Job DescriptionSalary:
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
$66k-109k yearly est. 23d ago
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Lumber Commodity Trader
Careerpaths NW
Trader job in Woodinville, WA
Lumber Commodity Trader Company Products / Services: Our client, a privately held organization, specializes in lumber and building material products such as joists, trusses, panels/siding. They operate branches and product divisions throughout the U.S, providing their services primarily to customers in multi-family, commercial and residential construction disciplines. They offer a comprehensive benefits package, including 401(k) matching, dental insurance, health insurance, health savings account, life insurance, paid time off, and vision insurance.
Role Overview: This full-time, salaried exempt position is based at our client's Woodinville Branch and reports to the CEO. The role involves improving the branch's gross profit margins by purchasing lumber on behalf of the Woodinville Sales Team. This includes cultivating relationships with suppliers, managing inventory, preparing weekly reports summarizing purchasing opportunities, and coordinating with other teams to ensure timely and accurate delivery of products. The successful candidate will also have a senior presence in the lumber buying space and will be expected to attend industry events and perform market research to inform buying activities.
Responsibilities:
Purchase lumber products and building materials supporting all sales efforts in the company's Branch operations.
Cultivate and develop new supplier relationships through physical site visits and strategic outreach.
Manage inventory and supervise periodic inventory counts at branch physical locations.
Prepare weekly reports summarizing purchasing opportunities and comparing product pricing for the sales team.
Communicate with dispatch, logistics, sales, and account management teams to ensure timely and accurate delivery of products ordered.
Prioritize workflow and customer needs in a fast-paced environment.
Provide responsive and friendly customer service to all stakeholders.
Keep abreast of market activities and pricing trends.
Communicate proactively with other purchasing groups to confirm demand side needs.
Qualifications:
7+ years of experience working at a lumber trading firm.
Existing book of lumber trading (“buying and selling”) accounts.
Long standing relationships with Mills and suppliers within a 250-mile radius of Seattle, Washington.
Strong data analysis, critical thinking, and problem-solving skills.
Self-starter with the ability to prioritize many urgent requests.
Excellent interpersonal and communication skills, including verbal and written.
Growth mindset and “grinder” orientation.
Proficiency with Microsoft Office, Teams and web-based software.
Experience with Wood Pro ERP software and Power BI, a plus.
Willingness to contribute to building an energetic and exciting organization.
Compensation: Our client offers a lucrative compensation package for an experienced and proven commodity trading specialist. The range depends on experience and qualifications. Benefits include health insurance, a 401(k)-employer match, and profit-sharing program.
If you are an experienced Lumber Commodity Trader looking for a new challenge in a fast-paced, energetic organization, we encourage you to apply.
$61k-102k yearly est. 5d ago
Senior Project Finance Associate - Renewable Energy
Stoel Rives LLP 4.8
Trader job in Seattle, WA
Project Finance Associate - Renewable Energy
Stoel Rives is seeking a senior associate to join our market-leading project finance team within our corporate practice group. The role will focus on debt and tax equity financings and related development and transactional work for renewable energy and energy transition assets, including solar, wind, storage, and related infrastructure. Seattle is the preferred office for this position; however, we will consider candidates interested in the Minneapolis, Portland, Sacramento, San Diego, San Francisco, and Washington, DC offices.
Responsibilities:
Structure, negotiate, and close construction and term debt facilities and tax credit monetization transactions (including tax equity partnerships, tax credit sales and hybrid structures) and other debt and equity capital facilities for renewable energy clients.
Draft and negotiate financing agreements, security documents, depositary agreements, tax equity partnership agreements, guarantees, intercreditor agreements, tax credit purchase agreements, membership interest purchase agreements, and related deal documents.
Manage due diligence, coordinate cross-functional teams (tax, regulatory, real estate), and interface directly with clients and counterparties from term sheet to closing.
Lead and execute financing transactions, acquisitions, and joint ventures of projects and platforms.
Qualifications:
JD and active bar membership in good standing; ability to gain admission where required.
Minimum 6 years of experience in debt and tax equity project finance and M&A at an AmLaw firm or equivalent, with substantial renewables experience.
Proven ability to run transactions independently, manage timelines, and drive closings.
Strong grasp of tax equity structures and partnership tax concepts, and familiarity with market terms for project and financing documents.
Excellent drafting, negotiation, communication, and project management skills; team-oriented and client-focused.
The Project Finance Practice
Our project finance team is a national leader in project finance, particularly with respect to renewable energy projects. The team handles an array of infrastructure projects, including utility-scale power facilities, solar, wind, storage and biofuels, composting facilities, water projects, and other industrial facilities.
Recognized as a premier sponsor and developer counsel in the U.S., the team has played a pivotal role in the development and financing of a sizable portion of the nation's solar, wind, and energy storage capacity. Our team has in-depth knowledge of the full project lifecycle, including corporate structuring, site control, EPC contracts, supply and offtake agreements, and regulatory compliance.
Hours Expectations & Compensation
The hours expectation for this position is 1,800 billable hours and an “all-in” hours expectation of 2,050 or 2,150, depending on seniority. The billable hours expectation includes up to 50 pro bono hours. All-in hours include the billable hours expectation as well as any additional billable hours, additional pro bono hours, and investment hours. Investment activities include business development, professional development, mentoring and coaching, recruiting, contributing to the firm's workplace culture, and civic and community activities.
To be eligible for a bonus, associates must reach or exceed 1,850 billable hours (inclusive of up to 50 pro bono hours) and meet or exceed the all-in hours expectation.
The base compensation range for this position is $315,000 to $350,000. Base compensation presented to an individual candidate may vary based on skills and overall experience.
Developing & Retaining Talent
Stoel Rives places a high priority on attracting, developing, and retaining lawyers and business professionals.
We offer a variety of training programs and retreats addressing practice area topics and skills at all levels, as well as legal and professional skills generally. We have a coaching and mentoring program, and our new lawyer integration program provides new lawyers with the resources and information necessary to succeed after they join the firm. Finally, we have a core competency model which is a roadmap of the practical skills, abilities, and client service techniques needed for long-term success at the firm.
We value lawyers and business professionals who bring to the firm different backgrounds and experiences. Our people bring a variety of educational backgrounds, unique career experiences, bodies of knowledge, technical abilities, and community involvement. This variety makes us better at advising and serving our clients and it ensures a positive and supportive workplace for everyone.
We are proud participants in the ABA Well-Being Pledge, strongly believing that the well-being of our people is paramount to the success of the firm.
To learn more about the benefits of working as an attorney at Stoel Rives, click here.
$107k-151k yearly est. Auto-Apply 36d ago
Sr. Personal Financial Representative (Sr. Personal Banker)
Gesa Credit Union
Trader job in Bremerton, WA
Take a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
Provide exceptional member service to all whom we serve.
Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.
Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate.
Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions.
Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
Mentor and help train new PFRs and MSAs.
Proficient at understanding and completing branch audits and certifications.
Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader.
Fluidly transition between tasks as an MSA, Sr. MSA, or PFR.
Assist non-members with establishing membership.
Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans.
Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
Process international and domestic wire requests.
Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits.
Opens consumer deposit accounts and consumer account maintenance.
Able to place cash orders, supply orders, balance vault cash, and maintain ATMs.
Review and process overrides/approvals within authority while minimizing risk.
Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
Perform transactions and service requests on member accounts in an accurate and timely manner.
Accurately follow all cash handling procedures and balance cash drawer at the end of every shift.
Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
Assist members with complex and sensitive fraud disputes.
About You:
Professional written and verbal communication.
Make sound decisions that minimizes risk in a timely manner.
Ability to ask open-end and clarifying questions to understand member needs and deepen relationships.
Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership.
Respect and support all areas of diversity in the workplace and our membership.
Complete assigned training programs in timely and accurate manner.
Participate in and support a team environment.
Meet or exceed established service levels, job performance, and organizational goals.
Constantly adapt to changing priorities with a positive attitude.
Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
Exercises the utmost discretion and sensitivity when assisting with member transactions.
Qualifications
What You Will Need:
Education: High School Degree or equivalent required.
Experience:
Lending and account opening experience required
Sales/relationship building experience required
Cash handling experience preferred
At least one year of customer service experience preferred
Notary Public.
Demonstrate and support credit union values and service standards.
Attend and engage in community events on behalf of the credit union.
Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements.
Demonstrate a high level of personal integrity and ethics.
Report for work on time and maintain a schedule of regular attendance.
Some travel may be required.
Proficient with varying levels of technology.
Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
Competitive Pay
Medical, Dental, Vision, and Life Insurance
20 days/year of Paid Time Off - Plus 10 Paid Holidays!
401(k) Match
Incentive Program
Tuition Assistance and Student Loan Repayment
Commuter Benefits
Paid Time Off to Volunteer in the Community
Product discounts
Engaging Work Environment
Rewards and Recognition Programs
Full Salary Range:
$21.10-$35.17
*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"
Get wise to what's possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation.
Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)
$21.1-35.2 hourly 5d ago
Entry Level Banking Training Opportunity
Year Up United 3.8
Trader job in Kirkland, WA
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Microsoft, Accenture, Salesforce, or Seattle Children's Hospital among other leading organizations in the Seattle/Bellevue Washington area.
Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
- You may be required to answer additional screening questions when applying
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Application Development
- Banking
- Business Operations
- IT Support
- Project Management
- Data Analytics
- Network Security & Support
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
PandoLogic. Category:General, Location:Kirkland, WA-98033
$34k-39k yearly est. 3d ago
Relationship Banker
Coastal Community Bank 4.1
Trader job in Snohomish, WA
Full-time Description
ABOUT US
Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.
OVERVIEW
The Relationship Banker will sell a full range of banking services and products to individual customers and small businesses, emphasizing meeting customer needs, providing exceptional customer service, and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch external business development efforts. Also, sell business products of a more complex nature, i.e., cash management accounts.
RESPONSIBILITIES TO INCLUDE
Provide customer service per Coastal's Core Values.
Interview and assess customer and non-customer needs and suggest appropriate products or services.
Communicate with customers in the branch, over the phone, or during personal visits to local businesses.
Outside sales calling is required and determined by Bank Center Management.
Conduct phone follow-up and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by Bank Center Management.
Maintain an organized system for tracking and following up on customer needs and track monthly production to the branch goals.
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending.
Provide timely resolution and follow through on customer issues and concerns.
Complete required account documentation according to bank guidelines.
Maintain current knowledge of banking rules and regulations and complete monthly online training.
Actively work with a book of customers to build relationships, grow the book's value to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business.
Represent Coastal positively and professionally.
Other duties may be assigned.
Follow and comply with all regulatory and compliance regulations.
Requirements
QUALIFICATIONS
Outgoing, professional attitude with customers, prospects, and co-workers.
Verbal and written communication skills.
Handle multiple tasks at the same time.
Excellent attention to detail.
EDUCATION/EXPERIENCE
Associate's degree (A. A.) or equivalent from two-year college or technical school preferred; or
two to four years' related experience and/or training; or equivalent combination of education and experience.
PC experience navigating in a Windows environment and using various applications.
Basic internet skills.
Production generation experience preferred.
Previous experience selling financial products.
Previous experience growing and developing an existing customer base.
HOW YOU'LL THRIVE AT COASTAL
Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development.
Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.
Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.
Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box.
Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.
Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.
BENEFITS WE OFFER
We're proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Check out our benefits on our careers site! Our offerings include:
Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury.
Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
Holidays: Enjoy 11 paid holidays throughout the year.
BEING YOU AT COASTAL
Coastal is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.
PHYSICAL DEMANDS
The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must:
Can sit for extended periods of time.
Can stand for extended periods of time.
Can perform repetitive finger, hand, and arm movement.
Can use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc.
Able to view and read computer screens for extended periods.
Can occasionally stoop, kneel, crouch, or crawl.
Can occasionally lift or move up to 10 pounds.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Salary Description $24.28 to $33.99 per hour
$24.3-34 hourly 3d ago
Structured Finance Associate
5 Legal
Trader job in Seattle, WA
Job Description
One of Fortune's 100 Best Companies to Work For and top 200 AmLaw firm, seeks an associate to join its Structured Finance team.
The ideal candidate will have 2-4 years of transactional or finance experience. Prior structured finance experience is a plus although not required.
Candidates must be highly motivated and have excellent academic credentials along with superior communication skills and ability to work with clients. Must be a member of the Bar.
Corporate & Finance Associate (Healthcare Focus) - Mid to Senior | Seattle
Search led for a highly regarded AmLaw 100 corporate practice with deep sector strength.
Our AmLaw 100 client's Corporate & Finance group represents major healthcare organizations, private equity funds, and growth companies in complex transactions. The Seattle team operates within an integrated national platform known for sophisticated deal execution and industry expertise.
Role Summary
This associate will advise on mergers and acquisitions, joint ventures, private equity transactions, and general corporate matters, with a strong focus on healthcare. The position involves direct partner and client engagement, with significant responsibility across all deal stages.
Candidate Profile
4-7 years of corporate transactional experience
Healthcare industry background required
Strong drafting, negotiation, and project management skills
Licensed or eligible to practice in Washington
Why This Role
This AmLaw 100 platform provides meaningful partner access, client -facing opportunities, and flexibility for associates to develop niche expertise. The group values collaboration and invests in each associate's professional trajectory.
Salary Range
$310,000-$420,000, commensurate with experience.
Qualified candidates are invited to inquire confidentially regarding this senior -track role with a top AmLaw 100 firm. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
$42k-78k yearly est. 60d+ ago
Relationship Banker
4618
Trader job in Snohomish, WA
ABOUT US
Coastal Community Bank is a leader in Banking with strong Financial infrastructure leading Banking as a Service (BaaS) and Fintech strategies. The people at Coastal not only help people with their personal banking; they help businesses with banking technology integration that leads to business growth, flexible financing, and unimagined potential. We think and work like entrepreneurs, always moving and constantly improving. We are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.
OVERVIEW
The Relationship Banker will sell a full range of banking services and products to individual customers and small businesses, emphasizing meeting customer needs, providing exceptional customer service, and actively soliciting new customers. Interview consumer or commercial loan customers, process consumer loans, provide sales leadership to staff, and participate in branch external business development efforts. Also, sell business products of a more complex nature, i.e., cash management accounts.
RESPONSIBILITIES TO INCLUDE
Provide customer service per Coastal's Core Values.
Interview and assess customer and non-customer needs and suggest appropriate products or services.
Communicate with customers in the branch, over the phone, or during personal visits to local businesses.
Outside sales calling is required and determined by Bank Center Management.
Conduct phone follow-up and actively raise customer awareness of bank products and services. These activities may have a standard of frequency set by Bank Center Management.
Maintain an organized system for tracking and following up on customer needs and track monthly production to the branch goals.
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending.
Provide timely resolution and follow through on customer issues and concerns.
Complete required account documentation according to bank guidelines.
Maintain current knowledge of banking rules and regulations and complete monthly online training.
Actively work with a book of customers to build relationships, grow the book's value to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business.
Represent Coastal positively and professionally.
Other duties may be assigned.
Follow and comply with all regulatory and compliance regulations.
Requirements
QUALIFICATIONS
Outgoing, professional attitude with customers, prospects, and co-workers.
Verbal and written communication skills.
Handle multiple tasks at the same time.
Excellent attention to detail.
EDUCATION/EXPERIENCE
Associate's degree (A. A.) or equivalent from two-year college or technical school preferred; or
two to four years' related experience and/or training; or equivalent combination of education and experience.
PC experience navigating in a Windows environment and using various applications.
Basic internet skills.
Production generation experience preferred.
Previous experience selling financial products.
Previous experience growing and developing an existing customer base.
HOW YOU'LL THRIVE AT COASTAL
Be the Best - Communicate effectively, pay close attention to detail, and prioritize your personal development.
Be Relentless - Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.
Be Un-Bankey - Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.
Embrace Gray Thinking - Use sound judgment while decision-making and problem-solving. Think outside the box.
Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.
Take Care of Each Other - Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.
BENEFITS WE OFFER
We're proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Check out our benefits on our careers site! Our offerings include:
Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury.
Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
Holidays: Enjoy 11 paid holidays throughout the year.
BEING YOU AT COASTAL
Coastal is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are also committed to compliance with all fair employment practices.
PHYSICAL DEMANDS
The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must:
Can sit for extended periods of time.
Can stand for extended periods of time.
Can perform repetitive finger, hand, and arm movement.
Can use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc.
Able to view and read computer screens for extended periods.
Can occasionally stoop, kneel, crouch, or crawl.
Can occasionally lift or move up to 10 pounds.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Salary Description $24.28 to $33.99 per hour
About the Role
Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits
Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules
Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly
Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
Knowledge of the Preliminary Notice and Lien Release process within various States.
Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.
Here's a Snapshot of How You'll Contribute to Our Team
Strong attention to detail with proven time management, planning & organisation skills
Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
Self-motivated, results driven and strong problem-solving skills
Great attention to detail with the ability to prioritise tasks and meet deadlines
Excellent interpersonal and communication skills - oral and written
Excellent multitasking and analytical skills
Who We're Looking For
Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.
2+ years related experience
Excellent computer skills for word processing and excel spreadsheet analysis
Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
Ability to work with difficult customers and resolve problems and issues
Occasional travel to the US may be required
Why Choose ICONIX?
This is a place where you will be empowered to do your best work.
We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered.
Base Pay: $29.75 - $34.50 per hour
Employee Incentive Plan (Annual Bonus)*
Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
Flexible health benefit plans (medical, dental, vision, ancillary)
401(k) plan with employer matching
Education assistance
Professional development
Scholarship program
Flexible work arrangements
Referral bonuses
Employee discount programs
Comprehensive employee assistance program
*For eligible employees.
Ready to build your career and realize your full potential? Apply now and join the flow! #IWW
ICONIX. Real People. Real Service. Real Solutions.
ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks.
Working at ICONIX Means Being Part of a Greater Organization
ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group.
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$29.8-34.5 hourly Auto-Apply 3d ago
Relationship Banker - Queen Anne Branch - Seattle, WA
Jpmorgan Chase 4.8
Trader job in Seattle, WA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Seattle,WA $25.00 - $32.69 / hour
$25-32.7 hourly 10d ago
Relationship Banker
Bank of America 4.7
Trader job in Tacoma, WA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Managemen
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Puyallup - 11111 Canyon Rd E - SUMMIT VIEW BC (WA5139), US - WA - Tacoma - 4002 Tacoma Mall Blvd - TACOMA MALL BC (WA5141) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-27.9 hourly Auto-Apply 6d ago
Financial Services Representative I, II, Senior
Global Credit Union 3.6
Trader job in Renton, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial Services Representative I (Category 15): $42,254 - $60,844 annually
Financial Services Representative II (Category 14): $45,633 - $66,624 annually
Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
$49.3k-73.4k yearly Auto-Apply 60d+ ago
Relationship Banker - Bainbridge Island Branch - Bainbridge Island, WA
JPMC
Trader job in Bainbridge Island, WA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$33k-41k yearly est. Auto-Apply 7d ago
Personal Banker (Future Opportunities) - Montreal West
TD Bank 4.5
Trader job in Kirkland, WA
Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$72,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
:
Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
Job Description:
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
* Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
* By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
* Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
* Act as a point of contact for the frontline staff in handling customer problems
* Maintain professional space in common areas as per marketing and regulatory guidelines
* Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
* Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
* Strive to achieve and improve service level agreements and productivity targets
* Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
* Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
Job Requirements:
* High school diploma and/or 1 year of relevant experience
* Post-Secondary or Undergraduate degree in related field is an asset
* Completion of IFIC or equivalent required
* CFSA must be completed within 12 months, if hired
* Real estate secured lending and/or investment experience an asset
* Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide
personalized advice to customers in a fast-paced work environment
* Proficiency in software tools including MS Office, and internet application
* Tactful communicator able to exchange ideas and customer information in a concise and logical way
* A self-initiator with strong organizational, planning and time management skills
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
* Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu'il servira à pourvoir de nombreux postes aux exigences comparables à l'avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu'un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d'une autre langue que le francais est exigée.
$51.4k-72.6k yearly Auto-Apply 12d ago
Relationship Banker I or II
Cathay General Bancorp 4.4
Trader job in Seattle, WA
Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
New Accounts
Perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
Proactively support branch new business promotions.
QUALIFICATIONS
College degree in business, accounting or finance preferred or related work experience.
6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.
Desire to learn the banking industry, help others, and work in a professional environment.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized with good note taking and follow-up skills.
Good oral and written communication skills - can write clear messages, initiate conversations, and talk to customers about products and services.
Good listening and interpersonal skills - can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations.
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Can maintain good attendance and arrive consistently at scheduled start time.
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
Able and willing to commute as required for business needs.
OTHER DETAILS
$21.30 - $25.00 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for incentive compensation.
$21.3-25 hourly 27d ago
Financial Services Representative - State Farm Agent Team Member
Chris Jones
Trader job in Bothell, WA
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Salary
Health benefits
Requirements
Self-motivated
Proactive in problem solving
Provide timely and thorough activity reports to agent
Bilingual - Korean preferred
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Compensation: $50,000.00 - $110,000.00 per year
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent!
About Our Agency
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award
Additional languages spoken: Spanish and Mandarin
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$27k-40k yearly est. Auto-Apply 60d+ ago
Relationship Banker Eastside
Wells Fargo 4.6
Trader job in Kirkland, WA
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
**In this role you will:**
+ Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
+ Participate in building relationships with customers and spend time understanding required needs
+ Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
+ Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
+ Present recommendations for resolving inquiries and service requests regarding customers' accounts
+ Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
+ Provide information to internal partners and external sources to further enhance the customer experience
+ Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
+ Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
+ Provide self-service digital banking options to customers
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
+ 1+ year of building and maintaining effective relationships with customers and partners
**Desired Qualifications:**
+ Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
+ State Insurance license(s)
+ Customer service focus with experience handling transactions across multiple systems
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Strong verbal, written, and interpersonal communication skills
+ Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
+ Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
+ Ability to make client calls and actively participate in the sales development process
+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention
+ Ability to follow policies, procedures, and regulations
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer- coaching
+ Experience assessing customer needs and recommending products/services to fulfill those needs
+ Experience using business acumen to provide financial services consultation to small business customers
+ Knowledge and understanding of financial services consumer lending products
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and employees
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Adherence to Wells Fargo sales practices risk management culture
+ Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
+ For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
+ State Insurance license(s) are required for this role and must be completed within a specified period
+ Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
+ A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Pay Range**
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.
$27.00 - $41.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
19 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-512013
$31k-36k yearly est. 31d ago
Associate Roving Personal Banker - ROVING SOUTHWEST WASHINGTON
W.F. Young 3.5
Trader job in Lacey, WA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to travel 100% of the time within the district
Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Locations:
1010 Sleater Kinney Rd SE Lacey, WA 98503
1165 Harrison Ave Centralia, WA 98531
1419 Marvin Rd NE Lacey, WA 98516
1408 Lake Tapps Pkwy SE Ste E101 Auburn, WA 98092
101 Auburn Way N Auburn, WA 98002
15806 Meridian E Puyallup, WA 98375
431 39th Ave SW Puyallup, WA 98373
5245 Pacific Ave Tacoma, WA 98408
10225 Gravelly Lake Dr SW Lakewood, WA 98499
15004 Pacific Ave S Tacoma, WA 98444
4111 S Steele St Tacoma, WA 98409
2615 Bridgeport Way W University Place, WA 98466
1500 Black Lake Blvd SW Olympia, WA 98502
Pay Range:
This job profile is eligible for a 10% pay differential.
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.
$21.00 - $31.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
25 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$28k-32k yearly est. Auto-Apply 6d ago
Military Personal Banker
Dickinson Financial Corporation 4.4
Trader job in Fort Lewis, WA
Military Personal Bankers are front-line associates who deliver solutions that help our clients achieve financial freedom and peace of mind. Military Personal Bankers achieve this vision by building professional relationships with clients and potential clients to understand their financial needs and to deliver valuable products and services to meet those needs. Successful Military Personal Bankers are enthusiastic about delivering excellent client service, understanding and promoting bank products to individuals and companies, conducting accurate banking transactions in a fast-paced environment, and working with a team to achieve individual and group goals.
**Responsibilities**
+ Deliver fast, easy and personal service consistent with company standards in all client, non-client and associate interactions.
+ Introduce, promote and recommend consumer banking products and services to clients and non-clients.
+ Process banking transactions for clients, including cash transactions, cashing checks, assisting with deposits and withdrawals, issuing cashier's checks and money orders, opening checking and savings account and assisting clients with obtaining other bank products, including credit cards and personal loans.
+ Balance currency, coin and checks in client transactions and teller drawer as required.
+ Adhere to all bank compliance, security and operational policies and procedures, as well as financial loss standards.
+ Play an essential role in finding the right solutions for clients.
+ Maintain client information in complete confidence.
+ Proven ability to consistently meet or exceed established goals for the position.
+ Protect all client and bank information confidentially and follow all company policies.
+ Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
+ Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
+ Working at the worksite during regular business hours and/or assigned hours.
+ Other specified duties as assigned.
**Compensation & Benefits**
The Military Personal Banker I position pays a minimum of $18.00 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**Skills**
+ Strong attention to detail and ability to complete work accurately.
+ Ability to organize work.
+ Strong written and verbal communication skills required.
+ Basic math and counting skills, required.
+ Strong sales skills, required.
+ Strong multi-tasking skills, required.
+ Working knowledge of common computer programs (i.e. Windows, MS Office, Email, etc.), required.
**Education & Experience**
+ High school diploma or equivalent, required.
+ 1+ years client facing service experience, required.
+ Cash handling experience, required
+ Sales experience, required.
+ Experience in typing, phone and ten-key operation, required.
+ Must be able to work flexible schedules based on the banking center hours of operation .
+ Must be able to work overtime when necessary.
+ Must be able to access Military base, required.
+ Ability to be NMLS licensed, and state notary licensed, required.
**Physical Requirements**
The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
The average trader in Poulsbo, WA earns between $47,000 and $122,000 annually. This compares to the national average trader range of $56,000 to $144,000.