Financial Service Rep I-II: Branch & Customer Solutions
Washington Trust Bank
Washington Trust Bank is hiring at the Bellevue Financial Center in Bellevue, WA. The Financial Service Representative will engage customers, handle transactions, open accounts, and support lending activities to meet client needs. Responsibilities include branch audits, daily reporting, and cross-functional collaboration with other departments. Notary certification is required. Regular attendance and a positive attitude are emphasized as part of delivering exceptional customer service. #J-18808-Ljbffr Washington Trust Bank
- ...Trust Bank in Bellevue, WA is seeking a Financial Service Representative to engage clients,... ...attention to detail, with a focus on serving customers both in person and by phone. You will handle routine banking tasks, support branch goals, and participate in audits....Customer
$24.47 - $36.73 per hour
...Bellevue Financial Center Position This position... ...focusing on the customer experience in... ...sales and customer service strategies. Provides... ..., guidance and solutions to customer... ...efficiently opens all branch related products for... ...Service Representative II - $26.59 - $39.93...CustomerLocal area$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...us!As a Financial Solutions Advisor Stage I (FSA I... ...Solutions Advisor Stage II, where you will continue... ...interact with banking customers, small business owners... ...one year of financial services industry or sales...CustomerHourly payFull timeWork at officeImmediate startShift workDay shift$70k - $80k
...plan their short‑ and long‑term financial goals by building a financial... ...banking and money‑managed solutions. Recommends banking and investment... ...to appropriate internal service providers based on client needs... ...Client Experience Branding Customer and Client Focus Oral Communications...CustomerTemporary workShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...us!As a Financial Solutions Advisor Stage I (FSA I... ...Solutions Advisor Stage II, where you will continue... ...interact with banking customers, small business owners... ...one year of financial services industry or sales...CustomerHourly payFull timeWork at officeImmediate startShift workDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...makes referrals to appropriate internal service providers based on client needs and...CustomerTemporary workShift workDay shift$28.85 - $33.65 per hour
Job Overview As a Financial Solutions Advisor Stage I (FSA I) in the Bank of America Financial Center... ...investment solutions and core banking services. Responsibilities Obtain and... ...Management Client Experience Branding Customer and Client Focus Oral Communications...CustomerHourly payWork at officeImmediate startMonday to Friday$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...As a Financial Solutions Advisor Stage I (FSA I... ...Solutions Advisor Stage II, where you continue to... ...engaging with banking customers, small business owners... ...one year of financial services industry or sales experience...CustomerHourly payWork at officeImmediate startShift workDay shift$21.32 - $32.49 per hour
...Sr Financial Services Representative - Weekends Off! As a top-performing... ...dedicated to taking care of our customers and employees and making all... .... Using the latest banking solutions combined with the most... ...significantly to the success of the branch by delivering exceptional...CustomerMonday to FridayFlexible hours$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor... ...Financial Solutions Advisor Stage II, where you will further... ...; interact with banking customers, small business owners, and... ...minimum of one year of financial services industry or sales experience...CustomerHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor... ...typically progress to Stage II to further deepen relationships... ...by interacting with banking customers, small‑business owners, and... ...of one year of financial services industry or sales experience...CustomerHourly payWork at officeImmediate startMonday to FridayShift workDay shift$49.28k - $73.39k
...empathetic, and personalized service approach in person and over the... ...opportunities and making financial product and service recommendations... ...union by meeting individual, branch, and business line goals... ...Member Vision Plan to develop solutions that will educate and improve...Temporary workLocal areaFlexible hours$26 - $34.67 per hour
...guided by a common purpose to help make financial lives better through the power of... ...career paths - whether shaped by military service, community college education, or a... ...conducting client meetings and presenting customized solutions to clients to help them achieve their...CustomerHourly payWork at officeFlexible hoursShift workDay shift- ...Relationship Banker In Branch Banking You have a passion for helping customers, building relationships, and... ...extraordinary customer service. You are energetic and enthusiastic... ...customers, using your financial knowledge to offer thoughtful solutions to help address their...CustomerImmediate startAfternoon shift
$25 - $32.69 per hour
...for taking care of our customers and employees and making... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the... ...the best products and services for their needs Partners... ...cities grow, delivering solutions to solve all their financial...CustomerImmediate startAfternoon shift$45k - $60k
...more Ameriprise owned branch offices; understand local... ..., advice, investment solutions, external practice... ...driving business growth and customer acquisition. Proven... ...Statement Ameriprise Financial is an equal... .... #J-18808-Ljbffr Ameriprise Financial Services, LLCCustomerFull timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make... ...center, you'll interact with banking customers, small business owners and higher net... ...knowledge of investment products and services. Three years experience working in...CustomerWork at officeImmediate startShift workDay shift$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks... ...suite of financial services tailored to their clients... ...convenient network of branches throughout California,... ...to the branch customers and prospective customer... ...approach to financial solutions for an assigned book of...CustomerWork at officeLocal area$70k - $80k
Bank of America in Seattle is looking for a financial advisor to help clients achieve their financial goals. This position includes responsibilities... .... Applicants should possess a high school diploma and strong customer focus, as well as excellent communication skills. The role is...CustomerFull time$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key Responsibilities Works with... ...requests and makes referrals to appropriate internal service providers based on client needs and asset...CustomerTemporary workShift workDay shift$70k - $80k
...Financial Advisor At Bank of America, we are guided by a common purpose to help make... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...makes referrals to appropriate internal service providers based on client needs and asset...CustomerTemporary workWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...role provides comprehensive financial advice to clients, helps them... ...mutual funds, annuities, banking solutions). Plan short and long‑term... ...minimum of one year financial services or sales experience. Skills... ...ManagementClient Management & Customer Focus Portfolio Management &...CustomerHourly payTemporary workShift workDay shift$70k - $80k
...and make referrals to internal service providers based on client... ...Meet with clients to review financial and investment goals. Build comprehensive... ..., annuities, and banking solutions. Recommend banking and... ...Client Experience Branding, Customer and Client Focus Oral Communications...CustomerMonday to Friday$20.67 - $31.25 per hour
...and provide guidance and solutions to assist in client's financial wellness both in person and... ...efforts. As part of the branch team, the Personal Banker... ...provide effective and customized financial wellness recommendations... ...important than financial services experience. KeyBank...CustomerHourly payWork experience placementFlexible hoursDay shift$28.85 - $33.65 per hour
Job Summary Financial Solutions Advisor Stage I (FSA I) - responsible for building client relationships... ...or at least one year of financial services or sales experience. Skills Advisory &... ...Management Client Experience Branding Customer & Client Focus Oral Communications...CustomerHourly payWork at officeMonday to FridayShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of... ...for providing comprehensive advice and customized solutions to clients to help them achieve their... ...makes referrals to appropriate internal service providers based on client needs and asset...CustomerTemporary workImmediate startMonday to FridayShift workDay shift$60.01k - $69.99k
...guided by a common purpose to help make financial lives better through the power of... ...career paths - whether shaped by military service, community college education, or a... ...for providing comprehensive advice and customized solutions to clients to help them achieve their...CustomerHourly payFull timeTemporary workWork at officeImmediate startFlexible hoursShift workDay shift- ...passion for taking care of our customers and employees and making them feel... ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point... ...receives the best products and services for their needs Partners with...CustomerImmediate startAfternoon shift
$25 - $26.77 per hour
...individuals in Bellevue to engage clients and assist with financial transactions through self-service resources. Responsibilities include processing cash... ...understand clients' financial needs. With a focus on customer service and adherence to banking regulations, candidates...CustomerHourly pay$77k - $202k
...specialise in providing consulting services related to financial management and strategy. These individuals... ...client needs, develop financial solutions, and offer guidance and support to... ...such as accessing sensitive company or customer information, handling proprietary...CustomerFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Service Rep I-II: Branch & Customer Solutions. Be the first to apply!
- financial advisor training program Bellevue, WA
- financial planning assistant Bellevue, WA
- estate planning consultant Bellevue, WA
- associate leveraged finance Bellevue, WA
- financial advisor development program Bellevue, WA
- wealth advisor Bellevue, WA
- financial planner cfp Bellevue, WA
- financial consultant Bellevue, WA
- financial counselor Bellevue, WA
- senior financial advisor Bellevue, WA

