Investment Banker Jobs in East Hill-Meridian, WA

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment 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. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Department: UW INVESTMENT MANAGEMENT COMPANY Appointing Department Web Address: ************************** Closing Info: Open Until Filled Salary: $12,500 - $15,843 per month Shift: First Shift Notes: As a UW employee, you will enjoy generous benefits and work/life programs. For a complete description of our benefits for this position, please visit our website, click here. (******************************************************************************************************************************************************** As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem-solving skills and dedication to build stronger minds and a healthier world. UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty. The University of Washington Investment Management Company (UWINCO) manages over $9 billion of endowment, operating, and life income funds for the University. The funds are invested in a diversified mix of traditional and alternative investments with a significant allocation outside of the United States. Reporting directly to the Chief Investment Officer ("CIO"), the Investment Associate position provides research and analytical support to the UWINCO team. Responsibilities include collection and compilation of data and information for investment research, attribution analysis, risk management reporting, performance analysis and asset allocation review. This position will also be involved in the use of existing information management systems and training and mentoring the UWINCO Investment Analysts. This position requires strong analytical abilities, as well as excellent communication and writing skills to support and present investment team research, data and performance analysis. This position requires independent judgment in research planning and decision-making with regard to all aspects of investments within the UWINCO office. Must be capable of managing multiple and competing priorities with frequent tight deadlines skillfully, accurately and confidentially while demonstrating discretion and independent judgment in all areas of operation. Flexibility to work long hours as needed. Significant domestic and international travel required. The UWINCO Office manages over $9 billion of endowment, operating and life income funds for the University. Successful management of the portfolio has a multi-million dollar impact on the value of the University's endowment and operating funds. Endowment and operating distributions to campus currently total over $200 million annually and will continue to grow over time. Gains and/or losses in endowment and operating funds investment portfolios affect all campus departments. **DUTIES AND RESPONSIBILITIES** **Investment Research (50%)** - Research managers and strategies, using quantitative and qualitative approaches to develop analytical insights. - Perform strategic and thematic investment research. - Assist with manager due diligence and monitoring across the portfolio, including analysis of manager investment strategy, portfolio positions, performance, and fit within the portfolio. - Work closely with UWINCO team on due diligence including onsite visits, analysis, and the preparation and presentation of materials supporting investment decisions. - Meet regularly with potential managers to evaluate potential fit in the portfolio. - Maintain and track the pipeline of prospective managers. - Write and present investment memos for prospective investments to the investment team. - Represent UWINCO at conferences and annual meetings held by managers and external research groups. **Portfolio Management & Asset Allocation (25%)** - Contribute to asset allocation, risk management, and other elements of portfolio construction. - Help prepare broader strategy and portfolio reviews. - Assist with the development and maintenance of asset class models and databases. - Perform capital markets analysis and research on an as needed basis. **Staff Recruiting, Training and Mentoring (15%)** - Train and mentor current UWINCO Investment Analysts. - Participate in the recruiting process for new Investment Analysts. - Attend career fairs and recruiting class visits. **Special Projects / Other (10%)** - Provide applicable administrative support to the team which includes scanning, filing, meeting preparation, copying documents, creating PowerPoint presentations as needed. - Complete other duties as assigned. Significant domestic and international travel required. **MINIMUM REQUIREMENTS** - Bachelor's degree, preferably in Business or Economics. - Six years' investment experience. **Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.** **ADDITIONAL REQUIREMENTS** - Demonstrated project management skills and the ability to function independently. - Self-directed individual with a strong work ethic. - Excellent oral and written communication skills in an environment requiring diplomacy and judgment in managing interactions with individuals at all levels inside and outside the organization. - Ability to adjust to rapid changes and execute fluid management of multiple priorities in a highly dynamic environment. - Demonstrated success in roles requiring strategic, creative thinking and problem solving. - Extensive use of spreadsheets and data systems. - Demonstrated proficiency in Microsoft Word, Excel, and PowerPoint, and statistical software. **DESIRED QUALIFICATIONS** - Familiarity with investment management concepts and terminology. - Familiarity with Bloomberg financial data system. - CFA preferred. **WORKING CONDITIONS** Individual is required to work the days and hours necessary to perform all assigned responsibilities and tasks, and must be able to be flexible regarding work schedule in order to communicate and coordinate with people in a wide variety of time zones. Significant domestic and international travel required. Work can be intense and high pressured at times, and requires a high degree of flexibility in managing multiple responsibilities. **Application Process:** The application process may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select "Apply to this position". Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you log into your "My Jobs" page. If you choose to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed. University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment 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. INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Edmonds,WA $26.49 - $37.50 / hour

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: $21.55 - $32.32 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)

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! 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. 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: The hourly rate that is likely to be offered to the selected candidate is between $24.00 - $25.50. Competitive base salary of $24 - $29.61 per hour depending on experience. This range reflects the entire salary range for the position. 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 and Paid holidays. Tuition reimbursement. 401(k) plan including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy. Expanded details about our benefit offerings can be found at the following link: ******************************** 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. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify , a program that verifies employment eligibility. Upon hire, you will be required to complete Form I-9, Employment Eligibility Verification. 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 ******************* - mailto:*******************.

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

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. Check out our video 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

As a Personal Banker, you will serve as a dependable consultant for our members, assisting them in reaching their financial goals by opening and providing tailored financial solutions. You will establish trusting relationships with members, understand their financial needs, and recommend appropriate products and services to satisfy their wants and needs. A suitable candidate will have a strong sales background, be passionate about providing outstanding member service, and have excellent communication skills. A Personal Banker upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices. A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization. Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential. Compensation: Minimum $24.99 Maximum $35.71 Applicant with desired mix of knowledge, skills and abilities can anticipate $26.78 - $28.56 Responsibilities • Create Positive Experience: Greet and welcome members in a friendly and professional manner, establishing a positive first impression. • Member Relationship Management: Build and maintain strong relationships with members, acting as their primary point of contact for all their banking needs and inquiries (in-person, over the phone, and via email). • Financial Needs Assessment: Conduct a thorough review of members' financial situations, including income, expenses, assets, and obligations, to identify areas for product and service recommendations. • Product Recommendation: Make recommendations and open products and services, such as checking and savings accounts, loans, credit cards, and investment options, based on each member's unique needs and goals. • Educational Support: Provide members with clear and helpful information to improve their knowledge of finances while educating them about credit union products, services, and self-serve alternatives. • Account Maintenance: Accurately and quickly process account changes and maintenance requests while making sure that credit union policies and procedures are followed. • Documentation and Reporting: Maintain accurate and thorough documentation of member communications, transactions, and service requests while complying with all regulatory requirements and internal policies related to financial transactions and member confidentiality. • Process Transactions: Handle cash and a variety of transactions accurately and efficiently, such as deposits, withdrawals, loan payments, and transfers. • Problem Resolution: Assess and resolve member complaints and concerns in a timely manner, escalating the issue as necessary to ensure a timely resolution. • Growth and Development: Stay informed about credit union products, services, and procedures through ongoing training and professional development opportunities. • Operational Support: Assist with various operational tasks as needed to support branch efficiency and effectiveness. Qualifications • Member Service Skills: Demonstrated ability to deliver exceptional member service in a fast-paced environment. • Attention to Detail: Strong accuracy and attention to detail in handling financial transactions and maintaining transaction records. • Communication Skills: Excellent verbal communication skills with the ability to effectively interact with members and colleagues. • Financial Aptitude: Solid understanding of financial products, services, and industry trends, as well as the ability to communicate complex financial ideas clearly. • Problem-Solving Skills: Strong analytical and solving skills, including the ability to understand member needs and offer appropriate solutions. • Integrity: Commitment to upholding ethical standards and maintaining member confidentiality. • Team Player: Ability to work collaboratively with others to achieve common goals. • Adaptability: Flexibility to adapt to changing priorities and operational needs. • Reliability: Dependable and punctual with a strong work ethic. • Tech Savvy: Proficiency in essential computer skills as well as experience with financial systems and software. Minimum Performance Goals: • Partner Referrals: Promote products and services that benefit our members and help the credit union grow. • Growth: Support branch goal by promoting and offering membership benefits including deposit and loan products and services. Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed. Education/Experience/Certification: • Graduated with a high school diploma. • At least one-year experience in banking or financial industry. Physical Considerations: • Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required. • May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds. • May require stooping, bending, squatting, and reaching for limited periods of time. • May require sitting and standing for long periods of time.

$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

ABOUT US Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here. WHAT YOU'LL DO Sell a full range of banking services and products to individual customers and small business' with an emphasis on meeting customer needs, providing exceptional customer service and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch outside business development efforts. Also sell business products of a more complex nature, i.e. cash management accounts. Requirements 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. Follow and comply with all regulatory and compliance regulations. 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. Proficiency in Microsoft suite of products to include Word, Outlook, Teams and Excel. 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 Community Bank is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws. 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. Salary Description $24.28 - $29.13 per hour

As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem-solving skills and dedication to build stronger minds and a healthier world. UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty. The University of Washington Investment Management Company (UWINCO) manages over $9 billion of endowment, operating, and life income funds for the University. The funds are invested in a diversified mix of traditional and alternative investments with a significant allocation outside of the United States. Reporting directly to the Chief Investment Officer ("CIO"), the Investment Associate position provides research and analytical support to the UWINCO team. Responsibilities include collection and compilation of data and information for investment research, attribution analysis, risk management reporting, performance analysis and asset allocation review. This position will also be involved in the use of existing information management systems and training and mentoring the UWINCO Investment Analysts. This position requires strong analytical abilities, as well as excellent communication and writing skills to support and present investment team research, data and performance analysis. This position requires independent judgment in research planning and decision-making with regard to all aspects of investments within the UWINCO office. Must be capable of managing multiple and competing priorities with frequent tight deadlines skillfully, accurately and confidentially while demonstrating discretion and independent judgment in all areas of operation. Flexibility to work long hours as needed. Significant domestic and international travel required. The UWINCO Office manages over $9 billion of endowment, operating and life income funds for the University. Successful management of the portfolio has a multi-million dollar impact on the value of the University's endowment and operating funds. Endowment and operating distributions to campus currently total over $200 million annually and will continue to grow over time. Gains and/or losses in endowment and operating funds investment portfolios affect all campus departments. DUTIES AND RESPONSIBILITIES Investment Research (50%) * Research managers and strategies, using quantitative and qualitative approaches to develop analytical insights. * Perform strategic and thematic investment research. * Assist with manager due diligence and monitoring across the portfolio, including analysis of manager investment strategy, portfolio positions, performance, and fit within the portfolio. * Work closely with UWINCO team on due diligence including onsite visits, analysis, and the preparation and presentation of materials supporting investment decisions. * Meet regularly with potential managers to evaluate potential fit in the portfolio. * Maintain and track the pipeline of prospective managers. * Write and present investment memos for prospective investments to the investment team. * Represent UWINCO at conferences and annual meetings held by managers and external research groups. Portfolio Management & Asset Allocation (25%) * Contribute to asset allocation, risk management, and other elements of portfolio construction. * Help prepare broader strategy and portfolio reviews. * Assist with the development and maintenance of asset class models and databases. * Perform capital markets analysis and research on an as needed basis. Staff Recruiting, Training and Mentoring (15%) * Train and mentor current UWINCO Investment Analysts. * Participate in the recruiting process for new Investment Analysts. * Attend career fairs and recruiting class visits. Special Projects / Other (10%) * Provide applicable administrative support to the team which includes scanning, filing, meeting preparation, copying documents, creating PowerPoint presentations as needed. * Complete other duties as assigned. Significant domestic and international travel required. MINIMUM REQUIREMENTS * Bachelor's degree, preferably in Business or Economics. * Six years' investment experience. Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration. ADDITIONAL REQUIREMENTS * Demonstrated project management skills and the ability to function independently. * Self-directed individual with a strong work ethic. * Excellent oral and written communication skills in an environment requiring diplomacy and judgment in managing interactions with individuals at all levels inside and outside the organization. * Ability to adjust to rapid changes and execute fluid management of multiple priorities in a highly dynamic environment. * Demonstrated success in roles requiring strategic, creative thinking and problem solving. * Extensive use of spreadsheets and data systems. * Demonstrated proficiency in Microsoft Word, Excel, and PowerPoint, and statistical software. DESIRED QUALIFICATIONS * Familiarity with investment management concepts and terminology. * Familiarity with Bloomberg financial data system. * CFA preferred. WORKING CONDITIONS Individual is required to work the days and hours necessary to perform all assigned responsibilities and tasks, and must be able to be flexible regarding work schedule in order to communicate and coordinate with people in a wide variety of time zones. Significant domestic and international travel required. Work can be intense and high pressured at times, and requires a high degree of flexibility in managing multiple responsibilities. Application Process: The application process may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select "Apply to this position". Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you log into your "My Jobs" page. If you choose to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.

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

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

Job Details Experienced Lake Stevens - Lake Stevens, WA Full Time - Hourly High School $19.81 - $29.71 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: $19.81 - $29.71 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)

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

As a Personal Banker, you will serve as a dependable consultant for our members, assisting them in reaching their financial goals by opening and providing tailored financial solutions. You will establish trusting relationships with members, understand their financial needs, and recommend appropriate products and services to satisfy their wants and needs. A suitable candidate will have a strong sales background, be passionate about providing outstanding member service, and have excellent communication skills. A Personal Banker upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices. A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization. Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential. Compensation: Minimum $24.99 Maximum $35.71 Applicant with desired mix of knowledge, skills and abilities can anticipate $26.78 - $28.56 Responsibilities * Create Positive Experience: Greet and welcome members in a friendly and professional manner, establishing a positive first impression. * Member Relationship Management: Build and maintain strong relationships with members, acting as their primary point of contact for all their banking needs and inquiries (in-person, over the phone, and via email). * Financial Needs Assessment: Conduct a thorough review of members' financial situations, including income, expenses, assets, and obligations, to identify areas for product and service recommendations. * Product Recommendation: Make recommendations and open products and services, such as checking and savings accounts, loans, credit cards, and investment options, based on each member's unique needs and goals. * Educational Support: Provide members with clear and helpful information to improve their knowledge of finances while educating them about credit union products, services, and self-serve alternatives. * Account Maintenance: Accurately and quickly process account changes and maintenance requests while making sure that credit union policies and procedures are followed. * Documentation and Reporting: Maintain accurate and thorough documentation of member communications, transactions, and service requests while complying with all regulatory requirements and internal policies related to financial transactions and member confidentiality. * Process Transactions: Handle cash and a variety of transactions accurately and efficiently, such as deposits, withdrawals, loan payments, and transfers. * Problem Resolution: Assess and resolve member complaints and concerns in a timely manner, escalating the issue as necessary to ensure a timely resolution. * Growth and Development: Stay informed about credit union products, services, and procedures through ongoing training and professional development opportunities. * Operational Support: Assist with various operational tasks as needed to support branch efficiency and effectiveness. Qualifications * Member Service Skills: Demonstrated ability to deliver exceptional member service in a fast-paced environment. * Attention to Detail: Strong accuracy and attention to detail in handling financial transactions and maintaining transaction records. * Communication Skills: Excellent verbal communication skills with the ability to effectively interact with members and colleagues. * Financial Aptitude: Solid understanding of financial products, services, and industry trends, as well as the ability to communicate complex financial ideas clearly. * Problem-Solving Skills: Strong analytical and solving skills, including the ability to understand member needs and offer appropriate solutions. * Integrity: Commitment to upholding ethical standards and maintaining member confidentiality. * Team Player: Ability to work collaboratively with others to achieve common goals. * Adaptability: Flexibility to adapt to changing priorities and operational needs. * Reliability: Dependable and punctual with a strong work ethic. * Tech Savvy: Proficiency in essential computer skills as well as experience with financial systems and software. Minimum Performance Goals: * Partner Referrals: Promote products and services that benefit our members and help thecredit union grow. * Growth: Support branch goal by promoting and offering membership benefits including deposit and loan products and services. Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed. Education/Experience/Certification: * Graduated with a high school diploma. * At least one-year experience in banking or financial industry. Physical Considerations: * Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required. * May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds. * May require stooping, bending, squatting, and reaching for limited periods of time. * May require sitting and standing for long periods of time. Responsibilities • Create Positive Experience: Greet and welcome members in a friendly and professional manner, establishing a positive first impression. • Member Relationship Management: Build and maintain strong relationships with members, acting as their primary point of contact for all their banking needs and inquiries (in-person, over the phone, and via email). • Financial Needs Assessment: Conduct a thorough review of members' financial situations, including income, expenses, assets, and obligations, to identify areas for product and service recommendations. • Product Recommendation: Make recommendations and open products and services, such as checking and savings accounts, loans, credit cards, and investment options, based on each member's unique needs and goals. • Educational Support: Provide members with clear and helpful information to improve their knowledge of finances while educating them about credit union products, services, and self-serve alternatives. • Account Maintenance: Accurately and quickly process account changes and maintenance requests while making sure that credit union policies and procedures are followed. • Documentation and Reporting: Maintain accurate and thorough documentation of member communications, transactions, and service requests while complying with all regulatory requirements and internal policies related to financial transactions and member confidentiality. • Process Transactions: Handle cash and a variety of transactions accurately and efficiently, such as deposits, withdrawals, loan payments, and transfers. • Problem Resolution: Assess and resolve member complaints and concerns in a timely manner, escalating the issue as necessary to ensure a timely resolution. • Growth and Development: Stay informed about credit union products, services, and procedures through ongoing training and professional development opportunities. • Operational Support: Assist with various operational tasks as needed to support branch efficiency and effectiveness.

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

JobID: 210624258 JobSchedule: Full time JobShift: Base Pay/Salary: Federal Way,WA $22.50-$27.88 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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: $19.81 - $29.71 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)