Investment banker jobs in Spokane Valley, WA - 365 jobs
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Bank of America Corporation 4.7
Investment banker job in Spokane, WA
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
$31k-35k yearly est. 1d ago
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Investor Relations Associate
American Capital Group 4.3
Investment banker job in Bellevue, WA
Investor Relations Associate | Bellevue, WA
Founded in Bellevue, Washington in 1987, American Capital Group stands proud as a leader in real estate development. With over three decades of dedicated service, our expertise shines in the realm of multifamily community development. To date, we have crafted over 100 multifamily properties across twelve states, managing 25+ of these properties in four Western states.
Our success stems from our comprehensive approach. We handle every aspect of real estate development in-house, encompassing Acquisitions, Development, Architectural Design and Engineering, Construction Management, Property Management, and Asset Management. This integrated strategy has solidified our position as an industry trailblazer.
At ACG, our teams leverage modern technology and AI tools to automate routine work, surface insights faster, and free up time for high‑impact, human problem‑solving. Through AI and other technology, we have been able to reduce the times our teams spend in tracking and reporting, coordination, management of documentation, and internal process support. We don't replace people with technology - we use AI as a smart assistant so our teams can collaborate better, make data‑informed decisions, and focus on the work that matters most. We are looking for people who are curious and innovative, excited to experiment with new tools, and passionate about using technology to drive our company forward.
For a deeper insight into our journey and achievements, we invite you to explore our website.
*******************
About PCM Kinect
As a proud subsidiary of American Capital Group, PCM Kinect is an emerging investment management company specializing in real estate private equity. As we launch and scale our funds, we are seeking an experienced investor relations and fundraising professional to play a pivotal role in raising capital, cultivating investor relationships, and establishing the systems that will drive our long-term success. This position will be primarily supporting ACG, however it will also support PCM Kinect as needed.
Position Overview
Schedule: The schedule for this position is Monday through Friday, 7am to 4pm PST. After 6 months of employment, this position is eligible to change to our flexible schedule of Monday through Friday, with start times between 6-9am and end times between 3-6pm, depending on your start time (a full 8-hour day must be worked). Corporate office hours are Monday through Friday, 7am to 4pm - Flexibility to work additional hours may be required to meet company/project needs.
Location Requirement: This position is fully onsite at our corporate office. Travel may be required for this position.
Compensation Package-
$90,000 - $120,000 / Year
Other Compensation: Annual Bonus
Competitive medical, dental, and vision benefits. Employer pays 85% of employee's premium.
401k contribution opportunity with an annual company match.
Paid sick leave accrual equivalent to 1.33 hours for every 30 hours worked (~11 days per year).
Paid vacation starting at three weeks and increasing with tenure.
14 paid holidays, including 2 personal holidays of your choice.
* The above compensation is a range. Offers are made based on a candidate's experience and the geographical location of this position.
What We Offer
Competitive starting wages (listed above).
A company-wide commitment to diversity and inclusion.
A positive work environment where employee's contributions are valued.
A fun culture with team building activities and events.
Competitive medical, dental, and vision benefits. Employer pays 85% of employee's premium.
401k contribution opportunity with an annual company match.
Paid sick leave accrual equivalent to 1.33 hours for every 30 hours worked (~11 days per year).
Paid vacation starting at three weeks and increasing with tenure.
14 paid holidays, including 2 personal holidays of your choice.
Comprehensive training programs and development opportunities.
What We're Looking For
Bachelor's degree in Finance, Business, Economics, Real Estate, or related field.
2-5+ years of experience as a paralegal, in investment management, real estate private equity, capital markets, or related field.
Strong financial acumen and understanding of investment structures, performance metrics, and fund operations.
Excellent written and verbal communication skills; ability to craft clear, compelling investor messaging.
Highly organized, detail-oriented, and comfortable managing multiple workstreams.
Entrepreneurial mindset with a willingness to take on a wide range of tasks in a lean startup environment.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); CRM or investor portal experience a plus.
Demonstrates exceptional attention to detail and organizational abilities.
Proficient in effective communication and teamwork.
Maintains a positive outlook and embraces a collaborative team approach.
Shows responsibility and takes pride in their work.
Fluent in English, with strong reading, speaking, and writing skills.
Your Role
Investor Relations
Support investor outreach, presentations, CRM tracking, and reporting.
Coordinate investor meetings, communications, and due diligence requests.
Prepare and distribute investor updates, deal announcements, and materials.
Operational Support
Assist with operational infrastructure, compliance processes, and internal reporting.
Support accounting, legal, and fund administration activities, including closings, capital calls, and distributions.
Maintain firm policies, templates, and SOPs; support research and partner priorities.
Financial Reporting & Systems
Design and manage financial reporting systems and investor reporting tools.
Prepare compliance, debt, and investor reports and present performance insights to management.
Department Support
Implement operational policies, standards, and security practices.
Stay current on financial reporting technologies and support finance initiatives as needed.
The responsibilities above are not all-inclusive.
Our Mission & Culture
At American Capital Group, “Our mission is to be an innovator and leader in multifamily housing solutions.” To fulfill this mission, we prioritize respect, collaboration, integrity, and transparency. These core principles guide our interactions and decisions, creating a work environment where every voice is heard and valued.
We understand that our employees are the cornerstone of our success, and we foster a culture that encourages teamwork and open communication. Our commitment to integrity and transparency not only shapes the way we do business but also how we support and appreciate our dedicated team members. By nurturing these values and striving to innovate in multifamily housing, we create a stronger, more successful company where everyone has the opportunity to thrive.
Candidate Screening & Interview Process
We encourage all qualified applicants to apply for this position. Candidates should be prepared to complete an online assessment test. After submitting your application, you may be invited to take part in a preliminary virtual interview conducted by a member of our Human Resources team. Those who advance will participate in additional virtual and/or on-site interviews with the Hiring Manager(s).
Background Checks and Screenings
Candidates should be prepared to undergo a background check and complete a 4-panel drug screening. Depending on the position, the background check may involve professional reference checks, credit checks, county and nationwide criminal history reviews, social media screenings, as well as education, certification, and employment verifications.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER & AFFIRMATIVE ACTION EMPLOYER
We are a proud Equal Opportunity Employer and are dedicated to fostering an inclusive workplace. We celebrate diversity and are committed to creating an environment where all employees are respected, treated fairly, and given equal opportunities to thrive. We encourage applicants of all races, colors, religions, genders, sexual orientations, gender identities or expressions, national origins, ages, disabilities, veteran status, and all other characteristics to apply. Our commitment to equality, respect, and inclusivity means we strive to reflect the communities we serve and welcome the unique contributions that come from diverse perspectives.
$90k-120k yearly Auto-Apply 6d ago
Equity Trader
Ripple Companies 4.4
Investment banker job in Vancouver, WA
Come and make ripples of positive impact with us.
At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.
We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together - Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.
About the Position
We are seeking a full-time, onsite Investment Analyst to join our team. In this role you will execute trades in accordance with portfolio strategies and compliance requirements, assist with portfolio rebalancing, maintain accurate documentation, prepare investment and performance reports, and monitor markets. You will work closely with the Portfolio Manager to accurately trade portfolios and prepare client presentation materials, while tracking portfolio performance against benchmarks and identifying key drivers and variances. You will also collaborate on initiatives to enhance trading systems, streamline workflows, improve operational efficiency and support investment committee and planner meetings.
This role is ideal for a detail-oriented, analytical professional who thrives in a collaborative environment and is passionate about supporting the operational aspects of investment management, investment research, and supporting data-driven decision-making.
What You'll Bring to Us:
Bachelor's degree in Finance, Economics, or a related field.
Minimum of 2 years of Client Service experience, including trading responsibilities and demonstrated proficiency with model portfolios and trading in Eclipse.
At least 2 years of trading experience, with a minimum of 6 months performed independently without supervision.
Enrolled in the Chartered Financial Analyst (CFA) with Level I completed. With intent to complete your CFA designation.
Successful completion of the SIE, Series 7, and Series 66 examinations (or within 3 months of hire date).
Proficiency with investment research tools (Eclipse Morningstar, YCharts) and portfolio management systems.
Advanced skills in Excel or similar analytical tools to manipulate data, build models, and automate analysis.
Foundational understanding of financial markets, investment instruments, and portfolio construction principles.
Ability to conduct investment analysis and prepare supporting materials with limited supervision.
Commitment to developing knowledge of risk management practices, compliance standards, and fiduciary responsibilities.
Ongoing engagement with a broad range of asset classes and their roles within diversified portfolios.
Demonstrated initiative in pursuing independent research projects and contributing meaningful insights to the investment team.
Strong, proven background supporting Financial Planners in a client-facing role.
Ability to maintain strict confidentiality regarding client data and company information.
Ability to evaluate and interpret data to identify trends, inform decisions, and generate meaningful insights.
Effectively balance deadlines and responsibilities, staying responsive and delivering reliable results.
Proactively identify and implement process improvements; taking initiative to refine systems and workflows.
Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members.
About Johnson Bixby
Johnson Bixby is a leading financial planning firm in downtown Vancouver, Washington. We are passionate about empowering and mentoring the next generation of financial services professionals. We're looking for humble, growth-minded talent who understand the value of long-term financial planning and are ready to walk alongside our clients to help them make informed decisions, build long-term financial confidence, and navigate life's challenges and opportunities as they come.
Our Employee Value Proposition
At Johnson Bixby, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.
Purpose: At Johnson Bixby, your work has purpose. You help clients achieve peace of mind and shape a stronger financial future - for them and for yourself.
Total Rewards: We value your contribution and invest in your success with rewards that support your financial, physical, and personal well-being.
Team Culture: We've built a culture grounded in trust, leadership, and teamwork - where people feel connected, respected, and empowered to do their best work.
Learning & Development: We invest in your growth because your success drives ours. With ongoing learning, mentorship, and development, you can build a career you're proud of.
Our benefits package includes:
14 days of PTO in first year, plus 10 paid holidays (including floating holidays)
Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents)
Life/AD&D Insurance
401(k) Retirement Plan with up to 4% company match
Other Compensation - Team members may receive performance bonuses and profit share.
If you're ready to be part of a dedicated team that values growth and client excellence, apply today!
Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.
$64k-109k yearly est. 13d 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. 2d 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 56d ago
Recent Graduate - Financial Services
New York Life 4.5
Investment banker job in Spokane, WA
Job Description
Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic
If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services2, estate planning strategies and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.
#SMAC
$34k-40k yearly est. 2d ago
Personal Banker
Washington Trust Bank Careers 4.7
Investment banker job in Spokane, WA
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: Indiana Branch - 27 E Indiana Ave, Spokane WA 99207
Schedule: Monday thru Friday, 8:30am to 6:15pm, and 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 $26.75
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, 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.
$29k-35k yearly est. 13d ago
Financial Services Representative I
First Interstate Bancsystem 3.5
Investment banker job in Spokane, WA
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
is located at our Spokane, WA Northside branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Child Care Assistance Program for eligible dependent(s).
Exercise reimbursement program for employees.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
Builds client relationships through outbound and proactive measures including First 15.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Attention to detail, including verbal and written instructions.
Maintains confidentiality.
Effective use of tact and diplomacy as it relates to clients and co-workers.
Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
Delivers complete and accurate work and displays pride and professionalism in work.
Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
Takes personal initiative and is a positive example for other to emulate.
This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
High School Diploma or General Education Degree (GED) required
1-3 years banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Lifting - Occasionally (up to 10 lbs)
Sitting - Frequently
Overtime - Subject to business need
Noise Level - Moderate
Typical Work Hours - M-F (8-5)
Regular and Predictable Attendance - Required
COMPENSATION & BENEFITS
We offer a competitive total compensation package including base salary and benefits. The anticipated pay range for this position is $19.61 to $27.46 per hour in WA and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, medical, dental, vision, short-term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays. For more information regarding our benefits, please visit ************************************************************************
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
$19.6-27.5 hourly Auto-Apply 1d ago
Banker Part Time- Division St.
Banner Bank 4.7
Investment banker job in Spokane, 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.
Join Banner Bank as a Banker and be the welcoming face of our branch. In this role, you'll help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you're passionate about delivering exceptional customer experiences and want to grow in a supportive environment, we'd love to meet you.
In this role you'll
* Process client transactions accurately and efficiently while following established policies and procedures.
* Provide an excellent experience for clients and act as the face of the Bank.
* Assist clients in achieving financial goals by referring Bank products and services.
* Refer clients to other Bank specialists when appropriate.
* Work effectively as a team contributor on all assignments.
* Maintain a high level of personal reliability and punctuality.
* Sell Bank products and services through in-person and telephone conversations, meeting referral standards set by your Manager.
* Comply with all policies, procedures, security requirements, and government regulations.
What we're looking for
* You have a High School Diploma or GED (Required).
* An equivalent combination of education and experience can be considered in lieu of a degree.
* You have entry-level experience in cashiering, bookkeeping, client service, or sales with established goals (Required).
What helps you shine
* You bring strong organizational skills and attention to detail.
* You have basic PC knowledge with Windows-based applications and calculator use.
* You're comfortable with basic math, negotiation, and problem-solving.
* You communicate effectively, with proper phone and email etiquette.
* You excel at building relationships and delivering excellent customer service.
* You can work branch hours and lift up to 25 pounds as needed.
Travel
* Up to 0%
Our company values
* Do the right thing
* Mutual respect
* Teamwork
* Honesty and integrity
What our team says
* "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review
Compensation & benefits
* Targeted starting salary range (based on experience): $19.00/hr
* Annual incentive potential
* 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
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.
$19 hourly 51d ago
Recent Graduate - Financial Services
Farmers Insurance-Tracy Niles Agency 4.4
Investment banker job in Spokane, WA
Job Description
We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind.
Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs.
Responsibilities:
Meet new business production goals and objectives as established.
Treat each customer contact as a cross and up-sell opportunity, including financial products.
Maintain knowledge of new products.
Prospecting and generating new business through leads & referral sources.
Maintain client relationships through follow-up phone calls.
Requirements:
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Proficiency to multi-task, follow-thru and follow-up.
Problem-Solving Capabilities.
Successful sales background.
Driven and goal-oriented individual.
Property and Casualty insurance license (must be willing to obtain)
Benefits:
Base Salary with Commissions
Bonus Opportunities
Weekends Off
Holidays Off
Team Building Activities
Hands-On Training
Performance Bonuses
Professional Work Environment
Who We Are:
Our district is more than just a network of Farmers agency owners and team members; we are a vibrant community committed to our core values and dedicated to providing our clients with the best advice and protection for what matters most to them.
Our District team is passionate about helping individuals discover fulfilling careers that offer a sense of purpose and pave the way to financial freedom. Together, we create an environment of support, growth, and opportunity where every individual is encouraged to reach their full potential. Join us in our mission to build a brighter future for ourselves, our clients, and our community.
Contact us today to join other savvy salespeople becoming Farmers Agency Producers!
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: **************************************************************************
$23k-34k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America 4.7
Investment banker job in University Place, WA
Tacoma, Washington;University Place, Washington; Puyallup, 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
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
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 Managemen
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.
$31k-36k yearly est. 4d ago
Equity Trader
Ripple Companies 4.4
Investment banker job in Vancouver, WA
Job DescriptionSalary: $32 - $36/hour
Come and make ripples of positive impact with us.
At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.
We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.
About the Position
We are seeking a full-time, onsite Investment Analyst to join our team. In this role you will execute trades in accordance with portfolio strategies and compliance requirements, assist with portfolio rebalancing, maintain accurate documentation, prepare investment and performance reports, and monitor markets. You will work closely with the Portfolio Manager to accurately trade portfolios and prepare client presentation materials, while tracking portfolio performance against benchmarks and identifying key drivers and variances. You will also collaborate on initiatives to enhance trading systems, streamline workflows, improve operational efficiency and support investment committee and planner meetings.
This role is ideal for a detail-oriented, analytical professional who thrives in a collaborative environment and is passionate about supporting the operational aspects of investment management, investment research, and supporting data-driven decision-making.
What Youll Bring to Us:
Bachelors degree in Finance, Economics, or a related field.
Minimum of 2 years of Client Service experience, including trading responsibilities and demonstrated proficiency with model portfolios and trading in Eclipse.
At least 2 years of trading experience, with a minimum of 6 months performed independently without supervision.
Enrolled in the Chartered Financial Analyst (CFA) with Level I completed. With intent to complete your CFA designation.
Successful completion of the SIE, Series 7, and Series 66 examinations (or within 3 months of hire date).
Proficiency with investment research tools (Eclipse Morningstar, YCharts) and portfolio management systems.
Advanced skills in Excel or similar analytical tools to manipulate data, build models, and automate analysis.
Foundational understanding of financial markets, investment instruments, and portfolio construction principles.
Ability to conduct investment analysis and prepare supporting materials with limited supervision.
Commitment to developing knowledge of risk management practices, compliance standards, and fiduciary responsibilities.
Ongoing engagement with a broad range of asset classes and their roles within diversified portfolios.
Demonstrated initiative in pursuing independent research projects and contributing meaningful insights to the investment team.
Strong, proven background supporting Financial Planners in a client-facing role.
Ability to maintain strict confidentiality regarding client data and company information.
Ability to evaluate and interpret data to identify trends, inform decisions, and generate meaningful insights.
Effectively balance deadlines and responsibilities, staying responsive and delivering reliable results.
Proactively identify and implement process improvements; taking initiative to refine systems and workflows.
Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members.
About Johnson Bixby
Johnson Bixby is a leading financial planning firm in downtown Vancouver, Washington. We are passionate about empowering and mentoring the next generation of financial services professionals. Were looking for humble, growth-minded talent who understand the value of long-term financial planning and are ready to walk alongside our clients to help them make informed decisions, build long-term financial confidence, and navigate lifes challenges and opportunities as they come.
Our Employee Value Proposition
At Johnson Bixby, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.
Purpose: At Johnson Bixby, your work has purpose. You help clients achieve peace of mind and shape a stronger financial future for them and for yourself.
Total Rewards: We value your contribution and invest in your success with rewards that support your financial, physical, and personal well-being.
Team Culture: Weve built a culture grounded in trust, leadership, and teamwork where people feel connected, respected, and empowered to do their best work.
Learning & Development: We invest in your growth because your success drives ours. With ongoing learning, mentorship, and development, you can build a career youre proud of.
Our benefits package includes:
14 days of PTO in first year, plus 10 paid holidays (including floating holidays)
Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents)
Life/AD&D Insurance
401(k) Retirement Plan with up to 4% company match
Other Compensation- Team members may receive performance bonuses and profit share.
If youre ready to be part of a dedicated team that values growth and client excellence, apply today!
Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.
$32-36 hourly 10d ago
Future Positions
Masterworks 3.5
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
$66k-109k yearly est. 60d+ ago
Recent Graduate - Financial Services
New York Life 4.5
Investment banker job in Spokane, WA
Job Description
Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic
If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What were looking for...
Were looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
Well equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that well subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. Youll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Youll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services2, estate planning strategies and business solutions.
Human guidance
When you join New York Life, youre joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.
#SMAC
$41k-54k yearly est. 2d ago
Financial Services Representative III
First Interstate Bancsystem 3.5
Investment banker job in Coeur dAlene, ID
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
is located at our Coeur d'Alene, ID Riverstone Dr. branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative III delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
Opens and maintains a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and is proficient in originating all types of personal loans.
Originates small business loans if necessary.
Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
Identifies referral opportunities to other lines of business including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
Builds client relationships through outbound and proactive measures including First 15.
MANAGEMENT RESPONSIBILITIES
Performs supervisory responsibilities in retail branches if necessary.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Attention to detail including verbal and written instructions.
Maintains confidentiality.
Effective use of tact and diplomacy as it relates to clients and co-workers.
Working knowledge and use of a personal computer, Microsoft software programs and strong 10-key skills.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
Delivers complete and accurate work and displays pride and professionalism in work.
Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function, and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
Takes personal initiative and is a positive example for other to emulate.
This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
High School Diploma or General Education Degree (GED) required
Associate's Degree preferred
1-3 years banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Sitting - Frequently
Standing - Occasionally
Noise Level - Moderate
Typical Work hours - M-F (8-5)
Regular and Predictable Attendance - Required
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
$21k-29k yearly est. Auto-Apply 23d ago
Relationship Banker - WA East Market - Spokane, WA
JPMC
Investment banker job in Spokane, WA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
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: **************************************************************************
$33k-39k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America 4.7
Investment banker job in Kent, WA
Kent, Washington;Auburn, Washington
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**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.
$31k-36k yearly est. 4d ago
Associate Relationship Banker - Spokane Valley - Spokane, WA
JPMC
Investment banker job in Spokane, WA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
How much does an investment banker earn in Spokane Valley, WA?
The average investment banker in Spokane Valley, WA earns between $93,000 and $299,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.
Average investment banker salary in Spokane Valley, WA