Future Positions
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
New Accounts Representative
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 new 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##
*mon
Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Auto-ApplySr. Banker
Personal banker job in Seattle, WA
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Senior Banker in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients in the Pacific Northwest.
Job responsibilities
Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
Manage the profitability and performance of assigned portfolio.
Prospect and grow commercial product offering and leverage the existing DCS relationships to grow indirect auto originations.
Support Chase Private Label partnerships and original equipment manufacturer (OEM) floor plan rooftop goals.
Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver the firm.
Analyze and document the effectiveness of sales performance and results as related to key performance measures.
Serve as subject matter expert for the regional sales team; provide mentoring leadership and training as needed.
Ensures adherence to code of conduct and controls/compliance.
Required qualifications, capabilities, and skills.
Bachelor's degree
Minimum of ten years of Commercial Banking, Treasury Management, or Business Banking experience
In-depth knowledge and understanding of Deposits and Treasury products, Floorplan lines of credit, Commercial Real Estate, and Acquisition financing.
At least ten years of demonstrated expertise in relationship building and influencing, with the ability to establish creditability and foster strong client relationships.
Possesses a deep knowledge of the automotive market, regional geography, and the primary decision-makers within Pacific Northwest dealerships.
Extensive proficiency in commercial credit, accounting principles, and financial statement analysis.
Ability to partner across lines of businesses and leverage internal resources, as well as partnerships with senior business leaders and control partners.
Strategic thinker who supports the goals and direction of the firm.
Strong knowledge of regulatory and control framework
Ability to travel approximately 25% (territory is Washington, Oregon, possibly Montana) so must live in this market.
Preferred qualifications, capabilities, and skills
MBA
Knowledge of consumer lending and auto finance
Formal credit training
Auto-ApplyPrivate Client Banker - State Ave - Marysville, WA
Personal banker job in Marysville, WA
JobID: 210686504 JobSchedule: Full time JobShift: Base Pay/Salary: Marysville,WA $25.00-$32.69 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: **************************************************************************
Auto-ApplyLumber Commodity Trader
Personal banker job in Woodinville, WA
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.
Military: Boots to Banking - Roving Personal Banker, Seattle, WA
Personal banker job in Seattle, WA
Why Wells Fargo:
Boots to Banking Program
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 a Roving 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:
Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Military experience including experience in having customer service focus and handling complex transactions across multiple systems
Military experience including supporting customers and employees in resolving or escalating concerns or complaints
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customers 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
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
Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues
Job Expectations:
Ability to travel 100% of the time within the district
Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
Greater Seattle, Washington
Pay Range:
This job profile is eligible for a 10% pay differential.
Seattle, Washington: $23.00 - $31.00 Hourly
#BootstoBankingProgram
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:
23 Dec 2025
*
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.
Auto-ApplyRelationship Banker, Everett, Ma
Personal banker job in Everett, WA
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
* Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
* Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
* Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
* Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Foster customer loyalty by addressing concerns and providing timely resolutions.
* Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
* Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
* Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
* Collaborate with team members and partners to achieve branch goals and drive overall performance.
* Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
* Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
* 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
* 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
* 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
* 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
* Established relationship-building skills with a focus on customer experience and loyalty.
* Excellent customer service skills and a passion for helping others.
* Proven track record in sales and cross-selling products and services.
* Ability to work collaboratively in a team-oriented environment.
* Excellent communication, consultative and influence skills both verbal and written.
* Ability to display a credible, trustworthy, and professional image at all times.
* Proficient in using digital tools and technology to enhance customer engagement.
* Ability to follow directions, policies, and procedures.
* Ability to identify and escalate concerns of risk to appropriate channels.
* Ability to work in a fast-paced environment and manage multiple priorities.
* Computer proficiency and basic math skills.
* Ability to work branch hours, which can include weekends and evenings.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$38,250.00 USD
Maximum:
$59,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyPersonal Financial Representative
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 First Hill 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!
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 *******************.
Easy ApplyFinancial Services Representative - State Farm Agent Team Member
Personal banker job in Seattle, WA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Paid time off
Elevate Your Career with Us: Join Our Dynamic Team! Imagine stepping into a vibrant workplace where your ambitions are not merely acknowledged but celebrated. We provide an engaging environment that inspires growth and success, equipping you with the resources and support necessary to thrive in your career.
This is more than just a position; its a launchpad for your professional journey. Here, you will have the chance to cultivate a fulfilling career in the insurance industry, surrounded by passionate individuals who share your commitment to excellence.
Our culture is built on empowerment, collaboration, and continuous learning, ensuring you remain at the forefront of the industry while pursuing both personal and professional aspirations. With us, you can turn your goals into tangible achievements and make a significant difference in the lives of clients.
If youre ready to invest in your future and embark on a rewarding career path, we invite you to join our team and explore the endless possibilities that await you!
We Are Looking For:
Ambitious and Driven Insurance Sales Professionals who are eager to leave their mark on the insurance industry. Whether youre just starting out or possess a history of consistent sales achievement, if you thrive on the excitement of the chase and are relentless in pursuing new business opportunities, we want you on our team! This role is ideal for those passionate about helping clients safeguard what matters most while actively seeking out new leads and closing deals.
Key Responsibilities:
Prospecting and Lead Generation:
Proactively engage potential clients through working inside of the existing book, warm leads, cold calling, networking, and leveraging social media to identify new leads.
Develop and implement aggressive prospecting strategies to penetrate untapped markets and grow our client base.
Sales Strategy Execution:
Adopt a proactive mindset to pursue and convert leads into loyal clients, utilizing high-impact sales tactics and innovative methods.
Set ambitious sales targets and consistently strive to meet or exceed them through relentless follow-up and strategic closing techniques.
Relationship Building:
Build and maintain strong relationships with potential clients to understand their unique insurance needs and challenges.
Use these connections to generate referral opportunities and expand your network within the community.
Solution Selling:
Deliver engaging presentations and proposals that clearly illustrate the value of our insurance products and how they align with client needs.
Customize solutions to address specific client challenges, positioning yourself as a trusted advisor rather than just a salesperson.
Market Intelligence:
Stay updated on industry trends, competitive dynamics, and emerging opportunities to maintain a competitive edge.
Continuously analyze and refine your sales tactics based on market insights and performance metrics.
Closing and Follow-Up:
Show a relentless commitment to closing deals, with a focus on overcoming objections and driving final decisions.
Ensure thorough follow-up with clients post-sale to secure renewals and upsell additional coverage as their needs evolve.
Qualifications:
New to the insurance industry or have a proven track record of consistent sales success in any field.
Outstanding communication and interpersonal skills, with the ability to persuade and influence decision-makers.
A proactive approach to sales and lead generation, with a strong drive to succeed.
Highly motivated, self-disciplined, and results-oriented, with a passion for closing deals.
Knowledge of various insurance products and services is a plus; relevant licenses preferred
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
401(k) matching
Health insurance
Paid time off
Supplemental Pay:
Bonus opportunities
Commission pay
Ability to Commute:
Tukwila, WA 98188 (Required)
Work Location: In person
Personal Banker (Future Opportunities) - Montreal West
Personal banker job in Kirkland, WA
Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$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.
Auto-ApplyMilitary: Boots to Banking - Roving Personal Banker, Seattle, WA
Personal banker job in Seattle, WA
Why Wells Fargo: Boots to Banking Program 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 a Roving 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:
* Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
* Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Military experience including experience in having customer service focus and handling complex transactions across multiple systems
* Military experience including supporting customers and employees in resolving or escalating concerns or complaints
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customers 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
* 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
* Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues
Job Expectations:
* Ability to travel 100% of the time within the district
* Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position is not eligible for Visa sponsorship
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
* Greater Seattle, Washington
Pay Range:
* This job profile is eligible for a 10% pay differential.
* Seattle, Washington: $23.00 - $31.00 Hourly
#BootstoBankingProgram
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:
23 Dec 2025
* 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.
Relationship Banker
Personal banker job in Marysville, WA
ABOUT US Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.
OVERVIEW
The Relationship Banker will sell a full range of banking services and products to individual customers and small businesses, emphasizing meeting customer needs, providing exceptional customer service, and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch external business development efforts. Also, sell business products of a more complex nature, i.e., cash management accounts.
RESPONSIBILITIES TO INCLUDE
* Provide customer service per Coastal's Core Values.
* Interview and assess customer and non-customer needs and suggest appropriate products or services.
* Communicate with customers in the branch, over the phone, or during personal visits to local businesses.
* Outside sales calling is required and determined by Bank Center Management.
* Conduct phone follow-up and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by Bank Center Management.
* Maintain an organized system for tracking and following up on customer needs and track monthly production to the branch goals.
* Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending.
* Provide timely resolution and follow through on customer issues and concerns.
* Complete required account documentation according to bank guidelines.
* Maintain current knowledge of banking rules and regulations and complete monthly online training.
* Actively work with a book of customers to build relationships, grow the book's value to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business.
* Represent Coastal positively and professionally.
* Other duties may be assigned.
* Follow and comply with all regulatory and compliance regulations.
Requirements
QUALIFICATIONS
* Outgoing, professional attitude with customers, prospects, and co-workers.
* Verbal and written communication skills.
* Handle multiple tasks at the same time.
* Excellent attention to detail.
EDUCATION/EXPERIENCE
* Associate's degree (A. A.) or equivalent from two-year college or technical school preferred; or
* two to four years' related experience and/or training; or equivalent combination of education and experience.
* PC experience navigating in a Windows environment and using various applications.
* Basic internet skills.
* Production generation experience preferred.
* Previous experience selling financial products.
* Previous experience growing and developing an existing customer base.
HOW YOU'LL THRIVE AT COASTAL
* Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development.
* Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.
* Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.
* Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box.
* Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.
* Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.
BENEFITS WE OFFER
We're proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Our offerings include:
* Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
* Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
* Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
* Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
* Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
* Long-Term (LTD)/Short-Term Disability (STD): Income protection in the event of a long-term illness or injury.
* Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
* 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
* Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
* Holidays: Enjoy 11 paid holidays throughout the year.
Check out our benefits on our Career Site!
BEING YOU AT COASTAL
Coastal is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.
PHYSICAL DEMANDS
The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must:
* Can sit for extended periods of time.
* Can stand for extended periods of time.
* Can perform repetitive finger, hand, and arm movement.
* Can use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc.
* Able to view and read computer screens for extended periods.
* Can occasionally stoop, kneel, crouch, or crawl.
* Can occasionally lift or move up to 10 pounds.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$24.28 - $33.99 per hour
Financial Services Representative I, II, Senior
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 and loan 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.
Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products.
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
Auto-ApplyBanker
Personal banker job in Burien, WA
Job Details Experienced BurienWA - Burien, WA Full Time High School Diploma or equivalent. $22.50 - $27.50 Hourly In Office Full Time Mon - Fri, Rotating 1/2 Days Sat BankingDescription
**$1,500 Sign-On Bonus!**
Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Burien 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.
Relationship Banker
Personal banker job in Marysville, WA
ABOUT US
Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.
OVERVIEW
The Relationship Banker will sell a full range of banking services and products to individual customers and small businesses, emphasizing meeting customer needs, providing exceptional customer service, and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch external business development efforts. Also, sell business products of a more complex nature, i.e., cash management accounts.
RESPONSIBILITIES TO INCLUDE
Provide customer service per Coastal's Core Values.
Interview and assess customer and non-customer needs and suggest appropriate products or services.
Communicate with customers in the branch, over the phone, or during personal visits to local businesses.
Outside sales calling is required and determined by Bank Center Management.
Conduct phone follow-up and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by Bank Center Management.
Maintain an organized system for tracking and following up on customer needs and track monthly production to the branch goals.
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending.
Provide timely resolution and follow through on customer issues and concerns.
Complete required account documentation according to bank guidelines.
Maintain current knowledge of banking rules and regulations and complete monthly online training.
Actively work with a book of customers to build relationships, grow the book's value to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business.
Represent Coastal positively and professionally.
Other duties may be assigned.
Follow and comply with all regulatory and compliance regulations.
Requirements
QUALIFICATIONS
Outgoing, professional attitude with customers, prospects, and co-workers.
Verbal and written communication skills.
Handle multiple tasks at the same time.
Excellent attention to detail.
EDUCATION/EXPERIENCE
Associate's degree (A. A.) or equivalent from two-year college or technical school preferred; or
two to four years' related experience and/or training; or equivalent combination of education and experience.
PC experience navigating in a Windows environment and using various applications.
Basic internet skills.
Production generation experience preferred.
Previous experience selling financial products.
Previous experience growing and developing an existing customer base.
HOW YOU'LL THRIVE AT COASTAL
Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development.
Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.
Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.
Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box.
Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.
Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.
BENEFITS WE OFFER
We're proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Our offerings include:
Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
Long-Term (LTD)/Short-Term Disability (STD): Income protection in the event of a long-term illness or injury.
Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
Holidays: Enjoy 11 paid holidays throughout the year.
Check out our benefits on our Career Site!
BEING YOU AT COASTAL
Coastal is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.
PHYSICAL DEMANDS
The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must:
Can sit for extended periods of time.
Can stand for extended periods of time.
Can perform repetitive finger, hand, and arm movement.
Can use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc.
Able to view and read computer screens for extended periods.
Can occasionally stoop, kneel, crouch, or crawl.
Can occasionally lift or move up to 10 pounds.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$24.28 - $33.99 per hour
Financial Services Representative - State Farm Agent Team Member
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.
Auto-ApplyRelationship Banker
Personal banker job in Seattle, WA
Seattle, Washington;Seattle, Washington; 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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.
Future Opening - In Person - WA Licensed
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.
Future Positions
Personal banker job in Poulsbo, WA
Job DescriptionSalary:
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
Private Client Banker - Eastside South Market - Kent, WA
Personal banker job in Kent, 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: **************************************************************************
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