Investment Banker Jobs in Kirkland, WA

PRIMARY OBJECTIVE OF POSITION: To provide clients with integrated financial services, in partnership with the Client Advisor and other team members. To provide support to Client Advisors and others in the organization to deliver best-in-class client service. To monitor the financial activities of assigned clients and oversee completion of client work. OUTCOMES: 1. Partners with Client Advisor and other professionals to coordinate communication and delivery of services to clients. 2. Manages execution of client work, creating accountability across company functions. 3. Provides financial planning expertise, solutions, and recommendations for clients. 4. Analyzes financial information and prepares accurate and timely materials. 5. Partners with Client Operations Specialists and administrative staff to ensure accurate and timely transactions are completed. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: 1. Provides clear advice and recommendations as a financial planning expert, communicating clearly and effectively with clients. Anticipates needs, answers questions, and recommends solutions. Presents financial information in client meetings. 2. Reviews and analyzes clients' financial situation regularly and proposes tactical and/or strategic ideas to help clients meet their financial and related goals. 3. Contributes to client meeting planning using eMoney for most meetings, with the ability to prepare cash flows, spending rate analysis, financial planning reports, and other reports as needed. Oversees review of meeting materials provided by other departments. Attends most client meetings. Manages execution of tasks resulting from client meeting. 4. Monitors overall financial activity of assigned clients. Identifies and resolves client issues as they arise and, if necessary, brings issues to the attention of Client Advisor and other staff as needed. 5. Oversees the preparation of checks and wires by Client Operations Specialists; approve checks and wires. 6. Responsible for clients' cash flow planning and makes recommendations as necessary including ensuring adequate cash is available for client needs. Works with Operations Team to ensure completion of assigned work and transactions. 7. Reviews the client's semi-annual reports. 8. Works with the Investment Department on clients' investment planning; is knowledgeable regarding clients' investment planning objectives. 9. Works with the Tax, Trust, Estate, and Charitable Groups on clients' estate, tax, and charitable planning and trust matters; is knowledgeable regarding clients' financial and related objectives. 10. Works with clients and insurance brokers to ensure adequate and appropriate insurance coverage based on clients' needs. 11. Completes special projects and participates in company initiatives as assigned. COMPETENCIES: 1. Accountability & Dependability: takes personal responsibility for the quality and timeliness of work and achieves results with little oversight; is organized and takes ownership. 2. Communicator: speaks, listens, and writes clearly and effectively. 3. Confidentiality: demonstrates ability to protect confidential information (the business and lives of the clients are confidential to the outside world, and the client's individual activities are confidential with respect to each other). 4. Continuous Learning: sharpens skills on own time, aspires to reach higher potential, keeps commitments, attends training, stays current with trade journals/books/media, and has a plan for growth and development. 5. Critical Thinking: ability to analyze situations, solve problems, think critically, create, and make improvements. 6. Decision Making & Judgment: makes timely, informed decisions that take into account the facts, goals, constraints and risks. 7. Organized: approaches the job in an organized and disciplined manner. 8. Overall Productivity: understands job requirements and standards, motivated to meet or exceed goals with accuracy, and seeks to produce the highest quality. 9. Project Management: uses tools and systems effectively, meets deadlines and budgets, coordinates resources and meets objectives. 10. Problem-Solving & Conflict Resolution: uses logic and facts in analyses of problems, tracks patterns of recurring problems, anticipates issues, develops alternative solutions, escalates, when necessary, looks beneath the surface, and uses good judgment. 11. Relationship Building: values relationships, protects confidential information, treats others with respect, appreciates differences in others, volunteers and participates in company events, and builds bridges to bring people together. 12. Technical Knowledge: leverages knowledge and experience. EDUCATION AND EXPERIENCE: 1. Bachelor's degree in business, accounting and or tax/finance preferred. 2. Minimum 3 years' related financial planning experience required. 3. Advanced certifications or credentials held or working toward completing - CFP 4. Ability to travel up to 20% of time (travel for meetings may be less or busier at certain times of the year). 5. Intermediate level Microsoft Office skills including Word, Excel, Adobe Pro, and PowerPoint required. Proficiency with eMoney or similar financial software preferred. 6. Compensation range of $96-125K plus bonus and full benefits.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Microsoft, Accenture, Salesforce, or Seattle Children's Hospital among other leading organizations in the Seattle/Bellevue Washington area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree - You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development - Banking - Business Operations - IT Support - Project Management - Data Analytics - Network Security & Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:General, Location:Renton, WA-98059

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

Job Details Joshua Green Building - Seattle, WA $112000.00 - $125000.00 SalaryDescription Urban Renaissance Group is seeking a proactive, detail-oriented individual with strong analytical capabilities to support The Company's real estate investment and development activities. In this capacity, the individual's primary responsibilities will be to collaborate with the Investments team for all functions related to the underwriting of new acquisitions and the asset management of existing investment and development opportunities in Seattle, Portland and Denver. Candidates are expected to perform complex financial modeling and have strong written and verbal communication skills. This person will work closely with team members from various groups within the organization. RESPONSIBILITIES Underwrite new investments, including property cash flow modeling, debt financing and joint venture structuring (static pro-formas, IRRs, NPVs, sensitivity tables, promote waterfalls, etc.) Perform lease analysis, develop capital plans, and regularly review valuations for existing assets Oversee the due diligence process on potential new investments Develop and maintain financial models Perform and effectively analyze in-depth market research Prepare formal Investment Committee memorandums and presentations describing potential new investments Support the execution of business plans for new investments Prepare complex analysis in support of client and firm requests Work in collaboration with various departments (such as marketing, operations, accounting, etc.) Qualifications SKILLS + ABILITIES Excellent analytical abilities / quantitative skills Effective communication and business writing skills Ability to work beyond the typical 40-hour work week with occasional weekends including travel Advanced knowledge of Microsoft Office Products, including Excel, Word, and PowerPoint Experience with Argus Enterprise a plus MINIMUM QUALIFICATIONS Bachelor's degree in Business with focus on Finance, Accounting, Real Estate or related field Minimum 2-3 years Financial Analyst experience with exposure to Commercial Real Estate Advanced financial analysis and modeling skills utilizing MS Excel Outstanding organizational skills and ability to effectively prioritize multiple tasks under pressure Excellent critical thinking, judgment, strategic planning and problem-solving skills Highly developed sense of responsibility and initiative Equal Opportunity Employment Urban Renaissance Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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.

Elevate Your Career with Us: Join Our Dynamic Team! Imagine stepping into a vibrant workplace where your ambitions are not merely acknowledged but celebrated. We provide an engaging environment that inspires growth and success, equipping you with the resources and support necessary to thrive in your career. This is more than just a position; its a launchpad for your professional journey. Here, you will have the chance to cultivate a fulfilling career in the insurance industry, surrounded by passionate individuals who share your commitment to excellence. Our culture is built on empowerment, collaboration, and continuous learning, ensuring you remain at the forefront of the industry while pursuing both personal and professional aspirations. With us, you can turn your goals into tangible achievements and make a significant difference in the lives of clients. If youre ready to invest in your future and embark on a rewarding career path, we invite you to join our team and explore the endless possibilities that await you! We Are Looking For: Ambitious and Driven Insurance Sales Professionals who are eager to leave their mark on the insurance industry. Whether youre just starting out or possess a history of consistent sales achievement, if you thrive on the excitement of the chase and are relentless in pursuing new business opportunities, we want you on our team! This role is ideal for those passionate about helping clients safeguard what matters most while actively seeking out new leads and closing deals. Key Responsibilities: Prospecting and Lead Generation: Proactively engage potential clients through working inside of the existing book, warm leads, cold calling, networking, and leveraging social media to identify new leads. Develop and implement aggressive prospecting strategies to penetrate untapped markets and grow our client base. Sales Strategy Execution: Adopt a proactive mindset to pursue and convert leads into loyal clients, utilizing high-impact sales tactics and innovative methods. Set ambitious sales targets and consistently strive to meet or exceed them through relentless follow-up and strategic closing techniques. Relationship Building: Build and maintain strong relationships with potential clients to understand their unique insurance needs and challenges. Use these connections to generate referral opportunities and expand your network within the community. Solution Selling: Deliver engaging presentations and proposals that clearly illustrate the value of our insurance products and how they align with client needs. Customize solutions to address specific client challenges, positioning yourself as a trusted advisor rather than just a salesperson. Market Intelligence: Stay updated on industry trends, competitive dynamics, and emerging opportunities to maintain a competitive edge. Continuously analyze and refine your sales tactics based on market insights and performance metrics. Closing and Follow-Up: Show a relentless commitment to closing deals, with a focus on overcoming objections and driving final decisions. Ensure thorough follow-up with clients post-sale to secure renewals and upsell additional coverage as their needs evolve. Qualifications: New to the insurance industry or have a proven track record of consistent sales success in any field. Outstanding communication and interpersonal skills, with the ability to persuade and influence decision-makers. A proactive approach to sales and lead generation, with a strong drive to succeed. Highly motivated, self-disciplined, and results-oriented, with a passion for closing deals. Knowledge of various insurance products and services is a plus; relevant licenses preferred. Proficiency in CRM software and the ability to leverage technology to enhance sales performance. What We Offer: Competitive base salary with an attractive commission structure and performance incentives. Comprehensive training and mentorship programs tailored for both newcomers and seasoned sales professionals. An empowering, high-energy work environment that rewards initiative and results. Health and retirement benefits. If youre ready to unlock your potential and propel your career to new heights, apply today! Join our team of Insurance Sales Professionals and become part of a culture that celebrates ambition, success, and innovation. Whether youre just starting your journey or looking to leverage your sales expertise, we are here to help you thrive! Job Type: Full-time Pay: $60,000.00 - $80,000.00 per year Benefits: 401(k) matching Health insurance Paid time off Supplemental Pay: Bonus opportunities Commission pay Ability to Commute: Tukwila, WA 98188 (Required) Work Location: In person

ABOUT US Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here. Check out our video here ! WHAT YOU'LL DO Sell a full range of banking services and products to individual customers and small business' with an emphasis on meeting customer needs, providing exceptional customer service and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch outside business development efforts. Also sell business products of a more complex nature, i.e. cash management accounts. Requirements HOW YOU'LL DO IT * Provide customer service per Coastal's Core Values. * Interview and assess customer and non-customer needs and suggest appropriate products or services. * Communicate with customers in the branch, over the phone, or during personal visits to local businesses. * Outside sales calling is required and determined by branch management. * Conduct customer phone follow-ups and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by branch management. * Maintain an organized system for tracking and following up on customer needs and tracking monthly production to the branch goals. * Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending. * Provide timely resolution and follow through on customer issues and concerns. * Complete required account documentation according to bank guidelines. * Maintain current knowledge of banking rules and regulations and complete monthly online training. * Actively work a book of customers to build relationships, grow the book's value according to goals and keep a firm grasp on customer retention. This may also include relationship reviews with other internal teams. * Represent Coastal positively and professionally. * 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. * Proficiency in Microsoft suite of products to include Word, Teams, Outlook and Excel. EDUCATION & EXPERIENCE * Associate degree (A. A.) or equivalent from two-year college or technical school preferred. * Two to four years related experience and/or training; OR equivalent combination of education and experience. HOW YOU'LL THRIVE AT COASTAL Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development. Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box. Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. BEING YOU AT COASTAL Coastal Community Bank is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws. PHYSICAL DEMANDS The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must: * Have the ability to sit for extended periods of time. * Have the ability to stand for extended periods of time. * Have the ability to perform repetitive finger, hand and arm movement. * Have ability to use electronic office equipment such as, computer keyboard and mouse, ten key, telephone, etc. * Occasionally stoop, kneel, crouch, or crawl. * Occasionally lift and/or move up to 10 pounds. * Have the ability to view and read computer screen for extended periods of time. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Salary Description $24.28 - $31.56 per hour

Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. What You Will Be Doing: * Provide exceptional member service to all whom we serve. * Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership. * Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. * Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. * Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. * Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. * Assist non-members with establishing membership. * Accurately take consumer lending applications, * Review credit reports for concerns and obtains approvals and submit loan documentation. * Close loans and effectively communicates with members regarding the next steps, if any, if the process * Discusses IRAs and HSAs with members and non-members and meets predetermined goals. * Process international and domestic wire requests * Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. * Observe and monitor cash activity to ensure the branch and team members are following established cash limits. * Opens consumer deposit accounts and performs consumer account maintenance. * Places cash and supply orders, balances vault cash, and maintains ATMs. * Review and process overrides/approvals within authority while minimizing risk. * Mentor and help train new Member Service Associates (MSAs) * Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. * Fluidly transition between tasks as an MSA or Sr. MSA * Perform transactions and service requests on member accounts in an accurate and timely manner. * Accurately follow all cash handling procedures and balance your cash drawer at the end of every day. * Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act * Assist members with Digital Banking enrollment, navigation, resets, and maintenance. * Assist members with complex and sensitive fraud disputes. About You: * Professional written and verbal communication * Make sound decisions that minimizes risk in a timely manner. * Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. * Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. * Respect and support all areas of diversity in the workplace and our membership. * Complete assigned training programs in timely and accurate manner * Participate in and support a team environment. * Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. * Exercises the utmost discretion and sensitivity when assisting with member transactions. Certifications/Licenses: Notary Public Qualifications What You Will Need: * Education: High School Degree (or equivalent) required * Experience: * Sales/relationship building experience required. * Cash handling experience preferred. * At least one year of customer service experience preferred. * Demonstrate and support credit union values and service standards. * Attend and engage in community events on behalf of the credit union. * Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements. * Demonstrate a high level of personal integrity and ethics. * Report for work on time and maintain a schedule of regular attendance. * Some travel may be required. * Proficient with varying levels of technology Our Team Member Value Proposition: In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer: * Competitive Pay * Medical, Dental, Vision, and Life Insurance * 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays! * 401(k) Match * Incentive Program * Tuition Assistance and Student Loan Repayment * Commuter Benefits * Paid Time Off to Volunteer in the Community * Product discounts * Engaging Work Environment * Rewards and Recognition Programs Salary Range: $19.81 - $29.71 Get wise to what's possible with a career at Gesa. Join us! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation. Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment. Selected candidate(s) must be able to pass a pre-employment credit/background check. Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran. Equal Employment Opportunity (gesa.com)

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

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

div class="iCIMS_JobContent" h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"strong$1,500 Signing Bonus*/strong/pp style="margin: 0px;" /pp style="margin: 0px;"strong*Eligible new hire's first day of employment must be on or between March 17, 2025 - June 16, 2025. Other terms and conditions apply./strong/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"strong Reports to:/strong Varies by location/span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"strong Functions Supervised:/strong None/span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"strong Primary Functions/strong: 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./span/pp style="margin: 0px;"br/span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"strong Duties and Responsibilities:/strong/span/pollispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"Ensure all members receive prompt, professional, helpful, and courteous service during each interaction./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"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./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"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./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"Build meaningful relationships by participating in branch promotions and community events, as assigned./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"Work effectively in a team environment across all organizational levels./span/lilispan style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"Perform other duties as assigned./span/li/ol /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Qualifications /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"strong Education:/strong High school graduate or equivalent/span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"strong Creditable Experience in Lieu of Education:/strong Not Applicable/span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"strong Experience/Skills:/strong 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/span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"strong Tenure:/strong Not Applicable/span/p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Compensation /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" 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 /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Benefits /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" 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 /div /div /div /div

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 360 Nw Richmond Beach Rd SEATTLE, WA 98177 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $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: 17 Jun 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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. 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.

Job DescriptionSalary: 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

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.

ABOUT US Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here. WHAT YOU'LL DO Sell a full range of banking services and products to individual customers and small business' with an emphasis on meeting customer needs, providing exceptional customer service and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch outside business development efforts. Also sell business products of a more complex nature, i.e. cash management accounts. Requirements HOW YOU'LL DO IT * Provide customer service per Coastal's Core Values. * Interview and assess customer and non-customer needs and suggest appropriate products or services. * Communicate with customers in the branch, over the phone, or during personal visits to local businesses. * Outside sales calling is required and determined by branch management. * Conduct customer phone follow-ups and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by branch management. * Maintain an organized system for tracking and following up on customer needs and tracking monthly production to the branch goals. * Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending. * Provide timely resolution and follow through on customer issues and concerns. * Complete required account documentation according to bank guidelines. * Maintain current knowledge of banking rules and regulations and complete monthly online training. * Actively work a book of customers to build relationships, grow the book's value according to goals and keep a firm grasp on customer retention. This may also include relationship reviews with other internal teams. * Represent Coastal positively and professionally. * Follow and comply with all regulatory and compliance regulations. WHAT YOU'LL BRING * Outgoing, professional attitude with customers, prospects, and co-workers. * Verbal and written communication skills. * Handle multiple tasks at the same time. * PC experience navigating in a Windows environment and using various applications. * Excellent attention to detail. * Previous experience selling financial products. * Previous experience growing and developing an existing customer base. * Production generation experience preferred. * Proficiency in Microsoft suite of products to include Word, Outlook, Teams and Excel. EDUCATION & EXPERIENCE * Associate degree (A. A.) or equivalent from two-year college or technical school preferred. * Two to four years related experience and/or training; OR equivalent combination of education and experience. HOW YOU'LL THRIVE AT COASTAL Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development. Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box. Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. BEING YOU AT COASTAL Coastal Community Bank is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws. PHYSICAL DEMANDS The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must: * Have the ability to sit for extended periods of time. * Have the ability to stand for extended periods of time. * Have the ability to perform repetitive finger, hand and arm movement. * Have ability to use electronic office equipment such as, computer keyboard and mouse, ten key, telephone, etc. * Occasionally stoop, kneel, crouch, or crawl. * Occasionally lift and/or move up to 10 pounds. * Have the ability to view and read computer screen for extended periods of time. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Salary Description $24.28 - $31.56 per hour

div name="main"div class="cl HeadSecondary"h2Job Details/h2/divdiv aria-label="Job Details" class="row" name="local_row"div class="col-md-6 local-tax-col local-ee" id="job DetailsLeftColumn" name="local_left"div class="row form RowStandard" id="Level-row" div class="form Line"div aria-label="Level" name="Level"span aria-label="Level" class="" name="level"Experienced/span/div/div/divdiv class="row form RowStandard" id="Job Location-row" div class="form Line"div aria-label="Job Location" name="Job Location"span aria-label="Job Location" class="" name="level"Redmond West - Redmond, WA/span/div/div/divdiv class="row form RowStandard" id="Position Type-row" div class="form Line"div aria-label="Position Type" name="Position Type"span aria-label="Position Type" class="" name="level"Full Time/span/div/div/divdiv class="row form RowStandard" id="Education Level-row" div class="form Line"div aria-label="Education Level" name="Education Level"span aria-label="Education Level" class="" name="level"High School Diploma or equivalent./span/div/div/div/divdiv class="col-md-6 local-tax-col local-client" name="local_right"div class="row form RowStandard" id="Salary Range-row" div class="form Line"div aria-label="Salary Range" name="Salary Range"span aria-label="Salary Range" class="" name="level"$22.50 - $27.50 Hourly/span/div/div/divdiv class="row form RowStandard" id="Travel Percentage-row" div class="form Line"div aria-label="Travel Percentage" name="Travel Percentage"span aria-label="Travel Percentage" class="" name="level"In Office Full Time/span/div/div/divdiv class="row form RowStandard" id="Job Shift-row" div class="form Line"div aria-label="Job Shift" name="Job Shift"span aria-label="Job Shift" class="" name="level"Mon - Fri, Rotating 1/2 Days Sat/span/div/div/divdiv class="row form RowStandard" id="Job Category-row" div class="form Line"div aria-label="Job Category" name="Job Category"span aria-label="Job Category" class="" name="level"Banking/span/div/div/div/div/divdiv class="cl HeadSecondary"h2Description/h2/divdiv aria-label="Description" class="row" name="description" style="word-wrap: break-word;"div class="row form RowStandard" id="job Desc-row" div class="form Line"span class="fb Text ignore-global-css" name="job Desc"pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"emstrong**$3,000 Sign-On Bonus!**/strong/em/span/span/p p /p p /p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"span style="background-color:white"Sound Credit Union is currently seeking a strong Banker / Universal Associate II /strongto join the team at ourstrong Redmond /strong/spanstrongspan style="background-color:white"Branch/span/strongspan style="background-color:white". 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 /spana href="************************************************************ style="background-color:white"Branch Progression Model/span/strong/aspan style="background-color:white" that is designed to provide you advancement in your role emand/em an increase in your salary through on-the-job training and structured compensation increases./span/span/span/span/p p /p p /p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"strongemspan style="background-color:white"Your Compensation: /span/em/strong /span/span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"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. /span/span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. /span 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./span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"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./span/span/p p /p p /p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"strongem Why Work with Us:/em/strongspan style="background-color:white" 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. /spana href="***************************************************** style="background-color:white"Learn more about our company culture here!/span/em/strong/a /span/span/p p /p p /p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"strongemspan style="background-color:white"How we Stand with You…Your Benefits: /span/em/strong/span/span/p ul lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiumsstrong./strong/span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"401k match dollar for dollar up to 4% - emplus/em an additional discretionary profit share. /span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Three weeks Paid Time Off (PTO) accrued annually emto start/em, with increases over tenure. /span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Up to 40 hours of employer paid Work/Life Balance time, awarded annually. /span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"10 employer paid Federal Holidays every year./span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"Up to $1,000 annual bonus when the Credit Union meets its goals, paid each November./span /span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Up to $50/month gym/lifestyle reimbursement. /span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Up to $5,000/year Tuition Assistance Program. /span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"Incentives for multilingual speakers./span /span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Employee Assistance Program (EAP) and Virtual Behavioral amp; Mental Health Services./span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Free and/or discounted banking services and loans./span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Employee Charitable Matching Program. /span/span/li lispan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Free ORCA pass. /span/span/li /ul p /p p /p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"strongem What You'll Do:/em/strong/span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"strong Universal Associate II: /strong/span/span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"em Responsibilities: /em/span/span/span/p ul li pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"You will perform routine financial transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc. /span/span/span/p /li li pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Open new consumer accounts including: savings, checking, money market, certificates of deposit, minor accounts, Individual Retirement Accounts (IRA's), Health Savings Accounts etc./span/span/p /li li pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"Accept, review, and process consumer loans./span/span/p /li /ul pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"em Requirements: /em/span/span/span/p ul li pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"At least one year of experience as a teller or equivalent customer facing banking experience./span/span/span/p /li li pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"Experience in opening new accounts and loans required./span/span/span/p /li li pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"High School Diploma or equivalent required./span/span/span/p /li /ul pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"emspan style="background-color:white"In addition:/span/em/span/span/p ul li pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"Must be bondable./span/span/span/p /li li pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"Employer sponsorship to secure or maintain employment authorization not available. /span/span/span/p /li /ul p /p p /p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"strongemspan style="background-color:white"Our Hours: /span/em/strong /span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"To best serve our members, this position requires an in-person schedule. Shifts are typically /span 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. /span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif" /span/span/p p /p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"strongemspan style="background-color:white"About Sound Credit Union… /span/em/strong /span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"span style="background-color:white"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: /span******************************* span style="background-color:white"to apply./span /span/span/p p /p p /p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"strongemspan style="background-color:white"The Future is in Our Hands… /span/em/strong /span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"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./span/span/p pspan style="font-size:14px"span style="font-family:Arial,Helvetica,sans-serif"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. /span/span/p /span/div/div/divdiv aria-label="" class="row" name="qualifications" style="word-wrap: break-word;"div class="row form RowStandard" id="job Qualifications-row" div class="form Line"span class="fb Text ignore-global-css" name="job Qualifications"/span/div/div/div/div

div class="iCIMS_JobContent" h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"As a Personal Banker, you will serve as a dependable consultant for our members, assisting them in reaching their financial goals by opening and providing tailored financial solutions. You will establish trusting relationships with members, understand their financial needs, and recommend appropriate products and services to satisfy their wants and needs. A suitable candidate will have a strong sales background, be passionate about providing outstanding member service, and have excellent communication skills./pp style="margin: 0px;"br/A Personal Banker upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices./pp style="margin: 0px;"br/A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization. Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential./pp style="margin: 0px;" /pp style="margin: 0px; text-align: center;"span style="text-decoration: underline;"strong Compensation:/strong/span/pp style="margin: 0px; text-align: center;"strong Minimum $24.99br//strong/pp style="margin: 0px; text-align: center;"strong Maximum $35.71br//strong/pp style="margin: 0px; text-align: center;"strong Applicant with desired mix of knowledge, skills and abilities can anticipate $26.78 - $28.56/strong/p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Responsibilities /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"• Create Positive Experience: Greet and welcome members in a friendly and professional manner, establishing a positive first impression./pp style="margin: 0px;"br/• Member Relationship Management: Build and maintain strong relationships with members, acting as their primary point of contact for all their banking needs and inquiries (in-person, over the phone, and via email)./pp style="margin: 0px;"br/• Financial Needs Assessment: Conduct a thorough review of members' financial situations, including income, expenses, assets, and obligations, to identify areas for product and service recommendations./pp style="margin: 0px;"br/• Product Recommendation: Make recommendations and open products and services, such as checking and savings accounts, loans, credit cards, and investment options, based on each member's unique needs and goals./pp style="margin: 0px;"br/• Educational Support: Provide members with clear and helpful information to improve their knowledge of finances while educating them about credit union products, services, and self-serve alternatives./pp style="margin: 0px;"br/• Account Maintenance: Accurately and quickly process account changes and maintenance requests while making sure that credit union policies and procedures are followed./pp style="margin: 0px;" /pp style="margin: 0px;"• Documentation and Reporting: Maintain accurate and thorough documentation of member communications, transactions, and service requests while complying with all regulatory requirements and internal policies related to financial transactions and member confidentiality./pp style="margin: 0px;" /pp style="margin: 0px;"• Process Transactions: Handle cash and a variety of transactions accurately and efficiently, such as deposits, withdrawals, loan payments, and transfers./pp style="margin: 0px;"br/• Problem Resolution: Assess and resolve member complaints and concerns in a timely manner, escalating the issue as necessary to ensure a timely resolution./pp style="margin: 0px;"br/• Growth and Development: Stay informed about credit union products, services, and procedures through ongoing training and professional development opportunities./pp style="margin: 0px;"br/• Operational Support: Assist with various operational tasks as needed to support branch efficiency and effectiveness./pp style="margin: 0px;" /p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Qualifications /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"• Member Service Skills: Demonstrated ability to deliver exceptional member service in a fast-paced environment./pp style="margin: 0px;"br/• Attention to Detail: Strong accuracy and attention to detail in handling financial transactions and maintaining transaction records./pp style="margin: 0px;"br/• Communication Skills: Excellent verbal communication skills with the ability to effectively interact with members and colleagues./pp style="margin: 0px;"br/• Financial Aptitude: Solid understanding of financial products, services, and industry trends, as well as the ability to communicate complex financial ideas clearly./pp style="margin: 0px;"br/• Problem-Solving Skills: Strong analytical and solving skills, including the ability to understand member needs and offer appropriate solutions./pp style="margin: 0px;"br/• Integrity: Commitment to upholding ethical standards and maintaining member confidentiality./pp style="margin: 0px;" /pp style="margin: 0px;"• Team Player: Ability to work collaboratively with others to achieve common goals./pp style="margin: 0px;" /pp style="margin: 0px;"• Adaptability: Flexibility to adapt to changing priorities and operational needs./pp style="margin: 0px;"br/• Reliability: Dependable and punctual with a strong work ethic./pp style="margin: 0px;"br/• Tech Savvy: Proficiency in essential computer skills as well as experience with financial systems and software./pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;"Minimum Performance Goals:/pp style="margin: 0px;"br/• Partner Referrals: Promote products and services that benefit our members and help thebr/credit union grow./pp style="margin: 0px;"br/• Growth: Support branch goal by promoting and offering membership benefits including deposit and loan products and services./pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;"em Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed./em/pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;"Education/Experience/Certification:/pp style="margin: 0px;"br/• Graduated with a high school diploma./pp style="margin: 0px;"br/• At least one-year experience in banking or financial industry./pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;"Physical Considerations:/pp style="margin: 0px;"br/• Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required./pp style="margin: 0px;"br/• May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds./pp style="margin: 0px;"br/• May require stooping, bending, squatting, and reaching for limited periods of time./pp style="margin: 0px;"br/• May require sitting and standing for long periods of time./pp style="margin: 0px;" /pp style="margin: 0px;" /p /div /div /div /div

$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

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! 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: * 4111 S STEELE ST TACOMA, WA 98409 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: 9 Jun 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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. 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.