Investment Banking Analyst
Investment banker job in Seattle, WA
FIRM DESCRIPTION
Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finance services. The firm differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. Key industry practices include aerospace, agribusiness, consumer, engineering & construction, food & beverage, industrials, technology, and telecom. Meridian serves the middle-market with transaction values between $30 million and $1 billion. Meridian offers its clients unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A. We have a collegiate, entrepreneurial culture and are hiring top tier individuals to continue growing our practice. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal.
POSITION SUMMARY
An Investment Banking Analyst at Meridian Capital will be actively involved in the execution of M&A and financing transactions. Meridian's structure gives team members the opportunity to work closely with senior bankers and interact directly with clients to develop key analytical, communication, and sales skills. The Analyst will participate in all aspects of the transaction process, including industry and company research, creating and analyzing financial models, due diligence, deal materials preparation, and deal marketing. Candidates should be top performers who are willing to work hard in a fast moving, unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
ESSENTIAL FUNCTIONS
Conduct financial analysis, including building detailed financial models and performing valuation analyses
Prepare presentation materials, pitch books, and transaction-related documents
Manage due diligence processes and market research activities
Support the execution of transactions by coordinating with clients, legal teams, and other stakeholders
Monitor industry trends, regulatory developments, and market conditions
Contribute to client meetings and presentations alongside senior bankers
Develop a deep understanding of our clients' businesses and strategic objectives
Identify, research, and analyze M&A and financing opportunities
Perform in-depth company and industry research
Support senior bankers and manage day-to-day execution of M&A and financing transactions
Cultivate industry expertise to support long term business development initiatives
Interview, train, and manage junior resources (Analysts and Interns)
MINIMUM QUALIFICATIONS
BA degree in Accounting, Business Administration, Economics, or Finance with a strong academic track record
Prior internship or work experience in investment banking, corporate finance, or related areas
Proficiency in financial modeling and valuation techniques
Extensive knowledge of accounting, corporate finance, and financial modeling
Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential
Excellent listening, interpersonal, written, and verbal communication skills with the ability to distill complex information into clear and concise presentations
Strong critical thinking, attention to detail, and proactive problem solving skills
Highly proficient in SharePoint applications, Excel, and PowerPoint
Ability to thrive in a fast-paced, team-oriented environment and manage multiple priorities effectively
Enthusiasm for learning and a proactive attitude towards professional development
PREFERRED QUALIFICATIONS
FINRA Series 63 and 79
COMPENSATION AND BENEFITS
Base salary range: $80,000 - $105,000 DOE; Total compensation (including individual and performance bonus): $80,000 to $180,000.
Meridian Capital offers comprehensive benefits including but not limited to employee rewards, health care (medical/dental/vision), retirement benefits with employer match, paid time off, paid holidays, parental leave, transportation stipend, wellness stipend, and other fringe benefits.
Meridian Capital is committed to a diverse and inclusive workplace. We are an equal opportunity employer (EEO) and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity or expression, genetic information, sexual orientation, protected veteran status, disability, age, caste, or other legally protected status. In addition to federal law requirements, Meridian Capital complies with applicable state and local laws governing nondiscrimination in employment at each location the firm has offices.
Investment Strategist Intern, application via RippleMatch
Investment banker job in Washington
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
Basic understanding of investment concepts, financial markets, and asset management strategies.
Familiarity with financial modeling, quantitative analysis, and investment research techniques.
Ability to assist in the analysis of market trends, economic data, and investment opportunities.
Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models.
Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, for working with investment teams and presenting findings.
Eagerness to learn and stay updated with advancements in investment strategies and market conditions.
Hands-on experience in creating and interpreting financial reports and investment portfolios.
Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
Auto-ApplyFuture Positions
Investment banker job in Poulsbo, WA
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
Investment Banking Intern (Spring 2026)
Investment banker job in Seattle, WA
About ComCap Holdings
ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies.
During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments.
Role Qualifications
Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above.
Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses.
Financial modeling experience in Excel, basic or better PowerPoint skills.
Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period.
Strong written and verbal communication skills.
A strong academic record from a leading undergraduate program is required.
Entrepreneurial streak.
Work authorization in the US.
Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally.
Role & Responsibilities
Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients.
Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit.
How to Apply:
Please submit the following to ************************
Subject: First Name Last Name - CV / Position Applied for
Given Name
Last Name
Email
University
Expected Graduation Date
Major Field of Study
Resume/CV
Academic Transcript
Why do you want to intern at ComCap?
How many hours can you commit to the internship?
Visit our career page at ***************************** for more information.
Easy Apply2026 Summer Internship - Community Investment
Investment banker job in Washington
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
Primary Function:
FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We're looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented.
The Community Investment Intern will fully immerse in the day-to-day activities of our Corporate Social Responsibility team whose objective is to manage our initiatives internally and externally through our corporate programs, Newrez NOW (Neighborhood Outreach Works), Employee Resource Groups (ERGs), and Community Engagement Councils.
Primary Responsibilities
Support culture of empowerment through a DE&I lens
Maintain our intranet page presence
Manage our inboxes that serve as the face of Community Investment to our employees
Research and propose best practices, innovative approaches, notable programs of industry peers, etc.
Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience
Performs business analyses and provides recommendations to leadership for business and process changes
Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices
Observes experienced team members to acquire knowledge of methods, procedures, and standards required for performance of departmental duties
Will be required to attend company sponsored training classes, activities, and events
Build relationships with employees and colleagues
Education and Experience Requirements
Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027.
Degree in Human Resources, Marketing, Communications, or Liberal Arts preferred.
Knowledge, Skill and Ability Requirements
Highly developed organizational and project/time-management skills with an ability to manage multiple priorities and meet multiple deadlines
Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
Excellent written and verbal communication skills
Proficiency in quantitative analysis
Ability to adapt
Willingness to learn
An entrepreneurial business mindset
Strong business communication skills with an ability to work well in a collaborative environment
Strong attention to detail and an ability to multi-task and work well individually
Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.)
Experience with PowerPoint is a plus
Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career program opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT.
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
Auto-Apply2027 Investment Banking Summer Financial Analyst (Class of 2028) - Washington DC Industrials
Investment banker job in Washington
Business Unit:
Corporate Finance
Industry:
Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Industrials
Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).*
*Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028
Possess basic knowledge of and a keen interest in finance
Excellent verbal and written communication skills
Strong work ethic and leadership skills
Preferred Qualifications
A fundamental understanding of valuation theory, methodologies, and applications
Strong analytical and computer skills (Excel)
Ability to work cooperatively with all levels of staff
Application Requirement
To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Auto-ApplyPrivate Investments Intern, Summer 2026
Investment banker job in Bellevue, WA
Cercano Management LLC (“Cercano”) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as a family foundation. Cercano is based in Bellevue, WA, with offices in Minneapolis, MN, and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis and across multi-billion-dollar portfolios.
Cercano offers services for all aspects of a client's assets or family office. The team also has experience working with clients who have significant investments in non-financial assets on a global scale, such as fine art, professional sports teams, entertainment properties, intellectual property, commercial real estate, farmland, and personal residential estates.
POSITION MISSION
Cercano is hoping to identify an exceptional candidate who can assist the team with a variety of projects during the upcoming summer months, examples of which are listed below.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Work closely with the private investments team, helping analyze new investment opportunities in private credit and private equity.
Assist in building and maintaining company models, building diligence lists, taking call notes, and creating investment committee PowerPoint presentations.
Work on special research projects.
QUALIFICATIONS
To perform this job successfully, an individual must be capable of operating in a start-up environment and have a “can-do” attitude. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge, experience, skill, and/or ability
Excellent analytical skills including ability to work independently
Strong communication skills (written, verbal, and presentations)
Self-motivated and team oriented
Intellectual curiosity
Academic background or interest in business or finance.
Ability to operate within a fluid and flexible scope of responsibilities
Candidates entering their junior or senior year of studies (in the Fall academic year)
40 hours a week from 8am to 5pm in the Bellevue office
The ideal candidate is someone who considers themselves to be a curious, multi-interested and a thoughtful contributor, who is excited about the opportunity to step into a growing, dynamic financial firm. Previous experience with Excel and PowerPoint is a plus, as well as previous internship experience in Finance, Banking, or Investment setting.
Computer skills
MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint) proficiency
Education/experience/certifications
Pursuing a Bachelor's degree in Business, Finance, Economics or a related field
SALARY RANGE: $25.00 per hour
Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.
Benefits:
Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, Benefit.
Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.
Private Client Banker - Portland South Market - Lake Oswego, OR
Investment banker job in Lake Oswego, OR
JobID: 210690920 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPersonal Financial Representative
Investment banker job in Bellevue, WA
Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members within our Bellevue Branch. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
Bellevue Branch Location: 1048 116th Ave NE, Suite 170, Bellevue, WA 98004
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
1+ years of successful sales and customer service experience is desired.
Ability to interact positively with co-workers, management, and the public.
Ability to pair sales skills with a service mindset.
Willingness to proactively sell our products and services.
Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
15 days of vacation.
12 days of sick time.
2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ************************************************
WORK SCHEDULE
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: ********************************************************************* - *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at ******************* - mailto:*******************.
Easy ApplyTreasurer's Office Banking Intern
Investment banker job in Washington
Spring 2026 Appointment: Must be a UMass student enrolled for the Spring Semester
Primary Work Location:
50 Washington Street, Westborough, MA. Remote Work Schedule
Normal Work Schedule:
M-F, up to 20 hours per week during the semester, up to 40 hours per week during the Summer
Job Summary:
The intern will be working in support of banking operations and cash management. In addition, working with the Payment Operations Team provide customer support and research.
The Treasurer's Office has sole responsibility for all traditional treasury finance functions of the University of Massachusetts including managing all financial institution relationships, external portfolio managers, securities investment, cash management, and bank reconciliation.
Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience):
Current UMass student enrolled in an undergraduate or graduate program of study.
GPA 3.0 or higher.
Creative, eager to learn, motivated, and willing to take the initiative on assigned projects/tasks.
Reliable and detail-oriented with a strong ability to multitask, stay organized, and meet deadlines.
Ability to work independently and as part of a team.
Must be well organized, detail-oriented, and possess good follow-up skills.
Ability to maintain confidentiality and exercise discretion when interacting with staff.
Must be proficient in Microsoft Office (including Excel, Word, and PowerPoint).
Working Conditions:
Typical office setting with remote work available
Additional Details:
Hourly rate: $17.00.
All offers are contingent on successful completion of a background check.
Banker I
Investment banker job in Pasco, WA
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments.What you'll need
3 or more months of job-related experience including cash handling, client service and sales required
Previous Teller experience preferred
Strong organizational skills; basic skills in math, negotiation, and problem solving
Effective verbal and written communication skills; proper phone and email etiquette
Good interpersonal and relationship building skills; excellent customer service skills
NOTE: higher levels of experience may be considered for a higher-level role in the same job.
Our Process
Complete a simple application and answer a few questions
Take a quick assessment that gives us a little more insight on your work style
Have a phone interview with the manager or recruiter
Have an on-site interview with the manager and another key member or two of the team
Get an offer if it's the right fit for you and Banner
Start working after a background check and kick-off an amazing career
Compensation and Benefits
Targeted starting hourly range (based on experience): $18+/hour
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Auto-ApplySAP FI -Treasury and Banking
Investment banker job in Portland, OR
• Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market
• Treasury and related postings / transactions
Additional Information
Private Client Banker - Fremont and Williams - Portland, OR
Investment banker job in Portland, OR
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyResume Bank
Investment banker job in Washington
House Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes:
- Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more!
House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
Auto-ApplyPremier Private Banker V
Investment banker job in Washington
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
ESSENTIAL FUNCTIONS
Actively participates in a business development plan to increase the Bank's loan and deposit portfolio
Manages full-service banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex accounts
Consults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services.
Resolves customer problems and assists with general inquiries. Provides superior service to customers.
Ensures that all required documentation is in file for all loans. Clears documentation or compliance exceptions noted by Loan Operations or other review channels
Develops and utilizes COI network to generate new business
Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well and all State and Federal regulations.
Builds and maintains a positive working relationship with COI's to enhance the Bank's image and reputation in the marketplace
Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.
May provide training and guidance to less experienced Private Bankers
Accepts other duties as assigned
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, and Certification Requirements
Education: Bachelor's degree in a related field (Finance, Management, Business Administration) or equivalent experience
Experience: Minimum 15 years Business Banking or Private Banking experience; 5 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities.
Skills: Excellent written and verbal communication skills are necessary. Demonstrated understanding of financial accounting and analysis. Excellent organization, interpersonal, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines.
Knowledge: Basic knowledge of bank operating systems. Extensive knowledge of Bank products, services, procedures, and practices. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is required. Must have in-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures. Familiarity with the local business community is strongly preferred.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is in a private office.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Equal Opportunity Employer, including disabled/veterans.
Auto-ApplyPersonal Financial Representative (Personal Banker)
Investment banker job in West Richland, WA
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.
* 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.
Community Banker
Investment banker job in Waldport, OR
Full-time Description
Community Banker
Updated on - November 20, 2025
A Community Banker will complete deposits, withdrawals, and other financial interactions while providing excellent customer service to all customers.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Position Title
Department
Reports To
Community Banker
Branch Office
Branch Manager
CB - level 1:
Promotes and maintains positive relations with all contacts, customers, and potential customers.
Complies with all department and company policies and procedures.
Contributes to the fulfillment of company objectives and goals.
Performs as a team member in allocating and coordinating the workflow.
Opens new accounts, closes accounts, updates accounts, issues debit cards, assists customers with account issues.
Admits customers to safe deposit boxes.
Promotes the bank's products and services. Identifies and capitalizes on opportunities to promote new banking services for the benefit of the customer.
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals.
Accepts deposits, confirming the accuracy of the transaction. Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
Prepares, verifies, and issues cashiers' checks, bank, and personal money orders.
Fills out wire forms
Processes over the counter transfer requests between accounts
Enters transactions in the bank's recordkeeping system, recording all transactions and producing customer receipts.
Calculates daily transactions using appropriate technology.
Balances all monies in cash drawers at the end of shifts.
Maintains a work area that ensures the safety of all negotiables and confidential records.
Performs other related duties as assigned.
Performs notary services
CB - level 2 (additional duties):
Maintains the vault.
Orders a cash supply to meet daily needs.
Balances ATM daily.
Processes ACH originations.
Processes and uploads the wire transfers.
CB - level 3 (additional duties):
Administers customer accounts by opening and/or closing certificates of deposit accounts for consumers, businesses, trust accounts, IOLTA's, Minor Accounts, IRA's and CD's and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements
Be familiar with the employee handbook and will be held accountable to the standards of conduct and expectations detailed therein.
Minimum Qualifications (Knowledge, Skills, and Abilities)
High school diploma required
Minimum of one to two years prior management or supervisory experience
Excellent verbal communication skills
Excellent math skills
Trustworthiness and the ability to act with integrity
Thorough understanding of customer service
Ability to learn and use the bank's PC hardware and software
Must be proficient in Microsoft Office products, including but not limited to Word, Excel, and Outlook
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Attachments
CSR 12.8.2020.docx***********************************************************************************************************
Salary Description $20.00 - $29.35 per hour
Relationship Banker
Investment banker job in Kennewick, WA
Kennewick, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Future Positions
Investment banker job in Poulsbo, WA
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
Community Banker
Investment banker job in Newport, OR
Description:
Community Banker
Updated on - November 20, 2025
A Community Banker will complete deposits, withdrawals, and other financial interactions while providing excellent customer service to all customers.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Position Title
Department
Reports To
Community Banker
Branch Office
Branch Manager
CB - level 1:
Promotes and maintains positive relations with all contacts, customers, and potential customers.
Complies with all department and company policies and procedures.
Contributes to the fulfillment of company objectives and goals.
Performs as a team member in allocating and coordinating the workflow.
Opens new accounts, closes accounts, updates accounts, issues debit cards, assists customers with account issues.
Admits customers to safe deposit boxes.
Promotes the bank's products and services. Identifies and capitalizes on opportunities to promote new banking services for the benefit of the customer.
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals.
Accepts deposits, confirming the accuracy of the transaction. Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
Prepares, verifies, and issues cashiers' checks, bank, and personal money orders.
Fills out wire forms
Processes over the counter transfer requests between accounts
Enters transactions in the bank's recordkeeping system, recording all transactions and producing customer receipts.
Calculates daily transactions using appropriate technology.
Balances all monies in cash drawers at the end of shifts.
Maintains a work area that ensures the safety of all negotiables and confidential records.
Performs other related duties as assigned.
Performs notary services
CB - level 2 (additional duties):
Maintains the vault.
Orders a cash supply to meet daily needs.
Balances ATM daily.
Processes ACH originations.
Processes and uploads the wire transfers.
CB - level 3 (additional duties):
Administers customer accounts by opening and/or closing certificates of deposit accounts for consumers, businesses, trust accounts, IOLTA's, Minor Accounts, IRA's and CD's and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements
Be familiar with the employee handbook and will be held accountable to the standards of conduct and expectations detailed therein.
Minimum Qualifications (Knowledge, Skills, and Abilities)
High school diploma required
Minimum of one to two years prior management or supervisory experience
Excellent verbal communication skills
Excellent math skills
Trustworthiness and the ability to act with integrity
Thorough understanding of customer service
Ability to learn and use the bank's PC hardware and software
Must be proficient in Microsoft Office products, including but not limited to Word, Excel, and Outlook
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Attachments
CSR 12.8.2020.docx***********************************************************************************************************
Requirements: