**Corporate Compliance Services** partners with UMB management in its obligation to effectively manage compliance and related risks within the UMB family of corporations. This team provides timely, accurate, and seasoned judgment related to regulatory compliance risk, suggests strategies for mitigating risk, promotes a strong culture of compliance, and fulfills regulatory expectations of administering effective compliance monitoring and other mandated programs.
As a Compliance Testing Analyst, you will carry out the testing function of UMB Financial Corporation's Compliance Management System. This position will conduct transaction testing to validate regulatory compliance of consumer and commercial loan and deposit products and services. You will have the opportunity to participate in meetings with business units, individually or in a group, to identify gaps within current practices and regulatory requirements. You will identify and communicate compliance deficiencies and potential issues to Corporate Risk Management and business partners and communicate efficiencies and process enhancements to correct deficiencies and comply with regulatory requirements.
Being a UMB associate is unlike working at any other company. You are not only valued for the work that you do, but who you are. You'll be encouraged to bring your whole self to work, being valued for exactly who you are. You'll also have the opportunity to serve your community alongside your team. At UMB, we do big business, but we don't forget that the little things matter the most.
**How you'll spend your time:**
+ Build understanding of consumer protection regulations governing consumer/commercial loans, residential real estate mortgages, deposits, marketing communications, and HMDA
+ Develop and maintain rapport with lines of business, and other 2nd line and 3rd line stakeholders, to maintain a strong Compliance Management Program
+ Plan, develop and execute compliance testing, including control design and performance reviews and transactional testing
+ Manage time effectively to assist in completing the annual test plan
+ Lead and participate in meetings amongst stakeholders to discuss findings; draft and distribute a written report of the review final results
**We are excited to speak with you if:**
+ You possess an Associate degree or equivalent in Accounting, Finance or Business Administration (w/ strong emphasis in Accounting or Finance) OR
+ You have at least two (2) years compliance, audit or quality control experience with a financial institution, consulting firm, or regulatory agency
**Compensation Range:**
$51,480.00 - $99,330.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$51.5k-99.3k yearly 26d ago
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Payables & Business Card Product Manager
UMB Bank 4.6
UMB Bank job in Olympia, WA
The **Commercial Card Product Group** manages payment solutions for the Bank's clients, including small businesses and corporations. As the **Payables & Business Card** **Product Manager,** you will be a thought leader around the execution to expand and develop strategy to support UMB's Payables and Business Banking card solutions. Your primary focus will be Integrated Payables solutions for all segments under Commercial Banking with input from stakeholders and cross-functional teams. You will also engage with Supplier Enablement networks and analysis to increase customer spending for the Payables program, conduct market research and competitive analysis, define product features and functionality, and many other critical activities. This is a subset of the overall responsibilities which involves other multiple initiatives as assigned by Bank Product leadership.
**This role is hybrid (Mon thru Thu on-site / Fri remote) for candidates in the Kansas City metropolitan area and open to qualified remote candidates outside of the Kansas City area but only within the US.**
**_How you'll spend your time:_**
+ Create product roadmaps for assigned product suite using industry trends, market research, Voice of Client feedback, and input from key stakeholders.
+ Prioritize initiatives to ensure that overall company objectives and goals are achieved.
+ Assist in developing Functional Requirements/Vision Documents that define product enhancements and development initiatives.
+ Manage the development of prototypes illustrating specific product enhancements and development initiatives.
+ Assess clients' and prospects' needs, technology trends, and major competitors in order to synthesize product requirements while utilizing market / client / industry research and analysis to develop and maintain a long-range product roadmap.
+ Assist in developing comprehensive business cases, including financial impact, for adding new products or changing existing products.
+ Engage with internal departments (sales, operations, legal, implementation and compliance) to deliver new functionality, enhancements, and capabilities and to ensure that all product features and functionality meet company and regulatory standards.
+ Partner with product marketing and sales enablement to ensure market success for product launches and enhancements.
+ Engage with all internal and external product documentation is current.
+ Assist with Concept, Vision, and requirements definition documents, and sales and marketing tools.
+ Manage timelines and responsibilities for internal and external resources to launch products on time and within budget.
+ Engage in Supplier Enablement to increase customer spend by an outreach campaign based on vendor lists obtained from customers.
+ Educate and train (when applicable) other departments and teams on value/benefits of new and existing product.
**_We're excited to talk if have:_**
+ An undergraduate degree in a related field and 7+ years of full lifecycle product development experience **OR** any combination of education and experience that would provide an equivalent background.
+ In-depth experience with product marketing or project management including product launches.
+ Experience with TSYS.
+ Supplier enablement experience.
+ Experience and understanding of Integrated Payables and Business Card product use cases and back-end functionality.
+ You are goal-oriented with ability to not only conceptualize products but also manage and optimize them throughout their lifecycle.
**Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.**
Deadline to Apply: March 12, 2026
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$83.2k-178.8k yearly 3d ago
Senior Graphic Designer - CA, WA, UT
Zions Bancorporation 4.5
Seattle, WA job
For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the "Best Banks to Work For." Today, we're shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West.
Our expanding marketing team is building something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're creating a modern, collaborative hub for bold ideas and breakthrough campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to lead creative for one of the fastest-growing areas of marketing-affiliate partnerships-and set a new standard for performance-driven design.
Our Graphic Designers collaborate within our creative studio to produce strategic marketing campaigns across eight bank brands. In this role, you'll manage brand guidelines and deliver design solutions from concept to completion for internal and external audiences. You'll create conversion-focused work that drives results, partnering with multidisciplinary teams to balance brand integrity with business goals.
A key responsibility will be elevating the brands, fostering a culture of excellence, and delivering work that strengthens customer trust and positions Zions Bancorporation and its affiliates as leaders in financial marketing.
JOB RESPONSIBILITIES
* Lead and execute design projects from concept through production for print and digital platforms.
* Implement strategic design principles including typography, layout, color, and visual communication.
* Manage and maintain brand guidelines ensuring consistency across all marketing materials.
* Collaborate with internal clients, design teams, and external agencies to ensure alignment with brand standards.
* Oversee multiple projects simultaneously, meeting critical deadlines.
* Develop strong relationships across departments and communicate complex ideas effectively.
* Provide expert input on prepress, print production, and digital artwork standards.
* Contribute to organizational goals and objectives through creative problem-solving and innovation.
QUALIFICATIONS
* Requires a bachelor's degree in Graphic Design, or a related field, and 5+ years work experience in Graphic Design (a combination of education and experience may meet requirements)
* Expert knowledge of Adobe Creative Suite (Photoshop, Illustrator, InDesign, Figma) and other design applications.
* Solid proficiency in artwork production for print and digital displays.
* Strong proofreading skills and attention to detail.
* Proven project management, organizational, and communication skills.
* Ability to work collaboratively across departments and meet deadlines under pressure.
* Excellent supervisory and cost-control skills.
* Expert-level design and production knowledge (graphic services, prepress, print production).
* Strong conceptual thinking and problem-resolution skills.
* Ability to work independently with significant latitude in determining objectives.
* Demonstrated ability to develop creative solutions to complex problems.
BENEFITS & COMPENSATION
Along with competitive benefits starting on day one-including 12 bank holidays, profit sharing, and a company-matched 401(k)-you'll have the chance to grow your career while creating work that truly matters to our customers and communities.
This position is eligible to earn a base salary in the range of $90,000 - $120,000 annually depending on job-related factors such as level of experience and location.
* Medical, Dental and Vision Insurance start day one
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
* Employee Ambassador preferred banking products
LOCATION OPTIONS
* Salt Lake City, UT
* San Diego, CA
* San Francisco, CA
* Seattle, WA
Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role.
Ready to bring your vision to life? Share your application and portfolio today.
$90k-120k yearly 2d ago
Exchange Officer: Colorado, California, Idaho, Texas, or Washington
Zions Bancorporation 4.5
Seattle, WA job
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are looking for an Exchange Officer to join our team in one of the several office locations in any of these cities and states. This position is a fully in office position located in one of these office locations:
* Houston, Texas
* Boise, Idaho
* San Diego, California
* Denver, Colorado
* Seattle, Washington
* Los Angeles, CA
Ideal candidates will have these skills and experience:
* Service, promote, educate, and coordinate 1031 tax-deferred exchanges for internal and external clients and prospects, while supporting business development activities.
* Analyze, structure, coordinate, review, and monitor tax-deferred 1031 exchanges.
* Assist customers in preparing documentation and closing materials in compliance with tax regulations and local real estate closing practices.
* Stay current on tax legislation and requirements related to tax-deferred real estate exchanges.
* Open and maintain exchange accounts.
* Experience with Reverse and Improvement Exchanges preferred but not required
Qualifications:
* Bachelor's degree required.
* Strong communication and problem-solving skills essential.
* Limited use and application of basic principles, theories, and concepts.
* Fundamental knowledge of real estate tax law and financial analysis.
* Excellent organizational, communication, analytical, reconciliation, and customer service skills.
* Proficiency in word processing, spreadsheet, and internet-based applications.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
* Employee Ambassador preferred banking products
* This position is eligible to earn a base salary in the range of $70,000 - $75,000 annually depending on job-related factors such as level of experience and location.
Escrow Officers Invited to Apply!
$70k-75k yearly 2d ago
KPB Lead Institutional Advisor
Keybank 4.4
Seattle, WA job
The Lead Institutional Advisor (Advisor) develops investment management and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and Banking Partners to identify prospective Institutional Clients through education and positioning of Institutional Team capabilities to generate awareness, deliver solutions and drive new revenue. The Advisor will also manage a modest book of clients as a means of staying close to the operational and technical aspects of serving this client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal and external relationships that deliver appropriate advice. The Advisor is responsible for the delivery of exceptional sales and retention results.
ESSENTIAL JOB FUNCTIONS
Sales
Responsible for the development and closure of the most complex and sophisticated client opportunities
Identifies prospective Institutional Advisors clients or referral sources by educating and positioning Institutional Advisors capabilities to meet client needs, develop solutions and drive new revenue
An active member of the Institutional Advisors Team participating in the development of sales strategy, client experience, product development and other aspects of leading a successful business
Coordinates the successful completion of the Request for Proposal (RFP) process (from preparation of the response, interaction with the prospect and all phases of presentation) in partnership with KPB Field and other banking partners
Maintains an in-depth knowledge of products and services as well as proactively acquires knowledge of competitors and competitive products to support the awareness of IA team
Fosters a sense of partnership with KPB, Banking Teams, and Center of Influences (COIs) in assigned region to create an environment for learning/best practice sharing and accountability; drives the performance and sustained success of the KPB sales team
Prospecting
Serves as the primary point of contact for all external sales opportunities
Masters an effective first contact strategy and phone approach
Understands what differentiates Institutional Advisor (IA) and develops a unique sales approach that differentiates Key from the rest of the marketplace
Effectively understands and prospects within the most productive market niches
Effectively master's the ability to ask questions and qualify prospects early in the sales process
Pipeline and Opportunity Management
Meets or exceeds monthly success metrics and keeps a robust and monitored pipeline that is reviewed regularly with the Sales and Market Managers
Partners with the Relationship Manager (RM) on all sales opportunities, including the closing of the deal
Fully understands and executes the level of activity necessary to achieve sales goals
Teams with KPB Wealth Advisors and RM(s) to uncover opportunities in existing books of business
Teams with KPB Fields Teams to engage Field Banking Partners
Generates leads by utilizing all resources including Salesforce, community networks, COIs, Lines of Business, product partners, etc.
Utilizes letters, articles, voicemail, seminars and events to sell our services internally and externally
Maximize the Sales Call Opportunity
Follows disciplined pre-call preparation
Becomes proficient at uncovering what will motivate a prospect to purchase our services
Masterful at asking questions to uncover time, budget and resource issues
Excellent at gaining commitment by the decision makers
Executes disciplined post-call debrief process, effective follow up and pipeline management
Present to Close
Fully understands strengths and weaknesses of clients' current provider and their decision-making process
Executes on appropriate signed documents and develops client relationship team and process
Sets initial strategy, introduces all new clients to Relationship Managers and set expectations for onboarding and servicing by the IA team.
Collaborates and performs as part of the relationship management team to assure that the team sales goals are met by executing the client strategy.
Exceed Client Expectations
Provides ongoing contact with new clients to enhance client's initial experience with Key
Fully develops relationships to uncover additional services to be provided
Regularly asks satisfied clients for introductions to others they know who may need our services
Participate in KeyCorp's commitment to the community
Growth
This position is responsible for either meeting or exceeding assigned individual and team sales goals which can include expanding existing client business, referrals and or new business growth.
REQUIRED QUALIFICATIONS
Bachelor's degree in business related field (accounting, finance, economics, or related field) or equivalent business experience
A minimum of 5 years Institutional Banking, Investment Management/Consulting, or Trust experience as well as progressively responsible and successful sales management experience. Additional banking experience in operations/client services or other LOB areas to gain broader understanding of organizational structure and workflow is preferred
Demonstrated ability to consistently and effectively balance focus on sales and exceptional client advice delivery
Demonstrated ability to exceed performance objectives in effectively managing and delivering results in a matrixed organization
Demonstrated expert knowledge of technology systems
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
This position is eligible to earn a base salary in the range of $112,000 to $210,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
The Compliance Officer plays a key role in ensuring Key Investment Services LLC meets regulatory and internal standards. The primary responsibility is conducting branch inspections, though this role also involves providing compliance training, drafting and updating policies, providing advice and guidance to business partners, investigating potential fraud and elder abuse claims, and supporting other compliance projects. This position requires strong analytical skills, clear communication, and the ability to manage multiple priorities in a dynamic environment.
About Key Investment Services LLC
KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company. KIS also offers insurance products in conjunction with an affiliated insurance agency KeyCorp Insurance Agency USA Inc. KIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States.
Essential Functions
Conduct onsite branch inspections to evaluate supervisory systems, branch signage, records, and adherence to firm policies and regulatory requirements.
Provide compliance training to branch staff and business partners to reinforce policies and regulatory obligations.
Draft, review, and update compliance policies and procedures to reflect regulatory changes and best practices.
Review and approve advertising and marketing materials in accordance with FINRA Rule 2210 and firm policies and procedures.
Offer guidance and compliance advice to business partners on day-to-day issues and emerging risks.
Assist in investigating potential fraud, financial exploitation, and elder abuse claims, ensuring timely escalation and resolution.
Participate in special projects, targeted reviews, and other initiatives to strengthen the firm's compliance program.
Collaborate with Supervision, Sales, and other control functions to maintain a strong compliance culture.
*Candidates must be located in Oregon or Washington with preference for Portland, OR or Seattle, WA.
Required Qualifications
Bachelor's Degree or equivalent experience
Minimum 5 years of experience in compliance, risk management, auditing, or related fields (required)
Demonstrated ability to work independently and collaboratively in a regulatory environment (required)
Advanced knowledge of securities industry concepts, compliance practices, supervisory frameworks, applicable federal and state regulatory requirements, investment products, and financial markets
Documenting findings and communicating risks through clear, concise reports.
Applying sound judgment in evaluating complex compliance scenarios.
Proactively identifying risk trends
Clearly conveying compliance requirements and findings to diverse audiences.
Managing difficult conversations maturely.
Building strong relationships across departments to support compliance initiatives.
Identifying program improvement opportunities and designing effective solutions to address compliance challenges.
Leading compliance-related projects and mentoring junior analysts.
Staying current with regulatory changes and industry best practices.
Preferred Qualifications
FINRA Series 7 and 24
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Up to 50% travel which may include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$71k-125k yearly Auto-Apply 3d ago
Teller
Keybank 4.4
Seattle, WA job
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting.
Proactively work to identify and resolve client servicing issues, escalating as needed.
Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker.
Assist clients in achieving their financial goals and objectives through the use of financial wellness tools.
Attend and participate in in-person morning huddles and end of day debriefs.
Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines.
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma , GED, or equivalent business experience (required)
Work Experience
Experience in a client service role (required)
Experienced in cash handling (required)
General understanding of PC with Windows based applications and calculator (required)
Licenses and Certifications
Notary License (preferred)
Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking).
Strong work ethic and high level of integrity.
Excellent time management skills.
This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly.
Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services.
Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift
Ensuring accuracy in transactions and maintaining organized records
Ability to identify and resolve client servicing issues efficiently
Understanding and following banking regulations and security procedures
Skills in identifying financial needs and promoting relevant banking products and services
Awareness of techniques to detect and prevent fraudulent activities
Collaborating effectively with teammates to ensure smooth operations
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$18-22.6 hourly Auto-Apply 35d ago
Personal Banker
Keybank 4.4
Auburn, WA job
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma , GED or equivalent business experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum of 1 year of experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
Notary License (preferred)
Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high level of integrity.
Excellent time management skills.
Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
Understanding and managing risks associated with banking operations and client transactions.
Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
Accurate and efficient handling of cash transactions.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$20.7-31.3 hourly Auto-Apply 5d ago
Small Business Relationship Manager
Keybank 4.4
Seattle, WA job
Job Title
Business Banking Small Business RM
The Business Banking Small Business RM Serves as the relationship manager and financial advisor to clients with revenue sized at the lower end of the market segment within Business Banking. Introduces a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile.
Essential Functions
Acts as the primary financial advisor and business partner to clients, serving as the main contact for most client-related matters
Drives business growth by deeply understanding client's cash flow needs, the industries they serve, analyzing business trends, and proactively identifying opportunities.
Educates clients on KeyBank's products and capabilities, providing tailored solutions to support their business needs.
Collaborates with retail branches and networks actively to deepen client relationships and develop new prospects, including building a Center of Influence referral network
Leads credit processes, manages portfolio risk, assembles cross-functional teams for client needs, and ensures compliance with all policies and ethical standards.
Education
Associates Degree or equivalent experience (required)
Work Experience
A minimum of 2 years of experience in a small business/commercial lending environment required.
A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals required.
Skills
Ability to build trust by taking a client centric approach
Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions
Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set
Exhibits a relentless focus on creating and driving revenue growth and generating results
Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions.
Uses structured sales methodologies, principles and practices without losing sight of the client and environment
Understands Key's risk culture and effectively manages risk/reward trade-offs
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$71k-122k yearly Auto-Apply 24d ago
Private Client Advisor
Keybank 4.4
Newcastle, WA job
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Responsibilities
Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
High School Diploma (required) or
Bachelor's Degree (preferred)
Licenses and Certifications
FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S7 Upon Hire (required)
FINRA License S66 or S63 and 65 Upon Hire (required)
Certified Financial Planner (CFP) (preferred)
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
Tactical Skills
Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
Strong client centric focus.
Proven ability to work as a collaborative team member.
Ability to use standard office equipment, proprietary financial services systems.
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
This position is eligible to earn a base salary rate of $77,969.00 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 03/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$78k yearly Auto-Apply 60d+ ago
Treasury Management Sales Analyst
UMB Bank 4.6
UMB Bank job in Olympia, WA
Under general direction, the Treasury Management (TM) Sales Analyst supports the Treasury Management Officers (TMOs) in growing TM revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TM Sales Analyst performs pre-call planning, preparation and participates in joint sales calls with TMOs and Commercial Bankers. The TM Sales Analyst provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.
**How you will spend your time:**
+ Develop proformas, proposals and customer profitability analysis for Treasury opportunities
+ Prepare pre-call planning prep and materials for TM client and prospect meetings
+ Coordinate proposal responses and works across business lines to gather response information
+ Participate in sales calls with the Commercial Bankers and TMOs to ensure a working knowledge of customer base and act as backup for complex client relationships and onboardings
+ Lead onboarding discussions and provide sales demos for Treasury and Payment Solutions applications
+ Coordinate Onboarding of new accounts and new TM services for both new and existing clients
+ Coordinates exception pricing updates
+ Reviews account analysis after deals are closed to ensure that new clients and services are billing properly
+ Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations
+ Assists with Fraud Mitigation Discussion and coordinates onboarding of positive pay solutions for clients that have a fraud occurrence
+ Serves as the designated backup to the TMO and assists customers as appropriate; Refer and/or cross-sell TM products that result in client relationship product penetration ratio growth YoY through review for opportunities during preparation of account & TM relationship reviews, TM proformas and client proposals, or identify opportunities during direct client interaction;
+ Communicate client service channels and foster partnership amongst teams; Coordinates and prepares materials for internal meetings such as pre-call planning or team updates on process changes
+ Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations
+ Attends regular pipeline meetings with TMOs to prepare for next stage of sales support for each sales opportunity identified
**We are excited to speak with you if you have:**
+ Bachelor's degree in Business Administration/Management or Finance
+ 1-3 years related experience, preferable in sales, sales support and/or commercial banking
+ Basic knowledge of cash management products, commercial card products, principles and practices
+ Proficiency with Microsoft Office Suite to include Word, Excel, PowerPoint, and Outlook
+ Good interpersonal and customer service skills
+ Proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment and demonstrate accuracy and thoroughness
**Compensation Range:**
$51,480.00 - $99,330.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$51.5k-99.3k yearly 20d ago
KPB Sr Fiduciary Strategist
Keybank 4.4
Seattle, WA job
The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.
Essential Functions
Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current circumstances.
Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs.
Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee.
Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.
Collaborate with external client advisors (attorneys, accountants, etc.) to deliver advice.
Be in close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs.
Assess client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new KPB opportunities and proactively seek opportunities to reduce discounts on existing client pricing to move revenue closer to the national schedule.
Leads the onboarding process for new clients in partnership with the Relationship Team
Demonstrate community leadership through active participation on boards and professional organizations.
Responsible for engaging appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
If appropriate, function as the lead contact on a client relationship while engaging a Relationship Manager to ensure a complete and positive client experience.
Responsible for retaining and deepening the relationship with a client, including the next generation.
Responsible contributing to the development of the annual client plan and actively participating in the execution.
Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
Fulfills Key's fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements.
Assumes accountability for all delegated fiduciary administrative work on assigned accounts.
Advises relationship managers and all other partners on all internal fiduciary issues.
Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client service, compliance and litigation issues, as needed and appropriate.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree or equivalent experience (preferred)
Master's Degree , JD, or other advanced degree (preferred)
Work Experience
Minimum of 10 years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required)
Demonstrated fiduciary experience (required)
Experience working with high-net-worth clients (required)
Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers (preferred)
Licenses and Certifications
CPA, LLM, CTFA, and/or CFP (preferred)
Skills
Ability to lead relationship development and engagement for beneficiaries.
Demonstrates awareness of state specific estate and tax planning issues.
Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning)
Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities.
Anticipates and mitigates risk on assigned accounts.
Administers complex accounts with a proactive, disciplined, consistent and comprehensive approach.
Fosters close business relationships to develop client loyalty and new business opportunities.
Self-motivated, goal and results driven.
Demonstrated ability to be accountable for a process and/or delivery from end to end
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/22/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$94k-175k yearly Auto-Apply 20d ago
Lead Teller
Keybank 4.4
Gig Harbor, WA job
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Assumes responsibility for the efficient, effective, and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting.
Acts as a resource to identify and resolve more complex client servicing issues.
Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker.
Assists clients in achieving their financial goals and objectives through the use of financial wellness tools.
Attends and participates in in-person morning huddles and end-of-day debriefs.
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
Manages day-to-day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures.
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
Supports the Branch Manager in onboarding and training new Tellers to the team.
Work on Saturdays as directed by management
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma, GED, or equivalent business experience (required)
Work Experience
Minimum of 3 years of demonstrated superior client relationship skills (required)
Minimum of 3 years of experienced in cash handling (required)
Working knowledge of PC with Windows based applications and calculator (required)
Demonstrated ability to lead, motivate, and foster teamwork (required)
Demonstrated organizational skills while managing multiple tasks (required)
Licenses and Certifications
Notary License (preferred)
Skills
Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online and Telephone Banking).
Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction.
Excellent time management skills.
Managing the daily activities of the teller line, ensuring efficient and accurate processing of transactions, maintaining compliance with banking regulations, and providing exceptional client service
Accurately and securely processing of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift
Promoting the bank's products and services to clients, identifying sales opportunities, and achieving sales targets.
Helping clients achieve their financial goals through education and the use of financial tools
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$18.8-24.5 hourly Auto-Apply 30d ago
Small Business Specialist 2 - Seattle, WA
U.S. Bank 4.6
Seattle, WA job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionResponsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs.Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically one to three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience
- Comprehensive knowledge of applicable bank and branch policies, procedures and support systems
- Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations
- Basic knowledge of cash flow management and business credit underwriting
- Effective written and verbal communication skills and can convey business recommendations in an effective manner
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $27.55 - $36.73
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$55k-91k yearly est. Auto-Apply 6d ago
Business Development Officer - Capital Finance
UMB Bank 4.6
UMB Bank job in Olympia, WA
is seeking candidates in the Phoenix, AZ or Los Angeles, CA metropolitan areas**** As the **Business Development Officer - Capital Finance** , you will be responsible for originating loans consistent with the Company's credit policy; negotiating price and structure of new transactions within set limits; reviewing and approving all transactions before reporting to Executive Management; initiating and maintaining relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client, and personnel information. . You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National organizations. You will also visit prospective clients, as well as produce reports needed for new prospects and attend regularly scheduled meetings.
**How you'll spend your time:**
+ You will be responsible for originating loans consistent with the Company's credit policy
+ You will be negotiating price and structure of new transactions within set limits
+ You will be reviewing and approving all transactions before presenting report to Executive Management
+ You will be initiating and maintaining relationships with referral sources and influence centers
+ You will be assisting in the underwriting process of new client proposals from prospect to client funding
+ You will be seeking approval from Executive Management for new client transactions
+ You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, Financial firms, Business brokers, and National organizations
+ You will visit prospective clients
+ You will produce reports needed for new prospects and attends regularly scheduled meetings
+ Other duties as assigned
**We're excited to talk with you if:**
+ You possess a bachelor's Degree or equivalent work experience
+ You have 3 years credit experience with 3 years sales experience in a banking, finance or asset-based lending environment
+ You demonstrate knowledge and experience in the use of marketing tools and methods, including mailings, telemarketing, and other forms of customer outreach
+ You have the ability to make independent and sound judgments and decisions and have an understanding of how decisions affect business lines and the organization as a whole
+ You can read and interpret financial and budgetary documents
+ You possess professional verbal and written communication skills
+ You are analytical, highly organized, pay attention to detail, handle frequent interruptions with ease, and enjoy a fast-paced work environment
+ You can meet firm timelines and work under pressure
+ You show self-motivation and a sense of urgency
+ You demonstrate intermediate to advanced skills in Microsoft Excel and Word
**Compensation Range:**
$157,500.00 - $292,572.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$69.9k-149k yearly 60d+ ago
Non Bank MLO
U.S. Bank 4.6
Bonney Lake, WA job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Originates mortgage loans in an assigned non-bank territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
- High school diploma or equivalent
- Minimum one year of mortgage, sales, real estate, or banking experience
- Ability to travel
Preferred Skills/Experience
- Well-developed sales ability
- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies
- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training or some real estate brokerage experience
- Basic knowledge of local, state and national laws (e.g., zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)
- Ability to work independently
- Ability to analyze financial information
- Effective verbal and written communication skills
- Established referral base within assigned market preferred
-This position also requires 2 or more hours of driving per week- add to all internal and external postings.
-Established referral base within assigned market preferred
-2 years of mortgage loan origination experience with proven results
_-This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week._
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$20-20 hourly 24d ago
Creative Director - Retail Marketing
Zions Bancorporation 4.5
Seattle, WA job
For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the "Best Banks to Work For." Today, we're shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West.
Our expanding marketing team is building something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're creating a modern, collaborative hub for bold ideas and breakthrough campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to lead creative for one of the fastest-growing areas of marketing-affiliate partnerships-and set a new standard for performance-driven design.
Our Creative Directors work with leadership to develop and drive the strategic creative approach to and execution of marketing programs across eight bank brands.
You will create compelling, conversion-focused work that strengthens partnerships and drives measurable results. You will provide leadership across a multidisciplinary team, collaborate with growth and performance marketing teams, and deliver innovative creative that balances brand integrity with business goals.
A key responsibility will be building and inspiring the team, fostering a culture of excellence, and delivering work that strengthens customer trust and positions Zions Bancorporation and its affiliates as leaders in financial marketing.
This Creative Director role is primarily focused on the retail experience of our bank branches and will collaborate on other initiatives as needed.
JOB RESPONSIBILITIES
Creative Strategy
* Act as a leader in the creative visioning, stewardship, and execution of marketing programs, ensuring alignment with brand standards and business objectives
* Develop high-performing creative assets for affiliate channels, across print, digital, motion, and physical experiences
* Collaborate with performance marketing teams to optimize creative for ROI and conversion
Leadership & Team Development
* Inspire and manage the work of a multi-talented team of designers, copywriters, and marketers focused on affiliate initiatives
* This is initially an individual contributor role but may gain direct reports as the Creative Studio grows
* Establish creative workflows that enhance efficiency and productivity
Brand Consistency
* Elevate and ensure quality and brand integrity across all touchpoints
* Balance innovative approaches with regulatory requirements and financial industry standards
Data-Driven Innovation
* Use performance data and testing insights to refine creative strategies
* Track and forecast marketing trends, technologies, and best practices
Vendor & Partner Collaboration
* Manage relationships with internal stakeholders, external agencies, and production vendors to ensure quality and cost efficiency
* Travel will be required (up to 25%) to manage implementation of projects
QUALIFICATIONS
* Bachelor's degree or Master's degree in Design and minimum 8 years of experience in graphic design, environmental graphic design (EGD), industrial design, architecture, and/or related fields. A combination of education and experience may meet job requirements.
* Strong demonstrated capabilities in forward thinking graphic design, retail experience design, visual merchandising, materials, fabrication, and construction
* Strong visual, written, and oral presentation skills
* Experience coaching team members and freelancers
* Capability to direct spatial ideas into conceptual drawings and lead design decisions through documentation, production, fabrication, and construction
* Creating and evangelizing standards and campaign plans
* Bonus experience: fixturing, signage, hospitality design, art curation, event production, experiential design
BENEFITS & COMPENSATION
Along with competitive benefits starting on day one-including 12 bank holidays, profit sharing, and a company-matched 401(k)-you'll have the chance to grow your career while creating work that truly matters to our customers and communities.
This position is eligible to earn a base salary in the range of $115,000 - $175,000 annually depending on job-related factors such as level of experience and location.
* Medical, Dental and Vision Insurance start day one
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
* Employee Ambassador preferred banking products
LOCATION OPTIONS
* Salt Lake City, UT
* San Diego, CA
* San Francisco, CA
* Seattle, WA
Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role.
Ready to bring your vision to life? Share your application and portfolio today.
Illusion
$115k-175k yearly 2d ago
Construction Project Analyst
UMB Bank 4.6
UMB Bank job in Olympia, WA
As part of the **Credit Oversight** team, the **Construction Loan Analyst Senior,** is accountable for the monitoring of all construction projects for Commercial and Residential construction loan. **_How you will spend you time:_** + Draw processing, engaging third party consultants; ordering, reviewing and analyzing pre construction costs/examine documentation and draw inspection reports against actual progress of project
+ Ordering and reviewing title policy endorsements and updates
+ Analyze project budget and cost variations
+ Authorize loan and equity funding
+ Identify and assess project trends and manage credit risk within the individual projects
+ Create analytical management reports that provide a summary of the outstanding portfolio to assist in financial capital allocation requirements
+ Advise loan officers, attorneys, staff, and third parties on terms and conditions of construction project structure
+ Follow up on completed and inactive projects
**_We are excited to talk to you if you have:_**
+ 8 years Commercial and Residential Real Estate Loan experience
+ 5 years Commercial and Residential Construction experience
+ OR Any combination of education and experience that would provide an equivalent background
**Compensation Range:**
$69,230.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$69.2k-149k yearly 21d ago
Teller (30 Hour)
Keybank 4.4
Tacoma, WA job
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting.
Proactively work to identify and resolve client servicing issues, escalating as needed.
Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker.
Assist clients in achieving their financial goals and objectives through the use of financial wellness tools.
Attend and participate in in-person morning huddles and end of day debriefs.
Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines.
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma , GED, or equivalent business experience (required)
Work Experience
Experience in a client service role (required)
Experienced in cash handling (required)
General understanding of PC with Windows based applications and calculator (required)
Licenses and Certifications
Notary License (preferred)
Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking).
Strong work ethic and high level of integrity.
Excellent time management skills.
This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly.
Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services.
Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift
Ensuring accuracy in transactions and maintaining organized records
Ability to identify and resolve client servicing issues efficiently
Understanding and following banking regulations and security procedures
Skills in identifying financial needs and promoting relevant banking products and services
Awareness of techniques to detect and prevent fraudulent activities
Collaborating effectively with teammates to ensure smooth operations
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.