You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve.
SUMMARY
Provides computer support to employees in all departments and branches.
The pay range this position is between $21.00 and $30.00 an hour. The specific rate offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
* Assists users to resolve computer related problems such as inoperative hardware or software. Assist users with logon issues.
* Computer hardware and software maintenance and installation.
* Writes project reports and documentation for new or modified software and hardware.
* Diagnose PC, LAN, WAN and data communication problems.
* Performance monitoring, security, file maintenance and backup/recovery as it relates to microcomputers.
* Assists department staff with application customization.
* Assists with work projects such as converting to new hardware or software.
* Makes recommendations for improvements in computer system.
* Evaluates and tests vendor supplied software packages for compatibility with existing system, ease of use, and whether software meets user needs.
* Participates in and completes training objectives with passing scores.
* Follow all Riverview policies and procedures.
RELATIONSHIPS
* Daily contact with Supervisor to receive direction and discuss department issues.
* Daily contact with IT department staff.
* Frequent contact with other departments/branches to provide assistance and support.
QUALIFICATIONS
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.
EDUCATION and/or EXPERIENCE
Associate's degree (A. A.) or equivalent from two-year college or technical school; and one to two years related experience and/or training; or equivalent combination of education and experience.
SKILLS
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
* Ability to write reports and business correspondence.
* Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
* Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form in a timely manner.
OTHER
Accurate data input; at least 30 wpm.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings.
Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.
$21-30 hourly 60d+ ago
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Retail Quality Assurance Specialist and Support Lead
Riverview Bancorp Inc. 4.3
Riverview Bancorp Inc. job in Vancouver, WA
The Retail Quality Assurance Specialist and Support Lead (RQASSL) is responsible for overseeing the daily operations of quality assurance processes and providing direct support to branch network teams. This role ensures compliance with regulatory requirements, internal policies, and procedures through comprehensive reviews of deposit accounts, particularly focusing on new account openings and onboarding into the Bank's Anti-Money Laundering (AML) system.
In addition to compliance oversight, the RQASSL supports branches with retail operational processes and procedures, leads and mentors other Quality Assurance Specialists, and delivers training to strengthen team capabilities. The RQASSL also serves as acting lead in the absence of the Quality Assurance Manager (QAM).
This position is aligned with Riverview's Mission, Vision, and Values (MVVs) and is dedicated to delivering exceptional service across the organization.
The salary for this role will be between $21 to $30 an hour. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Meticulous attention to detail to ensure accuracy in reviews and reporting.
* Perform daily reviews of new consumer and commercial accounts to ensure compliance with the Bank's CIP/BSA/OFAC/Beneficial Ownership policies and procedures.
* Review Customer Due Diligence input for quality, accuracy and comprehensive data of all entity accounts.
* Review Consumer Due Diligence input for completeness.
* Identify new account review trends with branches and escalate accordingly.
* Review legal documentation to assist branches with executing and/or opening related accounts, i.e. Power of Attorney, Trusts, Estates, court ordered, etc.
* Answer and provide resolution to client calls/internal ticketing program, both internally and externally, in a timely manner of more moderate to complex issues in support of Retail operations and other bank departments, as needed.
* Ensure outgoing wire forms are completed in strict accordance with established wire guidelines and are properly imaged.
* Perform maintenance as needed, i.e. beneficial ownership, corrections, missing maintenance, etc. for accounts in QA queue.
* Monitor address change maintenance performed within the onboarding system to ensure accuracy. Notify branch accordingly for any corrections.
* Review QA file maintenance reports for accuracy and completeness.
* Assist with analyzing updates to the Bank's new account system and updating related procedures.
* Maintain/update software application material when technical changes to the Core processor, New Account onboarding/Teller System and/or when regulatory changes occur.
* Assist with updating related AVTC (teller system) procedures when changes occur to teller processing system.
* Provide technical support when errors occur within branch applications, i.e. teller transactions, onboarding, FIS Portal/ChexSystems, etc.
* Support/Maintain the Bank's central cash vault for daily cash reconciliations, weekly cash orders/shipments to the Federal Reserve and administration of the armored electronic ordering system, issue user IDs, etc.
* Prepares Journal Entries for proper accounting of Commercial cash vault transactions, and Remote ATM deposits and withdrawals
* Complete monthly cash vault invoices
* Perform monthly branch cash reconciliation/certification.
* Complete Loss/Recovery Reclassification
* Provide information by collecting, analyzing, and summarizing information when responding to requests.
* Assist with support and installation of Teller Currency Recyclers (TCRs).
* Maintain quality service by monitoring standards, advising department manager of potential problems.
* Assist the Retail Operations and Quality Assurance Manager with various projects as needed.
Additional Duties and Responsibilities:
* Comprehensive understanding of Federal Regulations related to deposit accounts.
* CIP
* BSA/AML
* OFAC
* Beneficial Ownership
* KYC/CDD/EDD
* Regulation CC
* Regulation E
* GLBA
* FCRA
* CRA
* Privacy
* Participates in and completes training objectives with passing scores.
* Follow all Riverview policies and procedures.
* Other duties as assigned.
RELATIONSHIPS
* Builds strong partnerships through daily collaboration with the Retail Operations and Quality Assurance Manager.
* Engages in ongoing collaboration with Retail Banking Branches to support operational excellence and quality assurance.
* Partners with various departments to provide guidance, interpret existing and new procedures, and address initiatives and issues.
* Fosters cross-functional relationships to ensure alignment and deliver exceptional service across the organization.
QUALIFICATIONS
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.
EDUCATION and/or EXPERIENCE
Associate's degree in business, Finance, or related field preferred, or 3-5+ years' related experience
Proven leadership skills within an efficient branch/department environment. Continued education in related subjects is strongly encouraged.
SKILLS
* Ability to interpret state laws and federal regulations.
* Ability to interact with all levels of staff and management
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental/state regulations.
* Ability to write reports, business correspondence and procedure manuals.
* Ability to effectively present information and respond to questions from groups of managers, and branch/department personnel.
* Ability to define problems, collect data, establish facts, and draw valid conclusions.
* Basic knowledge and ability to use Microsoft Office products and/or equivalent computer software applications.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
* Strong attention to detail.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings.
Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.
$21-30 hourly 22d ago
Priority Service Representative
Washington Trust Bank 4.7
Spokane, WA job
"What we strive to create for our employees is a fun but professional work environment that fosters a desire to achieve great service for our customers. Since we are a one-stop shop, we empower everyone to "own" the Team's results and have the power to make decisions that will create that success within our group. Priority Service personnel are well respected throughout the organization because they possess a great understanding of how to treat customers well and the knowledge and resources to get that job done. If you want to enjoy where you spend your work time, have an outlined and real pathway of growth and feel a sense of accomplishment about what you do, this is the place for you." Sam, VP/Contact Center Manager
Location: 601 W 1st Avenue, Spokane, WA 99201
We currently have two full-time positions available (40 hours each). Schedule may vary; flexibility is required. Regular, reliable attendance is essential.
Full-Time Schedule Options:
Tuesday-Saturday, 10:00 AM-7:00 PM
Thursday-Saturday, Monday 9:00 AM-6:00 PM, and Sunday 10:00 AM-7:00 PM
Washington Trust Bank is looking for a dynamic candidate for our Priority Service Representative role. If this is what next steps in your career look like - we want to hear from you!
You value your personal achievements and working with a team toward success
You value building strong relationships
You have ambition to excel in your career
You take pleasure in working with a company that values the highest level of integrity and ethics
We are looking for someone who has the drive to:
Provide courteous, professional, accurate customer service
Use trust and respect in an effort to deepen these relationships
Maintain personal accountability in relation to the team's goals
Collaborate with managers and team members for the sales strategy
Participate in community events
Training:
We provide training for you!
We will help you build the skills to be successful through the complete customer interaction
Successful candidates will be available for full-time training (Monday - Friday, 8am to 5pm) for approximately six weeks from start date.
The job:
Provide courteous service to customers, co-workers and other bank employees through prompt response to requests, a willingness to help and friendly service exceeding customer expectations
Maintain broad knowledge of Operations department functions and specific knowledge of Deposit Support and Research functions in order to facilitate follow-up research for customers
Process transactions, stop payments, deposit verification and other assigned duties accurately and in a timely manner
Being fully equipped to speak to WTB's products and services
You will be working toward ultimate customer service with other driven professionals like yourself. When faced with those customers whose service needs exceed the capacity of your team, you will have the support of the rest of WTB, the Pacific Northwest's largest privately held bank.
Pay Range: $20.00 - $26.24 per hour
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$20-26.2 hourly 3d ago
Commercial Relationship Manager II-IV
Washington Trust Bank 4.7
Vancouver, WA job
Annual salary plus performance-based incentive program. Hiring salary based on experience. Ability to develop and expand current client portfolio in the Vancouver area required.
This is an exciting opportunity to join
a new team in the Southwest Washington market.
Washington Trust Bank brings more than 100 years of full-service banking expertise to individuals, families, companies and organizations throughout the Washington, Idaho, and Oregon. With total assets of $11 billion, our bank is well positioned to compete with others in our market, and we are sought out by clients and their professional advisors for stability, expertise and unparalleled client service levels. As the oldest and largest privately-held commercial bank in the Northwest, we focus our efforts on what is happening in our communities and set our sights on long-term goals that are right for our employees and clients.
As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met.
Relationship Management/Client Service:
Maintains responsibility for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account or relationship as needed in order to provide superior service to Bank clients.
Sales/Business Development:
Proactively investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships and other referrals sources.
Risk Management:
Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations.
Qualifications:
Bachelor's Degree in Finance, Accounting, Business or related field.
Seasoned commercial lender with at least 5 years of experience as a commercial lender, generally working with clients with revenues ranging from $5 million to $50 million.
Able to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required as well as strong credit background and business development acumen.
Work experience in the sales of cash management products or related sales experience at a financial institution.
Work experience in fiduciary relationship management, including experience in specific unit area (investment, securities, cash management, real estate, commercial lending, consumer lending, etc).
Knowledge of Bank lending procedures, as set by the current, published Loan Policy.
Basic loan documentation knowledge; ability to document basic credits.
Working knowledge of Bank products and services.
Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).
Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.
Ability to set and achieve challenging goals.
Compensation: $93,018 - $206,721
Relationship Manger II: $97,668 - $146,503
Relationship Manger III: $118,962 - $178,444
Relationship Manger IV: $144,657 - $217,057
The compensation range represents the low and high end of the base compensation range for this position located in Western Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$144.7k-217.1k yearly 3d ago
Community Lending Officer
Washington Trust Bank 4.7
Seattle, WA job
The Community Lending Officer will establish and maintain relationships with community-based organizations, realtors, and governmental agencies which result in lending opportunities for the bank to ensure full compliance with the Community Reinvestment Act. The candidate will sell and originate residential mortgage loans to a predetermined sales goal focused in CRA assessment area needs. The candidate will identify and meet with prospects, explain various mortgage products available, determine best alternatives together with prospects and finalize sales. This position will support the WWA WTB Bank footprint.
Essential Functions:
Assist in the coordination of WTB's community outreach activities and community development service events.
Serve, where appropriate, as a member of civic, professional, and community development organizations that contribute to WTB's CRA objectives.
Communicate ways by which management and staff can address fair lending responsibilities for WTB's lending practices and standards.
Assist lenders in identifying and originating loans that meet the criteria of CRA in WTB's CRA assessment areas.
Establishes and develops relationships with an extensive network of real estate agents so that potential mortgage customers within CRA assessed areas will be referred to WTB.
Turns in a completed loan application within 48 hours of receipt.
Pre-qualifies self-employed borrowers to include preparation of cash flow work sheets and requesting and analyzing financial records and tax returns.
Maintains responsibility for the loan file from application through closing.
Foster a culture where all WTB Team Members have a good understanding of both CRA and fair lending laws applicable to their position.
Actively participate in festivals, fairs, and trade shows to promote new business for the Bank.
Stays abreast of individual community trends and economic development changes. Tracks and measures event participation results. Makes recommendations to maximize return on future investments of events, sponsorships, philanthropic initiatives, and donations.
Liaise with local governments and community development organizations ensuring the bank's presence is known and respected in the community. Build and manage a network of contacts within state and local government and community organizations.
Related Functions:
Collection of applicable fees from borrowers.
Prepares periodic productivity reports as required.
Required to attend department meetings.
Performs property inspections as required.
Attends scheduled training sessions.
Frequent contact with real estate companies and agents to establish referral relationships.
Frequent contact with department employees to assist in processing and closing requirements.
Qualifications:
Ability to speak English and Mandarin/Cantonese fluently preferred.
Knowledge of real estate and mortgage banking industry.
Knowledge of Truth-in-Lending and compliance with government regulations.
Knowledge of conventional, FHA, VA, and construction loan policies and procedures.
Automobile required, together with valid Washington State Driver's license.
May be assigned a specific territory and/or specific agents.
Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS)
Compensation: $89,991- $134,987
The compensation range represents the low and high end of the base salary ranges for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual incentive plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$90k-135k yearly 3d ago
Personal Banker
Washington Trust Bank 4.7
Spokane, WA job
Join a team that puts client experience at the heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending products. You'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients.
"The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family-oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery
Location: Airway Heights Branch - 10609 W State Route 2, Spokane, WA 99224
Schedule: Monday thru Friday, 8:15am to 6:15pm & Saturday 9:45am to 2:15pm. Schedule may vary, must be flexible. Regular, reliable attendance required.
Essential Functions
Client Relationships and Service
Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information.
Provides high quality service, retention, development and expansion of client relationships.
Works with other bank personnel to proactively meet client needs in an efficient manner across all departments.
Product Knowledge and Selling
Provides product opportunities to clients using proactive selling techniques; efficiently and accurately opens all branch-related products.
Maintains current knowledge of all Retail Banking products, to identify and resolve clients' needs.
Introduce and cross-sell new and existing bank products by identifying client needs through thoughtful, needs-based conversations. Leverage strategic questioning to match products with client goals.
Sales and Marketing
Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs.
Responsible for marketing consumer and small business banking products including preparing for client calls, making sales calls, and call follow-up.
Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals.
Participates in call plans tailored to increase the market penetration and client usage of bank services and identifies needs in prospects to establish them as clients. Uncovers clients' needs by asking the right questions; utilizes need-based selling. Reports on results will be recorded and reported on a regular basis.
Additional Responsibilities
Perform transactions, new account and lending responsibilities to best serve the needs of the client.
Maintains accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results.
Meets with manager to discuss sales strategy calls and report results related to current branch focus.
Participate in community affairs and activities where warranted for effective business development and community exposure.
Sets and monitors proactive client contact standards for each individual client relationship they establish
Proactively identifies and mitigates potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate.
Administrative
Complies with all Bank policies and procedures.
Participate in branch audits.
Maintains knowledge of compliance and regulatory issues as appropriate.
Perform compliance and risk management duties as required or assigned.
Regular, reliable attendance is required.
Qualifications
Excellent written and verbal communication and interpersonal skills with clients, co-workers and management, building appropriate rapport at all levels.
Ability to listen and ask appropriate questions to best serve the client.
Flexible and adaptable to change.
Strong ability to prioritize and handle multiple tasks with accurate attention to detail.
Strong problem solving and decision-making skills, using logic to solve problems with effective solutions.
High degree of PC based technical skills, including proficiency with Microsoft Suite of products and other necessary applications.
Required to maintain the security and confidentiality of Bank and client information.
May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).
Join us in one of our 40+ Washington, Idaho, or Oregon branches as we work toward maintaining a strong, trust-based community in our branches, our bank, with our clients, and in our greater communities.
Pay Range:
Personal Banker I-II: $20.00 to $25.72
The compensation range represents the low and high end of the base compensation range for this position located in Airway Heights, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$29k-35k yearly est. 3d ago
Controller
Washington Trust Bank 4.7
Spokane, WA job
In a multi-company environment is responsible for directing, researching, developing, and preparing financial, regulatory, and corporate accounting, reporting and analyses, projections, and recommendations, to senior management of the corporate group. Provides on-going monitoring, analysis and implementation of GAAP, RAP, SEC, SOX, and other regulatory pronouncements ensuring that the organization is in full compliance.
Essential Functions:
In a multi-company environment, is responsible for and directs, develops, prepares, or is assisted in the preparation or review of financial and regulatory reports and analyses in a timely and high-quality manner, including:
Monthly company and consolidated financial statements and reports, capital and earnings projections, and board reports.
Annual WTBFC audited financial statement and related footnotes and quarterly WTB unaudited financial statement.
Monthly, quarterly, and annual regulatory reports.
Regulatory compliance examinations.
Accounting policies and research.
Internal control documentation.
Accounting for selected assets and liabilities including acquisition intangibles, mortgage servicing rights, csv life insurance, limited partnerships, loan loss reserve and migration system, compensation accruals, and other accruals.
Manages and performs advanced accounting technical research and discuss impact of current and proposed accounting pronouncements.
Develops, implements, and interprets accounting policies in response to specific applications with emphasis on coordinating financial accounting within the corporate group and provides communication to senior management.
Responsible for the preparation of monthly, quarterly, and annual financial and regulatory reports for W.T.B. Financial Corp. corporate group with an emphasis on public external reporting and disclosures. Responsible for the accuracy and efficiency of the monthly close process.
Manages internal control documentation for a FDICIA environment and best practices for a SOX environment. Regularly presents to the Internal Control Steering Committee and Audit Committee.
Acts as a primary contact with regulatory examiners and external auditors regarding advanced financial transactions and reporting.
Oversees the design and implementation of enhancements to the financial and regulatory accounting systems of the corporate group including migration to public external reporting and disclosures.
Ability to identify models used, provide reasonable assurance the model is operating as intended, contribute to ongoing model improvement to maintain effectiveness, and ensure compliance with established policies and procedures for model risk management.
Regular, reliable attendance is required.
Performs compliance and risk management duties as required or assigned.
Directly supervises Financial Accountants and fulfills supervisory responsibilities in accordance with the organization's policies and applicable laws. Mentors and provides guidance and direction to Financial Accountants and interns.
Related Functions:
Prepares special financial reports and analyses for senior management including pension, dividend, stock, limited partnership analyses, and purchase accounting.
As needed, provide support to management team for projections, committee presentations, discussions and decision making.
Frequent contact by phone and in person with management and supervisory level employees in various departments of Washington Trust Bank or affiliates of WTBFC and external examiners and auditors regarding specific transactions and overall financial and regulatory accounting issues.
Participates in the design and implementation of enhancements to the financial and regulatory accounting systems of the corporate group including migration to public reporting and disclosures.
Additional responsibilities and duties as directed by the CFO and CAO.
Qualifications:
B.A. in accounting, business, or finance with accounting emphasis; M.A. in accounting preferred; CPA required.
Ten or more years of banking, public accounting, or related experience with strong technical skills.
In-depth working knowledge of GAAP accounting, including consolidations, financial statement preparation and audit trail considerations.
In-depth working knowledge of SEC reporting, regulations, regulatory filings, 10-Ks, 10-Qs, proxy statements, XBLR.
In-depth working knowledge of RAP accounting, including preparation of regulatory reports.
In-depth working knowledge of external audit procedures and internal control requirements.
In-depth working knowledge of internal control over financial reporting to identify, document and monitor the control environment.
In-depth working knowledge of state taxes, including specialized bank regulations, consolidated return rules and preparation of returns.
Proficient in accounting research software.
Sufficient knowledge of and experience with division PC systems to identify problems when they occur and to affect corrections.
Sufficient knowledge of and experience with division PC systems to recognize opportunities to automate and/or streamline activities and to direct their implementation.
Working knowledge of department software tools including word processing, spreadsheets, and data base applications.
Compensation: $102,389 - $153,584
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual bonus plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$102.4k-153.6k yearly 3d ago
SBA Loan Specialist
Washington Trust Bank 4.7
Pullman, WA job
As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about the communities they live in and serve.
Location: This role is open to hybrid work within the Washington Trust Bank footprint of WA, ID and OR. Regular, reliable attendance is required.
The SBA Loan Specialist will facilitate SBA transactions in support of Relationship Managers and provide education on the benefits of SBA lending. Responsibilities for this position include deploying SBA programs as well as creating strategies to originate SBA loans in the marketplace in concert with Relationship Managers and Small Business Department managers. Activities include presenting the company's loan capabilities and structuring SBA loan proposals.
Essential Functions
Provides SBA education and resources to Relationship Managers on an ongoing basis to ensure widespread knowledge of the SBA programs and attributes available by providing periodic group presentations, one-on-one consultations, reference and marketing materials and an intranet site.
Implements client specific SBA communication plans to establish and maintain excellent client relationships and identify client needs.
Responsible for marketing SBA products/services to identified clients/referrals at the direction of department managers including preparing for joint client meetings and follow-up as necessary.
Generates eligibility determinations, structures transactions and solicits requisite application documents for SBA loans.
Assists Relationship Managers by selecting and helping implement SBA lending programs as appropriate based on the needs of the client.
Works with relationship managers to help ensure an integrated and seamless approach to servicing the client.
Participates in client relationship planning as it relates to SBA lending.
Manages and assists with the management of SBA loan projects as needed by Relationship Managers.
Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies.
Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions.
Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure.
Maintains proficiency regarding current Bank and Divisional policies and procedures.
Perform compliance and risk management duties as required or assigned
Qualifications
5 + years of dedicated SBA experience, including proven competence with large, complex SBA loan projects.
Knowledge of SBA Standard Operating Procedures.
Must have a thorough understanding of SBA policies and structure, product knowledge, and financial analysis.
Knowledge of government regulations surrounding SBA lending.
Complete working knowledge of government, conventional, custom, and self-employed borrower loans. Preferred experience with SBA loan programs; however, SBA experience can be supplemented with experience in a closely related field.
Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).
Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients
High degree of PC based technical skills, including proficiency with the Microsoft Suite of products
Ability to function efficiently and effectively with multiple request and projects under deadlines and stress while maintaining a professional and mature demeanor.
Interpersonal skills necessary to gather data from a number of sources and to positively represent the Bank during such contacts.
Ability to work well with people with diversified personalities.
Comprehension of investor, insurer, regulatory, and the Bank's requirements, and the ability to develop a subjective analysis of the borrower.
Compensation: $64,279 - $96,419
The compensation range represents the low and high end of the base compensation range for this position in Eastern, Washington and Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable incentive plan.
Candidates in the Western, Washington area can anticipate a salary range of $89,991 - $134,987
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$90k-135k yearly 3d ago
Enterprise Risk Analyst
Washington Trust Bank 4.7
Spokane, WA job
The Enterprise Risk Analyst is responsible for identifying, assessing, monitoring, and reporting risks across the organization. This role supports the development and implementation of risk management frameworks, ensuring compliance with regulatory requirements and alignment with organizational objectives. The analyst collaborates with business units to evaluate risk exposure and recommend mitigation strategies.
ESSENTIAL FUNCTIONS
Coordinate risk assessments across operational, financial, strategic, credit and compliance areas.
Analyze emerging risks and trends impacting the organization.
Maintain risk registers and ensure accurate documentation of risk events.
Develop and maintain dashboards and reports for senior management and regulatory bodies.
Track key risk indicators (KRIs) and escalate issues as needed.
Support internal audits and regulatory examinations by providing risk-related data.
Assist in implementing enterprise risk management (ERM) frameworks and policies.
Ensure adherence to risk governance standards and regulatory guidelines.
Participate in risk committees and provide analytical insights.
Work with business units to integrate risk management into decision-making processes.
Provide guidance on risk mitigation strategies and control enhancements.
Support training and awareness programs on risk management practices.
Utilize risk management software and data analytics tools to assess risk exposure.
Perform scenario analysis and stress testing for critical risk areas.
Participates in special projects or duties as assigned.
Performs compliance and risk management duties as required or assigned.
Regular, reliable attendance is required.
QUALIFICATIONS
Bachelor's degree in Finance, Business, Risk Management, or related field (Master's preferred).
6 or more years of experience in risk management, compliance, or audit.
Strong analytical and problem-solving skills.
Familiarity with regulatory frameworks (e.g., Basel, COSO, ISO 31000).
Proficiency in risk management tools and data visualization software.
Strong detail orientation with high level of organizational skills and ability to multi-task, managing interruptions with multiple projects.
Demonstrated self-motivation and initiative; ability to work well both independently and with others.
Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to clients in a deadline driven environment under the direction of management.
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict and negotiating for results when needed.
Strong verbal and written communication skills, including ability to communicate and collaborate effectively with technical and non-technical people.
Preferred experience working in the financial services industry.
Ability to work additional hours as required by operational and production work loads.
COMPENSATION
$74,806 - $112,209 annually
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$74.8k-112.2k yearly 3d ago
Cash Vault Specialist
Washington Trust Bank 4.7
Spokane, WA job
Cash Vault Specialists are responsible for accurately and efficiently processing customer transactions and large volumes of coin and currency. Additional expectations include answering internal and external customer inquiries, proactively finding solutions through clear understanding of bank products, and complying with regulatory issues as they apply to the position.
Schedule: Monday thru Friday, 8:00am to 5:00pm, approximately 40 hours per week. Schedule may vary, must be flexible.
Location: 717 W Sprague Ave, Spokane, WA 99201. This is an on-site position.
Essential Functions
Service:
Maintains a positive attitude while meeting service expectations and assisting others.
Processes transactions related to checking, savings, and loans.
Balances a cash drawer in accordance with bank standards.
Provides advice and recommends solutions to other departments or directly to customers.
Works with other Bank managers and staff to meet customer needs in a responsive, efficient manner.
Maintains the security and confidentiality of Bank and customer information.
Contributes to the achievement of Cash Vault departmental goals.
Administrative:
Balances cash drawer within acceptable time period and maintains assigned cash drawer limits.
Complies with Bank policies and procedures.
Proactively identifies and prevents fraud.
Tracks specific customer transaction statistics for the purpose of developing charges through account analysis.
Works with team to manage cash across the organization.
Assists other departments with coordination & testing of system enhancements, conversions, and interfaces.
Performs compliance and risk management duties as required or assigned.
Exhibits a professional demeanor at all times.
Performs other duties as assigned by Cash Vault Manager or CV Specialist IV.
Qualifications
Advanced cash handling skills.
Excellent problem solving and decision making skills.
Flexible and adaptable to change.
Positive communication and interpersonal skills.
Goal-oriented, self-motivated and enthusiastic in regard to customer service.
Demonstrated ability to work professionally and effectively with a diverse group of individuals.
High degree of technical skills, including proficiency with the Microsoft Office Suite of products, 10-key skills.
Aptitude for problem solving, trouble shooting and error resolution
Background in accounting and mathematics desired.
Regular, reliable attendance is required.
Requires repetitive lifting of heavy bags weighing 30 - 60 lbs. to a height of four feet, working in a closed environment with no windows and dusty conditions in addition to standing for extended periods of time.
Pay Range: $20.00 - $26.24
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$20-26.2 hourly 3d ago
Branch Manager
Washington Trust Bank 4.7
Wenatchee, WA job
"The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery
Location: South Wenatchee Branch - 759 South Wenatchee Avenue, Wenatchee, WA 98801
Schedule: Monday thru Friday, 8:00 am - 6:15 pm. Schedule may vary, must be flexible. Regular, reliable attendance required.
This position embodies the Washington Trust Bank culture, by remaining focused on client experience in all aspects of their decisions. To meet this expectation this position is responsible for managing the branch as a business. Demonstrating positive leadership behaviors through team motivation and development while leading by example. Manage sales and business development by identifying referrals and prospects and calling on clients/prospects to achieve sales goals while training their team to do the same. Provides quality client service, sales, operations, administration and staff development for assigned branch. Supports the market in community involvement efforts.
Essential Functions:
Primary time allocation is dedicated to managing and supporting the implementation of sales and service activities in the branch. Manages reactive and proactive expansion to ensure development and retention of profitable relationships and assures appropriate targeting, tracking, and recognition occurs. Provides sales support, training, coaching, mentoring and development to all branch staff and ensures that core competency and development plan documentation for all staff is completed. Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks Centers of Influence (COI) and other referrals sources and all new clients for referrals. Provides support and assistance to relationship managers throughout the bank. Meets regularly with the regional manager to give feedback on branch strategies and plan for further growth of the branch. Perform compliance and risk management duties as required or assigned.
Sales and Business Development
Develop branch strategies for implementation of sales programs to meet sales, service and profitability goals.
Develops and implements growth plans tailored to bring in new clients and increase consumer and small business market penetration. Expand and retain existing clients by asking the right questions; utilizes needs-based selling. Reports on results will be recorded and reported on a regular basis.
Manages team to achieve branch and market goals, strategies and initiatives.
Manages and motivates team to achieve sales goals and activities.
Conducts and facilitates consistent sales one-on-one, and all-staff meetings.
Participating in and promoting team involvement in community organizations and business development activities when appropriate.
Client Service and Relationship Management
Provides professional financial advice, guidance and solutions to client inquiries and problems. Works with other managers and staff to proactively meet client needs in a responsive, efficient manner, across department lines.
Demonstrate a high level of product knowledge and have excellent client service.
Supports staff in a variety of client needs and concerns including complaints and compliance concerns.
Act as relationship manager for consumer and small business banking clients, when appropriate.
Take responsibility and ownership of the client experience by bringing on new clients and expand as needed for all of their financial needs.
Manages client base to meet bank goals, strategies and initiatives.
Training, Development and Leadership
Coaches to all corporate sponsored training programs.
Directly conducts coaching with the assistant manager, training, human resource functions and staff development activities.
Ensure that core competency and development plan documentation for all staff is completed.
Provides sales support, training, coaching, mentoring, and development to all branch staff.
Works with regional manager, when necessary and human resources in recruitment and hiring process.
Compliance and Risk Management
Performs compliance and risk management duties as required or assigned.
Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit.
Incorporates effective internal controls into all relevant work processes. Maintains a comprehensive understanding of internal controls, focusing specifically on key controls.
Ensures timely updates to internal controls documentation when changes occur in risk parameters and/or workflow.
Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and procedure documentation.
Manage branch to proactively identify and prevent fraud situations.
Train teams to identify and manage risk effectively, staying current on fraud and risk trends to minimize impact to the bank and clients.
Ensure teams are equipped with the necessary tools and knowledge to proactively mitigate risk-related situations.
Administrative and Operational Management
Provides overall direction for the branch sales and service delivery.
Monitors and manages specific budget areas as assigned by regional manager.
Participates in community affairs and activities and various bank functions, which may include after hours and weekend involvement.
Conducts other duties as assigned by the manager.
Qualifications:
1-3 Years of management experience required.
Excellent verbal and written communication skills in all levels of the bank, inter-division as well as cross-department.
Goal oriented, self-motivated and enthusiastic.
Ability to sell products & services to clients.
Demonstrates strong sales management and leadership skills.
Demonstrates strong self and staff development skills including team recognition, motivation and conflict resolution.
Ability to prioritize workflow, solve client or staff problems and manage multiple tasks.
Positively supports the Bank and leads team through policy, philosophy and guiding principles.
Required to maintain the security and confidentiality of Bank and client information.
Completion of all appropriate Loan Origination, Sales, Service and appropriate training.
May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS)
High degree of PC based technical skills, including proficiency with the Microsoft Suite of products.
Pay Range: $30.90 to $46.36 per hour
The compensation range represents the low and high end of the base compensation range for this position located in Wenatchee, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan.
What our culture can offer you:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$30.9-46.4 hourly 3d ago
Mortgage Loan Officer
Washington Trust Bank 4.7
Bellevue, WA job
As the largest privately-held commercial bank in the Pacific Northwest, our mission for over a hundred years has been achieving the utmost in client service through understanding and meeting the unique financial needs of our customers. Our Home Loan Division (HLD) is a critical part of supporting our clients across Washington, Oregon, and Idaho.
For Washington Trust Bank, ideal candidates demonstrate a can-do attitude, approach situations collaboratively and possess unwavering integrity combined with the skills and experience required for success. This is an experienced external loan officer who sources their own business through Professional relationships, realtor referrals, repeat clients, and other compliant means. Bring your entrepreneurial spirit to our relationship driven business model, and be prepared to make a positive difference in our communities. 3+ years of experience as a mortgage loan officer is preferred, this individual will join the external mortgage loan officer team.
Essential Functions:
Establishes and develops relationships with real estate agents so that potential mortgage customers will be referred to WTB.
Completes loan application with customer; acts as liaison between customer and HLD. Turns in a completed loan application within 48 hours of receipt.
Represents WTB to real estate companies and potential mortgage customers.
Pre-qualifies self-employed borrowers, prepares cash flow work sheets and analyzes financial records and tax returns.
Maintains responsibility for the loan file from application through closing. Holds periodic review sessions with assigned processors.
Balances time between the office and in the community to promote themselves and the Bank, and ensure timely customer communication.
Maintains a regular calling schedule on offices and real estate agents, keeping them up to date on WTB loan programs.
Establishes good working relationships with the HLD support staff.
Cross sells WTB products and services to loan customers.
Responsible for meeting negotiated production goals.
Reports regularly to department manager or center manager, or as requested.
Perform compliance and risk management duties as required or assigned
Regular, reliable attendance is required.
Requirements
Collection of applicable fees from borrowers.
Knowledge of real estate and mortgage banking industry.
Knowledge of Truth-in-Lending and compliance with government regulations.
Knowledge of conventional, FHA, VA, and construction loan policies and procedures.
Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS)
Ability to work independently and perform problem solving and decision making under minimal supervision.
Strong detail orientation with high level of organizational skills and ability to multi-task, managing interruptions with multiple projects.
Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to clients in a deadline driven environment under the direction of management.
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict and negotiating for results when needed.
Strong verbal and written communication skills, including ability to communicate and collaborate effectively with technical and non-technical people.
Proficient PC and technical skills to navigate Bank software, including the Microsoft Office Suite of products and related applications.
Ability to work additional hours as required by operational and production work loads.
Pay Range: $16.66 - $35.00 per hour in addition to monthly gross commissions.
Target starting wage is $25.00 per hour as a non-recoverable draw against monthly commissions.
You will become a participant in the MLO incentive plan immediately upon starting your employment with us.
Location: Bellevue, WA
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$16.7-35 hourly 3d ago
Bank Teller I, II, III or Sr (DOE)
Kitsap Bank 4.2
Bremerton, WA job
Job Description
Join the Kitsap Bank Family as a Client Service Specialist I, II, III or Senior (DOE)
Kitsap Bank is an independently owned, local bank whose roots trace all the way back to 1908. We are focused on the long-term, and being responsible stewards of the resources entrusted to us by our customers, our communities, and the environment. As a local, woman and family-owned company, our culture is like a big family, and we recognize our responsibility in supporting others-giving back both time and money into the causes that enrich our communities. Kitsap Bank has been recognized numerous times by the Puget Sound Business Journal and its employees as one of Washington's Best Workplaces.
The Client Service Specialist I provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients at branches throughout a Region. Accurately and efficiently processes and records routine transactions for Bank clients. Actively promotes the Bank's products and services to gain and deepen client relationships.
Compensation Structure:
Grade: 12 Range: $16.66 - $22.16
Grade: 13 Range: $16.86 - $23.94
Grade: 14 Range: $17.53 - $25.25
Grade: 15 Range: $19.13 - $27.74
Typical Salary Range: Range: $19.00 - $23.00
This position may be eligible for quarterly incentive pay and an annual bonus depending on business factors and if the employee meets eligibility criteria.
Essential Functions:
Accurately and efficiently processes and records routine transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments, and money transfers.
Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client's needs referring them to appropriate support staff when needed.
Discusses consumer and commercial products, quotes product rates when appropriate.
Assists with branch and/or drive-up opening and closing procedures.
Assists clients with safe deposit box services. Processes payments and key deposits and refunds.
Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
Develops, maintains and demonstrates a basic knowledge of current Bank products and services.
May perform or back up vault and ATM duties.
Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
Maintain the safety and confidentiality of client information.
Additional Responsibilities:
Other duties as assigned.
Required Education, Experience, and Skills:
High school diploma or equivalent.
Minimum of six months cash handling, customer service and/or sales experience.
Ability to accurately handle cash.
Must be a team player with a positive attitude.
Excellent customer service skills.
Ability to work a flexible schedule and travel between branches as needed.
Ability to perform basic math - addition, subtraction, multiplication, fractions and percentages.
Ability to effectively utilize computer technology.
Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator
Banking experience preferred
Physical/Mental Requirements:
Ability to stand during the work shift.
Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists.
Requires use of close and distance vision.
Ability to read, write, speak and understand English and effectively communicate with Bank clients.
Ability to discern information and formulate appropriate action.
Ability to lift up to 30 pounds.
Benefits Provided:
Medical
Dental
Vision
Flexible Spending Accounts and Health Spending Accounts
Lifestyle Spending Accounts
Health Reimbursement Accounts
Employee Assistance Program
Company Sponsored Life/AD&D and Long Term Disability
Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
Pet Insurance
Retirement:
401k (match 4%) and Profit Sharing
Time Off:
10 Vacation days (prorated during first year)
2 Personal Days
1 Volunteer Time Off Day
11 Holidays
1 Sick Day per Month
$33k-36k yearly est. 10d ago
Commercial Card Specialist
Columbia Banking System, Inc. 4.5
Spokane, WA job
About the Role: Provide specialized and technical support to Commercial Card company administrators and cardholders for the Commercial Card Product. Support the Bank's sales teams through technical expertise, company builds, and ongoing maintenance. Act as a liaison with internal Associates for all credit card products.
* Assists Commercial Card Consultants, Treasury Management Consultants, and Relationship Manager in implementation of new and existing clients.
* Participates in discussion around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed.
* Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes.
* Prepare key Commercial credit card programs for processing. Verify applications are completed thoroughly and appropriate support documentation is included. Build company information, including sublevels, cards, and administrative access in the various systems utilized for the card product.
* Conduct product and system training via webinar to program administrators at new and existing companies within agreed upon timeframes.
* Provide follow-up and support to company program administrators to ensure program meets needs and provide additional training within agreed upon timeframes.
* Maintain existing company accounts through maintenance requests and update as requested by the company or other authorized individuals.
* Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
* Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
* Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
* May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
* Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
* Takes personal initiative and is a positive example for others to emulate.
* Embraces our vision to become "Business Bank of Choice."
* May perform other duties as assigned.
About You:
* High school diploma/GED, required.
* Associate, vocational, or technical degree in the field of accounting, or another related field, preferred.
* 2-4 years of financial services/customer service experience with a history in credit card operations or a related field.
* Intermediate understanding of credit card transaction processes, payment systems, laws, and association rules and regulations.
* Intermediate understanding of credit, underwriting, and banking procedures. Proficiency in Columbia products preferred. Comprehensive understanding of documentation and servicing requirements.
* Ability to produce detailed, accurate results in a high-stress, deadline- and goal-oriented environment.
* Possess strong analytical, math, problem solving, organizational, customer service, and interpersonal skills. Excellent written and verbal communication skills required.
* Self-starter with the ability to work independently and remote.
* Proficient in word processing, spreadsheet, database, and industry specific software applications.
Job Location(s): Ability to work fully onsite at posted location(s).
The pay range for this role is $22.00 - $27.00 an hour.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
805 SW Broadway Floor 2 Portland OR 97205-3300
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://********************
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$22-27 hourly Auto-Apply 3d ago
Relationship Manager - CRE
Washington Trust Bank 4.7
Spokane, WA job
As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met.
Bank Overview:
Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers.
Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.
We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust's longevity and success are a testament to our unwavering commitment to our clients and our employees.
CRE Industry Focus:
Construction and term loan experience within multiple CRE asset classes including:
Office
Retail
Industrial
Multifamily
Owner Occupied
Collaborating with internal Commercial Lender colleagues on assisting bank clients with owner and non-owner occupied construction needs.
Collaborating with CRE Servicing Group daily to assure client driven timelines are being met.
Understanding industry contacts within secondary market and brokerage industries.
Understanding low-income financing including LIHTC and other subsidized financing structures.
Experience working with internal and external legal counsel to negotiate loan documents if/when required by Borrower.
Relationship Management/Client Service:
Maintains responsibility for retaining and expanding a specific book of relationships, understanding the intricacies of each relationship to provide superior service to Bank clients. Deliver personalized banking strategies that align with client objectives, enhancing their business operations through our comprehensive suite of banking services.
Sales/Business Development:
Proactively investigates opportunities for expanding market share and making business more profitable, focusing on identifying prospective clients and additional banking needs among current clients. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships and other referrals sources.
Risk Management:
Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations relevant to banking services.
Qualifications:
Experience:
Understanding of commercial real estate lending principles, especially construction and owneroccupied financing.
Awareness of construction draw processes.
Exposure to construction loan underwriting.
Ability to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required, along with a strong credit background and business development acumen.
Experience in the sales of cash management products or related sales experience at a financial institution.
Work experience in relationship management, including experience in specific unit areas like investment, securities, cash management, real estate, commercial lending, and consumer lending.
Knowledge:
Knowledge of Bank lending procedures, as set by the current, published Loan Policy.
Advanced loan documentation knowledge; understanding of complex credit structures and documentation.
Working knowledge of Bank products and services.
Skills:
Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).
Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients.
Ability to set and achieve challenging goals.
Education: Bachelor's Degree in Finance, Accounting, Business or equivalent experience.
Compensation:
Relationship Manager II - $81,260 - $121,890
Relationship Manager III - $98,977 - $148,465
Relationship Manager IV - $114,813 - $172,220
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$114.8k-172.2k yearly 3d ago
Banker Part Time
Banner Bank 4.7
Sunnyside, WA job
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. What you'll need
3 or more months of job-related experience including cash handling, client service and sales required
Previous Teller experience preferred
Strong organizational skills; basic skills in math, negotiation, and problem solving
Effective verbal and written communication skills; proper phone and email etiquette
Good interpersonal and relationship building skills; excellent customer service skills
NOTE: higher levels of experience may be considered for a higher-level role in the same job.
Our Process
Complete a simple application and answer a few questions
Take a quick assessment that gives us a little more insight on your work style
Have a phone interview with the manager or recruiter
Have an on-site interview with the manager and another key member or two of the team
Get an offer if it's the right fit for you and Banner
Start working after a background check and kick-off an amazing career
Compensation and Benefits
Targeted starting hourly range (based on experience): $18+/hour
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
$18 hourly 3d ago
SBA Loan Specialist
Washington Trust Bank 4.7
Spokane, WA job
As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about the communities they live in and serve.
Location: This role is open to hybrid work within the Washington Trust Bank footprint of WA, ID and OR. Regular, reliable attendance is required.
The SBA Loan Specialist will facilitate SBA transactions in support of Relationship Managers and provide education on the benefits of SBA lending. Responsibilities for this position include deploying SBA programs as well as creating strategies to originate SBA loans in the marketplace in concert with Relationship Managers and Small Business Department managers. Activities include presenting the company's loan capabilities and structuring SBA loan proposals.
Essential Functions
Provides SBA education and resources to Relationship Managers on an ongoing basis to ensure widespread knowledge of the SBA programs and attributes available by providing periodic group presentations, one-on-one consultations, reference and marketing materials and an intranet site.
Implements client specific SBA communication plans to establish and maintain excellent client relationships and identify client needs.
Responsible for marketing SBA products/services to identified clients/referrals at the direction of department managers including preparing for joint client meetings and follow-up as necessary.
Generates eligibility determinations, structures transactions and solicits requisite application documents for SBA loans.
Assists Relationship Managers by selecting and helping implement SBA lending programs as appropriate based on the needs of the client.
Works with relationship managers to help ensure an integrated and seamless approach to servicing the client.
Participates in client relationship planning as it relates to SBA lending.
Manages and assists with the management of SBA loan projects as needed by Relationship Managers.
Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies.
Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions.
Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure.
Maintains proficiency regarding current Bank and Divisional policies and procedures.
Perform compliance and risk management duties as required or assigned
Qualifications
5 + years of dedicated SBA experience, including proven competence with large, complex SBA loan projects.
Knowledge of SBA Standard Operating Procedures.
Must have a thorough understanding of SBA policies and structure, product knowledge, and financial analysis.
Knowledge of government regulations surrounding SBA lending.
Complete working knowledge of government, conventional, custom, and self-employed borrower loans. Preferred experience with SBA loan programs; however, SBA experience can be supplemented with experience in a closely related field.
Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).
Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients
High degree of PC based technical skills, including proficiency with the Microsoft Suite of products
Ability to function efficiently and effectively with multiple request and projects under deadlines and stress while maintaining a professional and mature demeanor.
Interpersonal skills necessary to gather data from a number of sources and to positively represent the Bank during such contacts.
Ability to work well with people with diversified personalities.
Comprehension of investor, insurer, regulatory, and the Bank's requirements, and the ability to develop a subjective analysis of the borrower.
Compensation: $64,279 - $96,419
The compensation range represents the low and high end of the base compensation range for this position in Eastern, Washington and Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable incentive plan.
Candidates in the Western, Washington area can anticipate a salary range of $89,991 - $134,987
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$90k-135k yearly 3d ago
Mortgage Loan Officer
Washington Trust Bank 4.7
Tacoma, WA job
As the largest privately-held commercial bank in the Pacific Northwest, our mission for over a hundred years has been achieving the utmost in client service through understanding and meeting the unique financial needs of our customers. Our Home Loan Division (HLD) is a critical part of supporting our clients across Washington, Oregon, and Idaho.
For Washington Trust Bank, ideal candidates demonstrate a can-do attitude, approach situations collaboratively and possess unwavering integrity combined with the skills and experience required for success. This is an experienced external loan officer who sources their own business through Professional relationships, realtor referrals, repeat clients, and other compliant means. Bring your entrepreneurial spirit to our relationship driven business model, and be prepared to make a positive difference in our communities. 3+ years of experience as a mortgage loan officer is preferred, this individual will join the external mortgage loan officer team.
Essential Functions:
Establishes and develops relationships with real estate agents so that potential mortgage customers will be referred to WTB.
Completes loan application with customer; acts as liaison between customer and HLD. Turns in a completed loan application within 48 hours of receipt.
Represents WTB to real estate companies and potential mortgage customers.
Pre-qualifies self-employed borrowers, prepares cash flow work sheets and analyzes financial records and tax returns.
Maintains responsibility for the loan file from application through closing. Holds periodic review sessions with assigned processors.
Balances time between the office and in the community to promote themselves and the Bank, and ensure timely customer communication.
Maintains a regular calling schedule on offices and real estate agents, keeping them up to date on WTB loan programs.
Establishes good working relationships with the HLD support staff.
Cross sells WTB products and services to loan customers.
Responsible for meeting negotiated production goals.
Reports regularly to department manager or center manager, or as requested.
Perform compliance and risk management duties as required or assigned
Regular, reliable attendance is required.
Requirements
Collection of applicable fees from borrowers.
Knowledge of real estate and mortgage banking industry.
Knowledge of Truth-in-Lending and compliance with government regulations.
Knowledge of conventional, FHA, VA, and construction loan policies and procedures.
Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS)
Ability to work independently and perform problem solving and decision making under minimal supervision.
Strong detail orientation with high level of organizational skills and ability to multi-task, managing interruptions with multiple projects.
Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to clients in a deadline driven environment under the direction of management.
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict and negotiating for results when needed.
Strong verbal and written communication skills, including ability to communicate and collaborate effectively with technical and non-technical people.
Proficient PC and technical skills to navigate Bank software, including the Microsoft Office Suite of products and related applications.
Ability to work additional hours as required by operational and production work loads.
Pay Range: $15.00 - $35.00 per hour in addition to monthly gross commissions.
Target starting wage is $25.00 per hour as a non-recoverable draw against monthly commissions.
You will become a participant in the MLO incentive plan immediately upon starting your employment with us.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$15-35 hourly 3d ago
Assistant Controller
Riverview Bancorp Inc. 4.3
Riverview Bancorp Inc. job in Vancouver, WA
Supports the Controller in overseeing the Bank's accounting, financial reporting, and internal control functions. This role is responsible for ensuring the accuracy and integrity of financial information, compliance with regulatory requirements, and timely preparation of reports to management, auditors, and regulators. The Assistant Controller will also provide leadership and guidance to accounting team members and assist with process improvements to strengthen efficiency and effectiveness across the accounting functions.
The salary for this role will be between $77,037 and $112,475. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Managing the day-to-day accounting operations, including general ledger, accounts payable, fixed assets, accruals, prepaids, and reconciliations.
* Prepare and review of monthly, quarterly, and annual financial statements in accordance with GAAP and regulatory reporting requirements (e.g., Form 10-Q, Form 10-K, Call Reports, SOD, FR-Y9SP, FR-Y6, etc., as applicable)
* Prepare and review financial and management reports for internal use.
* Review journal entries and account reconciliations to ensure accuracy and compliance with Riverview policies.
* Issues written and oral instructions regarding accounting-related procedures to the accounting department team members and other departments where activities directly affect accounting functions.
* Determines department work procedures, prepares work schedules, and expedites workflow.
* Assist in the coordination of annual audits and examinations with auditors and regulators.
* Oversees the correction of processing errors, customer account adjustments, and the resolution of customer complaints as they relate to accounting functions.
* Identify and recommend process improvements to enhance accuracy, efficiency, and automation in financial reporting.
* Supervise and mentor accounting team members, providing training, feedback, and professional development opportunities.
* Responsible to monitor and assess staff training regularly and in a timely manner.
* Performs other duties within the accounting department as needed.
* Follows all Riverview policies and procedures.
RELATIONSHIPS
* Daily contact with Supervisor to receive direction and interpretation of existing and new accounting procedures.
* Frequently confer with fellow employees and other departments providing assistance and coordination of accounting related activities.
* Frequent contact with Internal Auditor in maintaining adherence to company accounting procedures and compliance with related government regulations.
* Occasional contact with members of professions with whom the incumbent must consult from time to time, i.e., representatives of various government agencies, accounting firms, and other financial intermediaries.
QUALIFICATIONS
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.
EDUCATION and/or EXPERIENCE
* Bachelor's degree in Accounting, Finance, or related field required.
* 5+ years of progressive accounting experience, preferably in banking or financial services.
* Strong knowledge of GAAP, banking regulations, and financial reporting requirements.
SKILLS
* Strong analytical, problem-solving, and organizational skills
* Effective written and verbal communication skills, including the ability to draft policies and procedures, write reports, and present to executive and team.
* Ability to manage multiple priorities in a deadline-driven environment
* Leadership skills with the ability to coach and develop team members
* Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
* Ability to work independently with minimal supervision while maintaining attention to detail
* Ability to offer flexibility in a changing work environment is imperative
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings.
Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.
$77k-112.5k yearly 60d+ ago
Teller - 25 hours
Columbia Bank 4.5
Gig Harbor, WA job
**About the Role:** As the first point of contact for most clients, the Teller plays a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Teller role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations.
+ Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.
+ Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
+ Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
+ Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
+ Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.
+ Discuss and uncover customer's financial needs to identify and offer appropriate products and services.
+ Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
**About You:**
+ High School Diploma or GED, required.
+ 1 year of previous banking or customer service experience, preferred.
+ Bilingual preferred.
+ Ability to learn and comply with all Bank policies, procedures, and systems.
+ Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions.
+ Consistently demonstrates ability and willingness to build relationships with clients and other bank associates.
**Be a part of a bank that invests in you!**
+ Competitive Incentive Plan: Earn rewards that match your efforts.
+ Professional Development: Grow your skills with our tailored premier banker programs.
+ Career Growth: Clear paths to achieve your professional goals.
The pay range for this role is $18 - $22/hr.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
**Primary Location:** Ability to work fully onsite at posted location(s).
5303 Pt Fosdick Dr NW Gig Harbor WA 98335
**Our Benefits:**
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************ .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Zippia gives an in-depth look into the details of Riverview Community Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Riverview Community Bank. The employee data is based on information from people who have self-reported their past or current employments at Riverview Community Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Riverview Community Bank. The data presented on this page does not represent the view of Riverview Community Bank and its employees or that of Zippia.
Riverview Community Bank may also be known as or be related to RIVERVIEW BANCORP INC, Riverview Bancorp, Riverview Bancorp Inc, Riverview Bancorp, Inc. and Riverview Community Bank.