WSECU jobs in Olympia, WA

- 45 jobs

Vice President of Money Movement (Payments)
Washington State Employees Credit Union 4.6
Washington State Employees Credit Union job in Olympia, WA
WSECU is one of the largest credit unions in Washington State and as we continue our growth we are seeking a highly skilled leader overseeing all aspects of WSECU's Credit and Debit Card, ATM, and Payment Programs (including ACH, Check Processing, Mobile Deposit, Bill Pay, Wires, Peer to Peer (P2P) networks, Shared Branching Services, Digital Currency, and Agentic Commerce strategy). The Vice President of Money Movement ensures operational excellence, innovation, and regulatory compliance across our Money Movement Platforms, while contributing to enterprise-wide strategy and financial performance. Additionally, this individual is responsible for the ongoing coaching of the associated teams and for developing and maintaining a culture of outstanding service and continuous improvement. This role is also responsible for the financial performance of its operational areas, including budget planning, cost management, and ensuring resources are aligned to deliver strategic outcomes. As Vice President, you will build strong relationships across the organization and will rely heavily on direct reports to manage day-to-day operations to allow for a longer-term, more strategic focus. Ready to learn more? As the VP of Money Movement, your day might include: Developing and overseeing our money movement strategies and programs, emphasizing high service levels and efficiency in all aspects of these critical functions. These programs include, but are not limited to, Credit and Debit, the ATM Fleet, ACH, Check Processing, Mobile Deposit, Bill Pay, Wires, Peer to Peer networks (P2P) Shared Branching Services, Digital Currency, and Agentic Commerce strategy. Continuously improving these areas by identifying opportunities to meet the current and future needs of our membership, to maximize the value delivered to our members and cooperative, reducing risk exposure, and to reduce operating costs. Identifying and assessing new programs to strategically expand the credit union's money movement capabilities, ensuring ongoing competitiveness in the marketplace. Performing recurring risk assessments, in collaboration with other risk-related teams, to ensure we are compliant and secure and that compliance and transactional risk to the cooperative is always minimized across our many money movement programs. Providing sponsorship and oversight of key money movement initiatives, including the iteration and/or development of products and services in collaboration with the Product Team. Working cross functionally to drive business results and working collaboratively with all areas of the credit union and external business partners to accomplish strategic and financial goals. Effectively managing resources and using business analytics, business insights, and feedback to ensure proper staffing levels and service levels are always maintained. Monitoring internal and external survey data (e.g., VOM), taking quick action on areas of opportunity related to our money movement programs. Connecting directly with leaders within the credit union to resolve escalated issues, to discuss their feedback, and to remain connected to the evolving needs of the membership. Establish coaching and team mentoring routines to promote the professional growth of our back-office employees. Fostering collaboration to develop highly motivated and effective teams. Communicating with front-line staff and leaders at all levels on a regular and routine basis to understand their needs. Instills and models desired leadership traits and behaviors with direct reports to promote trust, team cohesion, and collaboration. Developing these leaders through regular coaching, dialogs, and performance management, as needed. Developing and implementing department policies and guidelines to ensure the quality and integrity of our programs and establishes routines to ensure regulations, guidelines, operational controls, and security procedures are always met. Overseeing the development, implementation, and ongoing review of divisional and department policies and guidelines to ensure the quality and integrity of our programs and establishing routines to ensure regulations, guidelines, operational controls, and security procedures are always met. What you bring to the team: Bachelor's degree in business, finance, or economics with at least ten (10) years of successful, well-rounded management experience in a financial institution overseeing cards and/or payments functions. MBA in a related field is highly desirable. Related work experience may be substituted for academic achievement. Experience in building a differentiated, best-in-class service experience around the many functional areas noted above, business strategy, business analysis, project management, resource management, business leadership, and new product implementation. Demonstrated understanding of the financial and economic levers that impact WSECU's performance. Analytical and framework-driven approaches to identify and prioritize opportunities and the allocation of resources, and up to date knowledge of evolving technology, automation, and state and federal regulations pertaining to all areas of money movement. Maintains advanced working knowledge of industry trends, advancements, and innovations, and related technologies. Up-to-date knowledge of state and federal regulations pertaining to retail banking, specifically Regulation E, B, CC, Z, BSA, OFAC and the US Patriot Act. Knowledge of ACH NACHA Operating Rules, VISA Network Operating Rules and Shared Branching Operating Requirements. Experience in leading strategic planning, complex budgeting, and personnel management in a matrix environment. Proficiency in PC software, including Microsoft 365 programs and standard retail banking systems and possess the ability to learn credit union-specific operating systems and programs. Competitive Base Pay Range: $143,794.61 - $239,657.69 annually, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package The target starting pay for this position is $143,794.61 - $191,726.15 annually, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account. The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position. Where we're located: 330 Union Ave, Olympia WA. Employee must reside and perform all work in the state of Washington. This is a hybrid position that blends working in-office and from home. Works onsite in Olympia Headquarters at least 2 occasions per week, Wednesdays and one other day per week, with flexibility to report onsite more often for business needs. When you'd work: Monday - Friday, 8:30 am - 5:30 pm, full time minimum 40 hours per week, with scheduling flexibility to meet service needs for this Exempt position. Working from home/hybrid requirements: Reliable, high-speed home internet connection Private, confidential workspace, away from distractions and other people Suitable desk/surface and desk chair Perks: Here are a few benefits and perks we offer: 401(K) with 8.5% Contribution by WSECU to begin first quarter after 1 year of service Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU Full-Time Regular employees accrue general leave and sick leave, on a monthly basis 11 Paid Holidays Employer paid Long Term Disability & Long Term Care plan for Full-Time employees Paid Volunteer Leave Tuition Assistance Employee Assistance Program & Employee Discounts And, you get to work with some awesome people! WSECU was named to the Forbes Best-In-State Credit Union list in 2025, making us the only credit union in Washington to earn this recognition five years in a row! Ind1 #LI-Hybrid We look forward to reviewing your application!All applicants must include a resume. Visa sponsorship not available. Contact us at ************ with any questions. We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law. Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact ************ or email us for assistance.
$143.8k-239.7k yearly Auto-Apply 18d ago
Manager, Secondary Market
Washington State Employees Credit Union 4.6
Washington State Employees Credit Union job in Olympia, WA
Does the idea of optimizing loan sale performance while leading a high-impact team in a fast-paced capital markets environment excite you? Are you passionate about maximizing profitability, managing risk, and driving strategy in secondary mortgage markets? As the Mortgage Market Manager be the strategic force behind our pricing, pipeline management, hedging, and investor execution efforts. You'll collaborate cross-functionally with origination, operations, finance, accounting, and servicing teams to ensure competitive mortgage pricing and sound interest rate risk management-all while staying ahead of investor and regulatory requirements. You're our ideal candidate if you're analytically driven, detail-oriented, and thrive on balancing strategy with hands-on execution. Ready to bring your expertise to a mission-driven organization that values integrity and innovation? Your day might include: Develop and manage daily pricing strategies and rate sheets using pricing engines (e.g., Optimal Blue) to ensure market competitiveness and profitability. Monitor and manage the mortgage pipeline, including rate locks, extensions, relocks, and fallout projections. Analyze market conditions (including MBS, bond markets, and investor trends) to identify optimal loan sale strategies. Execute loan sales to Fannie Mae, Freddie Mac, GNMA, and private investors, ensuring timely and accurate loan delivery. Collaborate with origination teams to forecast volumes and manage the interest rate risk of the pipeline. Implement and oversee pipeline hedging strategies (TBA or other tools) to mitigate interest rate risk and maximize gain-on-sale margins. Evaluate and monitor Mortgage Servicing Rights (MSR) valuations and recommend hedging or sale strategies. Analyze financial performance metrics and provide reports on secondary market execution and profitability. Manage relationships with agency and private investors, negotiating loan sale terms and service-released premiums. Maintain current knowledge of investor guidelines, regulatory requirements (FHA, VA, USDA, Fannie Mae, Freddie Mac), and compliance standards Oversee post-closing activities to ensure loan salability, addressing any defects or conditions promptly. Lead the secondary market team, providing training on lock desk processes, pricing policies, and investor guidelines. Collaborate with mortgage origination, operations, and accounting to ensure alignment of goals and effective execution. Develop and maintain policies, procedures, and controls for all secondary market activities. Prepare and deliver regular reporting to senior management on market trends, pipeline status, and loan sale performance. What you would bring to the team: Bachelor's degree in Finance, Economics, Business, or a related field (required). 8+ years of experience in mortgage secondary markets or capital markets (agency and non-agency). Expertise with pricing and hedging software such as Optimal Blue, MCT, or equivalent. Advanced Microsoft Excel skills (pivot tables, financial modeling). Familiarity with Mortgage Loan Origination systems, processes, and data. Strong organizational and time management skills to meet tight deadlines. Ability to lead and mentor team members while fostering a culture of collaboration and performance. Bonus points if you have: Master's degree or advanced coursework in Capital Markets or Risk Management (preferred). Experience managing hedging programs for pipelines of $300M+ annually. Working knowledge of SQL, Access, or other data analysis tools. Familiarity with Mortgage Servicing Rights (MSR) valuation and retention vs. release strategies. Proven track record of building investor relationships to optimize pricing and execution. Competitive pay: $96,650.70 - $141,192.10 per annual, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package The target starting pay for this position is $96,650.70 - $120,013.28 annually, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account. The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position. Position location: 330 Union Ave, Olympia WA or 1121 NE 45th St, Seattle, WA 98105 (University Place). Employee must reside and perform all work in the state of Washington. This is a hybrid position that blends working in-office and from home. Works onsite two (2) occasions per week. Working from home/hybrid requirements: Reliable, high-speed home internet connection Private, confidential workspace, away from distractions and other people Suitable desk/surface and desk chair When you'd work: Monday-Friday, 8:30 am - 5:30pm, full time minimum 40 hours per week with scheduling flexibility to meet service needs this non-exempt position Perks: Here are a few benefits and perks we offer: Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU Full-Time Regular employees accrue general leave and sick leave, on a monthly basis Part-Time employees accrue general leave, on a monthly basis 11 Paid Holidays Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees Employer paid Long Term Care plan for Part-Time employees 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service Paid Volunteer Leave Tuition Assistance Employee Assistance Program & Employee Discounts And, you get to work with some awesome people! WSECU is honored to be recognized as the number one credit union in the state on Forbes Magazine's list of best credit unions in Washington. Members are at the heart of everything we do. Their feedback helps us determine our path and knowing that same member feedback led to this recognition is incredibly rewarding IND2 #LI-Hybrid We look forward to reviewing your application!All applicants must include a resume. Visa sponsorship not available. Contact us at ************ with any questions. We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law. Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact ************ or email us for assistance.
$38k-68k yearly est. Auto-Apply 60d+ ago
Contact Center Representative
Harborstone Credit Union 3.3
Lakewood, WA job
Harborstone operates as one of the most committed and passionate credit unions in the state of Washington. Our culture is about people, it's the foundation of everything we do and we work hard to demonstrate our values in every interaction. Our mission is to create a thriving community by helping our members realize their full potential. In order to deliver on this, we hold ourselves accountable to viewing our business from a growth mindset lens, this ensures we stay empathetic and we solve for our membership's real-life financial needs or pain points. We are not out to sell our “banking” products and services, our sole motive is to create a cooperative of people who help people, and provide the relevant products and services that enable our membership to manage their everyday financial needs. The Member Experience line of business includes all aspects of Member and Branch Experience; Contact Center Experience; Digital Services; Marketing; Community Development; Small Business Member Experience, Cash Management and Business Deposit Team. Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices. Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity). Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential. Compensation: Minimum $20.34/hour Maximum $34.60/hour Applicants with a desired mix of knowledge, skills and abilities can expect to be offered the following depending on the level they best fit: CCRI $20.34 - $29.06 CCRII $22.28 - $31.83 CCRIII $24.22 - $34.60 Responsibilities • Proactively engage and manage member relationships by putting member's financial needs and goals in the center of the conversation at every interaction. • Act as a financial coach that helps their members set goals and celebrates when they achieve them. • Effectively develop and maintain relationships with new and existing members. • Communicate effectively by member's preferred communication channel, either in person, by phone, or by email. • Demonstrates excellent problem solving and critical thinking skills by leveraging resources effectively to meet members' needs. • Deep expertise with lending products and demonstrates the ability to uncover needs and recommend appropriate options. • Knowledgeable in mortgage products and services with ability to refer members appropriately. • Demonstrates best level Member Experience behavior expectations, Member Experience relationship skills, and utilizes Member Experience tools. • Knowledge of Harborstone and Business Partner's/Vendor's/CUSO's partnership and processes. • Ability to support training efforts within the call center teams, as applicable. • Understand the process of notary, medallion stamps, and signature guarantee services in order to guide member to the appropriate branch location. • Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development. • Understand Harborstone's 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative. Qualifications Required Experience/Education: • Completion of Harborstone's internal training systems as required. Financial Navigator Training Certifications. • Basic Microsoft Office Skills. • High school diploma. Physical Considerations: • Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required. • May be asked to handle, move, and/or carry large boxes of supplies weighing up to 50 pounds. • May require stooping, bending, squatting, and reaching for limited periods of time. • May require sitting and standing for long periods of time.
$20.3-34.6 hourly Auto-Apply 20d ago
Unique Asset Administrator II
UMB Bank 4.6
Olympia, WA job
As the **Unique Assets Administrator I** **I** , you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower volume and/or lower-risk tasks and less complex responsibilities. There will be some travel to the local office, to local properties and to the Kansas City office. Candidate must reside in or near Albuquerque, NM or in or near Phoenix/Scottsdale, AZ. **How you will spend your time:** + You will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively with Senior Associates on team to resolve complex administrative issues and escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas, closely held, life insurance and other miscellaneous assets. + You will perform inspection of assets as required ensure periodic valuations of assets, and maintain properties cost effectively through use of appropriate vendors. + You will acquire and dispose of unique assets, including performing lease negotiations, managing the renovation/maintenance/repairs, performing periodic appraisals/inspections, and delivering portfolio and asset reporting. + You will implement the strategic business plans for assets and portfolios, as necessary. + You will leverage third party vendor relationships in areas of insurance, farm, ranch, oil/gas management, and real estate processing; serve as a vendor liaison where required. + You will review monthly financial reports from third party fee managers. + You will communicate tasks and expectations to colleagues, co-fiduciaries, clients, attorneys, brokers, contractors, third-party managers, and other service providers. + You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure timely completion of required Administrative Compliance reviews. + You will ensure accurate processing of all account and/or maintenance activities, resolve operational problems, and process various reports. + You will review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions. + You will manage assigned properties using established policies and procedures, facilitate asset set up and removal, maintainappropriate insurance coverage through Bank's blanket program or external policy, facilitate insurance claims, taxation matters and payment, and that assets are reviewed in accordance with the Bank's policies and procedures. + You will buy, sell, lease properties either directly or with assistance of a real estate agent, includes negotiating listing agreements, purchase and sale contracts, leases, and other agreements. + You will prepare annual property reviews, analyze tax assessed values, coordinate triennial valuations, and perform or arrange initial and annual property inspections. + You will coordinate the timely payment of all maintenance, insurance, and property tax bills. + You will participate in National Trust Real Estate Association as required. + Other duties as assigned. **We're** **excited to talk with you if:** + You possess a Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background. + You have 3+ years of applicable experience within Financial Services. + You are able to balance a client experience mindset when managing and controlling business risks. + You have proven analytical, mathematical, and problem-solving skills. + You are customer focused with great client relationship management skills. + You are proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint). **Bonus points for:** + You have Wealth Management experience. + You have knowledge of real estate/property management/asset valuation. + You have real estate property management experience. + You have property and casualty insurance experience. + You hold a professional real estate designation. + You have knowledge of fiduciary responsibilities. + You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape. + You have proficiency in Salesforce CRM software. + You have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion. **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 57d ago
Associate Financial Advisor - Seattle
Boeing Employees' Credit Union 4.5
Seattle, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $28.27-$34.47 hourly. The full Pay Range is $21.93-$40.77 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here. IMPACT YOU'LL MAKE: As an Associate Financial Advisor at BECU, you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your proactive approach to addressing their financial planning needs, conducting portfolio reviews, and making insightful assessments will guide our clients towards achieving their financial goals. Your impact will be measured by the trust, confidence, and satisfaction you foster with each member through your strategic insights and tailored solutions. ***This role will travel between multiple branch locations in the specified market and our Tukwila headquarters, primarily based on scheduled client and team meetings. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches. Tailored Financial Planning: Offer personalized financial planning and investment advice, including IRAs and 529 plans, while ensuring that the recommended solutions align with the unique needs and risk tolerance of each member. Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Service Enhancement and Sales Growth: Develop and market to the existing book of business, elevating service levels and driving sales to foster enduring client relationships. Performance Goals Achievement: Strive to meet sales production goals established by BECU Investment Services management by identifying member needs and presenting suitable solutions. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives. External Partnerships and Collaboration: Liaise with mutual fund companies, insurance companies, clearinghouses, and broker/dealers on behalf of clients and prospects to fulfill their unique needs and service requirements. Operational Integrity and Compliance: Maintain meticulous records of member/client interactions and trade processes to comply with the regulations of FINRA, Office of Supervisory Jurisdiction (OSJ), and Insurance Agency (Agency) regulators. Professional Development Support: Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees, sharing valuable resources, and facilitating procedural knowledge. Knowledge Sharing and Training: Collaborate with Financial Advisor(s) on monthly branch employee training and education, fostering a mentor-mentee relationship to support mutual growth. Adaptable Role Engagement: Undertake additional responsibilities as and when assigned, displaying a proactive and versatile approach to support the team's objectives. QUALIFICATIONS: Minimum Qualifications Bachelor's degree in a related field or equivalent related experience. Bachelor's degree in business. Minimum of two years of experience in the financial industry, including customer-facing roles. Series 7 and Series 66 (or 63 and 65) licenses. Desired Qualifications Washington Life, Health, and Disability Insurance License. Industry certifications/designations, e.g., CFP Thorough knowledge of all products and services offered by BECU Investment Services, with a general understanding of BECU products. Proficient PC skills, with a working knowledge of investment company software. Excellent verbal and written communication skills. Strong organizational, telephone, time management, and multitasking skills. Ability to travel moderately by car and/or public conveyance for client appointments. EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
$28.3-34.5 hourly Auto-Apply 60d+ ago
Personal Banker
Harborstone Credit Union 3.3
Bonney Lake, WA job
As a Personal Banker, you will serve as a dependable consultant for our members, assisting them in reaching their financial goals by opening and providing tailored financial solutions. You will establish trusting relationships with members, understand their financial needs, and recommend appropriate products and services to satisfy their wants and needs. A suitable candidate will have a strong sales background, be passionate about providing outstanding member service, and have excellent communication skills. A Personal Banker upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices. A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization. Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential. Compensation: Minimum $24.99 Maximum $35.71 Applicant with desired mix of knowledge, skills and abilities can anticipate $26.78 - $28.56 Responsibilities • Create Positive Experience: Greet and welcome members in a friendly and professional manner, establishing a positive first impression. • Member Relationship Management: Build and maintain strong relationships with members, acting as their primary point of contact for all their banking needs and inquiries (in-person, over the phone, and via email). • Financial Needs Assessment: Conduct a thorough review of members' financial situations, including income, expenses, assets, and obligations, to identify areas for product and service recommendations. • Product Recommendation: Make recommendations and open products and services, such as checking and savings accounts, loans, credit cards, and investment options, based on each member's unique needs and goals. • Educational Support: Provide members with clear and helpful information to improve their knowledge of finances while educating them about credit union products, services, and self-serve alternatives. • Account Maintenance: Accurately and quickly process account changes and maintenance requests while making sure that credit union policies and procedures are followed. • Documentation and Reporting: Maintain accurate and thorough documentation of member communications, transactions, and service requests while complying with all regulatory requirements and internal policies related to financial transactions and member confidentiality. • Process Transactions: Handle cash and a variety of transactions accurately and efficiently, such as deposits, withdrawals, loan payments, and transfers. • Problem Resolution: Assess and resolve member complaints and concerns in a timely manner, escalating the issue as necessary to ensure a timely resolution. • Growth and Development: Stay informed about credit union products, services, and procedures through ongoing training and professional development opportunities. • Operational Support: Assist with various operational tasks as needed to support branch efficiency and effectiveness. Qualifications • Member Service Skills: Demonstrated ability to deliver exceptional member service in a fast-paced environment. • Attention to Detail: Strong accuracy and attention to detail in handling financial transactions and maintaining transaction records. • Communication Skills: Excellent verbal communication skills with the ability to effectively interact with members and colleagues. • Financial Aptitude: Solid understanding of financial products, services, and industry trends, as well as the ability to communicate complex financial ideas clearly. • Problem-Solving Skills: Strong analytical and solving skills, including the ability to understand member needs and offer appropriate solutions. • Integrity: Commitment to upholding ethical standards and maintaining member confidentiality. • Team Player: Ability to work collaboratively with others to achieve common goals. • Adaptability: Flexibility to adapt to changing priorities and operational needs. • Reliability: Dependable and punctual with a strong work ethic. • Tech Savvy: Proficiency in essential computer skills as well as experience with financial systems and software. Minimum Performance Goals: • Partner Referrals: Promote products and services that benefit our members and help the credit union grow. • Growth: Support branch goal by promoting and offering membership benefits including deposit and loan products and services. Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed. Education/Experience/Certification: • Graduated with a high school diploma. • At least one-year experience in banking or financial industry. Physical Considerations: • Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required. • May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds. • May require stooping, bending, squatting, and reaching for limited periods of time. • May require sitting and standing for long periods of time.
$30k-34k yearly est. Auto-Apply 10d ago
Trust Advisor I - PT
UMB Bank 4.6
Olympia, WA job
**Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, effective client meetings, and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations. + Works with team members to increase revenue from assigned book of accounts through quality client service leading to referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services. + Provides solution-oriented planning for clients + Coordination of wealth and estate planning strategies + When appropriate, for accounts without an assigned Portfolio Manager or Wealth Advisor, provides investment management services for clients, including assessment of the appropriate risk level for the client or trust, high level investment updates and portfolio advice. + Maintain current knowledge of UMB policies and procedures, state and federal laws and regulations. + Other duties as assigned. **Requirements** **_MINIMUM:_** + 2+ years demonstrated applicable experience or Juris Doctorate + Basic investment knowledge + Certified Trust and Fiduciary Advisor (CTFA) designation obtained within 12 months of hire date or Juris Doctorate + OR Any combination of education and experience that provides an equivalent background **_PREFERRED:_** + College Degree + One advanced degree relative to financial & estate planning + Juris doctorate + CTFA or CFP **Knowledge & Skills** **_MINIMUM:_** + General knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning). + Problem solving, dispute resolution and assistance with litigation management + Current knowledge of company policies and procedures, state and federal laws and regulations. + Microsoft Office (Word, Excel, Outlook, etc.) + Interpersonal skills with an ability to develop and cultivate internal and external relationships **Compensation Range:** $57,760.00 - $124,170.00 _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
$44k-55k yearly est. 3d ago
Loan Processing Specialist
Harborstone Credit Union 3.3
Lakewood, WA job
The Loan Processing Specialist is responsible for creating an exceptional member experience by processing loan documents for Direct Consumer Loans, including, Home Equity Loans in a timely and accurate manner. The Loan Processing Specialist will collaborate with Members and staff from all channels including the branches, contact center and online to collect documents, verify that documents meet underwriting stipulations and create closing documents. High volume, faced-paced, dynamic office environment. Must be able to work a flexible schedule Monday thru Saturday. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines and filing cabinets. The position requires manual dexterity, the ability to lift files and open filing cabinets. The position requires bending, stooping, or standing, as necessary. Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Infom1ation Security policies and procedures. Completes annually required compliance related courses as established by Harborstone Credit Union policies and/or practices. Completes annually required Product and Process Knowledge competency testing, in addition to job related courses as established by Harborstone Credit Union policies and/or practices. Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Committed, Dependable & Kind). Consistently advocates for Harborstone's members, offering opportunities for financial equity, prosperity, and the tools to thrive through every interaction. Demonstrates value and difference by expertly informing our community of effective financial products, services, and solutions to help them attain their full potential. Compensation: Minimum $21.50/hour Maximum $30.72/hour Applicant with a desired mix of knowledge, skills, and abilities could anticipate $23.04 - 24.58 Responsibilities Contact members within established service level agreements to obtain needed documentation. Process Direct Consumer Loan applications within established guidelines, policies, procedures, and timelines. Provide an exceptional experience to our members and staff in alignment with Harborstone's core values. Review each loan application to ensure that all required information has been documented. Consistently maintain Service Level Agreements for contacting members and scheduling loan closings. Request and review required documentation to meet underwriting stipulations. Create accurate documentation for loan closing. Facilitate the clearing of all underwriting conditions by working with branch staff, third party vendors, and members. Research and resolve internal and external member issues-in a timely, consistent, and professional manner. Serve as a lending point of contact for branches and communication center. Actively promote and contribute to the achievement of organizational goals. Adhere to all related compliance requests and requirements. Follow all safety and security guidelines to properly safeguard member and organization assets. Recommend and help develop and implement new policies and procedures. Completes all necessary testing for new system releases and/or updates. Embrace ongoing education and learn/apply new skills and software applications. Maintain up-to-date and accurate filing system. Regular attendance and punctuality arc essential functions of the job. Perform other job duties as assigned. Qualifications Excellent verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to members and business partners. Strong relationship building and teamwork skills. Excellent attention to detail. Excellent organizational and time management skills with ability to work independently and manage multiple priorities. Excellent analytical and critical thinking skills. Solid knowledge and understanding of Harborstone financial products and services. Proficient in MS Office (Outlook, Excel, Word). Ability to calculate APR, debt to income ratios, loan values, discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to maintain confidences. Multi-lingual capabilities to include Spanish are a plus. Required Education/Experience: Three years' customer service experience as a processor of consumer loans in a financial institution preferred. High school diploma: additional education and training preferred. Physical Considerations: Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required. May be asked to handle, move, and/or carry large boxes of supplies weighing up to 50 pounds. May require stooping, bending, squatting, and reaching for limited periods of time. May require sitting and standing for prolonged periods of time.
$21.5-30.7 hourly Auto-Apply 21d ago
Contact Center Manager
Harborstone Credit Union 3.3
Lakewood, WA job
Join Our Team at Harborstone Credit Union-Voted one of Washington's Best Workplaces! Are you a high-performing, fast-paced leader who thrives in a challenging, rewarding environment? Do you love building strong teams, raising performance standards, and leading with people-first values? If so, you may be the perfect fit to lead Harborstone's Contact Center. Compensation - Minimum: $77,970 Maximum: $111,385 Applicant with desired knowledge, skills and abilities can anticipate $83,500 - $89,100 Responsibilities * Lead a high-performing phone-based Contact Center by driving daily operations, service levels, staffing, and overall operational excellence. * Coach, develop, and motivate teammates through regular 1:1s, skill-building, and engaging incentives that strengthen capability, accountability, and sales performance. * Elevate the member experience by ensuring empathetic service, accurate financial guidance, and consistent achievement of referral, activation, and satisfaction goals. Key Responsibilities: * Lead daily Contact Center operations to maintain strong service levels, stable call flow, optimized staffing, and operational consistency. * Coach, develop, and empower teammates through 1:1s, feedback, skill-building, performance management, and recognition. * Drive financial empowerment and member satisfaction by fostering empathetic service, accurate guidance, and strong referral and sales performance. * Inspire engagement and performance by creating fun, meaningful contests, incentives, and team motivation strategies. Qualifications 1. Education: * Bachelor's degree in business, Finance, Communications, or a related field (Preferred) * Equivalent combination of education and leadership experience (Essential) 2. Experience: * 3-5 years of leadership experience in a Contact Center, customer service, or financial services environment (Essential) * Proven experience coaching teams, managing performance, and driving operational results (Essential) 3. Technical Skills: * Proficiency in Microsoft Office Suite (Outlook, Excel, Word, Teams) (Essential) * Experience with Contact Center platforms such as Genesys Cloud, NICE, Avaya, or similar systems (Preferred) 4. Soft Skills: * Strong leadership, coaching, and team-development skills (Essential) * Excellent verbal and written communication skills (Essential) 5. Certifications/Additional Qualifications (if applicable): * Leadership or management certifications (e.g., CML, CCXP, CUCE) (Preferred) * Call Center Management or Workforce Management certification (Preferred) * BSA/AML, OFAC, or other financial regulatory training (provided upon hire) (Essential) Physical Considerations * Ability to communicate effectively in verbal, written, and electronic formats with internal and external stakeholders. * Ability to read, comprehend, and respond to written and verbal instructions and information. * May be required to sit or stand for extended periods, depending on job duties. * May involve repetitive motions, including keyboarding and handling office equipment. * May require stooping, bending, squatting, or reaching occasionally. * May be required to lift and carry items weighing up to 50 pounds. * Ability to navigate office environments, including walking between workstations, meeting rooms, and member service areas. Responsibilities · Lead a high-performing phone-based Contact Center by driving daily operations, service levels, staffing, and overall operational excellence. · Coach, develop, and motivate teammates through regular 1:1s, skill-building, and engaging incentives that strengthen capability, accountability, and sales performance. · Elevate the member experience by ensuring empathetic service, accurate financial guidance, and consistent achievement of referral, activation, and satisfaction goals. Key Responsibilities: · Lead daily Contact Center operations to maintain strong service levels, stable call flow, optimized staffing, and operational consistency. · Coach, develop, and empower teammates through 1:1s, feedback, skill-building, performance management, and recognition. · Drive financial empowerment and member satisfaction by fostering empathetic service, accurate guidance, and strong referral and sales performance. · Inspire engagement and performance by creating fun, meaningful contests, incentives, and team motivation strategies.
$83.5k-89.1k yearly Auto-Apply 8d ago
Commercial Relationship Specialist
UMB Bank 4.6
Olympia, WA job
**COMMERCIAL RELATIONSHIP SPECIALIST-FRANCHISE FINANCE & HEALTHCARE** At UMB Bank, the Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners. **Primary Responsibilities** + Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate + Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship + Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc. + Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance + Maintain client records for both loan and deposit accounts + Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed + Facilitate loan payoffs and collateral release requests + Assist with Analysis Refund requests + Facilitate no-pin wires + Assist with transfers + Handle customer overdraft communication and decisioning + Provide and assist with Loan and Deposit Account information/documentation **Requirements** + High School Diploma or GED and three (3) years general banking experience OR a Bachelor's degree and two (2) years banking or client support experience. Application Deadline: December 31, 2025 **Compensation Range:** $37,490.00 - $71,920.00 _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
$37.5k-71.9k yearly 15d ago
Teller
Boeing Employees' Credit Union 4.5
Tukwila, WA job
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $21.11-$23.61 hourly. The full Pay Range is $21.11-$27.93 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here. IMPACT YOU'LL MAKE: The Teller role plays a crucial part in providing quality service to our members. With your excellent member service skills and knowledge of credit union policies and procedures, you will ensure that all teller transactions are conducted accurately, professionally, and in a timely manner, making a positive impact on our members' banking experience. WHAT YOU'LL DO: Member Advantage Program: Ensure that every interaction with the members reflects our commitment to exceptional service and values. Information Protection Program: Uphold the highest standards of performance and information security in all aspects of your role. Member Services: Address member needs promptly and effectively, demonstrating a proactive and helpful approach. Guarantee that all members receive the attention and care they deserve, resolving any concerns or complaints promptly and effectively. Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources. Compensation Transparency: We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness: Teller: $21.50 - $22.00 per hour Offers are made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint. Position Location: Tukwila Financial Center Training Schedule (First 5 Weeks): Monday to Friday: 9:00 AM - 5:00 PM (Paid Training) Regular Schedule (After Training): Monday to Friday: 8:00 AM - 6:30 PM Rotational Saturdays: 8:45 AM - 1:30 PM QUALIFICATIONS: Minimum Qualifications: Typically requires High School Diploma or associated Certification (GED), and 1 year of customer service or relevant experience. Minimum of one year of customer service experience. Desired Qualifications: Teller or cash handling experience. Strong attention to detail and accuracy in handling transactions. Experience in promoting and selling financial products or services. Knowledge of regulatory requirements related to financial transactions. Successful completion of in-house teller training program. Proficient math skills, with the ability to process account transactions accurately. Ability to multitask. Good verbal and written communication skills. Good interpersonal skills to ensure professional handling of member concerns. Ability to work independently and as a team member, using discretion and sound judgment. Additional hours as necessary to accomplish objectives and goals. EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
$21.1-23.6 hourly Auto-Apply 55d ago
Network Architect
Harborstone Credit Union 3.3
Lakewood, WA job
As a teammate of Harborstone, you are expected to embody our mission and values through your daily actions and interactions. You are a vital ambassador of our commitment to build dreams and change lives for generations to come. Commitment, Dependability, Kindness, and Ownership are essential. You are encouraged to live our Ten Essentials, fostering a culture of accountability and collaboration that empowers everyone to thrive and contribute to Harborstone's success. The Network Architect designs, plans, and implements Harborstone's overall logical and technical network, ensuring the stability of robust and scalable network solutions to support business objectives. This position converts business, security and compliance requirements into detailed, actionable network strategies. Additionally, the role has direct engagement in the installation, monitoring, maintenance, support, and optimization of all network and telecommunications hardware, software, and infrastructure. Compensation: Minimum $115,000 Maximum $140,000 Responsibilities Strategy & Planning · Design robust and scalable networks (WAN, LAN, wireless, UPS, cloud, etc.) to provide capacity aligned with business objectives and projected growth. · Coordinate with internal stakeholders and external partners/vendors to evaluate and select solutions that align architecture to business strategies. Operational Excellence & System Reliability · Assess and deploy network monitoring tools to proactively identify and implement measures to optimize performance and service delivery. · Plan for redundancy, failover, and disaster recovery testing to maximize uptime. · Conduct traffic modeling, capacity forecasting, and performance tuning for peak loads; monitor network health and implement preventive measures. Security & Compliance · Architect and enforce network security protocols (firewalls, VPNs, IDS/IPS, encryption) to safeguard sensitive data (PII, financial transactions). · Ensure compliance with financial regulations (PCI DSS, SOX, GLBA) through secure design, segmentation, and monitoring. · Enforce network security policies and procedures to protect infrastructure from external threats and internal vulnerabilities. Learning & Career Development · Mentor network engineers and administrators, supporting professional growth. · Monitor new networking technologies and trends, evaluate their impact, and recommend solutions to enhance cost efficiency and network adaptability. Qualifications · Bachelor's degree in computer science, engineering, or 10 years of related experience. · Five years' experience in a high security environment (ex. healthcare/government/financial). · Proven experience as a network engineering or architect with increased responsibilities. · Excellent problem-solving skills and the ability to work under pressure. · Strong communication and leadership skills. · Strong understanding of network infrastructure services, routing protocols, telephony, and wireless networking design. · ITILv4 foundations certification and CCIE, ACDX, CCA, CCSP or other network certification.
$115k-140k yearly Auto-Apply 9d ago
Fund Accountant - CLO
UMB Bank 4.6
Olympia, WA job
**Duties & Responsibilities** This role will provide support of day-to-day operational/client service activities while effectively monitoring daily receivables, journal posting, cash reconciliation, and fund position tracking. In addition, will be working along management and technical staff to identify business solutions for changes to business processes, policies, and systems. + Provide day-to-day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up + Perform daily cash application and collateral position reconciliation + Responsible for accurate/timely setup or delegation to associates of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions + Assist with global asset setup and maintenance + Assist operational group to ensure cash processing and procedures fit within any new products the team onboards + Perform trade and wire processing for daily trading activity + Support the Relationship Manager with oversight of client relationships + Participate in cross-training to learn other Corporate Trust roles and provide support, as needed + Work with business solutions team to document business requirements for system and process improvement + Organize and oversee team testing methodology for test scripts and appropriate full-cycle testing (unit, integration, system, and QA) + Other duties as assigned **Knowledge & Skills** MINIMUM: + Demonstrates strong client relationship management skills + Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows, and processing + Demonstrates ability to manage multiple projects and timelines + Demonstrates exceptional written and verbal communication skills with attention to detail + Demonstrates strong operational knowledge of Corporate Trust processes and procedures PREFERRED: + Advanced MS Excel + Understanding of credit products and markets + Strong data reconciliation skills **Requirements** _MINIMUM:_ + Bachelor's degree with finance focus (business admin, finance) or equivalent work experience + Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC) + 4+ years of experience in the broadly syndicated and/or private credit loan market, or relevant experience **Work Environment:** Typical Office environment **Supervision/Management:** No direct management accountabilities **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 3d ago
Oracle Financials Developer
UMB Bank 4.6
Olympia, WA job
Design, implement and deploy Oracle ERP cloud solutions to achieve defined business goals. Maintain skills in Oracle applications process design and configuration; Oracle application design, development, integration, testing and deployment; and Oracle application technical architecture. Identifies, assesses and solves complex business problems for area of responsibility, where analysis of situations or data requires an in depth evaluation of variable factors. Scope, estimate, design, configure, analyze, maintain, troubleshoot, and test technical and non technical solutions required to satisfy clients ? needs. Develop and implement process improvements, be a resource and advocate for the business partners and will work closely with Oracle to perform monitoring, security, performance tuning, archiving, and upgrade support. Work closely with user and management to maintain and continually improve the operations, maintenance, and documentation of the systems. Make recommendations to users and management regarding system expansions, alternative approaches, enhancements and operational improvements. Advocate for change and assist in the alignment of team initiatives to the Company's strategic goals and priorities. Other duties as assigned. 5 years' experience with Peoplesoft ERP or Oracle E Business Suite Experience in project management (formal or informal). Bachelor's degree or equivalent work experience (5 years) in Finance, Accounting, or ERP related field Proven ability to foster a team oriented environment Proven ability to work creatively and analytically in a problem solving environment Desire to work in an information systems environment Excellent communication (written and oral) and interpersonal skills Possesses strong time management, prioritization, and interpersonal skills. Ability to lead change management concepts as it relates to software rollout Possesses both technical and non technical problem solving and troubleshooting skills with the ability to conceptualize, plan, develop and deliver a variety of creative solutions. Ability to understand, articulate and address business issues, business drivers and needs. Understands and follows formal project methodologies and change control processes. Strong knowledge of finance processes and ERP solutions **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 45d ago
Commercial Portfolio Manager II-Food, Beverage & Agribusiness
UMB Bank 4.6
Olympia, WA job
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 56d ago
Mortgage Loan Originator
UMB Bank 4.6
Olympia, WA job
UMB's mortgage team was started in 2013 when UMB made the decision to bring the entire mortgage process in-house. UMB's mortgage team has a wealth of knowledge due to it being comprised of many associates who have been in the mortgage field for 10 or more years. The mortgage sales team, in which the Mortgage Loan Originator is a part of, is vital in attracting new clients to the bank- they do this by building relationships with internal stake holders, real estate agents and other partners that will refer them to their clients when they have a mortgage loan need. The **Mortgage** **Loan** **Originator'** s role is important because they help to educate, advise and guide UMB mortgage clients through the loan application process. The Mortgage Loan Originator is with the client from the beginning of the loan approval to the closing of the loan. They spend time assessing the client's loan needs and will advise on which option is the best fit for the client's needs. It is important that the Mortgage Loan Originator build a strong relationship with our clients and they do that by providing progress reports to our clients every step of the way through the mortgage process. **How you will spend your time:** + You will use banking and lending knowledge to advise UMB clients on what best fits their mortgage needs. + You will use salesmanship skills to build a pipeline and have the ability to convert leads into clients. + You will use interpersonal skills to build relationships to attract clients to our mortgage products. + You will use communication skills to ensure our clients are aware of the progress of their mortgage loan. **We're excited to talk with you if:** + Have a high school diploma or equivalent + Have a verifiable high volume of mortgage sales experience + NMLS Registration **Compensation Range:** $20,600.00 - $208,200.00 _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
$35k-39k yearly est. 57d ago
CRE Loan Coordinator
UMB Bank 4.6
Olympia, WA job
**_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 opportunity_ . UMBers are known for having multiple careers here and having their voices heard. With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner occupied commercial real estate loans to ensure all closing requirements are gathered, reviewed and processed for loan closings. These associates are the determining factor on whether a commercial loan can close so customers can start their business endeavors. The REG Commercial Loan Closing Coordinator role takes on loans of all sizes, structures and complexities. These associates are solution-based problem solvers who aid our lenders, attorneys, customers and internal partners to ensure we are providing the unparalleled customer experience to customers and clients who are acquiring our loans. The fast-paced environment with unpredictable scenarios keeps our associates flexible and adaptable to changes to meet our overall business needs. Our REG Commercial Loan Closing Coordinator associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career. **_How you'll spend your time:_** + You will be responsible for reviewing loan approvals, working directly with our outside counsel and communicating to lenders and customers on items needed to work towards closing. You will also work directly with other internal business partners, syndicated/participating banks and title companies to coordinate loan closings. + While in this high-profile position, you will be responsible for ensuring loans are closing per Loan Policy, Underwriting Guidelines and compliance regulations. + You will use problem solving skills to provide solutions to lenders, attorneys and internal partners to see the loan across the finish line. + You will need strong communication and time management skills to ensure the loan is on track for closing and all parties involved are on the same page. + Tasks would include, but are not limited to, title commitment ordering and review, flood determination review, environmental report ordering and review, UCC search ordering and review, review of organizational documents and review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams to see that loans are funded/disbursed and booked in accordance with closing requirements. **_We're excited to talk with you if:_** + If you have five years of Commercial Real Estate loan Coordinating experience + You demonstrate understanding of Article 9 + If you have a high school diploma or equivalent. **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
$35k-41k yearly est. 13d ago
Business Development Officer - Capital Finance
UMB Bank 4.6
Olympia, WA job
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
$53k-72k yearly est. 60d+ ago
Part Time Member Consultant (Personal Banker) - University Branch
Washington State Employees Credit Union 4.6
Washington State Employees Credit Union job in Seattle, WA
Member Consultants are the heart and soul of WSECU. Every day, you dig deep to listen to what our members need and you go out of your way to make banking not only easy, but downright pleasant! You're the go-to, one-stop shop for our members. Knowledgeable, empathetic and eager to help, you know your members by name and they know you! WSECU is a Co-Op with an all-volunteer board-we are truly accountable to our members, but we couldn't do it without you. Ready to learn more? Your day might include: Performing all branch functions including: consumer lending, opening new accounts, and providing teller services Striving for and hitting your sales and service goals, while keeping the member's best interest front and center Contributing to your team's successes and celebrating along the way Building and nurturing strong relationships with your members Understanding your members' journey, offering products and services to meet their unique needs Showing empathy and lending a hand where your team members and teammates need it most Having fun! What you bring to the team: Minimum of one (1) year experience in a financial institution or retail/service related position Excellent interpersonal communication skills, including effective listening, speaking, and writing Talent for presenting and explaining complex products and services Intermediate or greater proficiency with Microsoft applications; ability to master WSECU computer operating systems Ability to maintain privacy and confidentiality Must be willing to register with the Nationwide Mortgage Licensing System and Registry, including fingerprinting and a national criminal background check, and maintain and renew the registration annually Bonus points if you have: Credit Union experience and understanding of financial regulations Sales and customer service training Experience with lending, new accounts, or a combination of both Competitive pay: $26.55 - $39.83 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package The target starting pay for this position is $26.55 - $33.19 per hour, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account. The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position. Where we're located: 1121 NE 45th Street Ste. 100, Seattle, WA When you'd work: Monday-Friday 8:00 am-6:00 pm, Saturday 9:15 am-2:30 pm. Part-time employees work a minimum of 20 hours per week and may be scheduled up to 34 hours per week, occasionally working more hours requiring scheduling flexibility based on business needs Perks: Here are a few benefits and perks we offer: Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU Full-Time Regular employees accrue general leave and sick leave, on a monthly basis Part-Time employees accrue general leave, on a monthly basis 11 Paid Holidays Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees Employer paid Long Term Care plan for Part-Time employees 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service Paid Volunteer Leave Tuition Assistance Employee Assistance Program & Employee Discounts And, you get to work with some awesome people! WSECU was named to the Forbes Best-In-State Credit Union list in 2025, making us the only credit union in Washington to earn this recognition five years in a row! Ind2 We look forward to reviewing your application!All applicants must include a resume. Visa sponsorship not available. Contact us at ************ with any questions. We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law. Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact ************ or email us for assistance.
$26.6-39.8 hourly Auto-Apply 1d ago
Personal Banker
Harborstone Credit Union 3.3
Bonney Lake, WA job
As a Personal Banker, you will serve as a dependable consultant for our members, assisting them in reaching their financial goals by opening and providing tailored financial solutions. You will establish trusting relationships with members, understand their financial needs, and recommend appropriate products and services to satisfy their wants and needs. A suitable candidate will have a strong sales background, be passionate about providing outstanding member service, and have excellent communication skills. A Personal Banker upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices. A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization. Consistently advocates for Harborstone's members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential. Compensation: Minimum $24.99 Maximum $35.71 Applicant with desired mix of knowledge, skills and abilities can anticipate $26.78 - $28.56 Responsibilities * Create Positive Experience: Greet and welcome members in a friendly and professional manner, establishing a positive first impression. * Member Relationship Management: Build and maintain strong relationships with members, acting as their primary point of contact for all their banking needs and inquiries (in-person, over the phone, and via email). * Financial Needs Assessment: Conduct a thorough review of members' financial situations, including income, expenses, assets, and obligations, to identify areas for product and service recommendations. * Product Recommendation: Make recommendations and open products and services, such as checking and savings accounts, loans, credit cards, and investment options, based on each member's unique needs and goals. * Educational Support: Provide members with clear and helpful information to improve their knowledge of finances while educating them about credit union products, services, and self-serve alternatives. * Account Maintenance: Accurately and quickly process account changes and maintenance requests while making sure that credit union policies and procedures are followed. * Documentation and Reporting: Maintain accurate and thorough documentation of member communications, transactions, and service requests while complying with all regulatory requirements and internal policies related to financial transactions and member confidentiality. * Process Transactions: Handle cash and a variety of transactions accurately and efficiently, such as deposits, withdrawals, loan payments, and transfers. * Problem Resolution: Assess and resolve member complaints and concerns in a timely manner, escalating the issue as necessary to ensure a timely resolution. * Growth and Development: Stay informed about credit union products, services, and procedures through ongoing training and professional development opportunities. * Operational Support: Assist with various operational tasks as needed to support branch efficiency and effectiveness. Qualifications * Member Service Skills: Demonstrated ability to deliver exceptional member service in a fast-paced environment. * Attention to Detail: Strong accuracy and attention to detail in handling financial transactions and maintaining transaction records. * Communication Skills: Excellent verbal communication skills with the ability to effectively interact with members and colleagues. * Financial Aptitude: Solid understanding of financial products, services, and industry trends, as well as the ability to communicate complex financial ideas clearly. * Problem-Solving Skills: Strong analytical and solving skills, including the ability to understand member needs and offer appropriate solutions. * Integrity: Commitment to upholding ethical standards and maintaining member confidentiality. * Team Player: Ability to work collaboratively with others to achieve common goals. * Adaptability: Flexibility to adapt to changing priorities and operational needs. * Reliability: Dependable and punctual with a strong work ethic. * Tech Savvy: Proficiency in essential computer skills as well as experience with financial systems and software. Minimum Performance Goals: * Partner Referrals: Promote products and services that benefit our members and help thecredit union grow. * Growth: Support branch goal by promoting and offering membership benefits including deposit and loan products and services. Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed. Education/Experience/Certification: * Graduated with a high school diploma. * At least one-year experience in banking or financial industry. Physical Considerations: * Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required. * May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds. * May require stooping, bending, squatting, and reaching for limited periods of time. * May require sitting and standing for long periods of time. Responsibilities • Create Positive Experience: Greet and welcome members in a friendly and professional manner, establishing a positive first impression. • Member Relationship Management: Build and maintain strong relationships with members, acting as their primary point of contact for all their banking needs and inquiries (in-person, over the phone, and via email). • Financial Needs Assessment: Conduct a thorough review of members' financial situations, including income, expenses, assets, and obligations, to identify areas for product and service recommendations. • Product Recommendation: Make recommendations and open products and services, such as checking and savings accounts, loans, credit cards, and investment options, based on each member's unique needs and goals. • Educational Support: Provide members with clear and helpful information to improve their knowledge of finances while educating them about credit union products, services, and self-serve alternatives. • Account Maintenance: Accurately and quickly process account changes and maintenance requests while making sure that credit union policies and procedures are followed. • Documentation and Reporting: Maintain accurate and thorough documentation of member communications, transactions, and service requests while complying with all regulatory requirements and internal policies related to financial transactions and member confidentiality. • Process Transactions: Handle cash and a variety of transactions accurately and efficiently, such as deposits, withdrawals, loan payments, and transfers. • Problem Resolution: Assess and resolve member complaints and concerns in a timely manner, escalating the issue as necessary to ensure a timely resolution. • Growth and Development: Stay informed about credit union products, services, and procedures through ongoing training and professional development opportunities. • Operational Support: Assist with various operational tasks as needed to support branch efficiency and effectiveness.
$30k-34k yearly est. Auto-Apply 26d ago

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WSECU jobs in Olympia, WA

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