Personal banker jobs in Washington

Downingtown, PA 19335 Hours: Monday - Thursday: 8:30 am - 5:00 pm Friday: 8:30 am - 6:00 pm Saturday: 9:00 am - 12:00 pm (Must be flexible around branch hours) Function: Responsible for the delivery of exceptional customer service related to branch operations on the teller line in conjunction with sales and platform duties, including meeting assigned sales goals, in support of Individual and Branch production goals. Shared responsibility of duties is dictated by the business needs of the branch. Duties and Responsibilities: Uses a combination of computer systems, S&T sales skills, product knowledge, and knowledge of policies and procedures to successfully operate a customer service window in an efficient and accurate manner, providing exceptional customer service on a variety of transactions, including the following: Utilizing computer systems to properly identify customers, verify authenticity of the requested transaction, and complete required steps to protect the customer and the bank from fraud (including, but not limited to verifying balances, placing holds, and documenting proper identification). Accepting deposits, verifying endorsements, and issuing receipts. Accepting checks or coupons for cashing, identifying customer, verifying endorsements and balances, and/or referring customers to branch management for authorization. Accepting savings deposits and withdrawals and performing related duties. Providing additional customer services, including bank money orders and other services. Accepting various loan payments or other types of payments. Balancing window cash daily. Performing ATM settlement where applicable. Assisting in vault balancing, where applicable. Uses the following key sales functions to deliver exceptional customer service and ensure complete customer satisfaction, while meeting and exceeding established sales goals: Profile customers to determine and recommend appropriate S&T loan and deposit products. Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: LoanFit, sales binders, etc. Completes S&T sales process and customer focused conversation with each customer, document notes in appropriate system for all bankers view in future interactions. Successfully develops customer profiles and identifies their banking needs. Closes business and performs follow-up calls to ensure customer satisfaction. Builds warm but professional relationship with customers to help further define their needs and increase their loyalty to S&T Bank. Demonstrates complete understanding of the S&T sales process and a comprehensive knowledge of S&T policies and procedures to successfully identify add-on selling opportunities and make recommendations to customers based on their needs. CARE certified within 6 months of hire. Contributes to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management. Executes professional sales and service behaviors in alignment with Bank's Our Shared Future purpose, five vales and core drivers. Performs follow-up calls to new account customers to determine satisfaction and additional leads. Performs outbound calls as outlined in the branch playbook with reference to sample scripts in the sales and service guide and proposed potential customer lists provided to grow existing customer relationships. Participates in branch sales call campaigns, as needed. Performs data entry and prepares documentation to process new account customers and change existing accounts. Maintains existing accounts; answers questions and solves problems related to customer accounts and handles check orders for new and existing accounts when needed. Performs customer service duties as required, such as taking deposits, cashing checks, and processing withdrawals. Prepares loan applications using LOS software and coordinates loan document preparation. Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization. Completes NMLS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act. Assumes additional duties as required, such as, but not limited to balancing ATMs, processing deposits, etc. Education: Requires a high school diploma or equivalent. Experience: Two to five years general and specialized experience. Successful completion of the retail training program required including CSR and RSA training programs. Physical Demands: Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $18.00 - $34.90

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: **************************************************************************

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

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

Entry-Level Opportunity in Business Development Treloar & Heisel - A Division of EPIC Brokers Future Opportunities: Available nationwide upon promotion About Us Treloar & Heisel is a premier financial services firm with a national footprint, specializing in serving dental and medical professionals. We offer a proven client acquisition system, strong support infrastructure, and a mission-driven culture focused on helping professionals secure their financial futures. Position Overview We're looking for energetic, outgoing, and motivated individuals to join our team as Financial Services Representatives. This entry-level role is ideal for those seeking to launch a career in brand awareness and business development. You'll be instrumental in expanding our reach by generating qualified leads and promoting our brand across key markets, working closely with regional teams and licensed advisors. Key Responsibilities Represent Treloar & Heisel at trade shows, vendor fairs, school events, and networking functions Conduct outreach via phone, email, and social media to generate qualified leads Coordinate and host local events and educational sessions Promote our brand to our network of applicants and clients Collaborate with regional teams on marketing campaigns and lead generation strategies Maintain accurate records of outreach activities and lead quality Travel independently and with advisors across a multi-state territory Create and share engaging social media content to promote events and brand initiatives Contribute field insights to support digital marketing strategy development What We Offer Compensation: $55,000 base salary + up to $10,000 year-end bonus Relocation Assistance: Provided for initial move to Pennsylvania and upon promotion Travel: ~15 weeks/year (3-5 days per trip), company-paid Training & Development: Comprehensive onboarding, mentorship, and career pathing Career Growth: Clear path to promotion into a licensed Financial Advisory roles Qualifications Bachelor's degree from a four-year college or university Strong interpersonal and communication skills Self-starter with a passion for networking and relationship-building Willingness to relocate to Pennsylvania Ability to travel as required Must obtain Life & Health license within 90 days and Property & Casualty license within 6 months Must pass a background check Success Metrics Number of qualified leads generated Event attendance and engagement Outreach activity (calls, emails, meetings set) Regional brand awareness and impressions Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-AT1

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 Lacey Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday-Thursday 8:30 a.m.- 5:15 p.m. Friday 8:45 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Lacey, WA. The Lacey Branch is a designated travel team branch. Travel primarily supporting Pierce and Thurston counties; however, travel to other surrounding counties may be required. 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 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:4400 Pacific Ave SE## ##City:Lacey## ##State:WA## ##ZipCode:98503## ##Internal:false## *mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member's needs. Assist with staff development and oversee the branch as assigned. 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. Build meaningful relationships by participating in branch promotions and community events. Support the Member Service Center with incoming calls as scheduled, monitor call activities and appropriately allocate assistance as branch and MSC needs arise. Work in partnership with the branch management team to coach, train, develop and motivate branch staff and implement necessary changes to improve individual and branch performance. Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience. Work effectively in a team environment across all organizational levels, where flexibility, collaboration, and adaptability are important. Obtain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Two years of increasingly responsible experience in a related field preferred. 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

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: **************************************************************************

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.

About The Role The Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm. RESPONSIBILITIES Financial Service Representative I Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience. Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership. Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience. Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products. Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services. Positive engagement and participation in cross-functional projects and branch promotions. Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work. Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members. Basic understanding of Business Service products and services. Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness. Exercise independent judgement within set authorizations. Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia's Bank Secrecy Act (BSA) compliance program. Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations. Performs additional tasks and duties assigned by Branch Leadership. Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings. Financial Service Representative II, Capable of handling all of the duties described in the Financial Services Representative I plus the following: Have the ability to train and sponsor new employees. Maintain a book of business to ensure members needs are being met. Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings. Ability to lead cross-functional branch projects, promotions and training. REQUIREMENTS FSR I - A minimum 1 year of financial industry experience or comparable experience. Must have experience with opening Consumer New Accounts & a basic understanding of credit. FSR II - A minimum 2 years of financial industry experience or comparable experience. Proficient with more complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products. Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals. Ability to attain Notary designation within 6 months of hire. Required current NMLS Number or ability to obtain upon hire. Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled. About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! COMPENSATION $22-$25/ hour + DOE based on level hired and experience Eligible to earn performance incentives. Equal Opportunity Employer/AA Must be 18 or older to apply

Patient Financial Services Representatives are responsible for reviewing and posting charges and or payments from insurance companies and patients. PFS Reps review patient accounts and transactions to ensure accuracy. They are also responsible for effectively and professionally corresponding with patients or third-party payors to facilitate timely and effective management of accounts receivable activity. Responsibilities * Processes third-party remittance advices ensuring accurate information is posted to patient accounts. * Follows internal procedure for outstanding claims review. * Reviews and processes self-pay accounts. * Consistently exhibits all Moses Lake Community Health Center's Service Standards with patients while responding to inquiries regarding accounts and statements. * Accurately performs the charge entry function as required by task assignment. Requirements * Possesses a basic level of written and verbal communications skills, computational and computer skills and mathematical knowledge typically acquired through completion of a high school program. * Ability to read and speak Spanish and/or Russian preferred but not required. Summary We are committed to providing high-quality, compassionate, and comprehensive primary health care services for the entire community. MLCHC continually transforms our health care delivery system to improve the health of the communities we serve. If you are searching for an opportunity to work in a collegial environment, serve others and learn new skills join us at Moses Lake Community Health Center where caring, welcoming, helpful, professional behaviors are the norm, not the exception. Benefits * 401(k) retirement program with employer contribution * Dental * Medical/Vision * Flexible Spending/Health Reimbursement * Life Insurance * Disability Insurance * 8.5 Paid holidays per year * Accrual based (PTO) paid time off per MLCHC policy EEOC For additional information contact: Human Resources *****************

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.

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

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 Kent Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, 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:415 W James St## ##City:Kent## ##State:WA## ##ZipCode:98032## ##Internal:false## *mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience

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: **************************************************************************

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

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

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: **************************************************************************

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 digital banking specialist position is responsible for the timely and accurate completion of operational, customer support, and/or technical support activities, i.e., set ups, troubleshooting, research, and day-to day support to internal and external customers for all digital channel products including but not limited to: Business/Consumer Online and Mobile Banking, Remote Deposit Capture (RDC), Bill Pay, Electronic Funds Transfer (EFT), Online ACH origination and online wire transfers, ensuring compliance with operational and regulatory policies/procedures to mitigate risk. This position is Full Time; typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Tacoma, Washington Base Salary Range: Level I - $20.50 - $25.62 - $30.75 per hour Level II - $22.04 - $27.55 - $33.06 per hour Depending on qualifications and experience Digital Banking Specialist I or II may be considered. The Role at a Glance: Researches and responds to internal and external customer inquiries via Jira, email, phone or in person. Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions. Acquires knowledge to set-up, implement and maintain business online banking, and Business RDC customers. Assists in providing troubleshooting and support to business and consumer online banking customers, remotely using Computer Sharing Software and over the phone. Reconciles assigned general ledger and bank control accounts in a timely and accurate manner. Contributes to the success of the department with willingness to share and cross train in all department responsibilities, as required or assigned. Core Skills and Qualifications: High School Diploma or equivalent required. Coursework and/or certification in business or accounting, and/or relevant education - preferred. Level I - 1+ year recent customer service, data entry, clerical and/or office support experience, demonstrating working knowledge of general office administration practices and procedures required. Recent experience in Electronic / Digital Banking with working knowledge and understanding of Online Banking, Mobile Banking, RDC, EFT processing and regulatory compliance preferred. Level II - 2+ years recent experience in bank operations, electronic / digital banking and/or branch banking, which includes working knowledge and proficiency in online / mobile banking, RDC, EFT processing and regulatory compliance in a financial services industry required. Equivalent combination of education and experience may be considered. Provides high level of quality service for internal/external customers; responds to customers' needs, questions and concerns in an accurate, effective, and timely manner. Ability to provide clients with information and data, as well as gain their trust and respect while maintaining personal composure when confronted with a difficult situation and/or customer. Ability to escalate to next level management. Effective interpersonal and written/verbal communication skills with the ability to communicate technical issues over the phone, in person and via email; and ability to read, write, speak, and understand English well. Effective research, attention to detail, time management, and organizational skills to manage multiple assignments and reporting requests to meet concurrent deadlines, with moderate supervision and oversight. Basic understanding of debit/credit relationships and negotiable instruments; general math skills to balance accounts and locate routine and non-routine mathematical errors, to process debits and credits accurately, and adhere to customer instructions. Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank's policies, procedures, products, and services. Unquestionable integrity in handling sensitive and confidential information required. Working knowledge of office administration practices and procedures. Basic knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. PC Experience using ticketing systems (Jira, etc.) - preferred. Working Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand under sometimes distracting work conditions and frequent interruptions during the day. Work requires willingness to work a flexible and/or rotating schedule or extended hours, as needed. 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, and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. Occasional lifting and/or moving up to 10 lbs. (files, boxes, etc.) 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:Information Technology / Systems## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418## ##Internal:false##