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  • Senior Banker

    Bank of America 4.7company rating

    Personal banker job in Seattle, WA

    Seattle, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. **Responsibilities:** + Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities + Assists, educates, and trains clients on conducting simple transactions through self-service technologies + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months + 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 + Confident in identifying solutions for helping new and existing clients based on their needs + Strong written and verbal communications skills + Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) + Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances + Applies strong critical thinking and problem-solving skills to meet clients' needs + Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Associate's Degree or Bachelor's Degree in business, finance or a related field + Experience working in a financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive environment + Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded + Experience with financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing laptop technology **Skills:** + Active Listening + 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.
    $38k-75k yearly est. 4d ago
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  • Structured Products Trader - SLC Management

    Sun Life Financial 4.6company rating

    Personal banker job in Redmond, WA

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Structured Products Trader - SLC Management What is in it for you: As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills. What You Will Do: * Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. * Generate trade ideas to contribute to client portfolio outperformance. * Execute trades across multiple product types. * Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products. * Develop and maintain strong relationships with broker-dealers. * Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests. * Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency. * Support growth by working on prospective client portfolio reviews, finals presentations, etc. What You Will Need to Succeed: * 5+ years of related experience. * Experience trading structured products, including CMBS, MBS, ABS and/or CLOs. * Bachelor's degree or higher. * Proficient in Bloomberg and Microsoft Office products. Preferred Skills: * CFA and/or master's degree. * Proficient in Intex and Aladdin. * Experience with PowerBI and programming languages is a plus. For US based candidates the full compensation range is $105k - $171k. Why SLC Management? * Opportunity to work for a growing global institutional asset manager * Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more * Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account * A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam * The opportunity to move along a variety of career paths with amazing networking potential * Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work in Money Management" by Pension & Investments, "Top 10" employer by the Boston Globe's "Top Places to Work" two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Public Fixed Income Management We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice.
    $105k-171k yearly Auto-Apply 6d ago
  • Future Positions

    Masterworks 3.5company rating

    Personal banker job in Poulsbo, WA

    Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website. Questions can be sent to hr@masterworks.agency. Functional areas within Masterworks: Administration Data Analytics Data Production Client Services Creative Digital Media Digital & Print Production Finance Media Project Management Requirements: Varies by role
    $66k-109k yearly est. 60d+ ago
  • New Accounts Representative

    Heritage Bank 4.4company rating

    Personal banker job in Everett, WA

    Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Everett Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday - Friday 8:30 a.m.- 5:15 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Everett, WA. Base Salary Range: Level I - $20.00 - $23.84 - $28.61 per hour Level II - $20.50 - $25.62 - $30.75 per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required. Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. . May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:2831 Colby Ave## ##City:Everett## ##State:WA## ##ZipCode:98201## ##Internal:false## Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
    $20.5-25.6 hourly Auto-Apply 41d ago
  • Lumber Commodity Trader

    Careerpaths NW

    Personal banker job in Woodinville, WA

    Job Description Lumber Commodity Trader Company Products / Services: Our client, a privately held organization, specializes in lumber and building material products such as joists, trusses, panels/siding. They operate branches and product divisions throughout the U.S, providing their services primarily to customers in multi-family, commercial and residential construction disciplines. They offer a comprehensive benefits package, including 401(k) matching, dental insurance, health insurance, health savings account, life insurance, paid time off, and vision insurance. Role Overview: This full-time, salaried exempt position is based at our client's Woodinville Branch and reports to the CEO. The role involves improving the branch's gross profit margins by purchasing lumber on behalf of the Woodinville Sales Team. This includes cultivating relationships with suppliers, managing inventory, preparing weekly reports summarizing purchasing opportunities, and coordinating with other teams to ensure timely and accurate delivery of products. The successful candidate will also have a senior presence in the lumber buying space and will be expected to attend industry events and perform market research to inform buying activities. Responsibilities: Purchase lumber products and building materials supporting all sales efforts in the company's Branch operations. Cultivate and develop new supplier relationships through physical site visits and strategic outreach. Manage inventory and supervise periodic inventory counts at branch physical locations. Prepare weekly reports summarizing purchasing opportunities and comparing product pricing for the sales team. Communicate with dispatch, logistics, sales, and account management teams to ensure timely and accurate delivery of products ordered. Prioritize workflow and customer needs in a fast-paced environment. Provide responsive and friendly customer service to all stakeholders. Keep abreast of market activities and pricing trends. Communicate proactively with other purchasing groups to confirm demand side needs. Qualifications: 7+ years of experience working at a lumber trading firm. Existing book of lumber trading (“buying and selling”) accounts. Long standing relationships with Mills and suppliers within a 250-mile radius of Seattle, Washington. Strong data analysis, critical thinking, and problem-solving skills. Self-starter with the ability to prioritize many urgent requests. Excellent interpersonal and communication skills, including verbal and written. Growth mindset and “grinder” orientation. Proficiency with Microsoft Office, Teams and web-based software. Experience with Wood Pro ERP software and Power BI, a plus. Willingness to contribute to building an energetic and exciting organization. Compensation: Our client offers a lucrative compensation package for an experienced and proven commodity trading specialist. The range depends on experience and qualifications. Benefits include health insurance, a 401(k)-employer match, and profit-sharing program. If you are an experienced Lumber Commodity Trader looking for a new challenge in a fast-paced, energetic organization, we encourage you to apply.
    $61k-102k yearly est. 13d ago
  • Everett Universal Representative - Weekdays Only - New Accounts & Consumer Loans

    Qualstar Credit Union

    Personal banker job in Everett, WA

    Job Description About Qualstar: Qualstar Credit Union is a growing, well-established, and financially strong not-for-profit organization. We are 70,000 strong members headquartered in Bothell, WA, with 130 employees. We proudly specialize in providing financial services to hardworking union members through their labor union association. We have a history of valuing staff at all levels, and staff satisfaction scores that prove it! About the Role: We are excited to welcome an enthusiastic Member Relationship Representative (MRR) to our branch team! In this role, you'll provide personalized financial guidance to members, open new accounts, take loan applications, and troubleshoot member needs. You'll play a key role in identifying the right financial solutions for our members and building relationships that improve their financial lives. What You'll Do: As an MRR, you'll be a trusted partner for our members: Educate and guide members on financial products tailored to their needs. Open new accounts, process consumer loan applications, and assist with financial solutions. Conduct new member onboarding, ensuring they feel supported through regular follow-ups. Engage members in-person and by phone to provide exceptional service. Support branch operations, handle teller transactions, and address inquiries with accuracy and professionalism. Collaborate with team members and other departments to achieve shared goals. Our Ideal Candidate: You thrive on connecting with people, finding creative financial solutions, and contributing to a team. If you're confident in sales, excel in communication, and enjoy problem-solving, this could be the perfect fit for you! Why Join Us? We offer an exceptional workplace with benefits designed for your growth and work-life balance: A Purpose-Driven Organization: Be part of a financially strong, not-for-profit team focused on giving back to members. Career Growth Opportunities: Advance at the pace you grow! With three levels of advancement, your progress depends on your skills-not someone else leaving. A Team That Rewards Collaboration: Our monthly incentive bonuses, averaging $300-$500, are designed to reward individual contributions that support the success of the entire team. Your efforts will be recognized, and you'll be compensated beyond your base pay for helping us achieve our shared goals. Comprehensive Benefits: Generous medical, dental, vision, and life insurance as well as paid federal holidays. Retirement Security: 401K contributions made on your behalf, plus matching options. Work-Life Balance: Set schedules with no Saturday work so you can enjoy stability and quality time outside of work. Paid Leave: Vacation and sick leave to support your well-being. Additional Perks: Employee loan discounts, free parking, a casual dress code (jeans and tennis shoes welcome), and we make sure your day-to-day experience is both comfortable and rewarding. Hear From Our Members: "The passion Qualstar staff show when helping members is why I keep coming back. My representative went above and beyond to help me with my car loan and provided solutions I didn't know were possible. You can tell they truly care about their members!" Next Steps: If you're ready to join a team where you can make a difference and grow your skills, apply today! Tell us about yourself and how you can contribute to improving our members' financial lives. Qualstar Credit Union is an Equal Opportunity Employer Job Posted by ApplicantPro
    $37k-46k yearly est. 16d ago
  • Personal Banker Redmond

    W.F. Young 3.5company rating

    Personal banker job in Redmond, WA

    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 Personal Banker (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: 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 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 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 This position is not eligible for Visa sponsorship Posting Location(s): 3460 156th Ave NE Bldg 8 REDMOND, WA 98052 Pay Range: $23.00- $31.00 USD hourly IMPORTANT INFORMATION: AFTER SUBMITTING YOUR APPLICATION, PLEASE MONITOR YOUR E-MAIL FOR FUTURE COMMUNICATIONS Once your application is received, Wells Fargo will make initial contact with you via e-mail Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile If your contact information has changed, please update prior to applying to this position Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo. Benefits: Information about Wells Fargo's US employee benefits Information about Wells Fargo's International employee benefits 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. $23.00 - $31.00 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: 26 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.
    $23-31 hourly Auto-Apply 6d ago
  • Customer Financial Services Representative (AR/Collections)

    Iconix Waterworks

    Personal banker job in Snohomish, WA

    About the Role Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien) Knowledge of the Preliminary Notice and Lien Release process within various States. Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time. Here's a Snapshot of How You'll Contribute to Our Team Strong attention to detail with proven time management, planning & organisation skills Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values Self-motivated, results driven and strong problem-solving skills Great attention to detail with the ability to prioritise tasks and meet deadlines Excellent interpersonal and communication skills - oral and written Excellent multitasking and analytical skills Who We're Looking For Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset. 2+ years related experience Excellent computer skills for word processing and excel spreadsheet analysis Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner Ability to work with difficult customers and resolve problems and issues Occasional travel to the US may be required Why Choose ICONIX? This is a place where you will be empowered to do your best work. We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered. Base Pay: $29.75 - $34.50 per hour Employee Incentive Plan (Annual Bonus)* Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays) Flexible health benefit plans (medical, dental, vision, ancillary) 401(k) plan with employer matching Education assistance Professional development Scholarship program Flexible work arrangements Referral bonuses Employee discount programs Comprehensive employee assistance program *For eligible employees. Ready to build your career and realize your full potential? Apply now and join the flow! #IWW ICONIX. Real People. Real Service. Real Solutions. ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks. Working at ICONIX Means Being Part of a Greater Organization ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group. Follow Us on Social Media
    $29.8-34.5 hourly Auto-Apply 9d ago
  • Personal Financial Representative

    Salal Credit Union 4.0company rating

    Personal banker job in Seattle, WA

    Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our Northgate location. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on! Location: A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members. In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position! QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking. 1+ years of successful sales and customer service experience is desired. Ability to interact positively with co-workers, management, and the public. Ability to pair sales skills with a service mindset. Willingness to proactively sell our products and services. Excellent customer service skills. Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union! Compensation and Benefits offered: Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50. Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary. Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions. 15 days of vacation. 12 days of sick time. 2 floating holidays per year (eligible for use after 90 days of employment). Paid holidays in accordance with the Federal Reserve calendar. Tuition reimbursement. 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy for employees that qualify. Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee. Expanded details about our benefit offerings can be found at the following link: ************************************************ WORK SCHEDULE This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays. READY TO JOIN OUR TEAM? We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you! Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. Salal Credit Union participates in E-Verify This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, 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 Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position 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 Credit Union. Information about NMLS and registration requirements of registration can be found at: ********************************************************************* - ********************************************************************* If you have any questions about this process, please contact our Talent Acquisition Team at ******************* - mailto:*******************.
    $20-28 hourly Easy Apply 60d+ ago
  • Relationship Banker - South Lake Union Branch - Seattle, WA

    Jpmorgan Chase 4.8company rating

    Personal banker job in Seattle, WA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As 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** Seattle,WA $25.00 - $32.69 / hour
    $25-32.7 hourly 10d ago
  • Personal Banker (Future Opportunities) - Montreal West

    TD Bank 4.5company rating

    Personal banker job in Kirkland, WA

    Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$72,600 CAD 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. : Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact. Job Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns. In this role, you are expected to: * Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions * By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships * Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy * Act as a point of contact for the frontline staff in handling customer problems * Maintain professional space in common areas as per marketing and regulatory guidelines * Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals * Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization * Strive to achieve and improve service level agreements and productivity targets * Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions * Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently Job Requirements: * High school diploma and/or 1 year of relevant experience * Post-Secondary or Undergraduate degree in related field is an asset * Completion of IFIC or equivalent required * CFSA must be completed within 12 months, if hired * Real estate secured lending and/or investment experience an asset * Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment * Proficiency in software tools including MS Office, and internet application * Tactful communicator able to exchange ideas and customer information in a concise and logical way * A self-initiator with strong organizational, planning and time management skills 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 a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. 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. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. 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 Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): * Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu'il servira à pourvoir de nombreux postes aux exigences comparables à l'avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu'un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d'une autre langue que le francais est exigée.
    $51.4k-72.6k yearly Auto-Apply 19d ago
  • Personal Banker

    Wells Fargo 4.6company rating

    Personal banker job in Federal Way, WA

    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 Personal Banker (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: * 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 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 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 * This position is not eligible for Visa sponsorship Pay Range: * $21.00- $30.00 Posting Location(s): * 914 S 348th St FEDERAL WAY, WA 98003 Benefits: * Information about Wells Fargo's US employee benefits * Information about Wells Fargo's International employee benefits Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $23.00 - $31.00 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: 26 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.
    $21-30 hourly 3d ago
  • Private Client Banker - State Ave - Marysville, WA

    JPMC

    Personal banker job in Marysville, WA

    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: **************************************************************************
    $31k-52k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    Personal banker job in Renton, WA

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $49.3k-73.4k yearly Auto-Apply 60d+ ago
  • Banker

    Sound Credit Union 3.9company rating

    Personal banker job in Tukwila, WA

    **$1,500 Sign-On Bonus!** Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Southcenter Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50. As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members. This position is eligible for a $1,500 Sign-On Bonus. $500 of the Sign-On Bonus will be paid out on your first paycheck and $1,000 will be paid on the check following your 6-month anniversary. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. And we pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture here! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Universal Associate II: Responsibilities: You will perform routine financial transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc. Open new consumer accounts including: savings, checking, money market, certificates of deposit, minor accounts, Individual Retirement Accounts (IRA's), Health Savings Accounts etc. Accept, review, and process consumer loans. Requirements: At least one year of experience as a teller or equivalent customer facing banking experience. Experience in opening new accounts and loans required. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires an in-person schedule. Shifts are typically Monday - Friday 8:45AM - 5:15PM or 9:15AM - 5:45PM, with rotating Saturdays 8:45 AM - 1:15PM, affording a day off during the week. About Sound Credit Union… Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26 full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at: ******************************* to apply. The Future is in Our Hands… Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $22.5-25 hourly 15d ago
  • Financial Services Representative - State Farm Agent Team Member

    Chris Jones

    Personal banker job in Bothell, WA

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Salary Health benefits Requirements Self-motivated Proactive in problem solving Provide timely and thorough activity reports to agent Bilingual - Korean preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $50,000.00 - $110,000.00 per year Ready to Launch Your Career? We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent! About Our Agency Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award Additional languages spoken: Spanish and Mandarin If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $27k-40k yearly est. Auto-Apply 60d+ ago
  • Future Opening - In Person - WA Licensed

    Central Kitsap School District 4.2company rating

    Personal banker job in Bremerton, WA

    Join our talent pool of qualified candidates for future openings. Applications will be reviewed on a rolling basis, and candidates may be contacted as positions become available. Company: Princeton Staffing Solutions Contract Type: W2 - Local or Travel Position Details: Specialty: Speech-Language Pathologist (CCC SLP) Clinical Fellowship Year (SLP CF/CFY) Accepted: YES Facility Type: Public School District Setting: School - Special Education - Related Therapy Services Location: Kitsap County, Washington (WA) Work Arrangement and Hours Per Week: In Person Dates: Future Opening Experience as a School Based SLP: prior school-based experience as a Speech-Language Pathologist (SLP) is strongly preferred Speech-Language Pathologist (SLP) - School Based - Qualifications and Responsibilities Experience and training in diagnosis and therapeutic intervention of articulation, expressive and receptive language, fluency, and voice. Working knowledge of strategies and accommodations to support students in inclusion settings. Ability to collaborate positively with general education and special education staff, parents and administrators. Experience with a variety of diagnostic instruments appropriate for students. Skill and experience working with students who use augmentative and adaptive communication strategies and devices. Experience in writing Individual Education Programs (IEP), including working knowledge of social and behavioral language goals, specific task analysis skills, and ability to write measurable annual goals and objectives. Participate as an effective member of the IEP team. Completion and maintenance of CCCs in SLP is preferred. Working knowledge of state and federal regulations for disabled students License - Education - Certification Requirements: Minimum of a master's degree in a field related to Speech-Language Pathology State License as a Speech-Language Pathologist (SLP) through Department of Health ESA Certification through OSPI (Active or Initial/Conditional) Benefits of Working with Princeton Staffing Solutions: Referral Bonus Premium Pay Packages (likely we can meet or beat any realistic offer you receive) Weekly Direct Deposit Medical, Dental, and Vision insurance (PPO and HMO options with comprehensive coverage at a lower premium than many of the largest agencies) 401K Licensure Reimbursement CEU Reimbursement Supervision for Clinical Fellows (CF-SLP) (in accordance with ASHA and state guidelines) Clinical Management Support Full Time & Part Time Positions Opportunities Available Nationwide for In-Person, Hybrid, or Tele Recruiters with extensive industry experience, best in class training and dedication to finding a position that is the right fit for you About Princeton Staffing Solutions Established in 2016, Princeton Staffing Solutions (PSS) is a premier personnel services organization devoted to matching talented Special Education and Student Support professionals with rewarding Local or Travel contract (W2) opportunities in schools nationwide (Public, Charter, Special Schools). Princeton Staffing Solutions is grateful for the profound impact our providers have supporting children Birth to 21 years of age with Autism Spectrum Disorder, Intellectual Disability, Emotional/Behavioral, Orthopedic Impairment, Speech or Language Impairment, Developmental Delay, Specific Learning Disability, Traumatic Brain Injury, Visual Impairment, Deafness, Hearing Impairment and Multiple Disabilities.
    $31k-38k yearly est. 60d+ ago
  • Personal Financial Representative (Personal Banker)

    Gesa Credit Union

    Personal banker job in Edgewood, WA

    Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. What You Will Be Doing: * Provide exceptional member service to all whom we serve. * Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership. * Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. * Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. * Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. * Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. * Assist non-members with establishing membership. * Accurately take consumer lending applications. * Review credit reports for concerns and obtains approvals and submit loan documentation. * Close loans and effectively communicates with members regarding the next steps. * Discusses IRAs and HSAs with members and non-members and meets predetermined goals. * Process international and domestic requests. * Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. * Observe and monitor cash activity to ensure the branch and team members are following established cash limits. * Opens consumer deposit accounts and performs consumer account maintenance. * Places cash and supply orders, balances vault cash, and maintains ATMs. * Review and process overrides/approvals within authority while minimizing risk. * Mentor and help train new Member Service Associates (MSAs) * Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. * Fluidly transition between tasks as an MSA or Sr. MSA. * Perform transactions and service requests on member accounts in an accurate and timely manner. * Accurately follow all cash handling procedures and balance your cash drawer at the end of every day. * Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. * Assist members with Digital Banking enrollment, navigation, resets, and maintenance. * Assist members with complex and sensitive fraud disputes. About You: * Professional written and verbal communication. * Make sound decisions that minimizes risk in a timely manner. * Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. * Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. * Respect and support all areas of diversity in the workplace and our membership. * Complete assigned training programs in timely and accurate manner. * Participate in and support a team environment. * Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. * Exercises the utmost discretion and sensitivity when assisting with member transactions.
    $26k-39k yearly est. 25d ago
  • Finance Specialist - Student Services

    Muckleshoot Indian Tribe 4.3company rating

    Personal banker job in Auburn, WA

    Under the supervision of the Financial Aid Manager, this position will assist with the Muckleshoot Tribal Private School Assistance Program, Graduation Travel payments, and Scholarship Program. MAJOR TASKS AND RESPONSIBILITIES Manages and supervises assigned operations to achieve program goals. High ability to solve problems. Assist with educating people about the Private School Assistance Program. Responds quickly and in a positive way, to public inquiries about the Private School Assistance Program through face-to-face meetings with students, answering telephone calls immediately, and communicating through written correspondence via email and/or written letters. Provides high level of customer service to students, staff, community, and vendors. Provide high level of technical skills; proficient in Microsoft Office Suite Programs. Provides program policy direction on the Private School Assistance program and Graduation Travel. Prepares a variety of studies, reports, and related information for decision-making purposes. Provides quarterly reports to the Financial Aid Manager. Processes weekly fees, travel expenses and incentive payments. Submits to Financial Aid Manager for approval. Creates and maintains student files through multiple systems and data bases. Communicates with students on their Assistance status. Provides support to students. Provide high level of student services: meet with students, talk on the phone with students, create new student support meetings/clubs/tutoring, and email. Participates and coordinate event planning. Works with Financial Aid Manager to manage communications with applicants, funded students, and institutions. Strong desire to work with post-secondary institutions. Because of the Tribe's commitment to community service and the well-being of its members, each employee may be expected to perform a wide range of office and field duties from time to time. Such duties may or may not be related to their regular responsibilities. EDUCATION - EXPERIENCE AND TRAINING FOR POSITION Associate's degree in finance, business, education, or a related field. Four (4) years' experience working in a business, finance, education, or related field, may be considered in lieu of education requirement. SPECIFIC SKILLS/KNOWLEDGE/ABILITIES REQUIRED FOR POSITION Skilled in: Customer service; talking with people; high problem solving skills; willingness to work as a team; managing change effectively; managing employees; maintaining mature attitude; maintaining self-control; motivating, developing, and effectively interacting with a diverse group of people; communicating effectively verbally and in writing; using logic and reasoning; problem-solving; making presentations before groups; planning and managing projects; preparing and maintaining accurate records; using standard office equipment and personal computer, including pertinent software applications. Knowledge of: Supervisor principles and techniques; accounting/budgeting principles and techniques; conflict resolution and problem solving techniques; scholarship/financial aid processes; marketing techniques and principles; mathematics; the English language including composition and grammar; human behavior and performance; Native American culture and history. Ability to: Maintain confidentiality; maintain a positive attitude and work ethic; be a positive role model for students; effectively communicate information and ideas, both written and verbal; comprehend information, both written and verbal; form culturally competent, non-judgmental, supportive and empowering relationships with culturally diverse individuals; gather and interpret data, reach logical conclusions, and present findings and recommendations; use independent judgment; work independently; work cooperatively as a member of a team and in a professional manner; organize activities and coordinate groups of people. PHYSICAL REQUIREMENTS The working conditions described herein are representative of those that must be met by an employee to successfully perform the essential duties of this class. The employee is continuously required to sit, talk, hear and use hands to finger, handle, or feel objects, tools or controls. The employee is frequently required to drive a motor vehicle. The employee is occasionally required to stand, walk, climb, bend at the waist, kneel, grasp objects with the fingers, and reach with hands and arms. The employee must occasionally push/pull up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. While performing the duties of this job, the employee may occasionally work outside and be exposed to excessive noise. The noise level in the work environment is usually moderately quiet. Licenses or Certifications Required Current and valid Washington state driver's license is required at time of appointment or at a time set by the Tribe.
    $33k-38k yearly est. Auto-Apply 3d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Personal banker job in Everett, WA

    Everett, Washington;Everett, Washington; Everett, Washington; Everett, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $31k-36k yearly est. 4d ago

Learn more about personal banker jobs

How much does a personal banker earn in Everett, WA?

The average personal banker in Everett, WA earns between $26,000 and $40,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Everett, WA

$32,000

What are the biggest employers of Personal Bankers in Everett, WA?

The biggest employers of Personal Bankers in Everett, WA are:
  1. WaFd Bank
  2. KeyBank
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