- BMO Financial Group (Ellensburg, WA)
- …addressing both sales and service needs (eg everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial… more
- KeyBank (Quincy, WA)
- …and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and ... serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +...conversations, and then appropriately transitions the clients to a Banker . + Assists clients in achieving their financial goals… more