Finance Sector Leader
Washington Bankers Association

Sector Leader Contacts:

  • Duncan Taylor, SVP/Chief Operating Officer: duncan@wabankers.com

Employer-Identified priority occupations for Career Connected Learning:

  • Client Relationship/Personal/Universal Banker
  • Credit Analyst
  • Branch Manager
  • Customer Service Representative

Career Connected Learning programs needed to address those workforce priorities:

  • Foundational CTE programs in banking: Employers consistently call for high school CTE programs that build core banking skills and connect students to early career opportunities within mission-driven financial institutions.
  • Embedded soft skills in technical training: There is strong demand for programs that integrate soft skills—such as communication, reliability, and professionalism—into banking-related technical training to prepare students for client-facing roles.
  • Contextualized financial literacy: Community-based banks seek financial literacy programs that are aligned with industry standards and grounded in real-world scenarios, beginning as early as high school.
  • Seamless credit and credential pathways: Regional institutions recommend stronger partnerships with postsecondary programs that offer clear, stackable pathways from high school to mid-level roles like business banker or credit analyst.

High-impact sector programs supported by CCW and the Sector Leader:

  • BankWork$ Academy: Developed by CareerWork$ in partnership with the Washington Bankers Association, this Career Launch-aligned program equips high school students with foundational skills in banking, customer service, and professionalism—creating a direct pipeline into roles at community-based financial institutions.
  • Gesa Credit Union’s High School Credit Union Program: Operating student-run credit union branches in high schools across Washington, this program gives students real-world experience in teller operations, financial literacy, and community outreach. Participants earn school credit while building essential skills and career exposure.
  • Big Brothers Big Sisters Finance Career Exploration Program: In partnership with Olympia Federal Savings and other local institutions, this program connects underserved youth with careers in finance through mentorship, workshops, and bank tours. It offers hands-on learning and direct exposure to opportunities in community banking and the broader financial sector.

Learn More: Explore detailed recommendations in the 2025 Finance Sector Strategy. You can also view a brief sector strategy summary, discover how to get involved as an employer, or contact the Sector Leader directly for more information.