- McKinley Irvin (Tacoma, WA)
- …categorization and document indexing of client paperwork (tax returns, pay stubs, bank statements, etc.) Assist legal teams with opening new client files Assist ... possible results for our clients, while at the same time delivering world-class personal service. Our Philosophy: We believe families are the root of civilization,… more
- St Vincent de Paul (Bremerton, WA)
- …documents, printing, scanning, converting documents, and more. Incumbent must have a personal self-care routine that will contribute to a professional and healthy ... clients and utilizes motivational interviewing techniques to minimize resistance and encourage personal change in all clients. *Is responsible for monthly Food … more
- KeyBank (Tacoma, WA)
- …in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with ... partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in...goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,… more
- Wells Fargo (Tacoma, WA)
- …the US Join us! **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- KeyBank (Tacoma, WA)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity… more
- KeyBank (Gig Harbor, WA)
- …solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...to deepen and expand the client relationship. + Opening personal and business accounts (consumer checking, small business, various… more
- Columbia Bank (Seattle, WA)
- Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington **Description** **About Us:** ... Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full… more
- Columbia Bank (Federal Way, WA)
- …Federal Way, Washington Phoenix, Arizona **Description** **A Subsidiary of Columbia Bank ** At Financial Pacific Leasing, we cultivate an environment where our ... About Us Financial Pacific Leasing (A Subsidiary of Columbia Bank ) is a commercial equipment leasing company located in...lessees who are 90+ days delinquent via telephone, mail, personal contact, or other professional methods to collect monies… more
- Columbia Bank (Tacoma, WA)
- …Group (TAG) through which requirements flow. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Tacoma, WA)
- …in close partnership with the business unit and other departments throughout the bank . Is considered a subject matter expert related to required processes and ... Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Tacoma, WA)
- …which answers can be readily obtained + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Tacoma, WA)
- …sources of referrals for new SBA lending opportunities and growth for the bank that are primarily self-generated. + Perform marketing efforts to include outside ... to competently present loan for approval and to keep Bank + advised of economic impacts. + Partner in...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Tacoma, WA)
- …risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures ... and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere… more
- Columbia Bank (Kent, WA)
- …works closely with the Branch Manager to attain branch and Bank goals by ensuringday-to-dayoperational excellence in the branch,supervising,and leading the Client ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Columbia Bank (Seattle, WA)
- …are properly risk-rated; (3) accurate identification and mitigation of all Bank tracked policy exceptions, tracked guidelines exceptions, and departures from ... rate coding when the credits are boarded on the bank operating systems. . Monitor borrower financial performance in...corporate culture in all actions and words. . Takes personal initiative and is a positive example for others… more
- Columbia Bank (Seattle, WA)
- …in close partnership with the business unit and other departments throughout the bank . Is relied upon by the business unit for knowledge of required processes ... Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Seattle, WA)
- …as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for ... for driving overall relationship strategy focused on enhancing relationships across multiple bank products. + Lead, direct, and coordinate the underwriting team in… more
- Columbia Bank (Tacoma, WA)
- …+ Support internal projects/initiatives as needed. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Tacoma, WA)
- …ServiceNow GRC and data engineering pipelines. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Tacoma, WA)
- …Internal Audit strategic vision and priorities. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... date on industry and regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
