Personal banker jobs in District of Columbia - 64 jobs
Senior Private Banker & Wealth Strategy MD
Jpmorgan Chase & Co 4.8
Personal banker job in Washington, DC
A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates must hold a Bachelor's Degree and possess licensure or the ability to obtain it within 90 days. Strong client experience focus and proven sales success are necessary for the position.
#J-18808-Ljbffr
$49k-116k yearly est. 5d ago
Looking for a job?
Let Zippia find it for you.
Relationship Banker - Washington DC Market - Bilingual Spanish Required
Bank of America 4.7
Personal banker job in Washington, DC
Washington, District of Columbia;Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**********************************************************************************************************************************************
**:**
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
+ Collaborates effectively to get things done, building and nurturing strong relationships.
+ Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
+ Is confident in identifying solutions for new and existing clients based on their needs.
+ Communicates effectively and confidently and is comfortable engaging all clients.
+ Has the ability to learn and adapt to new information and technology platforms.
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
+ Applies strong critical thinking and problem-solving skills to meet clients' needs.
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
+ Efficiently manages time and capacity.
+ Focuses on results, while acting in the best interest of the client.
+ 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. Vietnamese or Spanish Preferred
- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
**Skills:**
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**Minimum Education Requirement:**
- High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Overview World Wildlife Fund (WWF), one of the world's leading conservation organizations, seeks a Outgoing Agreements & Financial Associate Specialist. The Outgoing Agreement & Financial Associate Specialist administers outgoing agreements (subgrants, consulting agreements, and other contracts) from issuance through close-out for assigned programs. Responsibilities include drafting, reviewing, negotiating, and processing agreements; ensuring compliance with donor requirements, WWF policies, and audit standards; and maintaining accurate records in WWF systems (SmartSimple, Workday). The coordinator provides guidance to program staff and grantees, serving as a subject matter expert on agreement procedures. The role also supports financial management by reviewing subgrantee financial reports and budget vs. actuals, processing journal entries and reclasses in Workday, ensuring accurate and timely payments, and identifying and resolving reporting discrepancies. Salary Range: $58,200-$87,200 Please note: Applicants must be legally authorized to work in the U.S. This position is not eligible for employment visa sponsorship. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Responsibilities Grants and Contracts Administration * Drafts outgoing agreements (subgrants, consulting agreements, travel support agreements), incorporating scopes of work, budgets, monitoring requirements, and donor provisions. * Reviews and edits scopes of work and budget documents, collaborating with program staff and Program Administrators as needed. * Assesses agreement conditionality and serves as a resource on related questions. * Facilitates and monitors the review and approval process for new agreements and amendments. * Coordinates with Legal, program staff, Program Administrators, and other internal and external stakeholders during agreement negotiations. * Secures authorized signatures, distributes final documents, and tracks set-up for initial payments. * Maintains complete and accurate agreement records in SmartSimple and Workday in accordance with WWF policies and audit standards. * Troubleshoots issues related to agreement and supplier integration and payment processing. * Processes agreement payments in a timely manner, liaising with accounting and program teams to resolve questions. * Monitors and clears advances, and records expenses for conditional grants, consultants, and travel advances. * Monitors compliance with deliverable requirements and follows up on outstanding submissions. * Ensures financial and project reports are acknowledged and routed for timely review; may provide overviews for completeness. * Drafts and processes amendments for grants and consultancies as needed. * Closes out agreements in accordance with WWF policies, coordinating with Program Administrators and Technical Officers. * Provides guidance and support on outgoing agreement procedures and systems (SmartSimple and Workday); serves as a subject matter expert for internal partners. * Ensures real-time visibility of processing status in grant management systems. * Ensures all programmatic and financial documents related to outgoing agreements are properly filed and accessible for audit purposes. * Builds relationships across teams and communicates effectively with internal and external partners. * Works in close coordination with the Manager, Outgoing Agreements, receiving guidance and support to ensure consistency in processes and alignment with unit priorities. Financial Operations * Assists with financial and operational analyses, including and running/reviewing budget vs. actuals reports. * Reviews subgrantee financial reports. * Processes journal entries and reclasses in Workday in accordance with accounting policies. * Ensures timely and accurate processing of agreement payments. * Runs out-of-balance reports and resolves discrepancies. * Reviews the WWF Payroll Journal Hours Accounting report and makes necessary adjustments for any Effort Certification holding account hours. * Reviews the WWF Payroll Journal Hours Accounting report and makes necessary adjustments for any Effort Certification holding account hours. * Other duties as assigned. Key Competencies * Attention to Detail & Accuracy: Ensures completeness and correctness in agreements, financial transactions, and compliance. * Communication: Communicates clearly and concisely with internal stakeholders and external partners. * Organization & Multitasking: Efficiently manages multiple deadlines and priorities. * Collaboration & Teamwork: Works effectively across departments to achieve shared goals. * Analytical Skills: Reviews materials, identifies trends, and recommends improvements. * Independence & Discretion: Exercises sound judgment and autonomy in managing agreements and finances. * Customer Service Orientation: Supports staff and partners while ensuring compliance. * Adaptability & Prioritization: Manages competing deadlines and high-volume periods effectively. Qualifications * Bachelor's degree and two to four years of relevant experience in grants, contracts, public administration, or project/financial management. * Working knowledge of the grants management cycle and basic grant accounting principles is desired. * Strong organizational, analytical, and quantitative skills; ability to prioritize and manage multiple projects under time constraints. * Excellent attention to detail and ability to produce high-quality, accurate work on time. * Strong communication and interpersonal skills; ability to collaborate across teams and with internal and external partners. * Customer service orientation, problem-solving skills, and ability to work independently or as part of a team. * Proficiency in word processing, databases, and spreadsheets (e.g., Word, Excel, PowerPoint, Access); familiarity with grants management and accounting systems (e.g., SmartSimple, Workday) is highly desirable. * Ability to operate with independence, discretion, and sound judgment. * Commitment to fostering a culture of inclusion within and across teams. *
Identifies and aligns with WWF's core values: * COURAGE - We demonstrate courage through our actions, we work for change where it's needed, and we inspire people and institutions to tackle the greatest threats to nature and the future of the planet, which is our home. * INTEGRITY - We live the principles we call on others to meet. We act with integrity, accountability, and transparency, and we rely on facts and science to guide us and to ensure that we learn and evolve. * RESPECT - We honor the voices and knowledge of people and communities that we serve, and we work to secure their rights to a sustainable future. * COLLABORATION - We deliver impact at the scale of the challenges we face through the power of collective action and innovation. To Apply: * Submit cover letter and resume through our Careers Page, Requisition #26032 * Due to the high volume of applications, we are not able to respond to inquiries via phone World Wildlife Fund (WWF) promotes equal employment opportunities for all qualified individuals regardless of age, race, color, sex, religion, national origin, disability, or veteran status, or any other characteristic protected under applicable law.
$58.2k-87.2k yearly Auto-Apply 60d+ ago
Resume Bank
House Majority Pac
Personal banker job in Washington, DC
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$33k-74k yearly est. Auto-Apply 60d+ ago
Resume Bank
Ab Pac
Personal banker job in Washington, DC
This is a posting for American Bridge 21st Century's, a progressive research and communications organization dedicated to holding Republicans accountable for their words and actions, resume bank for future opportunities in its various Research, Communications, and Tracking Departments.
All positions will be based in Washington, D.C, unless otherwise noted within the specific posting.
American Bridge 21st Century PAC is an Equal Opportunity Employer. Applicants of diverse backgrounds are welcomed and encouraged to apply. We offer a competitive salary and a strong benefits package.
American Bridge 21st Century is a union employer, however not all postings will be within the bargaining unit. This will be noted accordingly in future postings.
$33k-74k yearly est. 60d+ ago
Private Client Banker - Chevy Chase - Washington, DC
JPMC
Personal banker job in Washington, DC
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: **************************************************************************
$33k-74k yearly est. Auto-Apply 60d+ ago
In-Person Licensed Therapist To Join DC Practice
Therapy Group of Dc
Personal banker job in Washington, DC
THE OPPORTUNITY:
Develop rewarding, long-term therapeutic relationships with motivated, psychologically aware patients.
Focus time and energy on your real passion for providing therapy and developing your skills as a clinician.
Provide psychotherapy in a fee-for-service practice mainly to couples, but have opportunities to work with individuals.
EMPLOYMENT TYPE:
Full-time (30 direct clinical hours per week).
ABOUT THE THERAPY GROUP OF DC
Therapy Nerds Work Here. We recognize strengths and potential in our psychologists who we know make a profound difference and bring about lasting change.
We love what we do. We get geekily excited to invest in and develop the infrastructure, technology, and outreach that is key to building and maintaining a thriving group practice.
Psychotherapy transforms lives. We are an established practice in downtown DC celebrating over 20 years of serving our community. Consider joining us if you're seeking a long-term home in a group practice.
Requirements
SUCCESSFUL CANDIDATES SHOULD HAVE THE FOLLOWING:
Excellent therapeutic rapport-building and interpersonal skills.
Strong orientation for collegiality.
Licensed (or licensed-eligible) in the District of Columbia.
Committed to multiculturally competent practice.
Interested in and experience working with gay, lesbian, bisexual, and gender-diverse clients.
Commitment to working in a group practice.
Benefits
COMPENSATION AND FINANCIAL PERKS:
Annual income starts at approximately $100,000.
Dental, Vision, and Health Insurance
401k Match (after one year of employment)
INTENTIONAL PRACTICE & PROFESSIONAL DEVELOPMENT PERKS:
Ongoing case conference supervision group to continuously sharpen your clinical expertise.
Opportunity to give back to our community and train tomorrow's leading practitioners by becoming involved with the Capital Therapy Project, our innovative low-fee psychodynamic therapy training institute.
$100k yearly Auto-Apply 60d+ ago
Retail Banker I (Howard Shaw)
TD Bank 4.5
Personal banker job in Washington, DC
Hours: 40 Pay Details: $24.25 - $32.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD.
Depth & Scope:
* Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience
* Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk
* Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
* Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
* Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
* Independently resolves customer issues, errors and problems, escalating when necessary
* Builds working relationships with customers and explains detailed and/or complicated information.
* Requires full proficiency gained through job related training to perform a range of activities
* Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise
* Engages in conversations with customers about loan products, facilitates the application intake
* Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
*
Education & Experience:
* HS Diploma or GED
* 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, military experience preferred.
* Teller experience preferred
* Must be able to complete teller training upon hire to take customer transactions
* Demonstrated ability to engage in customer conversations while educating them on products and services preferred
* Demonstrated organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and effective problem solving
* Proficient in Microsoft Office
* Notary License (Preferred)
Customer Accountabilities:
* Delivers Legendary experience by helping customers, building relationships, and delivering service and advice
* Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
* Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money
* Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
* Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately
* Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs
* May act as a point of escalation for Customer questions or concerns
* May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
* Acts as a brand champion both internally and externally
* Recognizes transaction needs and educates clients on self-service channels including digital options
* Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Participates in the Stores daily operations to ensure alignment with TD's risk framework
* Understands and applies operating policies and procedures
* Supports the timely and accurate completion of business processes and procedures
* Escalates non-standard or high-risk transactions/activities as necessary
* Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
* Ensures necessary due diligence to support the accuracy of all customer transactions/activities
* Knowledgeable of and complies with Bank Code of Conduct
* Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location
* Executes with excellence by adhering to all risk and control policies/procedures
*
Employee/Team Accountabilities:
* Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
* Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
* Participates in personal performance management and development activities
* Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
* Contributes to a fair, positive and equitable environment that supports a diverse workforce
* Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally
* Utilizes feedback through coaching sessions to demonstrate stronger performance
* Establishes relationships with partner bankers to make effective referrals to them
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
* Collaborates with team members in contributing to the success of the team and organization
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments and code of conduct expectations
* Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience
OCC Language:
* This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
* Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
* Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
* Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD 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, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$24.3-32.5 hourly Auto-Apply 3d ago
Navy Financial Associate - Washington, D.C.
Serco 4.2
Personal banker job in Washington, DC
Washington, District of Columbia, US Washington Navy Yard, District of Columbia, US Virginia, US Maryland, US Delaware, US Finance 12315 Full-Time Ability to obtain and maintain an active DOD Secret Clearance $116326.95 - $189030.99
**Position Description & Qualifications**
**Position Description & Qualifications**
Looking for a finance opportunity at a place you can have influence every day? Then Serco has a right opportunity for you!
As the Navy Financial Associate, you will be a part of Team Submarine, located in Washington, DC. As part of this dynamic team, you will be expected to bring your expertise and collaborative skills to make an impact towards our military defense and safety of our sailors.
Serco supports the US Navy for their Team Submarine contract in the maintenance, sustainment, and disposal of in-service submarines. The Team Submarine concept unifies diverse submarine-related activities into a single submarine-centric organization with the goal of eliminating traditional stovepipe structures and processes in the submarine research, development, acquisition, and maintenance communities. Team Submarine provides improved communication among the various offices that contribute to the overall success of the United States Submarine Force.
**In this role, you will:**
+ Provide daily support to Financial Management team.
+ Provide financial analyst services including data gathering, budget and financial analysis, and trend analysis.
+ Be responsible for various financial functions such as budgeting, auditing, forecasting and analysis.
+ Create, maintain, and update financial databases and spreadsheets, and generates various financial reports as required.
+ Maintain appropriate records and documentation.
+ Be adept at designing, building, and maintaining cost database for labor and material for the contract.
+ Develop estimated at completion (EACs) for contract requirements, maintaining costs metrics documentation, building PMR slide, and maintaining burn rate dashboard.
+ Conduct analysis at the availability level as well as at the Ship Work List Number (SWLIN)level, estimating costs for Hull, Mechanical & Electrical System (HM&E),
+ Develop pricing for future negotiations and analyze the burn rate of these various systems to forecast delivery and potential schedule impacts.
+ Track invoices and develop a database for labor material and leaser hours expended on contracts.
+ Analyze contract changes, cost ceiling changes, and Incentive fee reservation changes to maintaining a contract costs reconciliation database every month.
+ Provide financial models and financial statements, applies forecasting techniques, and evaluates performance against budget submissions.
+ Coordinate with Branch Head and field activities to establish funding priorities.
+ Reconcile Spend Plans to match the Resource Management Plans.
+ Coordinate with the field activities to establish timely receipt of reimbursable funds.
+ Prepare Unclassified and Classified briefs for audiences up to and including the Flag level.
+ Set meetings and specified Program Integrated Product Teams (IPTs).
+ Set high personal standards for performance/conduct.
+ Demonstrate ability to be a team player; works well with others; contributes positively to work/team environment while continually seeks ways to enhance contribution to the team. Also, have the ability to work both in a team environment and independently, and often under short, multiple deadlines.
**To be successful in this role, you will have:**
+ Ability to obtain and maintain an active DOD Secret Clearance
+ US Citizenship
+ A Bachelor's degree in Accounting, Business, Finance, or related field is desired.
+ 8 years of experience
+ Knowledge of the Navy's Planning, Programming, Budgeting, and Execution processes and policies.
+ Knowledge of the Microsoft Office Suite to include, Excel and PowerPoint.
+ The ability to travel at least 10% of the time.
**Additional desired experience and skills:**
+ An active or current DoD Secret clearance.
+ Experience working within the DoD and/or the Armed Forces
+ One year experience supporting a DoD customer as a financial analyst is desired. Must be familiar with rules governing the different Navy Appropriations, with specific knowledge of O&M,N accounts a desired bonus.
+ Budget Automation and Process Improvement.
+ Cost Analysis.
+ Data Management and Analysis.
+ Navy Enterprise Resource Planning (ERP)
+ DoN financial automated and budgeting systems to perform financial execution functions.
+ Work experience in the Navy and specifically within Team Submarine or submarines in general.
+ Knowledge of DoD policies, NAVSEASYSCOM/Team Submarine policies and procedures.
If you are interested in supporting and working with our military and sailors, and an enthusiastic Serco team, then submit your application now for immediate consideration - it only takes minutes to apply and could change your career!
**Company Overview**
Serco Inc. (Serco) is the Americas division of Serco Group, plc. In North America, Serco's 9,000+ employees strive to make an impact every day across 100+ sites in the areas of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the satisfaction of their end customers. Serco serves every branch of the U.S. military, numerous U.S. Federal civilian agencies, the Intelligence Community, the Canadian government, state, provincial and local governments, and commercial clients. While your place may look a little different depending on your role, we know you will find yours here. Wherever you work and whatever you do, we invite you to discover your place in our world. Serco is a place you can count on and where you can make an impact because every contribution matters.
To review Serco benefits please visit: ************************************************ . If you require an accommodation with the application process please email: ******************** or call the HR Service Desk at ************, option 1. Please note, due to EEOC/OFCCP compliance, Serco is unable to accept resumes by email.
Candidates may be asked to present proof of identify during the selection process. If requested, this will require presentation of a government-issued I.D. (with photo) with name and address that match the information entered on the application. Serco will not take possession of or retain/store the information provided as proof of identity. For more information on how Serco uses your information, please see our Applicant Privacy Policy and Notice.
Serco does not accept unsolicited resumes through or from search firms or staffing agencies without being a contracted approved vendor. All unsolicited resumes will be considered the property of Serco and will not be obligated to pay a placement or contract fee. If you are interested in becoming an approved vendor at Serco, please email ********************* .
Serco is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Pay Transparency**
Our Total Rewards package includes competitive pay, performance-based incentives, and benefits that promote well-being and work-life balance-so you can thrive both professionally and personally. Eligible employees also gain access to a wide range of benefits from comprehensive health coverage and health savings accounts to retirement plans, life and disability insurance, and time-off programs that support work-life balance. Program availability may vary based on factors such as contract type, location, hire date, and applicable collective bargaining agreements.
Salary range: The range for this position can be found at the top of this posting. This range is provided as a general guideline and represents a good faith estimate across all experience levels. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations. For roles available in multiple states, the range may vary to reflect differences in local labor markets. In addition to base salary, eligible positions may include other forms of compensation such as annual bonuses or long-term incentive opportunities.
Benefits - Comprehensible benefits for full-time employees (part-time employees receive a limited package tailored to their role):
+ Medical, dental, and vision insurance
+ Robust vacation and sick leave benefits, and flexible work arrangements where permitted by role or contract
+ 401(k) plan that includes employer matching funds
+ Tuition reimbursement program
+ Life insurance and disability coverage
+ Optional coverages that can be purchased, including pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
+ Birth, adoption, parental leave benefits
+ Employee Assistance Plan
To review all Serco benefits please visit: ******************************************* .
Serco complies with all applicable state and local leave laws, including providing time off under the Colorado Healthy Families and Workplaces Act for eligible Colorado residents, in alignment with our policies and benefit plans. The application window for this position is for no more than 60 days. We encourage candidates to apply promptly after the posting date, as the position may close earlier if filled or if the application volume exceeds expectations. Please submit applications exclusively through Serco's external (or internal) career site. If an applicant has any concerns with job posting compliance, please send an email to: ******************** .
$59k-88k yearly est. Easy Apply 11d ago
Part Time Universal Banker (20 hours) - Palisades branch
Citigroup 4.6
Personal banker job in Washington, DC
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
**Responsibilities:**
+ Assist in basic account opening for existing customer
+ Provide service delivery to internal/external customers to resolve account service issues
+ Execute financial transactions in accordance with bank policies and procedures
+ Refer opportunities to segment partners where appropriate
+ Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
+ Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
+ Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 1-3 years of relevant experience
+ Previous Retail Banking or similar experience required
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
**Job Family Group:**
Consumer Sales
------------------------------------------------------
**Job Family:**
Branch Sales
------------------------------------------------------
**Time Type:**
Part time
------------------------------------------------------
**Primary Location:**
Washington District Of Columbia United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$47,510.00 - $61,990.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
**The hourly rate corresponding to the annual range is:**
$22.84 - $29.80
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 16, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$47.5k-62k yearly 47d ago
Roving Personal Banker Greater Montgomery District
Wells Fargo 4.6
Personal banker job in Washington, DC
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Roving PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
* Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to travel 100% of the time within the district
* Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position is not eligible for Visa sponsorship
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
* Bethesda: 4965 Elm Street. - Bethesda, Maryland 20814
* Bethesda Woodmont: 8302 Woodmont Ave. - Bethesda, Maryland 20814
* Chevy Chase Circle: 5701 Connecticut Ave NW. - Washington, DC 20015
* Clemson Corner: 7860 Wormans Mill Road. - Frederick, Maryland 21701
* Congressional Plaza: 110 Congressional Lane. - Rockville, Maryland 20852
* Crown Farm: 107 Crown Park Ave. - Gaithersburg, Maryland 20878
* Friendship Heights: 5100 Wisconsin Ave NW. - Washington, DC 20016
* Gaithersburg: 607 N Frederick Ave. - Gaithersburg, Maryland 20879
* Germantown: 19708 Germantown Road. - Germantown, Maryland 20874
* Potomac Promenade: 9812 Falls Road. - Potomac, Maryland 20854
* Quince Orchard: 12161 Darnestown Road. - Gaithersburg, Maryland 20878
* Rockville: 502 Hungerford Drive. - Rockville, Maryland 20850
* Westlake Crossing: 10305 Westlake Drive. - Bethesda, Maryland 20817
Pay Range:
* This job profile is eligible for a 10% pay differential.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$26.00 - $34.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
28 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Banking & Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets.
Always Ahead of the Market
We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts.
Leveraged Finance Leader
Latham's deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking.
Prowess in Syndicated Lending
Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace.
Private Credit Pioneer
Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through:
First and second lien loans
Unitranche loans
Mezzanine loans
Asset-based loans, including first-in last-out (FILO) loans
Preferred equity and other junior capital transactions
Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters.
Excellence Across Syndicated and Private Markets
Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham's global private capital platform to deliver seamless services tailored to each client's strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties.
Built for Complexity
Our Banking & Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities. About the Role The Latham Private Equity Finance Practice is seeking mid-level associates with a minimum of one year of borrower-side private credit, acquisition finance, or leveraged finance experience to join the 2nd, 3rd or 4th year class of our cutting edge and constantly growing team. Experience with sponsor-side private equity acquisition financings is preferred. Main Contact Details Lateral Recruiting - Finance
******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future.
Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.
Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.
Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance.
San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance.
Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range
Associate Base Salary
Discretionary bonuses may be available depending on application circumstances and position.
Class of
US Payroll
2026
$225,000
2025
$225,000
2024
$235,000
2023
$260,000
2022
$310,000
2021
$365,000
2020
$390,000
2019
$420,000
2018
$435,000
$36k-60k yearly est. Auto-Apply 21d ago
Relationship Banker - Washington DC Market - Bilingual Spanish Required
Bank of America Corporation 4.7
Personal banker job in Washington, DC
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
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. Vietnamese or Spanish Preferred
Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$25k-33k yearly est. 1d ago
Resume Bank
House Majority Pac
Personal banker job in Washington, DC
Job DescriptionHouse 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$33k-74k yearly est. 12d ago
Digital Resume Bank
Ab Pac
Personal banker job in Washington, DC
AB PAC - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact.
The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation.
If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply.
American Bridge 21st Century / AB PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability.
We offer a competitive salary and a strong benefits package.
American Bridge 21st Century / AB PAC is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
$33k-74k yearly est. 60d+ ago
Relationship Banker - Skyland Town Center - Washington, DC
Jpmorgan Chase 4.8
Personal banker job in Washington, DC
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 a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
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**
Washington,DC $25.00 - $32.69 / hour
$25-32.7 hourly 53d ago
Navy Financial Associate - Washington, D.C.
Serco 4.2
Personal banker job in Washington, DC
Washington, District of Columbia, US Washington Navy Yard, District of Columbia, US Virginia, US Maryland, US Delaware, US Finance 12315 Full-Time Ability to obtain and maintain an active DOD Secret Clearance $116326.95 - $189030.99
**Position Description & Qualifications**
**Position Description & Qualifications**
Looking for a finance opportunity at a place you can have influence every day? Then Serco has a right opportunity for you!
As the Navy Financial Associate, you will be a part of Team Submarine, located in Washington, DC. As part of this dynamic team, you will be expected to bring your expertise and collaborative skills to make an impact towards our military defense and safety of our sailors.
Serco supports the US Navy for their Team Submarine contract in the maintenance, sustainment, and disposal of in-service submarines. The Team Submarine concept unifies diverse submarine-related activities into a single submarine-centric organization with the goal of eliminating traditional stovepipe structures and processes in the submarine research, development, acquisition, and maintenance communities. Team Submarine provides improved communication among the various offices that contribute to the overall success of the United States Submarine Force.
**In this role, you will:**
+ Provide daily support to Financial Management team.
+ Provide financial analyst services including data gathering, budget and financial analysis, and trend analysis.
+ Be responsible for various financial functions such as budgeting, auditing, forecasting and analysis.
+ Create, maintain, and update financial databases and spreadsheets, and generates various financial reports as required.
+ Maintain appropriate records and documentation.
+ Be adept at designing, building, and maintaining cost database for labor and material for the contract.
+ Develop estimated at completion (EACs) for contract requirements, maintaining costs metrics documentation, building PMR slide, and maintaining burn rate dashboard.
+ Conduct analysis at the availability level as well as at the Ship Work List Number (SWLIN)level, estimating costs for Hull, Mechanical & Electrical System (HM&E),
+ Develop pricing for future negotiations and analyze the burn rate of these various systems to forecast delivery and potential schedule impacts.
+ Track invoices and develop a database for labor material and leaser hours expended on contracts.
+ Analyze contract changes, cost ceiling changes, and Incentive fee reservation changes to maintaining a contract costs reconciliation database every month.
+ Provide financial models and financial statements, applies forecasting techniques, and evaluates performance against budget submissions.
+ Coordinate with Branch Head and field activities to establish funding priorities.
+ Reconcile Spend Plans to match the Resource Management Plans.
+ Coordinate with the field activities to establish timely receipt of reimbursable funds.
+ Prepare Unclassified and Classified briefs for audiences up to and including the Flag level.
+ Set meetings and specified Program Integrated Product Teams (IPTs).
+ Set high personal standards for performance/conduct.
+ Demonstrate ability to be a team player; works well with others; contributes positively to work/team environment while continually seeks ways to enhance contribution to the team. Also, have the ability to work both in a team environment and independently, and often under short, multiple deadlines.
**To be successful in this role, you will have:**
+ Ability to obtain and maintain an active DOD Secret Clearance
+ US Citizenship
+ A Bachelor's degree in Accounting, Business, Finance, or related field is desired.
+ 8 years of experience
+ Knowledge of the Navy's Planning, Programming, Budgeting, and Execution processes and policies.
+ Knowledge of the Microsoft Office Suite to include, Excel and PowerPoint.
+ The ability to travel at least 10% of the time.
**Additional desired experience and skills:**
+ An active or current DoD Secret clearance.
+ Experience working within the DoD and/or the Armed Forces
+ One year experience supporting a DoD customer as a financial analyst is desired. Must be familiar with rules governing the different Navy Appropriations, with specific knowledge of O&M,N accounts a desired bonus.
+ Budget Automation and Process Improvement.
+ Cost Analysis.
+ Data Management and Analysis.
+ Navy Enterprise Resource Planning (ERP)
+ DoN financial automated and budgeting systems to perform financial execution functions.
+ Work experience in the Navy and specifically within Team Submarine or submarines in general.
+ Knowledge of DoD policies, NAVSEASYSCOM/Team Submarine policies and procedures.
If you are interested in supporting and working with our military and sailors, and an enthusiastic Serco team, then submit your application now for immediate consideration - it only takes minutes to apply and could change your career!
**Company Overview**
Serco Inc. (Serco) is the Americas division of Serco Group, plc. In North America, Serco's 9,000+ employees strive to make an impact every day across 100+ sites in the areas of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the satisfaction of their end customers. Serco serves every branch of the U.S. military, numerous U.S. Federal civilian agencies, the Intelligence Community, the Canadian government, state, provincial and local governments, and commercial clients. While your place may look a little different depending on your role, we know you will find yours here. Wherever you work and whatever you do, we invite you to discover your place in our world. Serco is a place you can count on and where you can make an impact because every contribution matters.
To review Serco benefits please visit: ************************************************ . If you require an accommodation with the application process please email: ******************** or call the HR Service Desk at ************, option 1. Please note, due to EEOC/OFCCP compliance, Serco is unable to accept resumes by email.
Candidates may be asked to present proof of identify during the selection process. If requested, this will require presentation of a government-issued I.D. (with photo) with name and address that match the information entered on the application. Serco will not take possession of or retain/store the information provided as proof of identity. For more information on how Serco uses your information, please see our Applicant Privacy Policy and Notice.
Serco does not accept unsolicited resumes through or from search firms or staffing agencies without being a contracted approved vendor. All unsolicited resumes will be considered the property of Serco and will not be obligated to pay a placement or contract fee. If you are interested in becoming an approved vendor at Serco, please email ********************* .
Serco is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Pay Transparency**
Our Total Rewards package includes competitive pay, performance-based incentives, and benefits that promote well-being and work-life balance-so you can thrive both professionally and personally. Eligible employees also gain access to a wide range of benefits from comprehensive health coverage and health savings accounts to retirement plans, life and disability insurance, and time-off programs that support work-life balance. Program availability may vary based on factors such as contract type, location, hire date, and applicable collective bargaining agreements.
Salary range: The range for this position can be found at the top of this posting. This range is provided as a general guideline and represents a good faith estimate across all experience levels. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations. For roles available in multiple states, the range may vary to reflect differences in local labor markets. In addition to base salary, eligible positions may include other forms of compensation such as annual bonuses or long-term incentive opportunities.
Benefits - Comprehensible benefits for full-time employees (part-time employees receive a limited package tailored to their role):
+ Medical, dental, and vision insurance
+ Robust vacation and sick leave benefits, and flexible work arrangements where permitted by role or contract
+ 401(k) plan that includes employer matching funds
+ Tuition reimbursement program
+ Life insurance and disability coverage
+ Optional coverages that can be purchased, including pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
+ Birth, adoption, parental leave benefits
+ Employee Assistance Plan
To review all Serco benefits please visit: ******************************************* .
Serco complies with all applicable state and local leave laws, including providing time off under the Colorado Healthy Families and Workplaces Act for eligible Colorado residents, in alignment with our policies and benefit plans. The application window for this position is for no more than 60 days. We encourage candidates to apply promptly after the posting date, as the position may close earlier if filled or if the application volume exceeds expectations. Please submit applications exclusively through Serco's external (or internal) career site. If an applicant has any concerns with job posting compliance, please send an email to: ******************** .
$59k-88k yearly est. Easy Apply 11d ago
Associate - Finance - Structured Finance
The Practice Group 4.5
Personal banker job in Washington, DC
About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham advises clients on bespoke capital raising and investment solutions to meet their complex financing needs, often working on the most cutting-edge structured finance and securitization transactions in the global market.
We focus on addressing each client's specific needs, leveraging vast global resources to efficiently achieve their objectives. We regularly work with all major market participants, including issuers and sponsors, banks, investors and funds, insurers, as well as credit enhancers and liquidity providers.
Latham frequently counsel clients on transactions involving “off-the-run” commercial and esoteric assets, including aircraft leases and related assets, cell and broadcast towers, rental car fleets, and whole business securitizations. We also advise on more traditional transactions, including US and European collateralized loan obligations (CLOs), credit card receivables, sub-prime auto loans, cash and synthetic securitizations, and trade receivables.
Our team consistently ranks among the world's elite legal advisors across jurisdictions. We provide seamless cross-border counsel on all of the commercial, insolvency, and tax law aspects of structured finance and securitization deals, drawing on extensive experience handling the commercial and operational issues that arise in these transactions. About the Role The Structured Finance Practice is seeking highly qualified associates with a minimum 2 years of experience in structured finance transactions and securitizations. The practice group is recognized for its work on complex and cutting-edge structured finance transactions, development of innovative structures, and first-time securitizations of new asset classes. Main Contact Details Lateral Recruiting - Finance
******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future.
Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.
Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.
Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance.
San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance.
Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range
Associate Base Salary
Discretionary bonuses may be available depending on application circumstances and position.
Class of
US Payroll
2026
$225,000
2025
$225,000
2024
$235,000
2023
$260,000
2022
$310,000
2021
$365,000
2020
$390,000
2019
$420,000
2018
$435,000
$36k-60k yearly est. Auto-Apply 21d ago
Part Time (30 Hours) Associate Banker, Chevy Chase Connecticut Ave Branch, Washington, DC
JPMC
Personal banker job in Washington, DC
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.
$25k-32k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Skyland Town Center - Washington, DC
Jpmorgan Chase & Co 4.8
Personal banker job in Washington, DC
JobID: 210690465 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $25.00-$32.69 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 a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************