SBA Portfolio Associate
Summit Bank Group Job In Eugene, OR
TITLE : SBA Portfolio Associate
REPORTS TO : SBA Program Administrator
FLSA : Non-Exempt
CATEGORY : Full-time
SHIFT : Monday - Friday 8:15am - 5:15pm
MEAL/BREAKS: One (1) paid 15 minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break.
SUMMARY
The SBA Portfolio Associate reports to the SBA Program Administrator and provides support in the areas of credit analysis, document preparation, system maintenance, and customer service. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to employment and banking.
ESSENTIAL DUTIES
Order credit reports and perform analysis of subject reports, business and personal tax returns, financial statements and cash flow. Independently researches and analyzes borrower company and industry data.
Independently prepares complete internal loan approval, including a written analyses of borrowers' financial condition and presentation materials, demonstrating full understanding of analysis results and identifying areas where clarification is required.
Attends client meetings with SBA Program Administrator or SBA Portfolio Advisor. Develops relationship with borrowers establishing themselves as a reliable point of contact.
Regularly communicates to collect necessary items, engage in discussions surrounding financials, and other matters with prospective or current borrowers. Including discussions with key personnel associated with the borrower such as CPA, CFO, Controller, Manager, President, and other individuals.
Review documentation to ensure that the bank is in the collateral position, as determined by loan approval and SBA Authorization. Confirm loans meet all insurance and flood requirements in order to appropriately protect collateral.
Works effectively with the Loan Operations Department to transition loans from closing to servicing.
Accurate input of client information and loan details into SBA platform for successful submission to SBA. Create and edit necessary documents for borrower and Summit Bank including SBA Forms 1919, 1920, 159, 4506-C, draw request form, etc. Ensuring ticklers for financial statements are established, and copying and scanning final documentation.
SECONDARY DUTIES
Prepares, verifies, and receives wire transfers and ACH transactions for loan disbursements, payments, and participations. Prepares disbursement, refund and overpayment checks as needed. Performs transfers and processes payments and payoffs ensuring funds are applied to appropriate accounts. Processes draw requests from clients to include property documentation, obtaining signatures, and funding the draw through the use of wire transfer or cashier checks.
Completes construction and maintenance of paper loan files to ensure consistency and accuracy of loan documentation, completes necessary checklists, and post-closing documents.
Provides administrative support to the SBA Division by copying, scanning, and faxing as needed.
Provides direct & and indirect customer service by researching and resolving a variety of basic to complex questions for internal and external clients, exhibiting the necessary follow-through with clients and/or staff involved.
Makes customer service calls related to loan payments.
Completes all assigned Compliance training.
GENERAL
Provides excellent personal customer service to all internal and external clients by: treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for his/her own actions.
Follows policies and procedures, completes administrative tasks correctly and on time, and contributes to the overall profitability of the Bank through cost controls and expense monitoring.
Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
Performs position safely and reports potentially unsafe conditions.
Works according to established schedules, arriving on time and with a positive attitude.
QUALIFICATIONS AND DEMONSTRATED ABILITIES
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Minimum of a Bachelor degree in finance, accounting, business administration or related field; or equivalent combination of education and experience. Work related experience should consist of finance, accounting or business management. Educational experience, through in-house training sessions, formal school or related curriculum, should be applicable to finance, accounting or business.
Two (2) year experience in a similar capacity. Prior SBA experience is a plus.
Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and to speak clearly to clients, colleagues, directors, and shareholders.
Ability to read, analyze, and interpret business and technical information, periodicals, professional journals, and technical procedures.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Proven strong skills in computer terminal and personal computer operations including experience with word processing (Word), spreadsheet (Excel), and specialty software programs. Intermediate keyboarding skills to meet production needs of the position. Prior experience with LaserPro and SBA One is a plus.
Superior organizational, attention to detail, and time management skills, to ensure maximum productivity.
Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
PHYSICAL REQUIREMENTS
Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as keyboarding, writing, and maintaining files.
Frequent use of arms such as pushing/pulling to open and close drawers and cabinets.
Ability to sit for extended periods of time at assigned station.
Ability to bend and/or reach, and to occasionally lift and carry up to 30 - 50 pounds (boxes of copy paper and/or files for storage).
Continuous clarity of vision at 20 inches or less for normal processing of work.
Support Specialist I - Operations
Summit Bank Job In Eugene, OR
Job Description
TITLE: Support Specialist I - Operations
REPORTS TO: Central Operations Supervisor
FLSA: Non-Exempt
CATEGORY: Full Time
SHIFT: Monday – Friday 8:30am – 5:30pm
Support Specialist I supports the Central Operations/eBanking daily activities and processes. Responsible for ensuring key Operations daily deadlines are met and completed. Also supports the onboarding process, maintenance, and all client inquiries pertaining to Business VISA cards. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to employment and banking.
ESSENTIAL DUTIES
Daily domestic and foreign wire origination, receipt, foreign draft origination and related documentation.
Debit card support and processes to include: Enfact debit card issues, Reg. E claims, maintenance, and debit card orders.
Business VISA card support and processes to include: Enfact card issues, maintenance, card orders, onboarding new clients and cardholders.
Daily Exception item processing, can include NSF Items, Stop Payments, Non-post Items, & Charge Backs, etc.
Preforming account maintenance such as Address/Contact change requests, Posting errors, and submitting Cash Letter Adjustments.
Provides clients support and responds to general inquiries and possible returns for ACH RDFI processing.
Provides direct and indirect customer service by giving advice and answers for a variety of basic to complex questions regarding products, services, deposit account systems, and back-room functionality to customers and to co-workers.
Researches, compiles, and reports work unit and individual volume, productivity, quality and other statistics using data base queries and other resources such as spreadsheets for presentation to Management.
Reviews general ledger data combined with appropriate support documentation to make entries to the general ledger system and/or to reconcile general ledger accounts.
SECONDARY DUTIES
Maintains a proficient knowledge of all applicable banking rules and regulations.
Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete.
Assumes responsibility for various department functions in the absence of staff members or in overload situations.
Completes assigned Compliance Training schedule. Maintains compliance with the Bank’s BSA/AML policies and procedures.
GENERAL
Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions.
Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions.
Works according to established schedules, arriving on time and with a positive attitude.
Any other duties as defined by management.
QUALIFICATIONS AND DEMONSTRATED ABILITIES
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High School Diploma or equivalent.
1 to 2 years previous banking and/or client service experience in a professional environment.
Proven ability to communicate and interact professionally with internal and external clients and work effectively as part of a team.
Intermediate skills in computer terminal and personal computer operation; keyboarding, word processing, spreadsheet and specialty software programs. (QuickBooks/Quicken experience a plus)
Excellent organizational and time management skills to ensure maximum productivity and to meet simultaneous deadlines.
Current Driver’s License and access to reliable vehicle.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to read, analyze, and interpret business periodicals, professional journals, and technical procedures.
Excellent organizational and time management skills, to ensure maximum productivity.
Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, and to speak clearly to clients, colleagues, and shareholders.
Working knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services.
Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
PHYSICAL REQUIREMENTS
Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, maintaining files and counting currency.
Occasional use of arms such as pushing/pulling to open and close drawers and cabinets.
Frequent walking to assist customers and staff members at various locations within the Bank.
Ability to sit and/or stand for extended periods of time at assigned station.
Ability to bend and/or reach, and to lift and carry up to 30 pounds.
Continuous clarity of vision at 20 inches or less for normal processing of work.
Summer Associate
Eugene, OR Job
SUMMER HIRE/ASSOCIATE
IN THE ROLE
• Support results related to individual and branch sales goals as well as customer expectations.
• Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle.
• Present financial solutions, based on customer needs, that meet their goals.
• Contribute to customer education on the terms and conditions of their loan.
• Learn how to utilize credit underwriting techniques and sales tools.
• Assist branch staff manage the life cycle of the loan, including collections activities, complying with all laws and regulations.
• Misc. Branch Support tasks/responsibilities.
REQUIREMENTS
• HS Diploma/GED
• Demonstrated customer service skills
• Ability to work collaboratively as part of a team
Loan Sales Specialist
Tigard, OR Job
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online
Branch Operations Coordinator Mukilteo
Lynnwood, WA Job
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Operations Coordinator for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role you will: Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Support the Branch manager in operational tasks and scheduling
Resolve issues related to daily operations of the teller line, under direction of regional banking management
Support customers and employees in resolving or escalating concerns or complaints
Receive guidance from managers and exercise judgment within defined policies and procedures
Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
Identify information and services to meet customers financial needs
Motivate a diverse team to achieve full potential and meet established business objectives
Required Qualifications: 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications: Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Cash handling experience
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Motivate others to achieve full potential and meet established business objectives
Job Expectations: Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location: 12926 Mukilteo Speedway Ste F-1 LYNNWOOD, WA 98087
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$20.00 - $27.69
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
13 Jul 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Operations Supervisor
Eugene, OR Job
IAA, an RB Global Inc. Company is seeking a Yard Supervisor to join our team in Eugene, OR!
The Yard Supervisor is responsible for supervising a team of employees, monitoring lot inventory/infrastructure, preparing/preserving vehicles, ensuring that the lot is properly set-up in preparation for auctions, and maintaining inventory of vehicles/parts.
Responsibilities include (but are not limited to the following):
Responsible for creating and maintaining a safe, engaged, and positive work environment
Oversee the set-up of the facility for auctions
Actively enforce company policy, reporting or responding appropriately to all violations or reports of violations.
Actively promote vehicle enhancements (i.e., Shrink Wrapping, Steam Cleaning, etc.) where doing so will enhance the value of a vehicle at auction
Monitoring lot inventory and infrastructure
Maintaining inventory of vehicles/parts
Responding to customer needs
Ensuring compliance with operational standards
Recommend or perform personnel actions such as salary increases, performance reviews, hiring, and disciplinary action
Duties are subject to change, based on business needs.
Minimum Requirements:
Must have a valid Driver's License
Experience in the equipment rental or construction industry and/or related field preferred
General mechanical knowledge of vehicle makes/models
Positive attitude
Ability to work independently
Excellent verbal communication
Professional and clean appearance
Clean DMV & drug screen required
Able to communicate effectively with customers
Ability to function well as part of a team
Preferred Skills:
Experience in the equipment rental or construction industry and/or related fields preferred.
Previous forklift operating experience is a plus.
Basic automotive repair skills.
Proficiency with handheld PDA.
Must be willing to learn how to operate a forklift.
Capable of interacting effectively and supportively with customers & towers.
Capable of performing and/or assisting with light maintenance of vehicles.
Must be able to perform activities that involve stooping, bending, standing, and walking for reasonable periods.
This position involves primarily outdoor work in all types of weather.
General mechanical knowledge of makes and models of vehicles required.
Ability to function well as part of a team.
Must remain alert to potential hazards associated with heavy equipment and other vehicles operated in their work area.
Heavy equipment operating experience is a plus
Supervisory experience preferred
Salary Range: $48-$65,000 plus 7.5% Annual Bonus
In return for your excellent skills and abilities, we offer a benefits package including health insurance, 401K, STD/LTD, Life Insurance/AD&D, paid holidays, and vacations.
About IAA, an RB Global, Inc. company:
IAA, an RB Global, Inc. company (NYSE: RBA) and (TSX: RBA), is a trusted global marketplace for insights, services, and transaction solutions for commercial assets and vehicles. Leveraging leading-edge technology and focusing on innovation, IAA's unique platform facilitates the marketing and sale of total-loss, damaged and low-value vehicles. IAA serves a global buyer base - located throughout over 170 countries - and a full spectrum of sellers, including insurers, dealerships, fleet lease and rental car companies, and charitable organizations. Buyers have access to multiple digital bidding and buying channels, innovative vehicle merchandising, and efficient evaluation services, enhancing the overall purchasing experience. IAA offers sellers a comprehensive suite of services aimed at maximizing vehicle value, reducing administrative costs, shortening selling cycle time and delivering the highest economic returns. RB Global, Inc. globally has over 7,000 employees and is headquartered near Chicago in Westchester, Illinois.
SBA Portfolio Officer
Federal Way, WA Job
SBA Portfolio Officer will be responsible for risk management of the SBA portfolio as well as underwrite SBA loans to GBC'S and US SBA policies and procedures.
Essential Job Functions
Work closely with Relationship Managers and SBA underwriters to ensure all documents needed for underwriting and closing the loan have been received and reviewed.
Conduct financial spread and cash flow analysis.
Conduct SBA term loan review
Support the SBA team by following up on outstanding items, delinquent property tax, insurance policy, etc. to be following the terms of the loan
Assist to send out credit covenants reminders to SBA loan customers for collecting tax returns and financials for term loan review.
Process loan sales according to the Bank's procedure and instruction
Comply with all BSA-related training and procedures.
May have other assignments as needed.
Qualifications/Requirements
Must have some SBA underwriting experience.
Previous SBA work-related skills, knowledge or experience are required.
Ability to work with minimal supervision while performing duties.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Knowledge:
Computer skills include Microsoft Word, Excel and Outlook.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to:
Stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk to hear.
The employee must occasionally lift and/or move up to 25 pounds.
While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.
Education:
Bachelor Degree or equivalent.
Sr. Regional Manager, Schwab Wealth Advisory
Bellevue, WA Job
Regular Your opportunity
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you are good at-
Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals.
Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
CFP designation, CFA designation, or a Master's Degree in Personal Financial Planning required (may consider 24 month condition of employment)
Bachelor's Degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required (may consider a 120-day COE)
Active and valid FINRA 9/10 required (may consider a 120-day COE)
Five plus years' experience in the financial services industry
Minimum of 2 years supervisory experience strongly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Advisor - Career Change Opportunity
Chelan, WA Job
This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
* Salary for the first five years as you begin to build your practice²
* A firm-provided branch office in the community
* Branch office support to help lighten the load so you can focus on your clients
* A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
* No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
* A compensation package that includes opportunities for commissions, profit sharing and incentive travel
* The flexibility that you need to balance your personal and professional lives - the best of both worlds
* A culture of continuous improvement and professional development
Key Responsibilities
* Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
* Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
* Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
* Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
* Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
* An interest in financial services/markets and how they work
* Love of learning and challenges, including determination to succeed
* Skilled in long-term relationship building
* Comfortable in your ability to think critically
* Passion for new opportunities
Can you see yourself...
* Learning to be a financial advisor through our comprehensive training program?
* Delivering personalized investment and financial solutions to your clients?
* Taking ownership of your business's growth and success?
* Meeting professional and personal objectives as they relate to building your practice?
* Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
* A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
* Financial services and/or sales experience
* Financial services registration, licensing, or certification
* Professional and/or military career progression
Licensing:
* SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
* FINRA registrations required within three months. State insurance licenses will be required.
* As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Bellevue, WA Job
Regular Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
CFP designation or CFA designation
Bachelor's degree
Active and valid FINRA Series 7 license
May be obtained with a 120-day condition of employment
Active and valid FINRA Series 66 license required
May be obtained with a 120-day condition of employment
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications:
Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Metrologist
Everett, WA Job
Fluke Corporation is seeking a candidate for the position of metrologist, supporting Fluke global operations This position functions as part of a team of metrologists and engineers, supporting accredited calibrations of existing Fluke products. Day to day support includes review of calibration results of the standards that support our measurement systems and providing technical support to both our external and internal customers. This role provides Metrology leadership to the laboratory, using incredible attention to detail to ensure quality of results!
**Responsibilities:**
The candidate will develop calibration methods and techniques for highest level of Fluke Calibration products based on principles of measurement science, technical analysis of measurement problems and accuracy requirements for calibration standards. This includes development of uncertainty analysis in support of accredited calibrations, as well as control charting and statistical process controls. Design and development of automated test and measurement systems.
The position will drive continuous improvement of calibration processes including maintenance of those systems. Knowledge gained will be applied in developing metrology quality system policies and procedures.
**Qualifications:**
+ Bachelors of Science Degree in Electrical Engineering or Physics preferred or PMEL training and equivalent work experience.
+ Experience with MET/CAL, C#, VB, Java and/or Python programming for data analysis and process control.
+ A minimum of three years work experience in Metrology supporting ISO/IEC 17025 accredited calibrations preferred.
+ Excellent customer service, strong interpersonal and team building skills, flexibility, and critical thinking.
+ Problem solving, customer driven, ability to deliver results
+ Time management skills, self-motivated, and works well independently and within a team.
Apply now to join advancements in the future of technology!
Everett, WA: The salary range for this position is $60,030 to $111,435.
**Fluke Overview:**
Fluke is leading the world in creating software, test tools and technology that will support customers today and in the future. We are a customer-obsessed market leader with a strong reputation for reliability, quality and safety.
A wholly owned subsidiary of Fortive Corporation (***************** Fluke is a global corporation headquartered in the greater Seattle area. Driven by the successful Fortive Business System, Fluke offers the passion of a startup with the resources of a Fortune 500 company. We are focused on the growth of our individual employees, teams and the Fluke brand.
**About Fortive:**
Fortive's essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.
We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.
We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.
At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference.
At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.
At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating.
Fortive: For you, for us, for growth.
Ready to move your career forward? Find out more at careers.fortive.com .
**Fortive Corporation Overview**
Fortive's essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.
We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.
We are a diverse team 17,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.
At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference.
At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.
At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating.
Fortive: For you, for us, for growth.
**About Fluke**
Fluke is leading the world in creating software, test tools and technology that will support customers today and in the future. We are a customer-obsessed market leader with a strong reputation for reliability, quality and safety.A wholly owned subsidiary of Fortive Corporation (***************** Fluke is a global corporation headquartered in the greater Seattle area. Driven by the successful Fortive Business System, Fluke offers the passion of a startup with the resources of a Fortune 500 company. We are focused on the growth of our individual employees, teams and the Fluke brand.
We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
**Pay Range**
The salary range for this position (in local currency) is 52,200.00 - 96,900.00
The salary range for this position (in local currency) is 52,200.00 - 96,900.00
We are an Equal Opportunity Employer
Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
Universal Banker I
Summit Bank Job In Eugene, OR
Job Description
TITLE: Universal Banker
REPORTS TO: New Accounts Team Lead
FLSA: Non-Exempt
CATEGORY: Full Time
SHIFT: Monday – Friday 8:00am – 5:00pm
MEAL/BREAKS: One (1) paid 15 minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break.
SUMMARY
Identify the needs of clients and prospects for a variety of general banking and Treasury services through a pro-active, needs-based sales approach. Establish customer rapport and trust by projecting an attitude of "friendly professionalism" in order to exceed the client’s expectations. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking.
ESSENTIAL DUTIES
Offer banking products, services, and/or direct clients to proper bank department. Refer clients to Business Client Advisors or appropriate team member.
Be knowledgeable about and able to efficiently deliver a variety of general banking and Treasury products and services. Assist and direct branch office clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate.
Ability to talk generally about Treasury Management Products.
Ability to make Business Online Banking and Treasury Management presentations to prospects or current clients who are wanting to use more Summit services.
Effectively identify existing clients/families who appear to be reasonable prospects for additional Bank products/services; pro-actively communicate with those clients to ask for additional business.
Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Senior Client Services Officer or the Compliance/Risk Officer.
Be familiar with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual.
Operate computer terminal to provide customer service assistance to include, but not limited to, stop payment orders, monetary transfers, changes to account ownership and/or account signer(s), account research, and bill pay services within given authority.
Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow through with clients and/or colleagues involved.
Assume responsibility for special projects; gathers data and prepare reports for management.
Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete.
Assist Client Services Advisors with opening accounts across all product lines. Provide documentation and follow up support as needed to ensure that all needs are met.
Assist with administering client accounts by opening and/or closing certificates of deposit, personal and business accounts, and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements.
Assist with monitoring and tracking client portfolios to further deepen banking relationship via additional products and services.
SECONDARY DUTIES
Assume responsibility for various department functions in the absence of team members or in overload situations.
Completes assigned Compliance Training. Maintains Compliance with the Bank’s BSA/AML policies and procedures.
Provide operational support by ordering checks and sending/receiving wires when needed.
GENERAL
Provides excellent personal customer service to all internal and external clients.
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions.
Works according to established schedules, arriving on time and with a positive attitude.
Supports the Bank’s goals and values; benefits the Bank through outside activities.
Any other duties as defined by management.
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Ability to establish and maintain excellent working relationships with clients, managers, and colleagues.
One (1) year cash-handling and customer service experience.
Professional and personable presentation, with the ability to maintain a high level of energy.
Team oriented.
Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to clients, colleagues, directors, and shareholders.
Good attention to detail.
Ability to read, analyze, and interpret technical procedures and processes.
Intermediate computer operation skills - to meet production needs of the position.
Good organizational and time management skills.
Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
High School Diploma or equivalent preferred.
DESIREABLE JOB QUALIFICATIONS:
Limited knowledge of banking products, policies, operations, and regulations, including checking and savings accounts, as obtained through previous new accounts and/or sales experience in a financial institution.
General knowledge of Treasury services.
PHYSICAL REQUIREMENTS
Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing and maintaining files.
Frequent use of arms such as pushing/pulling to open and close drawers and cabinets.
Ability to sit and/or stand for extended periods of time at assigned station.
Ability to bend and/or reach, and to occasionally lift and carry up to 30 pounds.
Continuous clarity of vision at 20 inches or less for normal processing of work.
Collections Specialist
Summit Bank Group Job In Eugene, OR
DEPARTMENT Equipment Finance Group
REPORTS TO: Equipment Finance Group, EFG Operations Manager
FLSA: Non-Exempt
CATEGORY: Full Time
SHIFT: Monday - Friday 8:00am - 5:00pm
Collection Specialist I - 1 to 2 years previous financial services and/or client service or collections experience in a professional environment. A Collection Specialist I will typically handle accounts that are past due up to 30 days.
Collection Specialist II - Working knowledge and ability to demonstrate proficiency in providing high levels of customer service and collections in all aspects of the position. Educational experience, through in-house training sessions, formal school or related curriculum, should be applicable to the finance industry. Work related experience should consist of at least 2-3 years' experience in customer service or collections. The Collection Specialist should require minimal supervision, should be self-sufficient, minimize and avoid errors, and handle collection and recovery related tasks that are more complex.
Collection Specialist III - Working knowledge and ability to demonstrate proficiency in providing high levels of customer service and collections in all aspects of the position. Educational experience, through in-house training sessions, formal school or related curriculum, should be applicable to the finance industry. Work related experience should consist of at least 3-5 years' experience in customer service or collections. The Collection Specialist will require very little supervision, will need to be self-sufficient, minimize and avoid errors, handle collection and recovery tasks that are more complex, and be a resource for others (operate as a team leader).
______________________________________________________________________________
SUMMARY
The Collection Specialist provides customer service and collection activities and processes to Equipment Finance Group (EFG). The Collection Specialist performs collection activities and adjusts delinquent accounts by corresponding with the customer by telephone and/or written communication. Also responsible to ensure key daily operations and deadlines are met and completed. Provides a high level of client service support to all EFG colleagues and clients. Assumes responsibility and is accountable for adherence to EFG and bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to employment and lending.
ESSENTIAL DUTIES
1.Performs collection activities and adjusts delinquent accounts by corresponding with the customer by telephone and/or written communication. Daily phone reports must reflect a minimum of 50 inbound and outbound calls a day.
2.Ensure collections letters are mailed based on established policy.
3.Process payments (check, ACH, or credit card) and accurately post to the clients account.
4.Maintains accurate records of past due accounts and collection efforts, and continues with proper follow-up actions.
5.Ensure insurance information is current and has been received.
6.Handle, follow, and resolve insurance claims that involve a total loss or repair.
7.Process requests for loan modification and/or repairs. Provide recommendation in regard to forbearance options.
8.Once the notice of acceleration letter has expired, assign accounts to outside collection and recovery agency. Work with the recover agent to remarket and liquidate the equipment in order to maximize recovery (Collection Specialist III).
SECONDARY DUTIES
1.Assumes responsibility for various department functions in the absence of staff members or in overload situations.
2.Responsible to complete assigned Compliance Training. Maintains compliance with the Bank's BSA/AML policies and procedures.
GENERAL
1.Provides excellent personal client service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions.
2.Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of EFG through cost controls and expense monitoring.
3.Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
4.Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions.
5.Works according to established schedules, arriving on time and with a positive attitude.
6.Maintains work area in a clean and orderly manner
7.Any other duties as defined by management.
QUALIFICATIONS AND DEMONSTRATED ABILITIES
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
1.High School Diploma or equivalent.
2.Proven ability to communicate and interact professionally with internal and external clients and work effectively as part of a team.
3.Intermediate skills in computer terminal and personal computer operation; keyboarding, word processing, spreadsheet and specialty software programs. (QuickBooks/Quicken experience a plus)
4.Excellent organizational and time management skills to ensure maximum productivity and to meet simultaneous deadlines.
5.Ability to work in a face paced environment, meet tight deadlines, and respond quickly. Will need to be very detailed as the position requires a high degree of accuracy.
PHYSICAL REQUIREMENTS
1.Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, maintaining files and counting currency.
2.Occasional use of arms such as pushing/pulling to open and close drawers and cabinets.
3.Frequent walking to assist clients, vendors, staff members at EFG.
4.Ability to sit and/or stand for extended periods of time at assigned station.
5.Ability to bend and/or reach, and to lift and carry up to 30 pounds.
6.Continuous clarity of vision at 20 inches or less for normal processing of work.
Future Opportunities
Port Angeles, WA Job
Job Description
Join the Kitsap Bank Family!
Kitsap Bank is an independent, multi-generational, women and family-owned community bank that has provided financial services to its customers since 1908. Consistently named one of Washington’s Best Workplaces, Kitsap Bank provides the perfect environment to start or grow your career.
Don’t see the job you want, but still want to join the Kitsap Bank Family? Send in an application today and when we post new job openings, we will source candidates through this posting first! Make sure to indicate the types of career opportunities that interest you, the hours you are able to work, your salary requirement, and anything else you would like us to know about you.
We look forward to getting to know you!
Summer Associate
Portland, OR Job
SUMMER HIRE/ASSOCIATE
IN THE ROLE
• Support results related to individual and branch sales goals as well as customer expectations.
• Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle.
• Present financial solutions, based on customer needs, that meet their goals.
• Contribute to customer education on the terms and conditions of their loan.
• Learn how to utilize credit underwriting techniques and sales tools.
• Assist branch staff manage the life cycle of the loan, including collections activities, complying with all laws and regulations.
• Misc. Branch Support tasks/responsibilities.
REQUIREMENTS
• HS Diploma/GED
• Demonstrated customer service skills
• Ability to work collaboratively as part of a team
2026 Quantitative Masters Internship Program - AMERS
Seattle, WA Job
**Region** Americas **Countries** United States **Cities** Atlanta, Boston, Charlotte, Chicago, Jersey City, Miami, New York, Newport Beach, Philadelphia, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Washington DC, Wilmington **Recruitment Year**
2026
**Program**
Quantitative Masters Program
**Job description**
This nine-week internship is designed for specialized master's students in quantitative-disciplined curriculums to gain insights into the day-to-day life of an Associate.
Over the course of your time with us, you'll have real-world responsibilities in addition to social and networking events to help you start building your network of future colleagues. Your Quantitative Master's Summer Internship experience begins with an orientation in which you'll learn about BlackRock - our mission, culture, principles and purpose. You'll hear from senior business leaders, receive formal training on the fundamentals of Investment Management and learn how the firm comes together to serve clients in our One BlackRock approach.
You'll then join your team, where you'll be working alongside some of the brightest minds in the industry. You'll develop subject-matter expertise through on-the-job learning and classroom sessions. You bring the potential, open mind and desire to learn, and we'll provide the opportunities and tools to stretch and develop you.
**Who can apply** :
Students enrolled in analytics, computational finance, financial engineering, mathematics and/or a quantitative-disciplined master's program and graduating between August 2026 and July 2027 with relevant pre-master's work experience.
**Important** :
Candidates can apply for only one program (e.g., Quantitative Master's Internship Program or Summer Internship Program) and up to two functions within that program (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application.
If you withdraw your application, you cannot submit another application for this program this year.
**Next steps** :
Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn.
We look forward to reviewing your application!
**BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.**
**BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email** **Disability.Assistance@blackrock.com** **. All requests are treated in line with our** **privacy policy** **.**
**Business Area**
**Salary Range (Semi-Monthly Rate)**
**Client & Product Functions**
**$5,500 - $7,500**
**Corporate & Strategic Functions**
**$5,500 - $7,000**
**Investment**
**$6,500 - $8,500**
**Operations**
**$5,000 - $6,000**
**Technology**
**$6,500 - $8,000**
**For Washington state only: The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role.**
**Business Area**
**Salary Range (Semi-Monthly Rate)**
**Client & Product Functions**
**$5,000 - $6,500**
**Corporate & Strategic Functions**
**$4,500 - $6,000**
**Investment**
**$5,500 - $8,000**
**Operations**
**$4,500 - $5,500**
**Technology**
**$5,500 - $7,000**
Treasury Management & Merchant Sales Support II
Vancouver, WA Job
Responsible for partnering with Branch Managers and other Branch team members, Business Development Officer, Treasury Management Officer, Trust Officers, Commercial Relationship Managers, Merchant Sales Officer and other Merchant team members in leading the Bank's service and implementation efforts in the promotion of cash management services and merchant bankcard services for businesses. Functions as subject matter expert and resource for cash management and merchant bankcard products and services. Drive business growth by actively seeking opportunity to onboard and service new and existing clients. Responsible to represent Riverview in a professional manner in the community and to implement marketing strategies and solicitation programs to support customers as well as promote utilization of products and services to new and current customers.
The salary for this role will be between $29 and $40 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:
* Analyze merchant processing scenarios to create customer comparisons and set discount and fee pricing to offer competitive rates and services to clients while maintaining bank profitability and service levels.
* Responsible for onsite Installation, training, terminal reprograming and urgent services issues
* Responsible for completing applications, obtaining appropriate signatures, gathering required underwriting support, and researching supporting documentation on merchant applicants.
* Responsible for submitting applications to appropriate approval authorities and making recommendations regarding the underwriting decisions. Inform client of results, including approvals and declines.
* Responsible for providing advanced problem resolution for support reps or other bankcard team members.
* Responsible for serving as the primary contact for internal and external customers and as a resource for product and technical information, pricing, and the bank's acceptance policy.
* Analyze account analysis statements to create comparisons and set pricing to offer competitive solutions to clients or prospects while maintaining bank profitability and service levels.
* Possess and maintain expert knowledge on all deposit, Treasury Management and Merchant Bank Card, services, and processes.
* Inform and educate clients regarding all Treasury Management and deposit products and services and assist clients in selection of the most appropriate services for their needs.
* Act as liaison between clients and appropriate Riverview service areas.
* Provide quality customer service and problem resolution.
* Contribute and provide feedback for the development of products and services to maintain competitive position in regional market.
* Responsible for supporting Treasury Management Sales Advisor and Merchant Services Sales Advisor.
* Act as liaison among clients, Riverview, and merchant bankcard processing provider.
* Provide quality customer service and problem resolution.
* Work within the scope of Riverview marketing objectives and initiatives to develop Riverview visibility and customer base through ongoing social interaction and community involvement.
* Promote a favorable image of Riverview in all business activities within the community.
Additional Duties and Responsibilities:
* May be called upon to lead company-wide programs, presentations, and training
* Stay informed of new and changing Treasury Management and merchant bankcard products and services to provide most relevant and accurate information and advice to clients and Team members.
* Attend ongoing training in Treasury Management and merchant bankcard products and services.
* Continuing education for personal and professional development.
* Participate in and complete training objectives with passing scores.
* Follow all Riverview policies and procedures.
* Other duties may be assigned.
RELATIONSHIPS:
* With each client contact, Treasury Management Sales Support II will look for cross-sell opportunities to deepen the relationship.
* Daily contact with customers and prospective customers to service, implement, develop and maintain successful business relations - creating and utilizing opportunities to promote business and personal relationships.
* Frequent contact with Branch, Cash Management, Business and Professional Banking, and Trust personnel to discuss customer and prospect relationships and provide and receive referrals.
* Frequent contact with Treasury Management product providers.
* Frequent contact with merchant bankcard processing providers.
* Frequent contact with support departments to receive information.
* Provide coordination and cooperation when interactive with internal and external customers.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform all essential duties. 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 EXPERIENCE REQUIREMENTS
High school diploma or equivalent GED,
5 years banking experience, minimum of 3 years merchant Bank Card and/or Treasury Management experience
SKILLS:
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
* Ability to write reports, business correspondence, and procedure manuals.
* Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
* Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
* Ability to apply concepts of basic algebra and geometry.
* Ability to define problems, collect data, establish facts, and draw valid conclusions.
* Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
* Ability to apply and communicate using management and leadership skills effectively.
* Basic knowledge and ability to use Microsoft Office products and/or equivalent computer software applications.
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.
COMMENTS
In supporting the accomplishment of company and departmental goals, it is the employee's responsibility to do all that is necessary to develop business relationships and provide quality service to customers and fellow employees while furthering the positive image and interests of Riverview Bank. It is also the responsibility of this position to continually strive to maximize skills and professional growth both personally and for employees.
Metrologist
Everett, WA Job
Fluke Corporation is seeking a candidate for the position of metrologist, supporting Fluke global operations This position functions as part of a team of metrologists and engineers, supporting accredited calibrations of existing Fluke products.
Day to day support includes review of calibration results of the standards that support our measurement systems and providing technical support to both our external and internal customers. This role provides Metrology leadership to the laboratory, using incredible attention to detail to ensure quality of results!
Responsibilities:
The candidate will develop calibration methods and techniques for highest level of Fluke Calibration products based on principles of measurement science, technical analysis of measurement problems and accuracy requirements for calibration standards. This includes development of uncertainty analysis in support of accredited calibrations, as well as control charting and statistical process controls. Design and development of automated test and measurement systems.
The position will drive continuous improvement of calibration processes including maintenance of those systems. Knowledge gained will be applied in developing metrology quality system policies and procedures.
Qualifications:
Bachelors of Science Degree in Electrical Engineering or Physics preferred or PMEL training and equivalent work experience.
Experience with MET/CAL, C#, VB, Java and/or Python programming for data analysis and process control.
A minimum of three years work experience in Metrology supporting ISO/IEC 17025 accredited calibrations preferred.
Excellent customer service, strong interpersonal and team building skills, flexibility, and critical thinking.
Problem solving, customer driven, ability to deliver results
Time management skills, self-motivated, and works well independently and within a team.
Apply now to join advancements in the future of technology!
Everett, WA: The salary range for this position is $60,030 to $111,435.
Fluke Overview:
Fluke is leading the world in creating software, test tools and technology that will support customers today and in the future. We are a customer-obsessed market leader with a strong reputation for reliability, quality and safety.
A wholly owned subsidiary of Fortive Corporation (***************** Fluke is a global corporation headquartered in the greater Seattle area. Driven by the successful Fortive Business System, Fluke offers the passion of a startup with the resources of a Fortune 500 company. We are focused on the growth of our individual employees, teams and the Fluke brand.
About Fortive:
Fortive's essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.
We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.
We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.
At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference.
At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.
At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating.
Fortive: For you, for us, for growth.
Ready to move your career forward? Find out more at careers.fortive.com.
Part Time Associate Banker Portland West (30 hours)
Beaverton, OR Job
JobID: 210628771 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
Support Specialist I - Operations
Summit Bank Group Job In Eugene, OR
TITLE : Support Specialist I - Operations
REPORTS TO : Central Operations Supervisor
FLSA : Non-Exempt
CATEGORY : Full Time
SHIFT : Monday - Friday 8:30am - 5:30pm
Support Specialist I supports the Central Operations/eBanking daily activities and processes. Responsible for ensuring key Operations daily deadlines are met and completed. Also supports the onboarding process, maintenance, and all client inquiries pertaining to Business VISA cards. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to employment and banking.
ESSENTIAL DUTIES
Daily domestic and foreign wire origination, receipt, foreign draft origination and related documentation.
Debit card support and processes to include: Enfact debit card issues, Reg. E claims, maintenance, and debit card orders.
Business VISA card support and processes to include: Enfact card issues, maintenance, card orders, onboarding new clients and cardholders.
Daily Exception item processing, can include NSF Items, Stop Payments, Non-post Items, & Charge Backs, etc.
Preforming account maintenance such as Address/Contact change requests, Posting errors, and submitting Cash Letter Adjustments.
Provides clients support and responds to general inquiries and possible returns for ACH RDFI processing.
Provides direct and indirect customer service by giving advice and answers for a variety of basic to complex questions regarding products, services, deposit account systems, and back-room functionality to customers and to co-workers.
Researches, compiles, and reports work unit and individual volume, productivity, quality and other statistics using data base queries and other resources such as spreadsheets for presentation to Management.
Reviews general ledger data combined with appropriate support documentation to make entries to the general ledger system and/or to reconcile general ledger accounts.
SECONDARY DUTIES
Maintains a proficient knowledge of all applicable banking rules and regulations.
Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete.
Assumes responsibility for various department functions in the absence of staff members or in overload situations.
Completes assigned Compliance Training schedule. Maintains compliance with the Bank's BSA/AML policies and procedures.
GENERAL
Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions.
Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions.
Works according to established schedules, arriving on time and with a positive attitude.
Any other duties as defined by management.
QUALIFICATIONS AND DEMONSTRATED ABILITIES
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High School Diploma or equivalent.
1 to 2 years previous banking and/or client service experience in a professional environment.
Proven ability to communicate and interact professionally with internal and external clients and work effectively as part of a team.
Intermediate skills in computer terminal and personal computer operation; keyboarding, word processing, spreadsheet and specialty software programs. (QuickBooks/Quicken experience a plus)
Excellent organizational and time management skills to ensure maximum productivity and to meet simultaneous deadlines.
Current Driver's License and access to reliable vehicle.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to read, analyze, and interpret business periodicals, professional journals, and technical procedures.
Excellent organizational and time management skills, to ensure maximum productivity.
Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, and to speak clearly to clients, colleagues, and shareholders.
Working knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services.
Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
PHYSICAL REQUIREMENTS
Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, maintaining files and counting currency.
Occasional use of arms such as pushing/pulling to open and close drawers and cabinets.
Frequent walking to assist customers and staff members at various locations within the Bank.
Ability to sit and/or stand for extended periods of time at assigned station.
Ability to bend and/or reach, and to lift and carry up to 30 pounds.
Continuous clarity of vision at 20 inches or less for normal processing of work.