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Washington Trust Bank jobs - 550 jobs

  • Commercial Relationship Manager II-IV

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Vancouver, WA

    Annual salary plus performance-based incentive program. Hiring salary based on experience. Ability to develop and expand current client portfolio in the Vancouver area required. This is an exciting opportunity to join a new team in the Southwest Washington market. Washington Trust Bank brings more than 100 years of full-service banking expertise to individuals, families, companies and organizations throughout the Washington, Idaho, and Oregon. With total assets of $11 billion, our bank is well positioned to compete with others in our market, and we are sought out by clients and their professional advisors for stability, expertise and unparalleled client service levels. As the oldest and largest privately-held commercial bank in the Northwest, we focus our efforts on what is happening in our communities and set our sights on long-term goals that are right for our employees and clients. As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met. Relationship Management/Client Service: Maintains responsibility for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account or relationship as needed in order to provide superior service to Bank clients. Sales/Business Development: Proactively investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships and other referrals sources. Risk Management: Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations. Qualifications: Bachelor's Degree in Finance, Accounting, Business or related field. Seasoned commercial lender with at least 5 years of experience as a commercial lender, generally working with clients with revenues ranging from $5 million to $50 million. Able to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required as well as strong credit background and business development acumen. Work experience in the sales of cash management products or related sales experience at a financial institution. Work experience in fiduciary relationship management, including experience in specific unit area (investment, securities, cash management, real estate, commercial lending, consumer lending, etc). Knowledge of Bank lending procedures, as set by the current, published Loan Policy. Basic loan documentation knowledge; ability to document basic credits. Working knowledge of Bank products and services. Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients. Ability to set and achieve challenging goals. Compensation: $93,018 - $206,721 Relationship Manger II: $97,668 - $146,503 Relationship Manger III: $118,962 - $178,444 Relationship Manger IV: $144,657 - $217,057 The compensation range represents the low and high end of the base compensation range for this position located in Western Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $144.7k-217.1k yearly 3d ago
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  • Community Lending Officer

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Seattle, WA

    The Community Lending Officer will establish and maintain relationships with community-based organizations, realtors, and governmental agencies which result in lending opportunities for the bank to ensure full compliance with the Community Reinvestment Act. The candidate will sell and originate residential mortgage loans to a predetermined sales goal focused in CRA assessment area needs. The candidate will identify and meet with prospects, explain various mortgage products available, determine best alternatives together with prospects and finalize sales. This position will support the WWA WTB Bank footprint. Essential Functions: Assist in the coordination of WTB's community outreach activities and community development service events. Serve, where appropriate, as a member of civic, professional, and community development organizations that contribute to WTB's CRA objectives. Communicate ways by which management and staff can address fair lending responsibilities for WTB's lending practices and standards. Assist lenders in identifying and originating loans that meet the criteria of CRA in WTB's CRA assessment areas. Establishes and develops relationships with an extensive network of real estate agents so that potential mortgage customers within CRA assessed areas will be referred to WTB. Turns in a completed loan application within 48 hours of receipt. Pre-qualifies self-employed borrowers to include preparation of cash flow work sheets and requesting and analyzing financial records and tax returns. Maintains responsibility for the loan file from application through closing. Foster a culture where all WTB Team Members have a good understanding of both CRA and fair lending laws applicable to their position. Actively participate in festivals, fairs, and trade shows to promote new business for the Bank. Stays abreast of individual community trends and economic development changes. Tracks and measures event participation results. Makes recommendations to maximize return on future investments of events, sponsorships, philanthropic initiatives, and donations. Liaise with local governments and community development organizations ensuring the bank's presence is known and respected in the community. Build and manage a network of contacts within state and local government and community organizations. Related Functions: Collection of applicable fees from borrowers. Prepares periodic productivity reports as required. Required to attend department meetings. Performs property inspections as required. Attends scheduled training sessions. Frequent contact with real estate companies and agents to establish referral relationships. Frequent contact with department employees to assist in processing and closing requirements. Qualifications: Ability to speak English and Mandarin/Cantonese fluently preferred. Knowledge of real estate and mortgage banking industry. Knowledge of Truth-in-Lending and compliance with government regulations. Knowledge of conventional, FHA, VA, and construction loan policies and procedures. Automobile required, together with valid Washington State Driver's license. May be assigned a specific territory and/or specific agents. Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS) Compensation: $89,991- $134,987 The compensation range represents the low and high end of the base salary ranges for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual incentive plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $90k-135k yearly 3d ago
  • Operational Risk Analyst I/II

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Spokane, WA

    The Operational Risk Analyst is responsible for implementing business unit specific risk and governance efforts, including the establishment and maintenance of a risk operating model and facilitating the development of risk-based policies and standards. Performs ongoing activities associated with the risk assessment process. Performs ongoing activities for the bank's Business Continuity Plan and oversees Disaster Recovery Testing. ESSENTIAL FUNCTIONS Risk & Governance Maintain governance documentation detailing how information should be secured, including the maintenance and development of internal process/procedure documentation, including but not limited to risk, technology, and cybersecurity policies and standards. Perform formal risk analysis and self-assessments for processes, leveraging industry standards like CIS, ITIL, and COBIT to build a unique program for assigned business unit. Analyze internal controls to ensure compliance with documented and approved standards. Ensure that information systems within environment comply with company policies, standards, and procedures. Assist with regular risk assessments, including organizing recurring meetings, reviewing and implementing process changes, business and/or support function procedures, internal controls, and assessment and/or development of internal documentation. Research and respond to risk and governance questions from business units. Drive, and provide advisory and subject-matter expertise, to appropriate support teams and business units for risk and compliance readiness. Responsible for tracking and monitoring gaps in the risk and governance program; maintain gap analysis documents, gather necessary information from technology and lines of business to identify areas to improve banking practices. Implement the process to identify new assets and perform the risk evaluation process to determine risk ranking. Facilitate and liaise with technology leaders and key corporate risk groups (including Internal Audit, Operational Risk Management, Corporate Compliance, Enterprise Risk Management and Legal) to ensure the program is aligned with these groups and meeting obligations. Support third-party audits and respond to risk/governance requests from regulators and auditors. Demonstrate compliance with all bank regulations for job functions and keep up to date on regulation changes. In conjunction with management, ensure compliance with appropriate regulatory and internal policies and procedures, including writing/revising policies and procedures as needed. Maintain thorough knowledge of risk and compliance as it relates to the Division. Conduct training sessions and other information meetings pertaining to Risk and Governance topics. Conduct ongoing Graham Leach Bliley Act (GLBA) assessments as assigned. Participates in special projects or duties as assigned. Regular, reliable attendance is required. Business Continuity Coordination Performs ongoing activities for the bank's Business Continuity Plan, maintaining plan information, and oversees Disaster Recovery Testing to include development of tabletop exercises. Evaluates the overall condition of the plan(s) and document any necessary changes. Assists Risk Management Ambassadors with Business Continuity Plan questions or application support issues during semi-annual and annual reviews. Develops disaster recovery plans for physical locations with critical assets such as data centers. Analyzes impact on, and risk to, essential business functions or information systems to identify acceptable recovery time periods and resource requirements (Business Impact Analysis). Develops emergency management plans for recovery decision making and communications, continuity of critical departmental processes, or temporary shut-down of non-critical departments to ensure continuity of operation and governance. Evaluates applicable laws and regulations to determine impact on organizational activities as it relates to business continuity planning. Writes reports to summarize testing activities, including descriptions of goals, planning, scheduling, execution, results, analysis, conclusions, and recommendations. Identifies opportunities for strategic improvement or mitigation of business interruption and other risks caused by business, regulatory, or industry-specific change initiatives. Creates or administers training and awareness presentations or materials. QUALIFICATIONS Bachelor's degree preferred, or equivalent. 5+ years of experience in or a combination of risk management, compliance, business continuity, audit, or banking operations. Knowledge of risk management processes, including internal audit and information management. Experience evaluating controls relative to various frameworks such as ISO 27002, NIST CSF, NIST 800 series, or financial services regulatory frameworks such as the FFIEC IT booklets, Cybersecurity Assessment Tool (CAT) and regulatory compliance. Knowledge of systems and network concepts including access and authorization. Knowledge of applicable regulatory requirements. Ability to operate in a cross-functional environment, building and fostering relationships with other departments and stakeholders. Ability to anticipate and respond to changing priorities and operate effectively in a dynamic demand-based environment, requiring extreme flexibility and responsiveness. COMPENSATION The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Operational Risk Analyst I (non-exempt / hourly): $56,932 - $85,398 annually Operational Risk Analyst II (exempt / salary): $74,806 - $112,209 annually What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $74.8k-112.2k yearly 3d ago
  • Relationship Banker II (Studios West Experience Center)

    First Tech Federal Credit Union 4.5company rating

    Redmond, WA job

    The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.As an Relationship Banker II, you'll work in a fast-paced environment processingroutine and complex financial transactions for members in-person, over the phone, and by e-mail.You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.Here's what you can expect from the job and what you need to be successful:Job Duties: Quickly processroutine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to workin fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strongcritical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location: Studios West Experience Center - Redmond, WA 98052 (FULL TIME ON-SITE) Target Compensation:$25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Clickhereto learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail
    $25.9-31.4 hourly 3d ago
  • SBA Loan Specialist

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Tacoma, WA

    As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about the communities they live in and serve. Location: This role is open to hybrid work within the Washington Trust Bank footprint of WA, ID and OR. Regular, reliable attendance is required. The SBA Loan Specialist will facilitate SBA transactions in support of Relationship Managers and provide education on the benefits of SBA lending. Responsibilities for this position include deploying SBA programs as well as creating strategies to originate SBA loans in the marketplace in concert with Relationship Managers and Small Business Department managers. Activities include presenting the company's loan capabilities and structuring SBA loan proposals. Essential Functions Provides SBA education and resources to Relationship Managers on an ongoing basis to ensure widespread knowledge of the SBA programs and attributes available by providing periodic group presentations, one-on-one consultations, reference and marketing materials and an intranet site. Implements client specific SBA communication plans to establish and maintain excellent client relationships and identify client needs. Responsible for marketing SBA products/services to identified clients/referrals at the direction of department managers including preparing for joint client meetings and follow-up as necessary. Generates eligibility determinations, structures transactions and solicits requisite application documents for SBA loans. Assists Relationship Managers by selecting and helping implement SBA lending programs as appropriate based on the needs of the client. Works with relationship managers to help ensure an integrated and seamless approach to servicing the client. Participates in client relationship planning as it relates to SBA lending. Manages and assists with the management of SBA loan projects as needed by Relationship Managers. Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies. Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions. Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure. Maintains proficiency regarding current Bank and Divisional policies and procedures. Perform compliance and risk management duties as required or assigned Qualifications 5 + years of dedicated SBA experience, including proven competence with large, complex SBA loan projects. Knowledge of SBA Standard Operating Procedures. Must have a thorough understanding of SBA policies and structure, product knowledge, and financial analysis. Knowledge of government regulations surrounding SBA lending. Complete working knowledge of government, conventional, custom, and self-employed borrower loans. Preferred experience with SBA loan programs; however, SBA experience can be supplemented with experience in a closely related field. Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients High degree of PC based technical skills, including proficiency with the Microsoft Suite of products Ability to function efficiently and effectively with multiple request and projects under deadlines and stress while maintaining a professional and mature demeanor. Interpersonal skills necessary to gather data from a number of sources and to positively represent the Bank during such contacts. Ability to work well with people with diversified personalities. Comprehension of investor, insurer, regulatory, and the Bank's requirements, and the ability to develop a subjective analysis of the borrower. Compensation: $64,279 - $96,419 The compensation range represents the low and high end of the base compensation range for this position in Eastern, Washington and Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable incentive plan. Candidates in the Western, Washington area can anticipate a salary range of $89,991 - $134,987 What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $90k-135k yearly 3d ago
  • Member Service Representative (Full-Time) - Tacoma

    Navy Federal Credit Union 4.7company rating

    Tacoma, WA job

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3407 South 23rd St, Tacoma, Washington 98405 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $34k-41k yearly est. 3d ago
  • Controller

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Spokane, WA

    In a multi-company environment is responsible for directing, researching, developing, and preparing financial, regulatory, and corporate accounting, reporting and analyses, projections, and recommendations, to senior management of the corporate group. Provides on-going monitoring, analysis and implementation of GAAP, RAP, SEC, SOX, and other regulatory pronouncements ensuring that the organization is in full compliance. Essential Functions: In a multi-company environment, is responsible for and directs, develops, prepares, or is assisted in the preparation or review of financial and regulatory reports and analyses in a timely and high-quality manner, including: Monthly company and consolidated financial statements and reports, capital and earnings projections, and board reports. Annual WTBFC audited financial statement and related footnotes and quarterly WTB unaudited financial statement. Monthly, quarterly, and annual regulatory reports. Regulatory compliance examinations. Accounting policies and research. Internal control documentation. Accounting for selected assets and liabilities including acquisition intangibles, mortgage servicing rights, csv life insurance, limited partnerships, loan loss reserve and migration system, compensation accruals, and other accruals. Manages and performs advanced accounting technical research and discuss impact of current and proposed accounting pronouncements. Develops, implements, and interprets accounting policies in response to specific applications with emphasis on coordinating financial accounting within the corporate group and provides communication to senior management. Responsible for the preparation of monthly, quarterly, and annual financial and regulatory reports for W.T.B. Financial Corp. corporate group with an emphasis on public external reporting and disclosures. Responsible for the accuracy and efficiency of the monthly close process. Manages internal control documentation for a FDICIA environment and best practices for a SOX environment. Regularly presents to the Internal Control Steering Committee and Audit Committee. Acts as a primary contact with regulatory examiners and external auditors regarding advanced financial transactions and reporting. Oversees the design and implementation of enhancements to the financial and regulatory accounting systems of the corporate group including migration to public external reporting and disclosures. Ability to identify models used, provide reasonable assurance the model is operating as intended, contribute to ongoing model improvement to maintain effectiveness, and ensure compliance with established policies and procedures for model risk management. Regular, reliable attendance is required. Performs compliance and risk management duties as required or assigned. Directly supervises Financial Accountants and fulfills supervisory responsibilities in accordance with the organization's policies and applicable laws. Mentors and provides guidance and direction to Financial Accountants and interns. Related Functions: Prepares special financial reports and analyses for senior management including pension, dividend, stock, limited partnership analyses, and purchase accounting. As needed, provide support to management team for projections, committee presentations, discussions and decision making. Frequent contact by phone and in person with management and supervisory level employees in various departments of Washington Trust Bank or affiliates of WTBFC and external examiners and auditors regarding specific transactions and overall financial and regulatory accounting issues. Participates in the design and implementation of enhancements to the financial and regulatory accounting systems of the corporate group including migration to public reporting and disclosures. Additional responsibilities and duties as directed by the CFO and CAO. Qualifications: B.A. in accounting, business, or finance with accounting emphasis; M.A. in accounting preferred; CPA required. Ten or more years of banking, public accounting, or related experience with strong technical skills. In-depth working knowledge of GAAP accounting, including consolidations, financial statement preparation and audit trail considerations. In-depth working knowledge of SEC reporting, regulations, regulatory filings, 10-Ks, 10-Qs, proxy statements, XBLR. In-depth working knowledge of RAP accounting, including preparation of regulatory reports. In-depth working knowledge of external audit procedures and internal control requirements. In-depth working knowledge of internal control over financial reporting to identify, document and monitor the control environment. In-depth working knowledge of state taxes, including specialized bank regulations, consolidated return rules and preparation of returns. Proficient in accounting research software. Sufficient knowledge of and experience with division PC systems to identify problems when they occur and to affect corrections. Sufficient knowledge of and experience with division PC systems to recognize opportunities to automate and/or streamline activities and to direct their implementation. Working knowledge of department software tools including word processing, spreadsheets, and data base applications. Compensation: $102,389 - $153,584 The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual bonus plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $102.4k-153.6k yearly 3d ago
  • Associate Operations Processor - Lockbox

    Wells Fargo Bank 4.6company rating

    Tukwila, WA job

    About this role: Wells Fargo is seeking an Associate Operations Processor. This position is the first step in a rewarding career in financial services. You'll learn about payment processing, and the financial services industry. Lockbox is a high-volume, fast-paced, deadline driven production environment working behind the scenes with little, if any, customer contact. In this role you'll be performing general clerical operations tasks that As an Associate Operations, you will follow payments through the steps in the lifecycle such as reviewing, sorting, imagining and keying information into a proprietary processing system while verifying or matching data on documents, performing data entry tasks and routine math calculations. Other duties may include opening, receiving, logging, batching, scanning, preparing and distributing incoming and/or outgoing mail. The successful Associate Operations Processor will demonstrate strong attention to detail, organizational skills, ability to follow procedures, and basic computer knowledge. They have the desire and motivation to constantly improve their ability to perform each function quickly and accurately. The working environment is fun with a casual dress code in a highly secure facility. In this role, you will: Perform general clerical operations tasks that are routine in nature Regularly receive direction from supervisor and escalate questions and issues to more experienced roles Navigate multiple computer systems, applications, and utilize search tools to find information Work effectively in a team environment; where flexibility, collaboration, and adaptability are important Work in a fast-paced deadline driven environment Coordinate completion of multiple tasks and meet aggressive time frames Once trained, ability to take initiative and work independently with minimal supervision in a fast-paced structured environment Required Qualifications: 6+ months of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Strong data entry, attention to detail and accuracy skills Basic computer knowledge 10-key numerical data entry experience Experience opening, receiving, logging, batching, scanning, preparing and distributing incoming and/or outgoing mail. Job Expectations: Be adaptable to schedule changes based on business needs Ability to work additional hours as needed based on business needs Schedule flexibility to work some bank holidays as needed based on business needs Salary: $24hr + FULL BENEFITS Schedule: Shift/Hours: Thu/Fri/Mon (7:00 AM - 3:30 PM), Sat/Sun (9 AM - 5:30 PM), Tue/Wed off. This a volume-based production environment. Total hours and shift end times may vary based on business needs. Location: 18035 Sperry Dr. Tukwila, WA 98188-4750 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $22.00 - $26.44 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 26 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $24 hourly 3d ago
  • Sr. Associate Financial Advisor

    First Tech Credit Union 4.5company rating

    Sammamish, WA job

    The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor's existing book of business. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice's strategic plans and assist in the day-to-day management of the office. Here's what you can expect from the job and what you need to be successful: Job Duties: Strategic Integration: * Collaborate with the Senior Advisor to implement business development, client service, and operational strategies * Track progress on key initiatives and ensure alignment with long-term practice goals * Oversee daily office operations, including workflow coordination, resource allocation, and vendor relationships Financial Planning & Advice: * Take an active role in portfolio research and asset allocation design * Conduct financial planning reviews and update financial plans as needed * Provide investment advice and recommendations based on clients' risk tolerance and objectives Client Relationship Management: * Assist the senior advisor in managing all client relationships * Manage assigned households and provide ongoing service and planning updates * Develop deep relationships with clients and their families to understand their financial goals and needs Operational Support: * Collaborate with the assistant to ensure smooth operations and client satisfaction * Maintain and document client activity in CRM system * Ensure compliance with regulatory requirements and internal policies Business Development: * Design and manage client "touchpoints" strategy to deliver timely information and resources to clients throughout the year * Attend and facilitate Experience Center ("XC") partner meetings to build XC engagement as needed, cultivating COIs * Build relationships with prospects and convert them to clients, providing ongoing service through the lifetime of the client relationship Essential Skills: * Minimum 3 years' client-facing experience in the investment or wealth management field, including experience in a consultative service role * Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. * Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion * Ability to assess individual client needs and foster strong relationships * Exceptional interpersonal skills to engage with internal and external business partners * Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies * Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.) * Exposure to a CRM such as Salesforce is preferred * Minimum Education: High School Diploma; Bachelor's degree is preferred or equivalent work experience * Certification/License: Series 7, 63 & 65 or 66 FINRA licenses required, Life & Disability Insurance License * Certified Financial Planner certification preferred Location: Sammamish Experience Center - Sammamish WA 98074 Target Compensation in Washington: $90,000 to $120,000 (This range reflects reasonable earnings potential which includes a base salary of $80,000-$90,000 plus quarterly incentive pay tied to production growth) Benefits options include: * Traditional medical, dental, and vision coverage * 401K matching up to 5% per pay period * Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually * 11 paid federal holidays * Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) Registered address: 22620 SE 4th St Suite 100 Sammamish WA 98074 What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer/ sponsorship for this position
    $90k-120k yearly Auto-Apply 37d ago
  • Cash Vault Specialist

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Spokane, WA

    Cash Vault Specialists are responsible for accurately and efficiently processing customer transactions and large volumes of coin and currency. Additional expectations include answering internal and external customer inquiries, proactively finding solutions through clear understanding of bank products, and complying with regulatory issues as they apply to the position. Schedule: Monday thru Friday, 8:00am to 5:00pm, approximately 40 hours per week. Schedule may vary, must be flexible. Location: 717 W Sprague Ave, Spokane, WA 99201. This is an on-site position. Essential Functions Service: Maintains a positive attitude while meeting service expectations and assisting others. Processes transactions related to checking, savings, and loans. Balances a cash drawer in accordance with bank standards. Provides advice and recommends solutions to other departments or directly to customers. Works with other Bank managers and staff to meet customer needs in a responsive, efficient manner. Maintains the security and confidentiality of Bank and customer information. Contributes to the achievement of Cash Vault departmental goals. Administrative: Balances cash drawer within acceptable time period and maintains assigned cash drawer limits. Complies with Bank policies and procedures. Proactively identifies and prevents fraud. Tracks specific customer transaction statistics for the purpose of developing charges through account analysis. Works with team to manage cash across the organization. Assists other departments with coordination & testing of system enhancements, conversions, and interfaces. Performs compliance and risk management duties as required or assigned. Exhibits a professional demeanor at all times. Performs other duties as assigned by Cash Vault Manager or CV Specialist IV. Qualifications Advanced cash handling skills. Excellent problem solving and decision making skills. Flexible and adaptable to change. Positive communication and interpersonal skills. Goal-oriented, self-motivated and enthusiastic in regard to customer service. Demonstrated ability to work professionally and effectively with a diverse group of individuals. High degree of technical skills, including proficiency with the Microsoft Office Suite of products, 10-key skills. Aptitude for problem solving, trouble shooting and error resolution Background in accounting and mathematics desired. Regular, reliable attendance is required. Requires repetitive lifting of heavy bags weighing 30 - 60 lbs. to a height of four feet, working in a closed environment with no windows and dusty conditions in addition to standing for extended periods of time. Pay Range: $20.00 - $26.24 The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $20-26.2 hourly 3d ago
  • PSL Software Development Engineer

    WaFd Bank 4.5company rating

    Redmond, WA job

    The Software Development Engineer will plan and develop specialized applications software. This role will translate software requirements into workable programming code, maintaining and developing programs for use in the banking business. This role will collaborate with the technical team to understand the specifications and develop high-quality applications. This role will also write clean and efficient source code, check the performance of existing applications, troubleshoot client reported issues and modify as per the requirements. Along with the key functions listed below, this position will be expected to uphold the value that WaFd Bank places on simply being kind when working alongside colleagues and servicing our clients. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Implement high quality code in an agile, test-driven development environment utilizing Java based development frameworks. Work with the Lead and development team on architecture, technical design, release planning and deployment. Build scalable and reusable APIs. Collaborate with business teams to analyze requirements; drafts initial proposal and design of software to meet these needs. Assess feasibility of design and project parameters within time and cost constraints. Develop code and designs software applications based on client's business requirements. Modify existing software to correct errors or improve performance. Gather and analyze issues escalated by support teams and then modifies software applications for better usability. Design databases for specific application areas. Determine required system performance standards based on client specifications, budget, security needs, and other parameters. Collaborate with business analysts, engineers, and programmers to design systems to support required applications. Adhere to Bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Complete and pass all assigned eLearning courses and certifications as required Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. Other duties may be assigned. Qualifications Education/Skills/Training/Experience 8+ years of hands-on experience in application development. 5+ years developing RESTful, SOAP based Web services using J2EE, Spring framework or Spring Boot or Spring MVC or Python. Experience with consuming SOAP services is a must. Experience with any Enterprise Application Integration tools or Mulesoft Anypoint platform or MuleSoft Developer certification a strong plus. Strong understanding of API Design best practices, Enterprise Integration, Micro services architecture, and Design Patterns is a must. Experience with API Specification documentation using RAML / OAS or Swagger is a must. Experience working on AWS with Serverless services (Lambda, DynamoDB, RDS, API Gateway, ECS, EKS etc., ) is preferred Ability to work and deliver independently. Experience using Confluence, Jira and Bit Bucket with CI/CD Pipelines a strong plus Previous experience with Systems Integration for Banking and Financial Services Domain preferable. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 1/13/2026
    $109k-132k yearly est. Auto-Apply 2d ago
  • Branch Manager

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Wenatchee, WA

    "The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery Location: South Wenatchee Branch - 759 South Wenatchee Avenue, Wenatchee, WA 98801 Schedule: Monday thru Friday, 8:00 am - 6:15 pm. Schedule may vary, must be flexible. Regular, reliable attendance required. This position embodies the Washington Trust Bank culture, by remaining focused on client experience in all aspects of their decisions. To meet this expectation this position is responsible for managing the branch as a business. Demonstrating positive leadership behaviors through team motivation and development while leading by example. Manage sales and business development by identifying referrals and prospects and calling on clients/prospects to achieve sales goals while training their team to do the same. Provides quality client service, sales, operations, administration and staff development for assigned branch. Supports the market in community involvement efforts. Essential Functions: Primary time allocation is dedicated to managing and supporting the implementation of sales and service activities in the branch. Manages reactive and proactive expansion to ensure development and retention of profitable relationships and assures appropriate targeting, tracking, and recognition occurs. Provides sales support, training, coaching, mentoring and development to all branch staff and ensures that core competency and development plan documentation for all staff is completed. Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks Centers of Influence (COI) and other referrals sources and all new clients for referrals. Provides support and assistance to relationship managers throughout the bank. Meets regularly with the regional manager to give feedback on branch strategies and plan for further growth of the branch. Perform compliance and risk management duties as required or assigned. Sales and Business Development Develop branch strategies for implementation of sales programs to meet sales, service and profitability goals. Develops and implements growth plans tailored to bring in new clients and increase consumer and small business market penetration. Expand and retain existing clients by asking the right questions; utilizes needs-based selling. Reports on results will be recorded and reported on a regular basis. Manages team to achieve branch and market goals, strategies and initiatives. Manages and motivates team to achieve sales goals and activities. Conducts and facilitates consistent sales one-on-one, and all-staff meetings. Participating in and promoting team involvement in community organizations and business development activities when appropriate. Client Service and Relationship Management Provides professional financial advice, guidance and solutions to client inquiries and problems. Works with other managers and staff to proactively meet client needs in a responsive, efficient manner, across department lines. Demonstrate a high level of product knowledge and have excellent client service. Supports staff in a variety of client needs and concerns including complaints and compliance concerns. Act as relationship manager for consumer and small business banking clients, when appropriate. Take responsibility and ownership of the client experience by bringing on new clients and expand as needed for all of their financial needs. Manages client base to meet bank goals, strategies and initiatives. Training, Development and Leadership Coaches to all corporate sponsored training programs. Directly conducts coaching with the assistant manager, training, human resource functions and staff development activities. Ensure that core competency and development plan documentation for all staff is completed. Provides sales support, training, coaching, mentoring, and development to all branch staff. Works with regional manager, when necessary and human resources in recruitment and hiring process. Compliance and Risk Management Performs compliance and risk management duties as required or assigned. Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit. Incorporates effective internal controls into all relevant work processes. Maintains a comprehensive understanding of internal controls, focusing specifically on key controls. Ensures timely updates to internal controls documentation when changes occur in risk parameters and/or workflow. Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and procedure documentation. Manage branch to proactively identify and prevent fraud situations. Train teams to identify and manage risk effectively, staying current on fraud and risk trends to minimize impact to the bank and clients. Ensure teams are equipped with the necessary tools and knowledge to proactively mitigate risk-related situations. Administrative and Operational Management Provides overall direction for the branch sales and service delivery. Monitors and manages specific budget areas as assigned by regional manager. Participates in community affairs and activities and various bank functions, which may include after hours and weekend involvement. Conducts other duties as assigned by the manager. Qualifications: 1-3 Years of management experience required. Excellent verbal and written communication skills in all levels of the bank, inter-division as well as cross-department. Goal oriented, self-motivated and enthusiastic. Ability to sell products & services to clients. Demonstrates strong sales management and leadership skills. Demonstrates strong self and staff development skills including team recognition, motivation and conflict resolution. Ability to prioritize workflow, solve client or staff problems and manage multiple tasks. Positively supports the Bank and leads team through policy, philosophy and guiding principles. Required to maintain the security and confidentiality of Bank and client information. Completion of all appropriate Loan Origination, Sales, Service and appropriate training. May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS) High degree of PC based technical skills, including proficiency with the Microsoft Suite of products. Pay Range: $30.90 to $46.36 per hour The compensation range represents the low and high end of the base compensation range for this position located in Wenatchee, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan. What our culture can offer you: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $30.9-46.4 hourly 3d ago
  • Mortgage Loan Officer

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Bellevue, WA

    As the largest privately-held commercial bank in the Pacific Northwest, our mission for over a hundred years has been achieving the utmost in client service through understanding and meeting the unique financial needs of our customers. Our Home Loan Division (HLD) is a critical part of supporting our clients across Washington, Oregon, and Idaho. For Washington Trust Bank, ideal candidates demonstrate a can-do attitude, approach situations collaboratively and possess unwavering integrity combined with the skills and experience required for success. This is an experienced external loan officer who sources their own business through Professional relationships, realtor referrals, repeat clients, and other compliant means. Bring your entrepreneurial spirit to our relationship driven business model, and be prepared to make a positive difference in our communities. 3+ years of experience as a mortgage loan officer is preferred, this individual will join the external mortgage loan officer team. Essential Functions: Establishes and develops relationships with real estate agents so that potential mortgage customers will be referred to WTB. Completes loan application with customer; acts as liaison between customer and HLD. Turns in a completed loan application within 48 hours of receipt. Represents WTB to real estate companies and potential mortgage customers. Pre-qualifies self-employed borrowers, prepares cash flow work sheets and analyzes financial records and tax returns. Maintains responsibility for the loan file from application through closing. Holds periodic review sessions with assigned processors. Balances time between the office and in the community to promote themselves and the Bank, and ensure timely customer communication. Maintains a regular calling schedule on offices and real estate agents, keeping them up to date on WTB loan programs. Establishes good working relationships with the HLD support staff. Cross sells WTB products and services to loan customers. Responsible for meeting negotiated production goals. Reports regularly to department manager or center manager, or as requested. Perform compliance and risk management duties as required or assigned Regular, reliable attendance is required. Requirements Collection of applicable fees from borrowers. Knowledge of real estate and mortgage banking industry. Knowledge of Truth-in-Lending and compliance with government regulations. Knowledge of conventional, FHA, VA, and construction loan policies and procedures. Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS) Ability to work independently and perform problem solving and decision making under minimal supervision. Strong detail orientation with high level of organizational skills and ability to multi-task, managing interruptions with multiple projects. Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to clients in a deadline driven environment under the direction of management. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict and negotiating for results when needed. Strong verbal and written communication skills, including ability to communicate and collaborate effectively with technical and non-technical people. Proficient PC and technical skills to navigate Bank software, including the Microsoft Office Suite of products and related applications. Ability to work additional hours as required by operational and production work loads. Pay Range: $16.66 - $35.00 per hour in addition to monthly gross commissions. Target starting wage is $25.00 per hour as a non-recoverable draw against monthly commissions. You will become a participant in the MLO incentive plan immediately upon starting your employment with us. Location: Bellevue, WA What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $16.7-35 hourly 3d ago
  • Director of Payments Risk & Security Technology

    Washington Trust Bank Careers 4.7company rating

    Washington Trust Bank Careers job in Spokane, WA

    Reporting directly to the Chief Information Officer, the Director leads the bank's integrated strategy for enterprise defense, emerging-threat readiness, and advanced customer payments intelligence. Operating at the intersection of Information Security, Infrastructure, Payments, Operational Risk, and Customer and Employee Protection, this role ensures controls, analytics, and modernization initiatives are aligned to real, explainable risks rather than purely theoretical frameworks. With a deep technology background, strong architecture fluency, and a comprehensive understanding of modern payments ecosystems including ACH, wires, faster payments, card networks, and digital and direct banking platforms, the Director serves as the strategic and operational connective tissue between security and payments. The role focuses on reducing customer impact, strengthening enterprise resilience, and advancing scalable, modern control capabilities across the bank. Bank Overview: Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers. Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers. We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust's longevity and success are a testament to our unwavering commitment to our clients and our employees. ESSENTIAL FUNCTIONS Enterprise Defense Strategy Lead cross-functional threat and vulnerability analysis that spans InfoSec, Infrastructure, Payments, and Operational Risk. Build and maintain the enterprise defense roadmap anchored to measurable risk reduction and customer protection. Identify controls that are outdated, duplicative, or overbuilt; redirect investment toward modern, high-impact defenses. Evaluate emerging risks tied to social engineering, identity compromise, advanced payment manipulation, and customer behavior patterns. Payments Intelligence & Analytics Own the strategy for payment-risk analytics across ACH, wires, Card, Faster Payments, and digital channels. Partner with Fraud, Digital Banking, and Core vendors (e.g., Jack Henry, Bottomline) to enhance behavioral analytics and anomaly detection. Drive insight generation using event-based data, patterns, machine learning opportunities, and external threat intel. Serve as the technology-informed advisor for new payments capabilities, ensuring cyber and operational risk alignment from day one. Cross-Functional Governance & Prioritization Create and facilitate the bank's integrated Security and Payments Defense governance framework. Translate complex risks into business-aligned prioritization for executives, operational leaders, and technology teams. Ensure control owners across security, infrastructure, and payments are aligned on timelines, dependencies, and value of each initiative. Develop dashboards that communicate maturity shifts, risk thresholds, and future posture needs. Technology Architecture & Modernization Partner with Infrastructure and Enterprise Architecture to influence control design, telemetry, and automation. Evaluate vendor solutions (SIEM, SOAR, analytics platforms, payment monitoring tools) and ensure integration with modern stack. Identify opportunities to leverage cloud-native security, event streaming, and advanced behavioral modeling. Drive operational efficiency by reducing complexity and eliminating unnecessary manual processes. Customer-Facing Security Innovation Extend the bank's internal risk and control maturity to customer-facing solutions by advising Digital and Payments teams on protection features. Lead the strategy and thought leadership for next-generation customer safeguards, including risk-based authentication, behavioral biometrics, safe-push payment flows, and payment interlocks. Drive a cultural shift from reactive client guidance to proactively designing safeguards that anticipate real human behavior. Advisory, Communication & Leadership Serve as an advisor to the CIO, Director of Info Security, Director of Infrastructure, Director of Operational Risk and Chief Client Experience Officer. Communicate technical risks and analytical findings clearly to Executive Leadership, Audit, and Regulatory partners. Provide situational leadership across functions without direct ownership of budgets or staff. Mentor teams in advanced analytics, threat awareness, and modern payments risk concepts. Partner with Enterprise Learning and Development to enrich appropriate education plans. Participates in special projects or duties as assigned. Performs compliance and risk management duties as required or assigned. Regular, reliable attendance is required. KNOWLEDGE/SKILLS/EXPERIENCE 10+ years in security engineering, threat analysis, payments technology, or enterprise architecture. Experience in a mid-sized or regional bank environment. Robust communication and relationship management skills. Strong hands-on technology background: cloud platforms, event streaming, modern auth, API-based architectures, security tooling, and payments systems. Deep understanding of ACH/wire/Faster Payment rails, digital banking platforms, and the fraud patterns unique to each. Proven ability to lead through influence across security, infrastructure, risk, and payments teams. Payments or cyber certifications (CAMS, CISM, CISSP, ETA certifications) preferred. Strong understanding of NIST CSF, FFIEC guidance, payments modernization, and real-time payments risk. Familiarity with Jack Henry, Bottomline, and other typical community/regional bank platforms. Understanding or familiarity of advanced fraud and security platforms and services. Strong analytical instincts capable of connecting customer behavior, technology patterns, and controls. Experience evaluating security and payments vendors, with strong discernment between effective solutions and shelfware. Strong detail orientation with high level of organizational skills and ability to multi-task, managing interruptions with multiple projects. Demonstrated self-motivation and initiative; ability to work well both independently and with others. Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to clients in a deadline driven environment under the direction of management. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict and negotiating for results when needed. Strong verbal and written communication skills, including ability to communicate and collaborate effectively with technical and non-technical people. Preferred experience working in the financial services industry. Ability to work additional hours as required by operational and production workloads. Pay Range: $126,222 - $189,332 The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
    $126.2k-189.3k yearly 9d ago
  • Sr Internal Auditor - IT

    Washington Federal 4.5company rating

    Seattle, WA job

    Min USD $90,000.00/Yr. Max USD $105,000.00/Yr. The position of Internal Auditor - IT Audit Senior is responsible for conducting audits of internal controls and bank operations, performing testing related to Sarbanes-Oxley compliance, and supervising the work performed by Staff Auditors. This entails assisting management in the planning and scoping of individual audits, performing test procedures, and preparing final reports in conformance with department standards. It also involves interacting with management in identifying risks during planning and discussing any identified audit exceptions. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and WAFD customers, and living our Corporate Values of Integrity, Ownership, Simplicity, Teamwork, and Service Culture. KEY FUNCTIONS include, but are not limited to, the following: * Maintain a good working knowledge of professional auditing standards, bank regulatory requirements, IT/Cybersecurity developments, and department operating procedures. * Review regulatory and technology processes to assess business risk, internal control, and the overall effectiveness and efficiency of the process. In addition, assess the risks associated with Sarbanes Oxley and internal controls over financial reporting. * Participate in the risk identification process and evaluation and testing of business processes and related controls. * Work independently to complete audits of moderate complexity as well as assigned areas in other audits, and consistently achieve audit department objectives relating to timeliness, quality, adherence to budget, and individual productivity. * Assists in planning of audits. * Review and assess bank operations to evaluate the sufficiency of internal controls, extent of compliance with policy and regulations, as well as identify areas for improvement. * Produce high quality work papers that support audit conclusions and comply with department standards. * Timely communicate to audit management status of work assigned and any issues impacting timelines, budget, or audit scope. * Effectively communicate audit results to management both verbally and in writing. * Work collaboratively with Internal Audit management and our various lines of business to deliver value-added recommendations for the remediation of issues identified. * Maintain a positive relationship with external auditors and regulatory examiners. * Communicate (verbally and in writing) with all levels of the Bank to successfully accomplish audit objectives while portraying knowledge and confidence. * Follows the Bank's Information Security policies, ensuring that the processing and handling of client and confidential bank information is done in a secure manner and environment. * Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. * Complete and pass all assigned eLearning courses and certifications as required. * Adhere to and ensure staff adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. * Complete special projects as assigned. Qualifications Education/Skills/Training: * Bachelor's degree from a four-year college or university in information systems, computer science, accounting, finance, or business administration. * Certification as a CISA, CISSP, CPA, CIA, CAMS, or CRCM or equivalent preferred. (Certification in process will be considered. Internal policy requires certification for promotion to Senior Manager.) * Strong knowledge of IT infrastructure, cloud platforms, software/application development and cybersecurity concepts. * Excellent analytical and problem-solving skills. * Proficient in Microsoft Office. * Communicate effectively, both in writing and verbally, at all levels within the company. * Ability to work on multiple, concurrent projects, as part of a team or independently, and research, understand, and evaluate Bank operations, rules, and regulations. * Possess the ability to organize, prioritize, and complete work assignments in a timely manner. * Demonstrate a high level of personal integrity and reflect an appropriate level of judgment, maturity, and confidentiality. * Successfully interact with all levels of Bank personnel in a positive, constructive manner. Experience: * Two to five years of experience in IT audit, internal auditing, public accounting, or regulatory compliance, with a heavy emphasis on financial services. Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 11/20/2025
    $90k-105k yearly 6d ago
  • Teller Bainbridge Island

    Wells Fargo Bank 4.6company rating

    Bainbridge Island, WA job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location(s): 1180 Hildebrand Ln NE Bainbridge Island 98110 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.00 - $26.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 29 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $34k-37k yearly est. 6d ago
  • Portfolio Analyst

    Stifel 4.8company rating

    Spokane, WA job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under general supervision, the Portfolio Analyst supports the Investment Representative and team by managing client portfolios through trade execution, compliance oversight, and research-driven investment recommendations, while maintaining accurate documentation and assisting with financial planning updates. What We're Looking For Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current clients, and executing the investment strategy set forth in the team investment process and rules document. Together with the IR, establish effective and well-organized investment processes and rules. Makes asset allocation recommendations to the IR and develops the portfolio in conjunction with the IR. Critically examines current holdings to evaluate whether action is warranted. Develops customized asset allocation proposals, including leveraging the Firm's proprietary software tools. Research and analyze new and existing clientele and provide recommendations and or/updates to the IR about new opportunities, changes to product, or general matters of significance that may have an impact to the business. Manage risk and ensure adherence to both company and team policies and regulations in day-to-day business activity. Assist IR with the creation and review of financial plans. Act as secondary contact for clients in the absence of the IR. Act as resource for clients to speak to with questions or requests for analysis on various investment ideas. What You'll Bring Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Managing one's own time and priorities to ensure the meeting of deadlines. The ability to communicate information and ideas in spoken or written form so that others will understand. Ability to synthesize multiple data inputs, structure information logically, and develop clear, actionable recommendations. Tackles challenges with a proactive, solution-oriented mindset, aiming to deliver outcomes that serve both client needs and team objectives. Education & Experience Minimum Required: Bachelor's degree or equivalent combination of education and experience. Minimum Required: 4+ years financial services experience. Licenses & Credentials Minimum Required: SIE, FINRA Series 7 & 63 or obtain within 6 months from start date. Systems & Technology Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in software/database and the ability to create and maintain simple spreadsheets. #LI-AS1 Compensation Range Salary: USD $80,168.00/Yr. - USD $88,200.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $80.2k-88.2k yearly Auto-Apply 25d ago
  • Commercial Card Specialist

    Columbia Banking System, Inc. 4.5company rating

    Spokane, WA job

    About the Role: Provide specialized and technical support to Commercial Card company administrators and cardholders for the Commercial Card Product. Support the Bank's sales teams through technical expertise, company builds, and ongoing maintenance. Act as a liaison with internal Associates for all credit card products. * Assists Commercial Card Consultants, Treasury Management Consultants, and Relationship Manager in implementation of new and existing clients. * Participates in discussion around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed. * Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes. * Prepare key Commercial credit card programs for processing. Verify applications are completed thoroughly and appropriate support documentation is included. Build company information, including sublevels, cards, and administrative access in the various systems utilized for the card product. * Conduct product and system training via webinar to program administrators at new and existing companies within agreed upon timeframes. * Provide follow-up and support to company program administrators to ensure program meets needs and provide additional training within agreed upon timeframes. * Maintain existing company accounts through maintenance requests and update as requested by the company or other authorized individuals. * Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. * Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. * Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. * May be asked to coach, mentor, or train others and teach coursework as subject matter expert. * Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. * Takes personal initiative and is a positive example for others to emulate. * Embraces our vision to become "Business Bank of Choice." * May perform other duties as assigned. About You: * High school diploma/GED, required. * Associate, vocational, or technical degree in the field of accounting, or another related field, preferred. * 2-4 years of financial services/customer service experience with a history in credit card operations or a related field. * Intermediate understanding of credit card transaction processes, payment systems, laws, and association rules and regulations. * Intermediate understanding of credit, underwriting, and banking procedures. Proficiency in Columbia products preferred. Comprehensive understanding of documentation and servicing requirements. * Ability to produce detailed, accurate results in a high-stress, deadline- and goal-oriented environment. * Possess strong analytical, math, problem solving, organizational, customer service, and interpersonal skills. Excellent written and verbal communication skills required. * Self-starter with the ability to work independently and remote. * Proficient in word processing, spreadsheet, database, and industry specific software applications. Job Location(s): Ability to work fully onsite at posted location(s). The pay range for this role is $22.00 - $27.00 an hour. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 805 SW Broadway Floor 2 Portland OR 97205-3300 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://******************** To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $22-27 hourly Auto-Apply 3d ago
  • Banker Part Time

    Banner Bank 4.7company rating

    Sunnyside, WA job

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. What you'll need 3 or more months of job-related experience including cash handling, client service and sales required Previous Teller experience preferred Strong organizational skills; basic skills in math, negotiation, and problem solving Effective verbal and written communication skills; proper phone and email etiquette Good interpersonal and relationship building skills; excellent customer service skills NOTE: higher levels of experience may be considered for a higher-level role in the same job. Our Process Complete a simple application and answer a few questions Take a quick assessment that gives us a little more insight on your work style Have a phone interview with the manager or recruiter Have an on-site interview with the manager and another key member or two of the team Get an offer if it's the right fit for you and Banner Start working after a background check and kick-off an amazing career Compensation and Benefits Targeted starting hourly range (based on experience): $18+/hour Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $18 hourly 3d ago
  • SBA Loan Specialist

    Washington Trust Bank 4.7company rating

    Washington Trust Bank job in Spokane, WA

    As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about the communities they live in and serve. Location: This role is open to hybrid work within the Washington Trust Bank footprint of WA, ID and OR. Regular, reliable attendance is required. The SBA Loan Specialist will facilitate SBA transactions in support of Relationship Managers and provide education on the benefits of SBA lending. Responsibilities for this position include deploying SBA programs as well as creating strategies to originate SBA loans in the marketplace in concert with Relationship Managers and Small Business Department managers. Activities include presenting the company's loan capabilities and structuring SBA loan proposals. Essential Functions Provides SBA education and resources to Relationship Managers on an ongoing basis to ensure widespread knowledge of the SBA programs and attributes available by providing periodic group presentations, one-on-one consultations, reference and marketing materials and an intranet site. Implements client specific SBA communication plans to establish and maintain excellent client relationships and identify client needs. Responsible for marketing SBA products/services to identified clients/referrals at the direction of department managers including preparing for joint client meetings and follow-up as necessary. Generates eligibility determinations, structures transactions and solicits requisite application documents for SBA loans. Assists Relationship Managers by selecting and helping implement SBA lending programs as appropriate based on the needs of the client. Works with relationship managers to help ensure an integrated and seamless approach to servicing the client. Participates in client relationship planning as it relates to SBA lending. Manages and assists with the management of SBA loan projects as needed by Relationship Managers. Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies. Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions. Takes a leadership role in community affairs and activities where warranted for effective business development and community exposure. Maintains proficiency regarding current Bank and Divisional policies and procedures. Perform compliance and risk management duties as required or assigned Qualifications 5 + years of dedicated SBA experience, including proven competence with large, complex SBA loan projects. Knowledge of SBA Standard Operating Procedures. Must have a thorough understanding of SBA policies and structure, product knowledge, and financial analysis. Knowledge of government regulations surrounding SBA lending. Complete working knowledge of government, conventional, custom, and self-employed borrower loans. Preferred experience with SBA loan programs; however, SBA experience can be supplemented with experience in a closely related field. Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients High degree of PC based technical skills, including proficiency with the Microsoft Suite of products Ability to function efficiently and effectively with multiple request and projects under deadlines and stress while maintaining a professional and mature demeanor. Interpersonal skills necessary to gather data from a number of sources and to positively represent the Bank during such contacts. Ability to work well with people with diversified personalities. Comprehension of investor, insurer, regulatory, and the Bank's requirements, and the ability to develop a subjective analysis of the borrower. Compensation: $64,279 - $96,419 The compensation range represents the low and high end of the base compensation range for this position in Eastern, Washington and Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable incentive plan. Candidates in the Western, Washington area can anticipate a salary range of $89,991 - $134,987 What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $90k-135k yearly 3d ago

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Washington Trust Bank may also be known as or be related to W.T.B. Financial Corporation, Washington Trust Bank and Washington Trust Company (1902-1951).