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  • Relationship Banker

    Bank of America Corporation 4.7company rating

    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. 8d ago
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  • Investor Relations Associate

    American Capital Group 4.3company rating

    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 5d ago
  • Equity Trader

    Ripple Companies 4.4company rating

    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. 12d ago
  • Investment Banking Analyst

    Meridian LLC 4.6company rating

    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 3.5company rating

    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
  • J.P. Morgan Wealth Management - Private Client Investment Associate - Lakewood, WA

    Jpmorganchase 4.8company rating

    Investment banker job in Lakewood, WA

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $106k-158k yearly est. Auto-Apply 45d 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 4.5company rating

    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
  • Treasurer's Office Banking Intern

    Treasurer's Office Banking Intern @ Umass Office of The President

    Investment banker job in Washington

    Spring 2026 Appointment: Must be a UMass student enrolled for the Spring Semester Primary Work Location: 50 Washington Street, Westborough, MA. Remote Work Schedule Normal Work Schedule: M-F, up to 20 hours per week during the semester, up to 40 hours per week during the Summer Job Summary: The intern will be working in support of banking operations and cash management. In addition, working with the Payment Operations Team provide customer support and research. The Treasurer's Office has sole responsibility for all traditional treasury finance functions of the University of Massachusetts including managing all financial institution relationships, external portfolio managers, securities investment, cash management, and bank reconciliation. Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience): Current UMass student enrolled in an undergraduate or graduate program of study. GPA 3.0 or higher. Creative, eager to learn, motivated, and willing to take the initiative on assigned projects/tasks. Reliable and detail-oriented with a strong ability to multitask, stay organized, and meet deadlines. Ability to work independently and as part of a team. Must be well organized, detail-oriented, and possess good follow-up skills. Ability to maintain confidentiality and exercise discretion when interacting with staff. Must be proficient in Microsoft Office (including Excel, Word, and PowerPoint). Working Conditions: Typical office setting with remote work available Additional Details: Hourly rate: $17.00. All offers are contingent on successful completion of a background check.
    $17 hourly 60d+ ago
  • Recent Graduate - Financial Services

    Farmers Insurance-Tracy Niles Agency 4.4company rating

    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!
    $35k-39k yearly est. 17d ago
  • Banker Part Time- Division St.

    Banner Bank 4.7company rating

    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. As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. What you'll need * 3 or more months of job-related experience including cash handling, client service and sales required * Previous Teller experience preferred * Strong organizational skills; basic skills in math, negotiation, and problem solving * Effective verbal and written communication skills; proper phone and email etiquette * Good interpersonal and relationship building skills; excellent customer service skills * NOTE: higher levels of experience may be considered for a higher-level role in the same job. Our Process * Complete a simple application and answer a few questions * Take a quick assessment that gives us a little more insight on your work style * Have a phone interview with the manager or recruiter * Have an on-site interview with the manager and another key member or two of the team * Get an offer if it's the right fit for you and Banner * Start working after a background check and kick-off an amazing career Compensation and Benefits * Targeted starting hourly range (based on experience): $18+/hour * Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life * Paid vacation time, sick time and 11 company paid holidays * 401k (with up to 4% match) * Tuition reimbursement * Get more information at: Employee Benefits | Banner Bank $18 - $22.23 an hour Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $18-22.2 hourly 51d ago
  • Personal Banker

    The Washington Trust Bank 4.7company rating

    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
  • Private Client Banker - Billings Heights - Billings, MT - Rocky Mountains

    JPMC

    Investment banker job in Billings, MT

    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
  • Premier Private Banker V

    Southstate Bank, National Association

    Investment banker job in Washington

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! ESSENTIAL FUNCTIONS Actively participates in a business development plan to increase the Bank's loan and deposit portfolio Manages full-service banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex accounts Consults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services. Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services. Resolves customer problems and assists with general inquiries. Provides superior service to customers. Ensures that all required documentation is in file for all loans. Clears documentation or compliance exceptions noted by Loan Operations or other review channels Develops and utilizes COI network to generate new business Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well and all State and Federal regulations. Builds and maintains a positive working relationship with COI's to enhance the Bank's image and reputation in the marketplace Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. May provide training and guidance to less experienced Private Bankers Accepts other duties as assigned Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications, Education, and Certification Requirements Education: Bachelor's degree in a related field (Finance, Management, Business Administration) or equivalent experience Experience: Minimum 15 years Business Banking or Private Banking experience; 5 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities. Skills: Excellent written and verbal communication skills are necessary. Demonstrated understanding of financial accounting and analysis. Excellent organization, interpersonal, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines. Knowledge: Basic knowledge of bank operating systems. Extensive knowledge of Bank products, services, procedures, and practices. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is required. Must have in-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures. Familiarity with the local business community is strongly preferred. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. TRAVEL Travel may be required to come to meetings as needed. Equal Opportunity Employer, including disabled/veterans.
    $31k-53k yearly est. Auto-Apply 60d+ ago
  • Resume Bank

    House Majority Pac

    Investment banker job in Washington

    House Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
    $31k-53k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative III

    First Interstate Bancsystem 3.5company rating

    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
  • Talent Bank

    Democratic National Committee 3.3company rating

    Investment banker job in Washington

    The Democratic National Committee is committed to building a strong Democratic Party and is seeking new and diverse talent to help lead us to victory in elections across the country. The DNC Talent Bank is an effort to help state parties, campaigns, and other progressive organizations find the best applicants for a wide range of positions from field organizers to digital directors and communications staff. If you are interested in joining a state party or campaign this cycle, and in years to come, please fill out our questionnaire and submit your resume below. All levels of experience and fields of interest are encouraged to apply.
    $29k-37k yearly est. 60d+ ago
  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Investment banker job in Tacoma, 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 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
    $31k-36k yearly est. 6d ago
  • Equity Trader

    Ripple Companies 4.4company rating

    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 3.5company rating

    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

Learn more about investment banker jobs

How much does an investment banker earn in Spokane, WA?

The average investment banker in Spokane, 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, WA

$166,000
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