Commodity Merchandiser / Trader
Trader Job 317 miles from Pullman
Full-time Description
At JDH and each of our subsidiaries, we know that agriculture is about more than moving commodities-it's about connecting people and building relationships that matter. Founded in 1886, we've been proudly family-owned for five generations, and our roots in the industry run deep. From our mills and storage facilities to our corporate offices, our jobs provide a safe and supportive place to grow and reach your potential.
Our experienced commodity traders manage grains, co-products, manufactured animal feed and animal feed ingredients. We work closely with a wide variety of origin markets to move commodities to destinations with demand. Using our extensive transportation network-including rail, truck and barge-we connect supply and demand across the U.S., Canada, Mexico and Asia.
But we don't just trade commodities, we deliver reliability, value and the promise of doing what's right. Whether it's ensuring quality standards or finding innovative solutions, we're here to challenge the status quo and keep the industry evolving.
With a wide variety of career opportunities, you can find your fit, whether it's working at one of our feed mills, managing logistics, trucking items to their destination or balancing the books at one of our office locations.
At JDH, we value hard work and the drive to seek out what's next. Together, with our team of dedicated professionals, we believe we're building a better future for agriculture.
Summary:
A fully trained Merchandiser/Trader will be able to profitably trade assigned commodities within defined geographical territory. The incumbent must accomplish this while following company policies and procedures, developing and maintaining strong customer and supplier relationships, and managing their profit center in an efficient and professional manner.
Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Lead, support, and help foster safety culture and best practices throughout the organization.
Maximize trade in his/her commodity within an assigned territory in order to produce superior profits for JDH.
Maintain knowledge of market factors that produce price movements.
Communicate important market information and activity to other traders and management.
Maintain a working knowledge of trading rules and regulations to be followed without exception.
Successfully operate within the policies, procedures, and position limits established by management, and accurately report all positions and trading results through the established mechanisms.
Arrange for cost effective and efficient transportation of commodities.
Maintain JDH's reputation through careful and honest handling of customer/supplier relations.
Supervise the support staff and insure proper execution of all contracts.
Requirements
Preferred Education and Experience
Bachelors Degree in Ag Business, Economics, Finance, or other related area.
2-4 years commodity trading experience preferred.
The candidate must have a positive attitude and ability to motivate staff and customers.
Proven ability to understand commodity markets in general, futures and cash markets.
Proven ability to understand grain flows, freight markets, and market opportunities.
Proven ability to professionally manage customer relationships.
Future Positions
Trader Job 266 miles from Pullman
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Trader Job 251 miles from Pullman
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Sr. Personal Financial Representative (Sr. Personal Banker)
Trader Job In Pullman, WA
Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
* Provide exceptional member service to all whom we serve
* Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.
* Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures
* Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate
* Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships
* Ensure branch equipment is always working properly and escalates non-repairable issues to leadership
* Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions
* Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
* Mentor and help train new PFRs and MSAs
* Proficient at understanding and completing branch audits and certifications
* Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader
* Fluidly transition between tasks as an MSA, Sr. MSA, or PFR
* Assist non-members with establishing membership
* Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
* Discusses IRAs and HSAs with members and non-members and meets predetermined goals
* Process international and domestic wire requests
* Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies
* Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits
* Opens consumer deposit accounts and consumer account maintenance
* Able to place cash orders, supply orders, balance vault cash, and maintain ATMs
* Review and process overrides/approvals within authority while minimizing risk
* Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
* Perform transactions and service requests on member accounts in an accurate and timely manner
* Accurately follow all cash handling procedures and balance cash drawer at the end of every shift
* Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
* Assist members with Digital Banking enrollment, navigation, resets, and maintenance
* Assist members with complex and sensitive fraud disputes
About You:
* Professional written and verbal communication
* Make sound decisions that minimizes risk in a timely manner
* Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
* Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership
* Respect and support all areas of diversity in the workplace and our membership
* Complete assigned training programs in timely and accurate manner
* Participate in and support a team environment
* Meet or exceed established service levels, job performance, and organizational goals
* Constantly adapt to changing priorities with a positive attitude
* Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
* Exercises the utmost discretion and sensitivity when assisting with member transactions.
Certifications/Licenses:
Notary Public
Qualifications
What You Will Need:
JOB REQUIREMENTS:
* Education: High School Degree or equivalent required
* Experience:
* Lending and account opening experience required
* Sales/relationship building experience required
* Cash handling experience preferred
* At least one year of customer service experience preferred
* Demonstrate and support credit union values and service standards
* Attend and engage in community events on behalf of the credit union
* Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements
* Demonstrate a high level of personal integrity and ethics
* Report for work on time and maintain a schedule of regular attendance
* Some travel may be required
* Proficient with varying levels of technology
Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
* Competitive Pay
* Medical, Dental, Vision, and Life Insurance
* 20 days/year of Paid Time Off - Plus 10 Paid Holidays!
* 401(k) Match
* Incentive Program
* Tuition Assistance and Student Loan Repayment
* Commuter Benefits
* Paid Time Off to Volunteer in the Community
* Product discounts
* Engaging Work Environment
* Rewards and Recognition Programs
Salary Range:
$20.88 - $31.31
Get wise to what's possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation.
Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)
Personal Financial Representative (Northgate)
Trader Job 251 miles from Pullman
Salal Credit Union is looking to hire full-time Personal Financial Representatives at our Northgate Branch to provide quality customer service to our members. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
* Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
* 1+ years of successful sales and customer service experience is desired.
* Ability to interact positively with co-workers, management, and the public.
* Ability to pair sales skills with a service mindset.
* Willingness to proactively sell our products and services.
* Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
* Competitive base salary of $24 - $29.61 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $24.00 - $25.50.
* Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
* Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
* 15 days of vacation.
* 12 days of sick time.
* 2 floating holiday per year (eligible for use after 90 days of employment).
* Paid holidays in accordance with the Federal Reserve calendar.
* Tuition reimbursement.
* 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
* Charitable contribution matching.
* Monthly transportation subsidy for employees that qualify.
* Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ********************************
WORK SCHEDULE & LOCATION
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30 AM - 2:30 PM Saturday. This posting is for our Northgate Branch, located at 10724 5th Ave NE Seattle, WA 98125.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at *******************.
Private Client Banker - Washington DC Market - Washington, DC
Trader Job In Washington
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Banker (New Build) - Palisades Macarthur- Washington, DC
Trader Job In Washington
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Financial Representative
Trader Job In Idaho
Financial Representative - Coeur d'Alene, ID
As business owners, Financial Representatives at Northwestern Mutual - Coeur d'Alene, ID help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
Financial Service Specialist II
Trader Job 158 miles from Pullman
HAPO Community Credit Union is an organization that believes in providing service that focuses on our members and giving back to the communities in which we do business - "Community" is our middle name. Our Standard of Service is to Defy Expectations. We promote individuality and encourage our employees to Defy Expectations : To treat every situation as a unique opportunity to be in the moment and go beyond what is expected. We value every member and appreciate the opportunity to serve you.
Come defy expectations with us!
HAPO Health Benefits:
No cost premium health insurance for all employees, including medical, dental and vision
Accidental death and dismemberment insurance
Long term and Short term disability
HAPO Professional Benefits:
Competitive pay
Pension Plan
401K program with match
Flexible spending account (medical and dependent care)
0% interest on select personal loans
HAPO Personal Benefits:
Employee Assistance Program (EAP)
Paid time off
11 paid holidays per year
Paid Birthday day off
HAPO Anniversary day off
Volunteer Opportunities (Both Paid and Volunteer)
Essential Job Functions include but are not limited to:
Discuss Loan Products & Services- Credit Life & Disability/Gap coverage/Mechanical Breakdown Protection
Basic understanding of IRAs
Basic understanding of Trusts, POAs and Estates
Full understanding of debit/credit card issuance, replacement and cancelation of cards
Full understanding of forgery/fraud procedures for checks, debit, credit cards, and ACH disputes
HAPO is now accepting applications for a Financial Service Specialist II in Yakima, WA. We are seeking an individual who is ambitious, self-motivated and who strives to represent HAPO's core commitment “Be in the Moment” and standard of service “Defy Expectations” with our members, community as well as the team they are a part of. Ideal candidates will be able to exercise Judgement, initiative and always uphold confidentiality. They will have excellent multi-tasking skills as well as excellent written and verbal skills. They will be capable of handling themselves in stressful situations and have attention to detail.
Requirements:
• Two year degree or certificate
• Minimum of three years Personal Banker or equivalent experience required
• Bilingual Preferred
Location: On-Site, Yakima (WA)
Schedule: Must be able to work 35-40 hours a week between the hours of 8:30am - 6:30pm M-F with rotating Saturdays
Starting Pay Range (DOE): $21.57 - $32.35+
*Typically, Selected candidates are hired between the minimum and midpoint range, based on applicable experience and qualifications.
HAPO is an equal opportunity employer that values employees and supports an organizational culture of diversity, respect and personal and professional growth.
*Only candidates selected to move forward in the interview process will be contacted. Please do not call for an update on the status of your application. Thank you for your understanding.
HOA Concierge Banker
Trader Job 219 miles from Pullman
SUMMARY The HOA Concierge Banker is a very unique position in banking and ultimately is responsible for being an extension of the HOA Operations team for select high net worth property management clients. The position will serve as a direct point of contact for those clients alongside the HOA Relationship Manager and is expected to be highly responsive with a focus on exceptional customer service. The HOA Concierge Banker directly reports to and works under the supervision of the HOA Operations Manager. The incumbent is responsible for servicing the daily needs of clients, assisting with new account requests, research, and online banking support. Comfortable communicating and understanding the requests from clients, able to identify their needs and to seek assistance from internal partners. The HOA Concierge Banker identifies opportunities to deepen existing relationships and partner with the HOA Relationship Managers by uncovering needs and suggesting additional products and services. This position provides advanced operational support for HOA and Property Management clients in the execution of business activities. Provides a superior level of customer service and promotes the service and sales culture. HOA and Property Management knowledge is required to perform operational and client support functions associated with servicing and ongoing maintenance of existing relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides exceptional and consistent high level of service, handling inbound client inquiries, training requests, and support related to Deposit, Treasury Management, Lockbox and Online Banking products specifically tailored for HOA and property management companies.
Serves as primary contact for inquiries, troubleshooting and issue resolution
Identifies opportunities to refer products and services to new and existing clients to meet business needs.
Resolves client issues in alignment with service standards and business goals
Stay updated on industry best practices.
Collaborate with Sunwest Bank teams and third-party vendors to provide assistance to clients.
Offers recommendations for process improvements.
Understands and complies with Bank policies, procedures and regulations governing job responsibilities.
ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS
Five (5) years of banking experience including operations and client support.
Two (2) years HOA/Property Management and Banking experience.
Effective problem-solving skills with ability to inform and direct staff and clients
Approachable from both a client and internal staff perspective
Ability to relate well to all levels of people; external and internal clients
Client focus with ability to drive for results
Understanding of Windows-based personal computers
Understanding of word processing and spreadsheet software, preferably Word and Excel
Understanding of software integration and HOA/Property Management software preferred
COMPETENCIES:
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Orientated
PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
Standing, walking and squatting less than fifty percent of the work shift
Required to lift, move and carry up to 40 pounds
Ability to read, count and write to accurately complete all documentation and reports
Must be able to see, hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.) Sedentary: Limited activity, no lifting, limited walking Moderate: Mostly standing, walking, bending, frequent lifting X Light: Office work, some lifting, bending, stooping or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbing WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance
Noise levels are considered moderate
Floating Banker Part-Time
Trader Job 23 miles from Pullman
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 Floating Banker for Banner Bank you will provide back-up teller/banker coverage and assistance at any retail branch location within a specific geographic region. At each location you will provide an excellent experience for clients acting as the face of the Bank, and process client transactions accurately and efficiently. You'll assist clients in achieving their financial goals by actively referring Bank products/services. The work location can vary daily, and daily travel between branches will be required.
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 Floating Banker for Banner Bank you will provide back-up teller/banker coverage and assistance at any retail branch location within a specific geographic region. At each location you will provide an excellent experience for clients acting as the face of the Bank, and process client transactions accurately and efficiently. You'll assist clients in achieving their financial goals by actively referring Bank products/services. The work location can vary daily, and daily travel between branches will be required.What you'll do
Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures while providing an excellent experience for clients and acting as the face of the Bank.
Assist clients in achieving their financial goals by actively referring Bank products/services, and by referring clients to other Bank specialists when appropriate.
Perform quality work within deadlines with or without direct supervision.
Responsible for working effectively as a team contributor on all assignments.
Responsible for maintaining a high level of personal reliability and punctuality.
Responsible for selling Bank products and services via in-person and telephone conversations. Must meet minimum referral standards set by Manager. May be responsible for opening new accounts using the Banner Way sales process.
Responsible for providing back-up teller coverage or back-up personal banker coverage and assistance at any retail branch location within a specific geographic region. Work location can vary daily. Daily travel between branches required.
Responsible for complying with policies, procedures, security requirements, and government regulations.
Education & Certifications
H.S. Diploma
Experience & Travel
2 or more years of teller experience including sales experience with established goals (Required)
Travel 50%
Knowledge, skills & abilities
Possess strong organizational skills and be detail oriented.
Basic understanding of PC with Windows based applications and calculator.
Basic math, negotiation, and problem solving skills.
Possess effective verbal and written communication skills; proper phone and email etiquette required.
Possess good interpersonal and relationship building skills. Excellent customer service skills required.
Ability to work branch hours.
Compensation & Benefits
Targeted starting compensation range (based on experience) is $18+/hour plus $1.50 premium on top of base pay
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement up to $5,250 annually (minimum service requirement)
Read more about these and additional benefits at: Employee Benefits | Banner Bank
In this role you'll have the opportunity to:
Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures while providing an excellent experience for clients and acting as the face of the Bank.
Assist clients in achieving their financial goals by actively referring Bank products/services, and by referring clients to other Bank specialists when appropriate.
Perform quality work within deadlines with or without direct supervision.
Responsible for working effectively as a team contributor on all assignments.
Responsible for maintaining a high level of personal reliability and punctuality.
Responsible for selling Bank products and services via in-person and telephone conversations. Must meet minimum referral standards set by Manager. May be responsible for opening new accounts using the Banner Way sales process.
Responsible for providing back-up teller coverage or back-up personal banker coverage and assistance at any retail branch location within a specific geographic region. Work location can vary daily. Daily travel between branches required.
Responsible for complying with policies, procedures, security requirements, and government regulations.
Education & Certifications
High school diploma or equivalent
Equivalent combination of education and experience may be considered
Experience & Travel
2 or more years of teller experience including sales experience with established goals (Required)
Ability to travel up to 50% locally
Knowledge, skills & abilities
Possess strong organizational skills and be detail oriented.
Basic understanding of PC with Windows based applications and calculator.
Basic math, negotiation, and problem solving skills.
Possess effective verbal and written communication skills; proper phone and email etiquette required.
Possess good interpersonal and relationship building skills. Excellent customer service skills required.
Ability to work branch hours.
Compensation & Benefits
Targeted starting compensation range (based on experience) is $18+/hour plus $1.50 premium on top of base pay
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement up to $5,250 annually (minimum service requirement)
Read more about these and additional benefits at: Employee Benefits | Banner Bank
$18 - $22.23 an hour 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.
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.
Financial Services Representative
Trader Job 48 miles from Pullman
Provides quality banking service to meet customer needs. Job Duties: Answers customer questions and resolves issues and problems. Will be working with customers face to face. Making sure we proactively greet our customers. Being able to handle phone calls effectively, working to meet customer needs once proper protocols are followed to verify a customer's identity over the phone. Handles customer transactions, posts transactions, pays out funds, and verifies cash. Identifies counterfeit currency. Cross-sells bank products and services. Maintains appropriate currency logs. Must perform work under minimal supervision. Possesses comprehensive knowledge of subject matter. Do not have lending authority.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Work location is on the teller line, or at the drive-up window
* Respond to customer inquires
* Respond to customer needs with consultative banking approach
* Other duties as assigned
COMPETENCIES:
* An individual can identify our customers' needs and has a strong desire to satisfy them.
* An individual demonstrates the ability to develop repeat clients or retain relationships.
* The individual understands retail branch services and the importance of keeping current with new developments and procedures.
* Individuals can thrive in an individual capacity while participating effectively in a team environment.
* Proficient in computer software packages including Word, Excel and Outlook and learns new software programs quickly.
Requirements
QUALIFICATIONS:
* High school diploma or equivalent
* Previous experience in customer service, handling cash and/or general clerical duties
* Excellent communication skills and personable attitude
* Ability to use various technical programs and devices; keyboarding, 10-key, and Microsoft Office Suite
* 1-2 years exceptional customer service experience
PHYSICAL REQUIREMENTS:
* Ability to work full time, up to 40 hours per week
* Ability to work overtime when there are business needs
* Standing frequently, 66% or more per day
* Sitting occasionally, 33%-65% per day
* Speaking frequently, 66% or more per day
* Listening frequently, 66% or more per day
* Climbing rarely, less than 33% per day
* Stooping, squatting, occasionally, less than 33% per day
* Lifting up to 25lbs, occasionally, 33%-65% per day
* Manual dexterity, and fine hand manipulation, frequently, 66% of more per day
* Overhead work, rarely, less than 33% per day
In order to fulfill your essential job responsibilities, you must meet these physical requirements.
The above-mentioned job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.
Financial Services Representative I - Float
Trader Job 36 miles from Pullman
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. is located at our Rosalia, WA branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
* Generous Paid Time Off (PTO) in addition to paid federal holidays.
* Child Care Assistance Program for eligible dependent(s).
* Exercise reimbursement program for employees.
* The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
* Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
* Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
* Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
* Builds client relationships through outbound and proactive measures including First 15.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
* Attention to detail, including verbal and written instructions.
* Maintains confidentiality.
* Effective use of tact and diplomacy as it relates to clients and co-workers.
* Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills.
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to write simple correspondence.
* Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to compute rate and percent and to draw and interpret bar graphs.
* Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
* Ability to deal with problems involving a few concrete variables in standardized situations.
* Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
* Delivers complete and accurate work and displays pride and professionalism in work.
* Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
* Takes personal initiative and is a positive example for other to emulate.
* This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
* High School Diploma or General Education Degree (GED) required
* 1-3 years banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
* Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
* Lifting - Occasionally (up to 10 lbs)
* Sitting - Frequently
* Overtime - Subject to business need
* Noise Level - Moderate
* Typical Work Hours - M-F (8-5)
* Regular and Predictable Attendance - Required
COMPENSATION & BENEFITS
We offer a competitive total compensation package including base salary and benefits. The anticipated pay range for this position is $19.61 to $27.46 per hour in WA and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, medical, dental, vision, short-term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays. For more information regarding our benefits, please visit ************************************************************************
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
Associate Personal Banker - Moscow
Trader Job 8 miles from Pullman
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 221 S Main St MOSCOW, ID 83843
Posting End Date:
25 Apr 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst
Trader Job 251 miles from Pullman
JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; New York,NY $38.46-$38.46; Irvine,CA $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Chicago,IL $38.46-$38.46; San Francisco,CA $38.46-$38.46; Seattle,WA $38.46-$38.46
The Middle Market Banking & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply.
The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program.
Middle Market Banking & Specialized Industries (MMBSI) Program
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Personal Financial Representative (Bellevue)
Trader Job 241 miles from Pullman
Salal Credit Union is looking to hire full-time Personal Financial Representatives at our Bellevue Branch to provide quality customer service to our members. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
* Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
* 1+ years of successful sales and customer service experience is desired.
* Ability to interact positively with co-workers, management, and the public.
* Ability to pair sales skills with a service mindset.
* Willingness to proactively sell our products and services.
* Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
* Competitive base salary of $24 - $29.61 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $24.00 - $25.50.
* Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
* Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
* 15 days of vacation.
* 12 days of sick time.
* 2 floating holiday per year (eligible for use after 90 days of employment).
* Paid holidays in accordance with the Federal Reserve calendar.
* Tuition reimbursement.
* 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
* Charitable contribution matching.
* Monthly transportation subsidy for employees that qualify.
* Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ********************************
WORK SCHEDULE & LOCATION
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30 AM - 2:30 PM Saturday. This posting is for our Bellevue Branch, located at 1048 116th Ave NE Suite 170, Bellevue, WA 98004.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at *******************.
Personal Financial Representative (Personal Banker)
Trader Job 245 miles from Pullman
Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
* Provide exceptional member service to all whom we serve.
* Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
* Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
* Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate.
* Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
* Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
* Assist non-members with establishing membership.
* Accurately take consumer lending applications,
* Review credit reports for concerns and obtains approvals and submit loan documentation.
* Close loans and effectively communicates with members regarding the next steps, if any, if the process
* Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
* Process international and domestic wire requests
* Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
* Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
* Opens consumer deposit accounts and performs consumer account maintenance.
* Places cash and supply orders, balances vault cash, and maintains ATMs.
* Review and process overrides/approvals within authority while minimizing risk.
* Mentor and help train new Member Service Associates (MSAs)
* Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
* Fluidly transition between tasks as an MSA or Sr. MSA
* Perform transactions and service requests on member accounts in an accurate and timely manner.
* Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
* Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
* Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
* Assist members with complex and sensitive fraud disputes.
About You:
* Professional written and verbal communication
* Make sound decisions that minimizes risk in a timely manner.
* Ability to ask open-end and clarifying questions to understand member needs and deepen relationships.
* Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership.
* Respect and support all areas of diversity in the workplace and our membership.
* Complete assigned training programs in timely and accurate manner
* Participate in and support a team environment.
* Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
* Exercises the utmost discretion and sensitivity when assisting with member transactions.
Certifications/Licenses:
Notary Public
Qualifications
What You Will Need:
* Education: High School Degree (or equivalent) required
* Experience:
* Sales/relationship building experience required.
* Cash handling experience preferred.
* At least one year of customer service experience preferred.
* Demonstrate and support credit union values and service standards.
* Attend and engage in community events on behalf of the credit union.
* Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements.
* Demonstrate a high level of personal integrity and ethics.
* Report for work on time and maintain a schedule of regular attendance.
* Some travel may be required.
* Proficient with varying levels of technology
Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
* Competitive Pay
* Medical, Dental, Vision, and Life Insurance
* 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays!
* 401(k) Match
* Incentive Program
* Tuition Assistance and Student Loan Repayment
* Commuter Benefits
* Paid Time Off to Volunteer in the Community
* Product discounts
* Engaging Work Environment
* Rewards and Recognition Programs
Salary Range:
$23.02 - $34.53
Get wise to what's possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation.
Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)
Financial Services Representative
Trader Job 48 miles from Pullman
Provides quality banking service to meet customer needs. Job Duties: Answers customer questions and resolves issues and problems. Will be working with customers face to face. Making sure we proactively greet our customers. Being able to handle phone calls effectively, working to meet customer needs once proper protocols are followed to verify a customer's identity over the phone. Handles customer transactions, posts transactions, pays out funds, and verifies cash. Identifies counterfeit currency. Cross-sells bank products and services. Maintains appropriate currency logs. Must perform work under minimal supervision. Possesses comprehensive knowledge of subject matter. Do not have lending authority.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Work location is on the teller line, or at the drive-up window
Respond to customer inquires
Respond to customer needs with consultative banking approach
Other duties as assigned
COMPETENCIES:
An individual can identify our customers' needs and has a strong desire to satisfy them.
An individual demonstrates the ability to develop repeat clients or retain relationships.
The individual understands retail branch services and the importance of keeping current with new developments and procedures.
Individuals can thrive in an individual capacity while participating effectively in a team environment.
Proficient in computer software packages including Word, Excel and Outlook and learns new software programs quickly.
Requirements
QUALIFICATIONS:
High school diploma or equivalent
Previous experience in customer service, handling cash and/or general clerical duties
Excellent communication skills and personable attitude
Ability to use various technical programs and devices; keyboarding, 10-key, and Microsoft Office Suite
1-2 years exceptional customer service experience
PHYSICAL REQUIREMENTS:
Ability to work full time, up to 40 hours per week
Ability to work overtime when there are business needs
Standing frequently, 66% or more per day
Sitting occasionally, 33%-65% per day
Speaking frequently, 66% or more per day
Listening frequently, 66% or more per day
Climbing rarely, less than 33% per day
Stooping, squatting, occasionally, less than 33% per day
Lifting up to 25lbs, occasionally, 33%-65% per day
Manual dexterity, and fine hand manipulation, frequently, 66% of more per day
Overhead work, rarely, less than 33% per day
In order to fulfill your essential job responsibilities, you must meet these physical requirements.
The above-mentioned job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.
Associate Personal Banker - Moscow
Trader Job 8 miles from Pullman
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
**About this role:**
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
**In this role you will:**
+ Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
+ Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
+ Receive direction from managers and exercise judgement within defined policies and procedures
+ Develop understanding of bank products and services to connect to customers' needs
+ Interact with customers to demonstrate care and build relationships
+ Provide appropriate options for bank products and services to customer
+ Refer customers' financial needs to other bankers and partners as needed
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience proactively engaging with customers through outreach via phone or email
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to help customers succeed financially by offering introductions to additional team members as appropriate
+ Experience working with others on a team to meet customer needs
+ Experience fostering and developing strong customer relationships
+ Ability to build strong relationships with internal partners
+ Ability to follow policies, procedures, and regulations
+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
+ Ability to interact with integrity and professionalism with customers and team members
+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Support customers and employees in resolving or escalating concerns or complaints
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting Location(s):**
+ 221 S Main St MOSCOW, ID 83843
**Posting End Date:**
25 Apr 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Diversity**
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-447073
Financial Service Specialist II
Trader Job 138 miles from Pullman
HAPO Community Credit Union is an organization that believes in providing service that focuses on our members and giving back to the communities in which we do business - "Community" is our middle name. Our Standard of Service is to Defy Expectations. We promote individuality and encourage our employees to Defy Expectations : To treat every situation as a unique opportunity to be in the moment and go beyond what is expected. We value every member and appreciate the opportunity to serve you.
Come defy expectations with us!
HAPO Health Benefits:
No cost premium health insurance for all employees, including medical, dental and vision
Accidental death and dismemberment insurance
Long term and Short term disability
HAPO Professional Benefits:
Competitive pay
Pension Plan
401K program with match
Flexible spending account (medical and dependent care)
0% interest on select personal loans
HAPO Personal Benefits:
Employee Assistance Program (EAP)
Paid time off
11 paid holidays per year
Paid Birthday day off
HAPO Anniversary day off
Volunteer Opportunities (Both Paid and Volunteer)
Essential Job Functions include but are not limited to:
Discuss Loan Products & Services- Credit Life & Disability/Gap coverage/Mechanical Breakdown Protection
Basic understanding of IRAs
Basic understanding of Trusts, POAs and Estates
Full understanding of debit/credit card issuance, replacement and cancelation of cards
Full understanding of forgery/fraud procedures for checks, debit, credit cards, and ACH disputes
HAPO is now accepting applications for a Financial Service Specialist II in Sunnyside, WA. We are seeking an individual who is ambitious, self-motivated and who strives to represent HAPO's core commitment “Be in the Moment” and standard of service “Defy Expectations” with our members, community as well as the team they are a part of. Ideal candidates will be able to exercise Judgement, initiative and always uphold confidentiality. They will have excellent multi-tasking skills as well as excellent written and verbal skills. They will be capable of handling themselves in stressful situations and have attention to detail.
Requirements:
• Two year degree or certificate
• Minimum of three years Personal Banker or equivalent experience required
• Bilingual Preferred
Location: On-Site, Sunnyside (WA)
Schedule: Must be able to work 35-40 hours a week between the hours of 8:30am - 6:30pm M-F
Starting Pay Range (DOE): $21.57 - $32.35+
*Typically, Selected candidates are hired between the minimum and midpoint range, based on applicable experience and qualifications.
HAPO is an equal opportunity employer that values employees and supports an organizational culture of diversity, respect and personal and professional growth.
*Only candidates selected to move forward in the interview process will be contacted. Please do not call for an update on the status of your application. Thank you for your understanding.