Intern - Impact Investing Team
Investment Banker Job In Seattle, WA
**Please note - we are looking for 2 interns (in total) to join us in any one of our offices in New York, San Francisco, Seattle or Portland
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com.
Job Description
The AlTi Tiedemann Impact Team is seeking two summer interns for an 8-week engagement. These positions will be working on a highly-valued client deliverable, our Annual Impact Report. Analysts will have the opportunity to evaluate the impact outcomes reported by managers approved to AlTi's extensive approved list, and will support the Investment Group in preparing individual manager summaries.
The project will culminate in a comprehensive impact report that aids our clients in understanding how their investments align with their purpose and values. We are looking for proactive, professional, team players with strong attention to detail, ability to prioritize, and an interest in impact investing.
The interns will also have an opportunity to learn from our experienced Impact Advisory and Investment Research Teams to understand the entire client experience and proposition for AlTi's impact clients.
Job Responsibilities
Support the Investment Group in the production of the Annual Impact Report
Collect and track impact reports from AlTi's platform of impact investment managers
Review reports to understand what outcomes were achieved by each strategy
Perform analysis of underlying holdings to gain awareness of carbon exposures, gender and racial diversity, etc.
Develop reports on each manager outlining the specific impact outcomes achieved
Create short narratives on specific investments made by each manager to help reflect resonance with the manager's thesis and inspire clients through story telling
Qualifications
At least a junior-level undergraduate or graduate level student - preferably majoring in finance, business, political science and/or environmental science
Demonstrated interest in impact investing and a passion for the role that business and capital markets can play in achieving meaningful social and environmental impact
Demonstrated aptitude for qualitative and quantitative analysis
Self-starter with the ability to work both independently and collaboratively
Ability to prioritize and complete projects on time
Excellent verbal and written communication skills
Excellent attention to detail
Proficient in Microsoft Excel, PowerPoint, and Word
A cover letter is required to be considered for this position.
**We have had a high response for this role and will be closing applications w/c 21st April
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Investment Banker Job In Seattle, WA
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Private Investments Associate
Investment Banker Job In Bellevue, WA
Cercano Management LLC (“Cercano”) is an SEC-registered investment adviser with approximately $10.5 billion in assets under management. Cercano provides investment advisory and other services to ultra-high net worth individuals and their families as well as their family foundations, charitable organizations, and other related entities. Cercano is based in Bellevue, WA with offices in Wayzata, MN, Atlanta, GA, and Singapore. Cercano generally pursues direct investment strategies across venture capital, private equity, private credit, and public equities on a global basis. Cercano Private Investments is Cercano's private equity and private credit direct investing platform with strategies including but not limited to direct lending, hybrid credit solutions, growth investing, and private equity that generally target returns of 10% to 25% across strategies.
POSITION MISSION
Cercano is seeking a Private Investments Associate to join the investment team in Bellevue. In this role, you will be working as part of a team that manages all aspects of the private credit and private equity businesses.
You must be able to perform key parts of the investment assessment process, including: due diligence; financial modeling; information synthesis and communication, both verbal and written, to achieve stakeholder buy-in; and portfolio monitoring. In many cases, you will participate in transactions from the incubation phase to maturity.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Support more senior investment professionals throughout the identification and assessment of investment opportunities.
Support company and industry due diligence processes.
Build in-depth financial models and prepare valuation analysis.
Assist in drafting internal memoranda and review legal documentation.
Monitor and track the performance of existing investment positions.
Collaborate across the firm.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Knowledge, experience, skill, and/or ability
Required
2 - 4 years of experience at a top-tier investment manager, investment bank, commercial bank or similar.
Strong communication skills (written, verbal, and presentations).
Strong interpersonal skills.
Strong attention to detail.
Strong quantitative skills, including advanced Excel, modeling, and valuation skills.
A high level of professional maturity and a solid work ethic.
An ability to fit into a small team.
Desired computer skills: MS Office (Word, Excel, PowerPoint, and Outlook).
Education/certifications
Strong academic credentials; B.A. or B.S. (in relevant major) from accredited institution.
SALARY RANGE: $100,000 - $150,000 on an annual basis plus eligible for an annual bonus
SALARY DETAILS:
Pay will be based on multiple factors, including, and not limited to location, relevant experience/level, and skillset while balancing internal equity. Our discretionary bonus program is in addition to the base compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate.
TOTAL REWARDS:
Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit. Employees are also eligible for reimbursement for approved professional development activities.
Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.
INVESTMENT ASSOCIATE
Investment Banker Job In Seattle, WA
First Shift Benefits: 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.
Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming.
The University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
To request disability accommodation in the application process, contact the Disability Services Office at ************ or **********.
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under
Future Positions
Investment Banker Job In Poulsbo, WA
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
INVESTMENT ASSOCIATE
Investment Banker Job In Seattle, WA
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.
Personal Financial Representative (Bellevue)
Investment Banker Job In Bellevue, WA
Salal Credit Union is looking to hire full-time Personal Financial Representatives at our Bellevue Branch to provide quality customer service to our members. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
* Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
* 1+ years of successful sales and customer service experience is desired.
* Ability to interact positively with co-workers, management, and the public.
* Ability to pair sales skills with a service mindset.
* Willingness to proactively sell our products and services.
* Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
* Competitive base salary of $24 - $29.61 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $24.00 - $25.50.
* Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
* Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
* 15 days of vacation.
* 12 days of sick time.
* 2 floating holiday per year (eligible for use after 90 days of employment).
* Paid holidays in accordance with the Federal Reserve calendar.
* Tuition reimbursement.
* 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
* Charitable contribution matching.
* Monthly transportation subsidy for employees that qualify.
* Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ********************************
WORK SCHEDULE & LOCATION
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30 AM - 2:30 PM Saturday. This posting is for our Bellevue Branch, located at 1048 116th Ave NE Suite 170, Bellevue, WA 98004.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at *******************.
Personal Financial Representative (Personal Banker)
Investment Banker Job In Tukwila, WA
Job Details Entry Tukwila Southcenter Blvd - Tukwila, WA Full Time - Hourly High School $23.02 - $34.53 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:
$23.02 - $34.53
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)
Banker
Investment Banker Job In Burien, WA
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!
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.
Personal Banker- FLOAT for branch locations
Investment Banker Job In Everett, WA
Full-time Description
ABOUT US
Coastal Community Bank is a little bit of banking and a lot of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.
HOW THIS ROLE IMPACTS COASTAL
The Personal Banker is an essential part of the retail team. In this role, you'll have an opportunity to get to know Coastal's customers and attract new customers while helping them reach their financial goals. Whether providing support during a busy day at the branch or offering suggestions for products that fit their needs, you'll have the chance to make a real difference in people's lives. And as the retail industry evolves, you'll have the opportunity to grow along with it, learning new skills and adding value to the team.
WHAT YOU'LL DO AT COASTAL
The key responsibilities of the Personal Banker are providing world-class customer service, identifying customer needs and providing them with the appropriate services and products, and engaging with prospective clients. The Personal Banker will work closely with their Branch Manager and teams across the organization to help customers meet their financial goals. You'll also be able to participate in community and industry events to represent Coastal. This role is a float role between all of our branch locations.
HOW YOU'LL DO IT
Provide customer service per Coastal's Core Values.
Interview and assess customer and non-customer needs and suggest appropriate products or services.
Communicate with customers in the branch, over the phone, or during personal visits to local businesses.
Outside sales calling is required and determined by branch management.
Conduct customer phone follow-ups and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by branch management.
Maintain an organized system for tracking and following up on customer needs and tracking monthly production to the branch goals.
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending.
Provide timely resolution and follow through on customer issues and concerns.
Complete required account documentation according to bank guidelines.
Maintain current knowledge of banking rules and regulations and complete monthly online training.
Actively work a book of customers to build relationships, grow the book's value according to goals and keep a firm grasp on customer retention. This may also include relationship reviews with other internal teams.
Represent Coastal positively and professionally.
Other duties may be assigned.
Follow and comply with all regulatory and compliance regulations.
Requirements
WHAT YOU'LL BRING
Outgoing, professional attitude with customers, prospects, and co-workers.
Verbal and written communication skills.
Handle multiple tasks at the same time.
PC experience navigating in a Windows environment and using various applications.
Excellent attention to detail.
Previous experience selling financial products.
Previous experience growing and developing an existing customer base.
Production generation experience preferred.
Basic internet skills.
EDUCATION & EXPERIENCE
Associate degree (A. A.) or equivalent from two-year college or technical school preferred.
Two to four years related experience and/or training; OR equivalent combination of education and experience.
HOW YOU'LL THRIVE AT COASTAL
Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development.
Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.
Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.
Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box.
Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.
Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.
BEING YOU AT COASTAL
Coastal is proud to be an equal opportunity employer.? All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.
PHYSICAL DEMANDS
The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee must:
Have the ability to sit for extended periods of time.
Have the ability to stand for extended periods of time.
Have the ability to perform repetitive finger, hand and arm movement.
Have ability to use electronic office equipment such as, computer keyboard and mouse, ten key, telephone, etc.
Occasionally stoop, kneel, crouch, or crawl.
Occasionally lift and/or move up to 10 pounds.
Have the ability to view and read computer screen for extended periods of time.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Benefits:
Coastal Community Bank offers a competitive salary commensurate with experience, qualifications, and location
Bonus Opportunity (based on Company and Individual Performance)
Comprehensive Medical Insurance, Dental, and Vision insurance
Medical Flexible Spending Account
Health Savings Account with generous employer contribution
Generous Vacation Time
Flexible Wellness Days
11 Paid Holidays
Paid Sick Time
Paid Volunteer Time Off
Dependent Care Flexible Spending Account
Employee assistance program
Long Term Disability insurance
Life insurance (up to twice annual salary at no cost)
Legal Insurance
Pet Insurance
Technology Stipend
401(k) with matching contribution
Tuition reimbursement
Coastal Community Bank Account and Loan Perks
Employee Logo Wear Allowance
For California residents, please refer to the California Consumer Privacy Statement for your privacy rights.
#LI-MN1
Salary Description $24.28-$29.13 per hour
Financial Services Representative I, II, Senior
Investment Banker Job In Tacoma, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Not Applicable
Compensation
Salary Pay Range:
Financial Services Representative I (Category 15): $42,254 - $60,844 annually
Financial Services Representative II (Category 14): $45,633 - $66,624 annually
Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
Personal Banker | Seattle Main
Investment Banker Job In Seattle, WA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
999 3rd Avenue
SEATTLE, Washington 98104
United States of America
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$22.00 - $30.19
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
16 Apr 2025
*
Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst
Investment Banker Job In Seattle, WA
JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; New York,NY $38.46-$38.46; Irvine,CA $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Chicago,IL $38.46-$38.46; San Francisco,CA $38.46-$38.46; Seattle,WA $38.46-$38.46
The Middle Market Banking & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply.
The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program.
Middle Market Banking & Specialized Industries (MMBSI) Program
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
INVESTMENT ASSOCIATE
Investment Banker Job In Seattle, WA
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.
Banker
Investment Banker Job In Tukwila, WA
Job Details Experienced Southcenter - Tukwila, 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 Southcenter 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!
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.
Personal Banker - Edmonds Branch
Investment Banker Job In Edmonds, WA
Full-time Description
ABOUT US
Coastal Community Bank is a little bit of banking and a lot of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.
HOW THIS ROLE IMPACTS COASTAL
The Personal Banker is an essential part of the retail team. In this role, you'll have an opportunity to get to know Coastal's customers and attract new customers while helping them reach their financial goals. Whether providing support during a busy day at the branch or offering suggestions for products that fit their needs, you'll have the chance to make a real difference in people's lives. And as the retail industry evolves, you'll have the opportunity to grow along with it, learning new skills and adding value to the team.
WHAT YOU'LL DO AT COASTAL
The key responsibilities of the Personal Banker are providing world-class customer service, identifying customer needs and providing them with the appropriate services and products, and engaging with prospective clients. The Personal Banker will work closely with their Branch Manager and teams across the organization to help customers meet their financial goals. You'll also be able to participate in community and industry events to represent Coastal.
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.
Other duties may be assigned.
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.
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.
#LI-MN1
Salary Description $24.28-$29.13 per hour
Financial Services Representative I, II, Senior
Investment Banker Job In Puyallup, WA
$1,500 Signing Bonus*
*Eligible new hire's first day of employment must be on or between March 17, 2025 - June 16, 2025. Other terms and conditions apply.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Not Applicable
Compensation
Salary Pay Range:
Financial Services Representative I (Category 15): $42,254 - $60,844 annually
Financial Services Representative II (Category 14): $45,633 - $66,624 annually
Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
Personal Banker Puyallup South Hill
Investment Banker Job In Puyallup, WA
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location:
* 431 39TH AVE SW
PUYALLUP, WA 98373
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$20.00 - $27.69
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
24 Apr 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Banker
Investment Banker Job In Redmond, WA
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.
Financial Services Representative I, II, Senior
Investment Banker Job In Kent, WA
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Qualifications
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p style="margin: 0px;"strong Salary Pay Range:/strong/pulli Financial Services Representative I (Category 15): $42,254 - $60,844 annually/lili Financial Services Representative II (Category 14): $45,633 - $66,624 annually/lili Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually/li/ulp style="margin: 0px;"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./pp style="margin: 0px;" /pp style="margin: 0px;"In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range./p
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Benefits
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ulli Short-term and long-term incentives/lili Comprehensive medical, dental and vision insurance plan that has HSA and FSA options/lili 401(k) plan with a 5% match/lili Employee Assistance Program (EAP)/lili Life and disability coverage/lili Voluntary cash benefits for accident, hospitalization and critical illness/lili Tuition Reimbursement/lili Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays/lilia href="********************************************************************************************************************* rel="noopener" target="_blank"Click here to view Global's comprehensive Benefits Programs/a/li/ulp style="margin: 0px;"strong Equal Opportunity Employer/strong/p
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