Banking and Financial Services Jobs in Kirkland, WA
20 positions found
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
Office locations: Seattle, WA; Boston, MA; Alpharetta, GA; Edina, MN
ABOUT THE ROLE
Assist the trading desk with daily trading department functions.
PRIMARY RESPONSIBILITIES
- Execute equity trades across various trading systems/platforms (Common Stock, ADRs, ETFs, Mutual Funds)
- Assist with reporting requirements internally and externally
- Maintain day-to-day relationships with a wide range of brokers, custodians, and vendors
- Additional operational responsibilities as required
JOB REQUIREMENTS
- Bachelor's Degree preferred
- 1-2 years of experience in the financial services industry
- Knowledge of capital markets
- Knowledge of APL Fiserv, VESTMARK, and Bloomberg systems a plus
- Derivatives and/or Fixed Income experience/knowledge a plus
- Proficient with Excel and VBA
- Python, SQL familiarity desired
- Ability to use ChatGPT or Co-pilot to create efficiency in your work a plus
- Strong Initiative, desire for self-improvement and continued learning
- Excellent communication, teamwork, interpersonal and conflict resolution skills
IMPORTANT NOTES ABOUT THE JOB
- Consistent with SEC regulations Parametric has a code of ethics that limits personal trading. If you actively trade your personal account, friends and family accounts you will be prohibited from doing so as an employee of Parametric.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $70,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
Expected base pay rates for the role will be between $78,000 - $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
PDN-a12f5f06-80b7-4862-91b1-a1cf243eeceaABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric' s hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives.
ABOUT THE ROLE
The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. These positions are a part of our Client Relations Group (CRG) teams supporting key Client operational processes such as, Onboarding, Oversight, Billing, New Account and Client Activities. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved.
Opportunities in multiple locations - Seattle, Boston, & Alpharetta - across various teams, including:
Client Activities
- Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner.
New Account Activities
- Establish prospect accounts in Parametric's portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash.
Onboarding
- Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner.
Oversight
- Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines, ensuring all account documentation is received and properly submitted for archiving
Billing
- Understand billing attributes and client relationships that drive revenue accrual and client invoicing and review of new accounts, changed accounts, and terminated accounts
Responsibilities:
- Work with internal and external stakeholders and other key points of contact in a professional manner
- Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate
- Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
- Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
- Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
- Ensure accurate documentation that demonstrates adherence to policies and procedures
- Participate in opportunities for Ad-hoc project work to further learning, competency and career
JOB REQUIREMENTS
Primary Skills
- Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree.
- Experience working with Microsoft Office Suite, with strong proficiency in Excel.
- Ability to manage high volumes of data under tight deadlines.
- Strong organizational and time management skills
- Detail-oriented and process driven with a strong focus on accuracy
- Critical thinking, analytical, and problem-solving skills
- Effective verbal and written communication skills
- Self-motivated with the ability to work independently and collaborate within a team environment.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
MA:
Expected base pay rates for the role will be between $60,000 ] and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
PDN-9f4c929b-0aa1-4544-a2c6-e7c182572266ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.
JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
PDN-9eb0c7f5-b2ba-48d1-931b-a7e0056b59f9Employer
City of Kirkland
Salary
$18.33 - $21.88 Hourly
Location
Peter Kirk Pool - 340 Kirkland Ave, WA
Job Type
Seasonal
Job Number
202100733
Location
Parks & Community Services - Aquatics Coordinator
Opening Date
02/11/2026
Closing Date
Continuous
FLSA
Non-Exempt
Bargaining Unit
N/A
Job Summary
Aquatics - Pool Cashier
Pay Rate: $18.33 - $21.88
Spend your summer outdoors, meet new people, and gain valuable work experience as a Cashier at the Peter Kirk Pool! You'll be the first point of contact for pool guests, greeting visitors, answering questions, and handling cash with accuracy and care.
No experience? No problem! We provide paid on-site training to get you ready to succeed. Join a fun, energetic team and help the community enjoy their favorite summer destination while building customer service and teamwork skills that last a lifetime. Help create a fun and engaging experience at Kirkland's beloved outdoor pool!
Knowledge, Skills and Abilities
- Good communication skills are required.
- Ability to interact courteously with the public to acknowledge both compliments and complaints.
- Ability to work independently and as part of a team.
- Demonstrated good judgement in problem solving and responding to customer needs.
- Proficiency in standard computer software.
Qualifications
Qualifications
Minimum Qualifications
- Must possess or obtain current America Red Cross basic First Aid and CPR certification prior to start date.
- Minimum 18 years of age.
- Must successfully complete a thorough background check as required by the Child/Adult Abuse Information Act.
- Six months of cash handling experience.
Other
Working Conditions & Physical Activities
Performs work in an indoor facility. The cashier's workstation is located at a front desk in the reception area of the Peter Kirk Pool. Throughout the day there is a high level of patron traffic. Employee works a flexible schedule which may include early mornings, evening hours and weekends. On occasion, must be able to provide own transportation. Hearing and speaking to exchange information, dexterity of hands and fingers to operate standard office machines and pool maintenance equipment. Seeing to read and analyze chemical tests, sitting or standing for extended periods of time, kneeling, or crouching and bending at the waist to conduct tests, lift patrons and/or facility materials of 50 lbs. (With assistance if weight is greater)
Special Note
Applicants are encouraged to submit their profiles at the earliest possible date as screening, interviewing, and hiring decisions will be made throughout the recruitment period, until such time as all vacancies are filled. Interviews will be scheduled in March, April, and May.
Hours of Work
Employee may work daytime, evenings, and weekends, depending on programming needs and facility coverage, mid-May to mid-September. Work schedule and needs may fluctuate during periods of low attendance and poor weather days.
Selection Process
Applicants who meet the minimum qualifications and requirements for the advertised position(s) will be invited by phone or email to interview. Position open until filled. First review of applicants 15 days after initial post.
Candidates who are selected to interview will be required to complete a criminal background check.
The City of Kirkland is a welcoming community where every person can thrive and grow. We value diversity, inclusion, belonging, and work together to support our community. We do this by solving problems, focusing on the customer, and respecting all people who come into the City whether to visit, live, or work. As an Equal Opportunity Employer, we are committed to creating a workforce that does not discriminate on the basis of race, sex, age, color, sexual orientation, religion, national origin, marital status, genetic information, veteran status, disability, or any other basis prohibited by federal, state or local law. We encourage qualified applicants of all backgrounds and identities to apply to our job postings. Persons with a disability who need reasonable accommodations in the application or testing process, or those needing this announcement in an alternative format, may call or Telecommunications Device for the Deaf at .
Private Wealth Advisor – Seattle, WA
Represented by Addison Group | Wealth Management Firm
Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance. Excellent opportunity to get your foot in the door in wealth management and advisory.
Responsibilities:
- Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies.
- Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance.
- Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement.
- Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions.
- Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance.
- Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients.
- Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making.
- Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks.
- Prepare and present financial plans, investment proposals, and performance reviews.
- Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring.
Qualifications:
- Minimum 3 years of experience
- CPA license highly preferred, or CFP (or in progress).
- Stable experience in public accounting, tax, or advisory.
- Strong understanding of financial statements, cash flow, investment principles, and tax concepts.
- Professional and excellent interpersonal skills, analytical, and have a client-first mindset.
- Bachelor’s degree in Accounting, Finance, or a related field.
Our client offers:
$120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays.
- Hybrid in-office schedule. Downtown Seattle.
Assistant General Counsel - Established Asset Manager (Seattle, WA)
Location: Seattle, Washington
Employment Type: Full-Time
Experience Required: Minimum 3+ years corporate transactional experience
Overview
An established asset management firm in Seattle is seeking an Assistant General Counsel to join its growing legal team. This individual will work closely with senior attorneys and business partners across the organization, providing legal support on a wide range of transactional, regulatory, and corporate matters. The ideal candidate is a proactive, business‑minded attorney who thrives in a collaborative environment and enjoys working across multiple subject areas.
Key Responsibilities
- Mergers & Acquisitions: Support the evaluation, structuring, negotiation, and execution of M&A transactions, joint ventures, and strategic partnerships.
- Investment Management: Advise on the formation, governance, and operation of investment vehicles; assist with investment advisory and asset management‑related regulatory matters.
- Real Estate Transactions: Provide legal support for acquisitions, dispositions, financings, leasing, and ongoing asset management activities for commercial real estate investments.
- Fund Management: Assist with the structuring, launch, and administration of private investment funds, including reviewing offering documents, subscription materials, and investor communications.
- Corporate Governance & General Commercial Matters: Draft, review, and negotiate a variety of commercial agreements; support ongoing corporate governance, compliance, and risk‑management initiatives.
- Cross‑Functional Collaboration: Partner with investment, finance, operations, and compliance teams to support business objectives while managing legal risk.
Qualifications
- Juris Doctor (J.D.) from an accredited law school.
- Active membership in at least one U.S. state bar; ability to become licensed in Washington or qualify for in‑house counsel registration.
- Minimum 3 years of relevant corporate transactional experience, preferably from a law firm or in‑house legal department.
- Experience in M&A, investment management, real estate transactions, and/or fund formation strongly preferred.
- Strong analytical skills, sound judgment, and the ability to balance legal considerations with business objectives.
- Excellent communication, drafting, and organizational skills.
- Ability to manage multiple projects in a fast‑paced, deadline‑driven environment.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Salary: $150,000
- $175,000 per year A bit about us: We are a growing law firm that is on the lookout for a fully remote Equipment Finance Attorney / Litigation Associate! Why join us? As a Senior Attorney / Litigation Attorney in our firm, we are able to offer: Competitive base salary between $150k and $175k! Work from home / work remote 100%! Medical, dental and vision benefits! PTO/vacation! Job Details As a Staff Attorney / Commercial Finance Lawyer on our team, we are looking for: JD from an accredited law school Professional litigation experience Proven background in commercial finance/equipment finance Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
- 100% Remote / Fortune 500 / Great Benefits This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $70,000
- $90,000 per year A bit about us: This is a national multi-billion dollar healthcare organizations with an AMAZING culture.
This department is responsible for all of the generation, billing, and follow-up of claims for company's patients to their insurance providers.
Their mission is to ensure that every claim gets on file timely and accurately.
To do so, they've continued to evolve the billing landscape over the years through operations excellence and transformation.
As an Analyst on this team, you will join a dynamic, growing team at the center of the revenue cycle, and help them continue to drive operations and strategy through data management, project management, a deep understanding of how challenging our revenue cycle can be, and an eye for the future in helping them continue to transform billing.
Get ready to take your career to the next level with our exciting opportunity! We are in search of a dynamic and experienced Tableau Developer to join our team on a full-time, permanent basis.
This is a 100% remote position, offering you the chance to work from the comfort of your home while making a significant impact in the finance industry.
Why join us? Top benefits 401K / match Strong Bonus Great compensation package Great time off package The best Work life balance 100% remote Job Details Responsibilities: As a Tableau Developer, you will be responsible for the following: 1.
Translating existing recurring reports into innovative and insightful Tableau Dashboard visualizations.
2.
Developing and designing new Tableau dashboards as requested by revenue operations partners to address key business challenges.
3.
Meeting with stakeholders to ensure developed dashboards are meeting the business needs and expectations.
4.
Utilizing your SQL/ETL experience to manage data extraction, transformation, and loading tasks.
5.
Collaborating with cross-functional teams to develop solutions that optimize the use of data and analytics.
6.
Maintaining and supporting data analytics platforms while ensuring performance, security, and availability.
7.
Training and supporting end-users to maximize the value of the implemented dashboards and tools.
Qualifications: To be considered for this role, you should have: 1.
A minimum of 5+ years of experience as a Tableau Developer or in a similar role.
2.
Proficiency in SQL and ETL tools for managing and manipulating data.
3.
Strong experience in developing, maintaining, and managing Tableau driven dashboards & analytics and working knowledge of Tableau administration/architecture.
4.
Excellent understanding of the business operations in the finance industry.
5.
Proven ability to translate business problems into actionable Tableau-driven solutions.
6.
Exceptional problem-solving skills and attention to detail.
7.
Excellent communication skills, with the ability to effectively liaise with stakeholders at all levels.
8.
Bachelor's degree in Computer Science, Information Systems, or a related field.
If you are passionate about data visualization, possess a problem-solving attitude, and are ready to drive change within our organization, we would love to hear from you.
Apply now and start your journey with us! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $70,000
- $90,000 per year A bit about us: The Retail Loan Officer is responsible for originating residential mortgage loans through direct consumer engagement, referral partners, and community networking.
This role focuses on building relationships, educating borrowers on loan options, guiding clients through the mortgage process from application to closing, and delivering an exceptional customer experience.
The ideal candidate is consultative, sales-driven, and knowledgeable in mortgage products, compliance standards, and market trends, while maintaining consistent communication with clients, real estate professionals, and internal teams to ensure efficient loan execution.
Why join us? We are a growth-focused mortgage organization committed to delivering a modern, client-first lending experience built on transparency, speed, and trusted relationships.
Our team combines industry expertise with innovative technology to simplify the home financing process while empowering professionals to build long-term success through collaboration, integrity, and service excellence.
Job Details Job Details: We are seeking a dynamic and experienced Permanent Retail Reverse Mortgage Loan Originator to join our team.
The successful candidate will be responsible for the origination of reverse mortgage loans, ensuring compliance with all applicable federal and state laws, and meeting the specific needs of our senior clients.
This role is crucial in providing financial solutions to seniors looking to tap into their home equity, and as such, requires a high degree of professionalism, integrity, and customer service skills.
Responsibilities: Originate reverse mortgage loans in accordance with company policies and procedures, ensuring all loans meet regulatory compliance requirements.
Develop and maintain strong relationships with clients, providing them with exceptional service throughout the loan process.
Provide clients with a thorough understanding of the loan process, loan programs and options, loan status, and answer any questions they may have.
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
Ensure all necessary documentation is collected and submitted for each loan, and that all information is accurate and complete.
Work closely with processing and underwriting teams to resolve any issues that may arise during the loan process.
Stay updated on reverse mortgage industry trends and developments, and participate in ongoing training and education opportunities.
Implement and adhere to all company and regulatory guidelines related to privacy, confidentiality, and the protection of personal and financial information.
Meet monthly loan production goals as defined by the company.
Qualifications: Minimum of 5 years of experience as a loan officer, with a specific focus on reverse mortgages.
Proven track record of successful sales and customer service.
Comprehensive understanding of reverse mortgage products, secondary market, and underwriting guidelines.
Proficiency in loan originator software and systems.
Strong analytical skills, with a high degree of accuracy and attention to detail.
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced, dynamic environment.
Must hold a valid Mortgage Loan Originator (MLO) license.
High school diploma or equivalent is required, Bachelor's degree in Finance, Business, or related field is preferred.
A commitment to professional ethics, as well as compliance with all federal and state compliance policies and procedures.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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**Job Description
****UW MEDICINE ENTERPRISE REVENUE CYCLE
** has an outstanding opportunity for a
**PATIENT ESTIMATE ANALYST
**.
**WORK SCHEDULE
**100% FTEDays100% Remote
**POSITION HIGHLIGHTS
**The Patient Estimate Analyst plays a critical role in supporting price transparency and improving patient financial experience by managing the systems and tools that generate accurate cost estimates for hospital and professional services
**DEPARTMENT DESCRIPTION
**UW Medicine Enterprise Revenue Cycle (ERC) is accountable for Revenue Cycle functions as it spans across UW Medicine.
**PRIMARY JOB RESPONSIBILITIES
*** Design, configure, test, and maintain patient estimate templates and workflows used to generate cost estimates for services across hospital and physician practices
* Analyze clinical documentation, charge capture practices, and historical claims data to validate pricing and reimbursement accuracy
* Perform routine audits and updates following pricing changes, chargemaster updates, or Epic upgrades
* Analyze variances between estimated and actual charges, identifying root causes and proposing corrective actions
* Validate CPT and HCPCS assignments against clinical documentation, ensuring that templates represent the correct services
* Support training and documentation efforts related to estimation tools and workflow
* Maintain compliance Federal and Washington State pricing transparency requirements
* Assist in maintaining alignment between the patient estimator and the organizations online price transparency tools
* Partner with Patient Access, Financial Counseling, and Clinical Departments to ensure estimates meet operational needs and patient expectations
* Participate in Epic enhancement projects, upgrades, and revenue cycle optimization initiatives
**REQUIRED QUALIFICATIONS
*** Bachelor’s Degree in Business, Finance, Healthcare, or related.
Minimum years of experience required is 4-8 years.
Equivalent experience may substitute for degree
* Coding credentials CCS, CPC, COC, RHIT, or RHIA – if not credentialed, must be credentialed within one (1) year of start date
* Four years of experience in revenue cycle operations, charge description master (CDM) maintenance, pricing or Epic Configuration Proficiency in Epic Resolute (HB/PB) and/or Epic Price Estimator tools preferred
* Epic Systems Proficiency: Strong proficiency in Epic Resolute (Hospital Billing/Professional Billing) and/or Epic Price Estimator tools preferred
* Analytical Expertise: Excellent analytical, critical thinking, and problem-solving skills, with a keen eye for data validation
* Revenue Cycle Knowledge: In-depth knowledge of revenue cycle operations within healthcare settings, including both hospital and physician billing environments and accuracy
* Regulatory Insight: Solid understanding of CMS regulations, the No Surprises Act, and pricing transparency requirements, with the ability to interpret and apply complex healthcare guidelines and compliance standards
* Attention to Detail: Highly detail-oriented and capable of managing tasks independently while maintaining precision and consistency
* Data Proficiency: Proficient in analyzing financial, coding, billing, and reimbursement data to support business decisions and compliance initiatives
* Equivalent experience may substitute for some requirements
**ABOUT UW MEDICINE – WHERE YOUR IMPACT GOES FURTHER
**UW Medicine is Washington’s only health system that includes a top-rated medical school and an internationally recognized research center.
UW Medicine’s mission is to improve the health of the publicby advancing medical knowledge, providing outstanding primary and specialty care to the people of the region, and preparing tomorrow’s physicians, scientists and other health professionals.All across UW Medicine, our employees collaborate to perform the highest quality work with integrity and compassion and to create a respectful, welcoming environment where every patient, family, student and colleague is valued and honored.
Nearly 29,000 healthcare professionals, researchers, and educators work in the UW Medicine family of organizations that includes: Harborview Medical Center, UW Medical Center
- Montlake, UW Medical Center
- Northwest, Valley Medical Center, UW Medicine Primary Care, UW Physicians, UW School of Medicine, and Airlift Northwest.Join our mission to make life healthier for everyone in our community
**Compensation, Benefits and Position Details
****Pay Range Minimum:
**$94,596.00 annual
**Pay Range Maximum:
**$141,900.00 annual
**Other Compensation:
**-
**Benefits:
**For information about benefits for this position, visit **Shift:
**First Shift (United States of America)This is a regular position
**FTE (Full-Time Equivalent):
**100.00%
**Union/Bargaining Unit:
**Not Applicable
**About the UW
**Working at the University of Washington provides a unique opportunity to change lives – on our campuses, in our state and around the world.UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world.
In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.
**Our Commitment
**The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all.
As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with .To request disability accommodation in the application process, contact the Disability Services Office at 2 or considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment.
Disclosure is required under .### BenefitsThere are many perks to working for the University of Washington.
Learn more about the that could be available to you as a UW employee.
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Are you customer focused, enjoy building relationships and leading a team? You have found the right team.
As a Treasury Sales Group Manager in the Commercial Bank, you will lead and develop Treasury Management Officers. You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product.
Job responsibilities
- Lead, hire, and manage a team of Treasury sales professionals to achieve positive performance results
- Leads with direction and coordination building successful relationships
- Monitors staff performance, provides appropriate coaching, recognition and feedback
- Builds collaborative internal relationships with Regional Treasury Sales Team, bankers and other internal partners
- Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
- Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
- Develop and implement client, market, people, and business strategies
Required qualifications, capabilities, and skills
- 7+ years of sales and industry experience
- 3+ years of sales leadership experience with a demonstrated ability to build, direct and manage a sales/relationship management team of parallel size and scope
- Knowledge of treasury products and solutions
- Highly motivated, independent worker within a team-oriented culture a
- Excellent client management skills
- Ability to communicate and present to large groups
- Demonstrated sales coaching abilities including successful sales and marketing skills
Preferred qualifications, capabilities, and skills
- Familiar with Microsoft Word, Excel, and PowerPoint
- Bachelor’s degree; advanced degree preferred
- Superior analytical and quantitative skills
- Exceptional verbal and written communication skills
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**Job Description
****UW MED ACCESS & INNOVATION
- CAPACITY MANAGEMENT
** has an outstanding opportunity for a
**Capacity Management Analyst
****Work Schedule
*** 100% FTE
* Hybrid Schedule
**DEPARTMENT DESCRIPTION
** UW Medicine’s mission is to improve the health of the public by advancing medical knowledge, providing outstanding primary and specialty care, and preparing tomorrow’s health professionals.
UW Medicine includes Harborview Medical Center, UW Medical Center (Montlake and Northwest campuses), UW Primary Care, and other affiliated entities.
This position supports the Ambulatory Care Division and aligns with UW Medicine’s Patient Are First Pillar Goals: serving patients and families, providing the highest quality care, becoming the employer of choice, and practicing fiscal responsibility.
**POSITION HIGHLIGHTS
*** Serve as a trusted advisor to clinic leadership, leveraging Epic expertise and change management principles to improve ambulatory access KPIs.
* Provide end-user support and training for Epic scheduling workflows, ensuring smooth adoption of new features and functionality.
* Collaborate across UW Medicine clinics, IT teams, and Contact Center staff to implement solutions that enhance patient access and provider capacity.
* Monitor key access metrics and lead improvement initiatives that optimize provider schedules and space utilization.
**PRIMARY JOB RESPONSIBILITIES
*** Implement best practices for scheduling workflows, referrals, and provider templates; act as liaison between Access & Innovation and IT teams.
* Deliver Epic training and coaching for new and existing staff; maintain accurate documentation and training materials.
* Provide first-line technical support for Epic scheduling and access workflows; manage and resolve Unite tickets.
* Analyze capacity management data, identify opportunities for improvement, and partner with clinic leadership to optimize operations.
* Participate in committees, user groups, and project teams to represent Access and Innovation and contribute to enterprise-wide initiatives
**Minimum Qualifications
*** Bachelor’s Degree in computer science, business, education, healthcare, or a related field
* At least four (4) years of experience working in an acute or ambulatory care setting.
(Additional years of experience may replace education requirement).
* Minimum one year of experience in either technical computer training or end-user application development or support.
* Strong understanding and experience in IT/computer/application support and analysis.
* One to two years templating experience or equivalent experience.
* Experience in using data in decision making; able to define useful data, obtain, and analyze it.
* Advanced proficiency with Excel (e.g., pivot tables, complex formulas, data analysis tools).
* Proven track record of collaborating across different departments and levels.OR
* Equivalent education or experience will be considered except where legally required.
**Compensation, Benefits and Position Details
****Pay Range Minimum:
**$70,308.00 annual
**Pay Range Maximum:
**$105,468.00 annual
**Other Compensation:
**-
**Benefits:
**For information about benefits for this position, visit **Shift:
**First Shift (United States of America)This is a regular position
**FTE (Full-Time Equivalent):
**100.00%
**Union/Bargaining Unit:
**Not Applicable
**About the UW
**Working at the University of Washington provides a unique opportunity to change lives – on our campuses, in our state and around the world.UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world.
In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.
**Our Commitment
**The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all.
As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with .To request disability accommodation in the application process, contact the Disability Services Office at 2 or considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment.
Disclosure is required under .### BenefitsThere are many perks to working for the University of Washington.
Learn more about the that could be available to you as a UW employee.
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Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases. Based in Seattle, Fred Hutch is the only National Cancer Institute-designated cancer center in Washington.
With a track record of global leadership in bone marrow transplantation, HIV/AIDS prevention, immunotherapy and COVID-19 vaccines, Fred Hutch has earned a reputation as one of the world's leading cancer, infectious disease and biomedical research centers. Fred Hutch operates eight clinical care sites that provide medical oncology, infusion, radiation, proton therapy and related services, and network affiliations with hospitals in five states. Together, our fully integrated research and clinical care teams seek to discover new cures to the world's deadliest diseases and make life beyond cancer a reality.
At Fred Hutch we value collaboration, compassion, determination, excellence, innovation, integrity and respect. Our mission is directly tied to the humanity, dignity and inherent value of each employee, patient, community member and supporter. Our commitment to learning across our differences and similarities make us stronger. We seek employees who bring different and innovative ways of seeing the world and solving problems.
Direction and management of the Medical, Breast and Nuclear Medicine Imaging departments in partnership with the Medical Directors and, as such, directly supervises the managers and supervisors for these departments.
Position requires strong leadership and mature judgment to ensure high standards that comply with all regulatory requirements while promoting clinical excellence. Areas of focus vary based on organizational need and prioritization:
- Develops and leads strategies to improve the efficient use of resources while assuring patient care is safe, and effective.
- Collaborates with the Imaging and Procedures Business Operations Director for the direction, development and operationalization of business systems.
- Oversight for the direction, development and operationalization of processes that support the clinical operations.
- Daily Management Systems and other operational duties as assigned.
- Accountable for the development and implementation of operational plans to meet patient service levels, quality and patient satisfaction goals.
This position will be 1.0FTE/full-time, Monday-Friday.
Responsibilities
- Partners with Service Line Manager and Imaging Clinical and Business Directors to develop an annual and ongoing strategic planning process that develops annual goals and operational plans.
- Development of new programs in partnership with Medical Directors & Imaging Clinical and Business Directors
- Partner with Imaging and Procedure Suite Business Operations Director to develop operating and capital budgets and provide oversite to team to promote good fiscal stewardship of resources.
- Ensures Fred Hutch has the latest industry standard regarding quality, technology and workflow processes for patient experience for patient care and delivery.
- Evaluates and implements new or improved infrastructure to maintain imaging functions, adoption of new technology and/or new diagnostic/therapeutic tests or procedures.
- Evaluate, develop, and coordinate projects. Provide leadership using skills such as collaboration, motivation, and knowledge of clinical analytics to help drive decision making
- Collaborates with other internal teams that are integral to supporting Imaging operations with a focus on continuous process improvement.
- Evaluate staff performance and provide coaching along with constructive and effective feedback. Support continuing leadership development and training.
- Assesses, understands, and communicates the impact of strategic decisions and initiatives to senior leadership as well as to the clinical operational staff.
- Develops and fosters a culture that promotes recognition of individual, team and department wide accomplishments. Actively recognizes individuals for good performance and uses each opportunity as an example for the staff.
- Participates as a member of various Fred Hutch committees involved in policy and procedure development, program planning and working processes.
- Satisfies all requirements for regulatory agencies; federal, state or local, or other regulatory agencies and complies with all TJC guidelines.
Qualifications
Required:
- Bachelor's degree in relevant field
- 7+ years in healthcare setting
- 5+ years of progressively responsible management in Imaging setting
- Direct healthcare experience in Oncology
- Previous budget experience, managing revenue and standard budget process
- Demonstrated project development skills (example of project work ideal).
Preferred:
- Master's degree in relevant field
- Direct healthcare experience in Oncology
- Previous experience in Oncology.
- Previous experience in Imaging.
- CPI experience including LEAN or Six Sigma.
- 7+ years in a health-care setting.
- 5+ years in progressive leadership roles, (lead, supervisor, manager)
The annual base salary range for this position is from $172,911 to $288,142, and pay offered will be based on experience and qualifications.
This position is not eligible for H1-B sponsorship at this time.
This position will be 1.0FTE/full-time, Monday-Friday.
This position may be eligible for relocation assistance.
Fred Hutchinson Cancer Center offers employees a comprehensive benefits package designed to enhance health, well-being, and financial security. Benefits include medical/vision, dental, flexible spending accounts, life, disability, retirement, family life support, employee assistance program, onsite health clinic, tuition reimbursement, paid vacation (12-22 days per year), paid sick leave (12-25 days per year), paid holidays (13 days per year), paid parental leave (up to 4 weeks), and partially paid sabbatical leave (up to 6 months).
Additional Information
We are proud to be an Equal Employment Opportunity (EEO) and Vietnam Era Veterans Readjustment Assistance Act (VEVRAA) Employer. We do not discriminate on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability (physical or mental), marital or veteran status, genetic information, sexual orientation, gender identity, political ideology, or membership in any other legally protected class. We desire priority referrals of protected veterans. If due to a disability you need assistance/and or a reasonable accommodation during the application or recruiting process, please send a request to Human Resources at or by calling 2
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Optimism : We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success.
Initiative : We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good.
Respect : We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others.
Growth : We learn and adapt so we can continually improve. We believe in personal growth through grit and determination.
Ownership : We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions.
Position Purpose
Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution’s deposit, loan and fee income goals, provide oversight of the bank’s lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness.
Essential Functions
Executive Leadership: Serve as an integral and active member of the Executive Leadership Team.
- Bring role-specific knowledge and expertise to Executive Team discussions and decisions
- Shape bank-wide strategy in close collaboration with other members of the Executive Team
- Represent the Banking Division in Board meetings and with regulators and auditors
- Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation
Sales & Service: Manage and direct the bank’s lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services.
- Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives
- Actively participate in relationship management and prospecting with production personnel.
- Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs.
- Ensure consistent delivery of exceptional customer service.
- Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels.
- Maximize customer experience leveraging our digital infrastructure to support our people-first service culture.
Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability.
- Lead the development of specific strategies and lead the team’s execution of same including key lead measures that ensure outcomes consistent with a high-performing culture.
- Direct and manage the selection, placement, performance, development, promotion, and termination of staff.
- Ownership of the key production and non-production incentive programs for reporting cost centers.
- Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program.
Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness.
- Maximize revenue through building customer relationships.
- Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience.
- Actively participate in strategic and business planning sessions.
- Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives.
- Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws.
Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel.
- Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events.
- Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services.
Qualifications / Requirements
Education
• Bachelor’s degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred.
Experience
Typically requires:
- 5 to 10 years of successful banking experience in a senior or executive management role.
- 3 to 5 years sales management experience in a bank or financial institution
Knowledge, Skills & Abilities
- Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws.
- The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank.
- The individual will be collaborative, working in a willing and cooperative manner to achieve success.
- The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness.
- The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors.
- Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills.
- Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary.
- Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions
Physical Requirements
The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods.
Pay Range
- The pay range for this position is $187,500-$375,000
- The typical hiring range for this position is $187,500– $330,000
- The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout.
- Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it’s important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran
First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via or call 36 Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response.
We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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In this role, you will lead a team of Treasury sales professionals, developing strategies to enhance client relationships and performance.
You will be responsible for monitoring team performance, providing coaching, and ensuring adherence to risk management protocols.
Ideal candidates will have over 7 years of sales experience, strong analytical skills, and excellent communication capabilities.
This is an opportunity to make a significant impact in a collaborative environment.
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This position requires at least four years of experience in ambulatory care and strong Epic scheduling expertise.
Key responsibilities include serving as an advisor to clinic leadership, providing Epic training, and collaborating on initiatives to enhance patient access.
The role offers a salary range of $70,308 to $105,468 annually, along with a supportive work environment and strong commitment to diversity.
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Remote working/work at home options are available for this role.
The ideal candidate will have extensive banking experience and expertise in both sales and compliance.
Responsibilities include overseeing commercial and consumer lending as well as treasury and consumer deposit products.
The pay range for this position is between $187,500 and $375,000, along with a competitive benefits package that includes a 401k with company match and insurance options.
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The role involves strategic planning, resource management, and overseeing clinical operations.
Ideal candidates will have over 7 years in healthcare and significant leadership experience within Imaging.
A Bachelor's degree is required, with a Master's preferred.
Benefits include a comprehensive package focused on health and financial security.
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This position requires a Bachelor's degree in a relevant field, 4-8 years of experience in revenue cycle operations, and proficiency in Epic systems.
Primary responsibilities include analyzing and validating pricing, maintaining compliance with regulations, and partnering across departments to meet operational needs.
Competitive pay and benefits offered, with a focus on improving patient financial experiences.
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Remote working/work at home options are available for this role.