Personal Banker Jobs in Bryn Mawr-Skyway, 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

Base Salary Range: Level I - $20.00 - $23.84 - $28.61 per hour Level II - $20.50 - $25.62 - $30.75 per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment. Position Overview: Heritage Bank currently has an exciting opportunity to join our organization! The Tacoma Mall Blvd B ranch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service and opening new accounts, and actively participates in and supports branch sales activities, provides timely and accurate resolution to account related issues and backs up paying and receiving, and operational duties and functions.This position is Full Time; typical schedule is Monday-Thursday 8:30a.m. - 5:15p.m. and Friday 8:30a.m. - 5:45p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. The successful candidate will be able to: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Requirements: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not required Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. . May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents the min, mid and max of Heritage Bank's salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:5801 Tacoma Mall Blvd## ##City:Tacoma## ##State:WA## ##ZipCode:98409## ##Internal:false## *mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience

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

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

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. **Job responsibilities** + Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings + Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements + Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want + Assists clients and the branch team by helping with new account openings when needed + Performs 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** + 6+ months of customer service experience + High school diploma or GED equivalent **Preferred qualifications, capabilities, and skills** + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures + Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills + Strong desire and ability to influence, educate, and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Poulsbo,WA $22.50 - $26.11 / hour

Job Details Experienced ShorelineWA - Shoreline, WA Full Time High School Diploma or equivalent. $22.50 - $27.50 Hourly In Office Full Time Mon - Fri, Rotating 1/2 Days Sat BankingDescription **$1,500 Sign-On Bonus!** Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Shoreline Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50. As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members. This position is eligible for a $1,500 Sign-On Bonus. $500 of the Sign-On Bonus will be paid out on your first paycheck and $1,000 will be paid on the check following your 6-month anniversary. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. And we pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture here! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to $1,000 or 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Universal Associate II: Responsibilities: You will perform routine financial transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc. Open new consumer accounts including: savings, checking, money market, certificates of deposit, minor accounts, Individual Retirement Accounts (IRA's), Health Savings Accounts etc. Accept, review, and process consumer loans. Requirements: At least one year of experience as a teller or equivalent customer facing banking experience. Experience in opening new accounts and loans required. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires an in-person schedule. Shifts are typically Monday - Friday, 8:45AM - 5:15PM or 9:15AM to 5:45PM, with rotating Saturdays 8:45 AM -1:15PM affording a day off during the week. About Sound Credit Union… Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26 full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at: ******************************* to apply. The Future is in Our Hands… Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

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

$1,500 Signing Bonus* *Eligible new hire's first day of employment must be on or between March 17, 2025 - June 16, 2025. Other terms and conditions apply. Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Not Applicable Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

EXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work, with great attitudes, and a willingness to learn about financial services! What we provide: Training bonus Sponsored licenses Daily trainings Competitive commission structure. Opportunities for career advancement and professional development. Supportive and collaborative work environment. Join our team and take your sales career to the next level! If you're passionate about driving results and delivering exceptional customer service, we want to hear from you. Qualifications: MUST HAVE A CLEAN BACKGROUND 18 YEARS OR OLDER & MUST be living and authorized to work in the US MUST BE WILLING TO STUDY AND TAKE STATE EXAM FOR LICENSE This is a career opportunity where you are able to earn exactly equal to the amount of hard work and dedication you put in! We're looking for a results-driven sales representative to actively seek out and engage customer prospects. You will provide complete and appropriate solutions for every client. All of our team is home grown and starts as a sales person. We are always opening up more offices and need leaders, so this is chance to make high six-figure income without a degree. Just by sheer merit and willingness to learn and improve. Key Responsibilities: 1.Generate New Business: Proactively identify and pursue new business opportunities through networking, and other lead generation methods. 2. Build and Maintain Relationships: Cultivate strong relationships with prospective and existing clients to understand their needs and provide tailored solutions. 3. Product Knowledge: Develop a deep understanding of our products and services to effectively communicate their value proposition to clients. 4. Sales Presentations: Deliver persuasive sales presentations and demonstrations to potential clients, showcasing the benefits and features of our offerings. COMMISSION ONLY!

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

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

Base Salary Range: Level I - $20.00 - $23.84 - $28.61 per hour Level II - $20.50 - $25.62 - $30.75 per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment. Position Overview: Heritage Bank currently has an exciting opportunity to join our organization! The Federal Way B ranch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service and opening new accounts, and actively participates in and supports branch sales activities, provides timely and accurate resolution to account related issues and backs up paying and receiving, and operational duties and functions.This position is Full Time; typical schedule is Monday-Thursday 8:45a.m. - 5:15p.m. and Friday 8:45a.m. - 5:45p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. The successful candidate will be able to: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Requirements: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not required Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents the min, mid and max of Heritage Bank's salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:32303 Pacific Hwy S## ##City:Federal Way## ##State:WA## ##ZipCode:98003## ##Internal:false## *mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience

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

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs 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 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Poulsbo,WA $22.50 - $26.11 / hour

Job Details Experienced Redmond West - Redmond, WA Full Time High School Diploma or equivalent. $22.50 - $27.50 Hourly In Office Full Time Mon - Fri, Rotating 1/2 Days Sat BankingDescription **$3,000 Sign-On Bonus!** Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Redmond Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50. As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members. This position is eligible for a $3,000 Sign-On Bonus. $1,000 of the Sign-On Bonus will be paid out on your first paycheck and $2,000 will be paid on the check following your 6-month anniversary. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. And we pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture here! How we Stand with You…Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start , with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to $1,000 annual bonus when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Universal Associate II: Responsibilities: You will perform routine financial transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc. Open new consumer accounts including: savings, checking, money market, certificates of deposit, minor accounts, Individual Retirement Accounts (IRA's), Health Savings Accounts etc. Accept, review, and process consumer loans. Requirements: At least one year of experience as a teller or equivalent customer facing banking experience. Experience in opening new accounts and loans required. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires an in-person schedule. Shifts are typically Monday - Friday, 8:45AM - 5:15PM or 9:15AM to 5:45PM, with rotating Saturdays 8:45 AM -1:15PM affording a day off during the week. About Sound Credit Union… Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26 full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at: ******************************* to apply. The Future is in Our Hands… Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

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

Base Salary Range: Level I - $20.00 - $23.84 - $28.61 per hour Level II - $20.50 - $25.62 - $30.75 per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment. Position Overview: Heritage Bank currently has an exciting opportunity to join our organization! The West Olympia B ranch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service and opening new accounts, and actively participates in and supports branch sales activities, provides timely and accurate resolution to account related issues and backs up paying and receiving, and operational duties and functions.This position is Full Time; typical schedule is Monday-Thursday 8:30a.m. - 5:15p.m. and Friday 8:30a.m. - 5:45p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. The successful candidate will be able to: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Requirements: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not required Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents the min, mid and max of Heritage Bank's salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:900 Cooper Point Rd SW## ##City:Olympia## ##State:WA## ##ZipCode:98502## ##Internal:false## *mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience

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 Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. 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 Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

Full-time Description ABOUT US Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here. WHAT YOU'LL DO Sell a full range of banking services and products to individual customers and small business' with an emphasis on meeting customer needs, providing exceptional customer service and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch outside business development efforts. Also sell business products of a more complex nature, i.e. cash management accounts. Requirements HOW YOU'LL DO IT Provide customer service per Coastal's Core Values. Interview and assess customer and non-customer needs and suggest appropriate products or services. Communicate with customers in the branch, over the phone, or during personal visits to local businesses. Outside sales calling is required and determined by branch management. Conduct customer phone follow-ups and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by branch management. Maintain an organized system for tracking and following up on customer needs and tracking monthly production to the branch goals. Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending. Provide timely resolution and follow through on customer issues and concerns. Complete required account documentation according to bank guidelines. Maintain current knowledge of banking rules and regulations and complete monthly online training. Actively work a book of customers to build relationships, grow the book's value according to goals and keep a firm grasp on customer retention. This may also include relationship reviews with other internal teams. Represent Coastal positively and professionally. Other duties may be assigned. Follow and comply with all regulatory and compliance regulations. WHAT YOU'LL BRING Outgoing, professional attitude with customers, prospects, and co-workers. Verbal and written communication skills. Handle multiple tasks at the same time. PC experience navigating in a Windows environment and using various applications. Excellent attention to detail. Previous experience selling financial products. Previous experience growing and developing an existing customer base. Production generation experience preferred. Basic internet skills. EDUCATION & EXPERIENCE Associate degree (A. A.) or equivalent from two-year college or technical school preferred. Two to four years related experience and/or training; OR equivalent combination of education and experience. HOW YOU'LL THRIVE AT COASTAL Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development. Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box. Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. BEING YOU AT COASTAL Coastal is proud to be an equal opportunity employer.? All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices. PHYSICAL DEMANDS The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must: Have the ability to sit for extended periods of time. Have the ability to stand for extended periods of time. Have the ability to perform repetitive finger, hand and arm movement. Have ability to use electronic office equipment such as, computer keyboard and mouse, ten key, telephone, etc. Occasionally stoop, kneel, crouch, or crawl. Occasionally lift and/or move up to 10 pounds. Have the ability to view and read computer screen for extended periods of time. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. #LI-MN1 Salary Description $24.28 - $31.56 per hour