Join a team that puts client experience at the heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending products. You'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients.
"The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family-oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery
Location: Airway Heights Branch - 10609 W State Route 2, Spokane, WA 99224
Schedule: Monday thru Friday, 8:15am to 6:15pm & Saturday 9:45am to 2:15pm. Schedule may vary, must be flexible. Regular, reliable attendance required.
Essential Functions
Client Relationships and Service
Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information.
Provides high quality service, retention, development and expansion of client relationships.
Works with other bank personnel to proactively meet client needs in an efficient manner across all departments.
Product Knowledge and Selling
Provides product opportunities to clients using proactive selling techniques; efficiently and accurately opens all branch-related products.
Maintains current knowledge of all Retail Banking products, to identify and resolve clients' needs.
Introduce and cross-sell new and existing bank products by identifying client needs through thoughtful, needs-based conversations. Leverage strategic questioning to match products with client goals.
Sales and Marketing
Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs.
Responsible for marketing consumer and small business banking products including preparing for client calls, making sales calls, and call follow-up.
Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals.
Participates in call plans tailored to increase the market penetration and client usage of bank services and identifies needs in prospects to establish them as clients. Uncovers clients' needs by asking the right questions; utilizes need-based selling. Reports on results will be recorded and reported on a regular basis.
Additional Responsibilities
Perform transactions, new account and lending responsibilities to best serve the needs of the client.
Maintains accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results.
Meets with manager to discuss sales strategy calls and report results related to current branch focus.
Participate in community affairs and activities where warranted for effective business development and community exposure.
Sets and monitors proactive client contact standards for each individual client relationship they establish
Proactively identifies and mitigates potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate.
Administrative
Complies with all Bank policies and procedures.
Participate in branch audits.
Maintains knowledge of compliance and regulatory issues as appropriate.
Perform compliance and risk management duties as required or assigned.
Regular, reliable attendance is required.
Qualifications
Excellent written and verbal communication and interpersonal skills with clients, co-workers and management, building appropriate rapport at all levels.
Ability to listen and ask appropriate questions to best serve the client.
Flexible and adaptable to change.
Strong ability to prioritize and handle multiple tasks with accurate attention to detail.
Strong problem solving and decision-making skills, using logic to solve problems with effective solutions.
High degree of PC based technical skills, including proficiency with Microsoft Suite of products and other necessary applications.
Required to maintain the security and confidentiality of Bank and client information.
May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).
Join us in one of our 40+ Washington, Idaho, or Oregon branches as we work toward maintaining a strong, trust-based community in our branches, our bank, with our clients, and in our greater communities.
Pay Range:
Personal Banker I-II: $20.00 to $25.72
The compensation range represents the low and high end of the base compensation range for this position located in Airway Heights, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$29k-35k yearly est. 3d ago
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Banker
Sound Credit Union 3.9
Investment banker job in Redmond, WA
**$1,500 Sign-On Bonus!**
Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Redmond Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role
and
an increase in your salary through on-the-job training and structured compensation increases.
Your Compensation:
Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50.
As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members.
This position is eligible for a $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 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 - 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 26full-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:careers 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.
$22.5-25 hourly 3d ago
Banker
Banner Bank 4.7
Investment banker job in Ephrata, 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.
$18 hourly 3d ago
Investment Banking Analyst
Meridian LLC 4.6
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.
$80k-180k yearly 60d+ ago
Future Positions
Masterworks 3.5
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
$66k-109k yearly est. 21d ago
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Washington DC Industrials
HL Group 4.4
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.
$110k yearly Auto-Apply 58d ago
Private Investments Intern, Summer 2026
Cercano Management
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.
$25 hourly 45d ago
J.P. Morgan Wealth Management - Private Client Investment Associate - Lakewood, WA
Jpmorgan Chase 4.8
Investment banker job in Lakewood, WA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
**Job responsibilities**
+ Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
+ Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
+ Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
+ Prioritize daily work, track progress for current work, and consistently meet deadlines
+ Maintain and foster team culture
**Required qualifications, capabilities, and skills**
+ A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
+ If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDInvestment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Lakewood,WA $23.52 - $34.37 / hour
$23.5-34.4 hourly 32d ago
Treasurer's Office Banking Intern
Treasurer's Office Banking Intern @ Umass Office of The President
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.
$17 hourly 60d+ ago
SAP FI -Treasury and Banking
Deegit 3.9
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
$32k-54k yearly est. 14h ago
Private Client Banker - Belmont and 11th - Portland, OR
JPMC
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: **************************************************************************
$30k-55k yearly est. Auto-Apply 57d ago
Premier Private Banker V
Southstate Bank, National Association
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.
$31k-53k yearly est. Auto-Apply 51d ago
Banker
Quality Talent Group
Investment banker job in Washington
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$31k-53k yearly est. 10d ago
Resume Bank
House Majority Pac
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.
$31k-53k yearly est. Auto-Apply 60d+ ago
Personal Financial Representative (Personal Banker)
Gesa Credit Union
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.
$26k-39k yearly est. 16d ago
Talent Bank
Democratic National Committee 3.3
Investment banker job in Washington
The Democratic National Committee is committed to building a strong Democratic Party and is seeking new and diverse talent to help lead us to victory in elections across the country. The DNC Talent Bank is an effort to help state parties, campaigns, and other progressive organizations find the best applicants for a wide range of positions from field organizers to digital directors and communications staff. If you are interested in joining a state party or campaign this cycle, and in years to come, please fill out our questionnaire and submit your resume below. All levels of experience and fields of interest are encouraged to apply.
$29k-37k yearly est. 60d+ ago
Community Banker
Oregon Coast Bank 4.6
Investment banker job in Waldport, 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:
$33k-38k yearly est. 6d ago
Personal Banker
Columbia Bank 4.5
Investment banker job in Mattawa, WA
**About the Role:** + Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. + Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
+ Make recommendations and follow through on commitments to clients.
+ Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
+ Opens Consumer and Business accounts for existing and new clients.
+ Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
+ Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
+ Resolves client issues and requests, exhibiting strong follow-through.
+ Building familiarity with business, consumer, and trust entities.
**About You:**
+ High School Diploma or GED, required.
+ 1 year of Teller or other banking experience preferred.
+ Basic knowledge of consumer banking and business products and services offered.
+ Ability and desire to actively develop consumer lending skills.
+ Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
+ Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
+ Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
**Be a part of a bank that invests in you!**
+ Competitive Incentive Plan: Earn rewards that match your efforts.
+ Professional Development: Grow your skills with our tailored premier banker programs.
+ Career Growth: Clear paths to achieve your professional goals.
The pay range for this role is $20.00 to $26.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
**Primary Location:** Ability to work fully onsite at posted location(s).
101 Portage Mattawa WA 99349
**Our Benefits:**
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************ .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$20-26 hourly 3d ago
Banker
Sound Credit Union 3.9
Investment banker job in Tukwila, WA
**$1,500 Sign-On Bonus!**
Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Southcenter Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role
and
an increase in your salary through on-the-job training and structured compensation increases.
Your Compensation:
Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50.
As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members.
This position is eligible for a $1,500 Sign-On Bonus. $500 of the Sign-On Bonus will be paid out on your first paycheck and $1,000 will be paid on the check following your 6-month anniversary.
Why Work with Us:
We stand by our purpose to support our members, employees, and communities through all waves of life. And we pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued.
Learn more about our company culture here!
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 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 - 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 26full-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:careers 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.
$22.5-25 hourly 3d ago
Banker Part Time
Banner Bank 4.7
Investment banker job in Sunnyside, 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.
How much does an investment banker earn in Pasco, WA?
The average investment banker in Pasco, WA earns between $87,000 and $287,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.