams across the organization to help customers meet their financial goals. You'll also be able to participate in community and industry events to represent Coastal. This role is a float role between all of our branch locations.
HOW YOU'LL DO IT
* Provide customer service per Coastal's Core Values.
* Interview and assess customer and non-customer needs and suggest appropriate products or services.
* Communicate with customers in the branch, over the phone, or during personal visits to local businesses.
* Outside sales calling is required and determined by branch management.
* Conduct customer phone follow-ups and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by branch management.
* Maintain an organized system for tracking and following up on customer needs and tracking monthly production to the branch goals.
* Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending.
* Provide timely resolution and follow through on customer issues and concerns.
* Complete required account documentation according to bank guidelines.
* Maintain current knowledge of banking rules and regulations and complete monthly online training.
* Actively work a book of customers to build relationships, grow the book's value according to goals and keep a firm grasp on customer retention. This may also include relationship reviews with other internal teams.
* Represent Coastal positively and professionally.
* Other duties may be assigned.
* Follow and comply with all regulatory and compliance regulations.
Requirements
WHAT YOU'LL BRING
* Outgoing, professional attitude with customers, prospects, and co-workers.
* Verbal and written communication skills.
* Handle multiple tasks at the same time.
* PC experience navigating in a Windows environment and using various applications.
* Excellent attention to detail.
* Previous experience selling financial products.
* Previous experience growing and developing an existing customer base.
* Production generation experience preferred.
* Basic internet skills.
EDUCATION & EXPERIENCE
* Associate degree (A. A.) or equivalent from two-year college or technical school preferred.
* Two to four years related experience and/or training; OR equivalent combination of education and experience.
HOW YOU'LL THRIVE AT COASTAL
Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development.
Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.
Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.
Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box.
Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.
Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.
BEING YOU AT COASTAL
Coastal is proud to be an equal opportunity employer.? All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.
PHYSICAL DEMANDS
The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee must:
* Have the ability to sit for extended periods of time.
* Have the ability to stand for extended periods of time.
* Have the ability to perform repetitive finger, hand and arm movement.
* Have ability to use electronic office equipment such as, computer keyboard and mouse, ten key, telephone, etc.
* Occasionally stoop, kneel, crouch, or crawl.
* Occasionally lift and/or move up to 10 pounds.
* Have the ability to view and read computer screen for extended periods of time.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Benefits:
* Coastal Community Bank offers a competitive salary commensurate with experience, qualifications, and location
* Bonus Opportunity (based on Company and Individual Performance)
* Comprehensive Medical Insurance, Dental, and Vision insurance
* Medical Flexible Spending Account
* Health Savings Account with generous employer contribution
* Generous Vacation Time
* Flexible Wellness Days
* 11 Paid Holidays
* Paid Sick Time
* Paid Volunteer Time Off
* Dependent Care Flexible Spending Account
* Employee assistance program
* Long Term Disability insurance
* Life insurance (up to twice annual salary at no cost)
* Legal Insurance
* Pet Insurance
* Technology Stipend
* 401(k) with matching contribution
* Tuition reimbursement
* Coastal Community Bank Account and Loan Perks
* Employee Logo Wear Allowance
For California residents, please refer to the California Consumer Privacy Statement for your privacy rights.
#LI-MN1
Salary Description
$24.28-$29.13 per hour
Financial Services Representative I, II, Senior
Investment Banker Job 17 miles from Bothell
$1,500 Signing Bonus*
*Eligible new hire's first day of employment must be on or between March 17, 2025 - June 16, 2025. Other terms and conditions apply.
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
Entry Level Financial Services
Investment Banker Job 17 miles from Bothell
We are seeking people with great attitudes and a willingness to learn about financial services!
What we provide:
Training bonus
Sponsored licenses
Daily trainings
Competitive commission structure.
Opportunities for career advancement and professional development.
Supportive and collaborative work environment.
Join our team and take your sales career to the next level! If you're passionate about driving results and delivering exceptional customer service, we want to hear from you.
Qualifications:
MUST HAVE A CLEAN BACKROUND
18 YEARS OR OLDER
MUST BE WILLING TO STUDY AND TAKE STATE EXAM FOR LICENSE
This is a career opportunity where you are able to earn exactly equal to the amount of hard work and dedication you put in!
We're looking for a results-driven sales representative to actively seek out and engage customer prospects. You will provide complete and appropriate solutions for every client.
All of our team is home grown and starts as a sales person. We are always opening up more offices and need leaders, so this is chance to make high six-figure income without a degree. Just by sheer merit and willingness to learn and improve.
Key Responsibilities:
1.Generate New Business: Proactively identify and pursue new business opportunities through networking, and other lead generation methods.
2. Build and Maintain Relationships: Cultivate strong relationships with prospective and existing clients to understand their needs and provide tailored solutions.
3. Product Knowledge: Develop a deep understanding of our products and services to effectively communicate their value proposition to clients.
4. Sales Presentations: Deliver persuasive sales presentations and demonstrations to potential clients, showcasing the benefits and features of our offerings.
COMISSION ONLY!
Personal Banker Canyon Park
Investment Banker Job In Bothell, WA
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):
* 22707 Bothell-Everett Hwy Se BOTHELL, WA 98021
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$20.00 - $27.69
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
20 Mar 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.
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.
Military Personal Banker I
Investment Banker Job 55 miles from Bothell
Military Personal Bankers are front-line associates who deliver solutions that help our clients achieve financial freedom and peace of mind. Military Personal Bankers achieve this vision by building professional relationships with clients and potential clients to understand their financial needs and to deliver valuable products and services to meet those needs. Successful Military Personal Bankers are enthusiastic about delivering excellent client service, understanding and promoting bank products to individuals and companies, conducting accurate banking transactions in a fast-paced environment, and working with a team to achieve individual and group goals.
**Responsibilities**
+ Deliver fast, easy and personal service consistent with company standards in all client, non-client and associate interactions.
+ Introduce, promote and recommend consumer banking products and services to clients and non-clients.
+ Process banking transactions for clients, including cash transactions, cashing checks, assisting with deposits and withdrawals, issuing cashier's checks and money orders, opening checking and savings account and assisting clients with obtaining other bank products, including credit cards and personal loans.
+ Balance currency, coin and checks in client transactions and teller drawer as required.
+ Adhere to all bank compliance, security and operational policies and procedures, as well as financial loss standards.
+ Play an essential role in finding the right solutions for clients.
+ Maintain client information in complete confidence.
+ Proven ability to consistently meet or exceed established goals for the position.
+ Protect all client and bank information confidentially and follow all company policies.
+ Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
+ Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
+ Working at the worksite during regular business hours and/or assigned hours.
+ Other specified duties as assigned.
**Compensation & Benefits**
The Military Personal Banker I position pays a minimum of $18.00/hr This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**Skills**
+ Strong attention to detail and ability to complete work accurately.
+ Ability to organize work.
+ Strong written and verbal communication skills required.
+ Basic math and counting skills, required.
+ Strong sales skills, required.
+ Strong multi-tasking skills, required.
+ Working knowledge of common computer programs (i.e. Windows, MS Office, Email, etc.), required.
**Education & Experience**
+ High school diploma or equivalent, required.
+ 1+ years client facing service experience, required.
+ Cash handling experience, required
+ Sales experience, required.
+ Experience in typing, phone and ten-key operation, required.
+ Must be able to work flexible schedules based on the banking center hours of operation .
+ Must be able to work overtime when necessary.
+ Must be able to access Military base, required.
+ Ability to be NMLS licensed, and state notary licensed, required.
**Physical Requirements**
The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. If you need an accommodation for any part of the employment process, please e-mail ************************.
Financial Service Specialist I, II, or Sr (DOE)- Personal Banker
Investment Banker Job 32 miles from Bothell
Join the Kitsap Bank Family as a Financial Service Specialist I, II, or Senior (DOE)! Kitsap Bank is an independently owned, local bank whose roots trace all the way back to 1908. We are focused on the long-term, and being responsible stewards of the resources entrusted to us by our customers, our communities, and the environment.
As a local, woman and family-owned company, our culture is like a big family, and we recognize our responsibility in supporting others-giving back both time and money into the causes that enrich our communities.
Kitsap Bank has been recognized numerous times by the Puget Sound Business Journal and its employees as one of Washington's Best Workplaces.
Compensation Structure: Grade: 14 Range: $17.
53 - $25.
25 Grade: 15 Range: $19.
13 - $27.
74 Grade: 16 Range: $21.
35 - $32.
04 This position may be eligible for quarterly incentive pay and an annual bonus depending on business factors and if the employee meets eligibility criteria.
Summary : The Financial Service Specialist I (FSS I) provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients.
The FSS I builds and enhances client relationships by actively promoting the Bank's products and services.
Interviews clients to determine banking needs and makes appropriate referrals to enhance client relationships.
Essential Functions : Leads key sales initiatives by meeting or exceeding individual sales goals and contributing to the achievement of branch sales goals.
Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client's needs referring them to appropriate support staff when needed.
Interviews clients to determine banking needs.
Discusses consumer and commercial products.
Accurately quotes rates, terms and programs to meet client consumer lending needs.
Facilitates the end to end process from loan origination to closing for both non real estate and real estate secured lending products.
Opens and processes new accounts including all types of consumer and business deposit accounts and safe boxes.
Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
Assists branch manager with branch meetings and staff training.
Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
Develops, maintains and demonstrates a thorough knowledge of Kitsap Bank products and services, documentation requirements and systems operation.
Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
Maintain the safety and confidentiality of customer information.
Backs up teller line as necessary; accurately and efficiently processes and records routine teller transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments and money transfers.
Required Education, Experience, and Skills : High school diploma or equivalent.
Minimum of two years customer service and/or sales experience.
Banking or financial service industry experience preferred.
Equivalent combinations of education and experience will be considered.
Minimum of two years cash handling experience.
Knowledge of banking products and services and the consumer lending process.
Ability to assess client needs and identify opportunities for cross-selling Bank products and services.
Demonstrated success building and enhancing client relationships.
Must be a team player with a positive attitude.
Excellent customer service skills.
Strong written and verbal communication skills.
Ability to perform basic math - addition, subtraction, multiplication, fractions and percentages.
Ability to effectively utilize computer technology.
Ability to work a flexible schedule.
Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator Must meet NMLS registration requirements* *Note: This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.
A.
F.
E.
Act of 2008.
You will be subject to the required registration process, which includes a criminal background check.
Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
The Bank will verify whether the applicant has been included in any of the following lists: U.
S.
System for Award Management (SAM), the HUD Limited Denial of Participation List (LDP List), or the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list.
Inclusion on any of these lists may also result in a rescission of your offer or termination of employment.
Physical/Mental Requirements : Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists.
Requires use of close and distance vision.
Ability to read, write, speak and understand English and effectively communicate with Bank clients Travel is occasionally required to client's places of business and to attend community events.
Ability to discern information and formulate appropriate action.
Ability to lift up to 30 pounds.
Benefits Provided: Medical Dental Vision Flexible Spending Accounts and Health Spending Accounts Lifestyle Spending Accounts Health Reimbursement Accounts Employee Assistance Program Company Sponsored Life/AD&D and Long Term Disability Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance) Pet Insurance Retirement: 401k (match 4%) and Profit Sharing Time Off: 10 Vacation days (prorated during first year) 2 Personal Days 1 Volunteer Time Off Day 11 Holidays 1 Sick Day per Month
Relationship Banker
Investment Banker Job In Bothell, WA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst
Investment Banker Job 17 miles from Bothell
JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; New York,NY $38.46-$38.46; Irvine,CA $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Chicago,IL $38.46-$38.46; San Francisco,CA $38.46-$38.46; Seattle,WA $38.46-$38.46
The Middle Market Banking & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply.
The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program.
Middle Market Banking & Specialized Industries (MMBSI) Program
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Personal Financial Representative (Personal Banker)
Investment Banker Job 32 miles from Bothell
Job Details Experienced Bremerton Auto Center Way - Bremerton, WA Full Time - Hourly High School $19.98 - $29.97 Hourly Day BankingDescription Take a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
Provide exceptional member service to all whom we serve.
Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate.
Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
Assist non-members with establishing membership.
Accurately take consumer lending applications,
Review credit reports for concerns and obtains approvals and submit loan documentation.
Close loans and effectively communicates with members regarding the next steps, if any, if the process
Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
Process international and domestic wire requests
Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
Opens consumer deposit accounts and performs consumer account maintenance.
Places cash and supply orders, balances vault cash, and maintains ATMs.
Review and process overrides/approvals within authority while minimizing risk.
Mentor and help train new Member Service Associates (MSAs)
Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
Fluidly transition between tasks as an MSA or Sr. MSA
Perform transactions and service requests on member accounts in an accurate and timely manner.
Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
Assist members with complex and sensitive fraud disputes.
About You:
Professional written and verbal communication
Make sound decisions that minimizes risk in a timely manner.
Ability to ask open-end and clarifying questions to understand member needs and deepen relationships.
Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership.
Respect and support all areas of diversity in the workplace and our membership.
Complete assigned training programs in timely and accurate manner
Participate in and support a team environment.
Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
Exercises the utmost discretion and sensitivity when assisting with member transactions.
CERTIFICATIONS/LICENSES:
Notary Public
Qualifications What You Will Need:
Education: High School Degree (or equivalent) required
Experience:
Sales/relationship building experience required.
Cash handling experience preferred.
At least one year of customer service experience preferred.
Demonstrate and support credit union values and service standards.
Attend and engage in community events on behalf of the credit union.
Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements.
Demonstrate a high level of personal integrity and ethics.
Report for work on time and maintain a schedule of regular attendance.
Some travel may be required.
Proficient with varying levels of technology
Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
Competitive Pay
Medical, Dental, Vision, and Life Insurance
20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays!
401(k) Match
Incentive Program
Tuition Assistance and Student Loan Repayment
Commuter Benefits
Paid Time Off to Volunteer in the Community
Product discounts
Engaging Work Environment
Rewards and Recognition Programs
Salary Range:
$19.98 - $29.97
Get wise to what's possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation.
Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)
Financial Services Representative I, II, Senior
Investment Banker Job 46 miles from Bothell
$1,500 Signing Bonus*
*Eligible new hire's first day of employment must be on or between March 17, 2025 - June 16, 2025. Other terms and conditions apply.
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
Personal Banker Canyon Park
Investment Banker Job In Bothell, WA
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):
22707 Bothell-Everett Hwy Se BOTHELL, WA 98021
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$20.00 - $27.69
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
20 Mar 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.
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.
Relationship Banker - Bilingual Korean Language Preferred
Investment Banker Job In Bothell, WA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.