Personal Financial Representative
$21.15 - $29.62 per hourSalal Credit Union
Salal Credit Union of Seattle, WA is looking to hire full‑time Personal Financial Representatives to provide quality customer service to our members for our Tukwila location. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on! A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross‑sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services to attract and retain loyal members. In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position! QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking. 1+ years of successful sales and customer service experience is desired. Ability to interact positively with co‑workers, management, and the public. Ability to pair sales skills with a service mindset. Willingness to proactively sell our products and services. Excellent customer service skills. Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail‑oriented? Do you have strong problem‑solving and critical‑thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union! Compensation and Benefits offered Competitive base salary of $21.15 - $29.62 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $24.00 - $27.00 Ability to earn additional rewarding variable compensation for meeting sales goals. Estimated annual earnings can range from 0-10% of your base salary. Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions. 15 days of vacation. 12 days of sick time. 2 floating holidays per year (eligible for use after 90 days of employment). Paid holidays in accordance with the Federal Reserve calendar. Tuition reimbursement. 401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy for employees that qualify. Company‑paid life, AD&D, and long‑term disability insurance. Additional insurance options are available on a voluntary basis and are paid for by the employee. Expanded details about our benefit offerings can be found at:
WORK SCHEDULE
This full‑time sales position works a 40‑hour per week schedule, including hours between 8:30 AM – 5:30 PM Monday through Friday and/or 9:30 AM – 2:30 PM on Saturdays.READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3‑minute, mobile‑friendly application. We look forward to meeting you! Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. Salal Credit Union participates in E-Verify. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: - If you have any questions about this process, please contact our Talent Acquisition Team at View email address on click.appcast.io or email View email address on click.appcast.io. #J-18808-Ljbffr Salal Credit Union$40k - $80k
...benefits Paid time off (vacation and personal/sick days) Valuable experience... ...experience (outside sales or inside sales representative, retail sales associate, or telemarketing... ...Enthusiastic about the role insurance and financial products play in helping people manage...PersonalFor contractorsWork at officeWork from homeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours$125.4k - $181.88k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...over time by delivering proactive and personalized financial advice through a highly... ...Empower Personal Wealth to serve clients Represent the ‘Personal Strategy’ investment...Personal16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller... ...through proactive, meaningful conversations that support financial well‑being and deepen engagement Lead discovery driven conversations...PersonalWork experience placement
$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...teammate and realizing the impact we can have on their day, personally, professionally, and financially.* Listen for clues for...PersonalHourly payWork experience placementDay shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeInternshipLocal areaFlexible hours$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your...PersonalFull timeH1b$22 - $27 per hour
About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions...PersonalFull timeImmediate start$20.67 - $31.25 per hour
...partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As...PersonalHourly payFull timeWork experience placementDay shift$77k - $202k
...You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will...PersonalFull timeH1b$99k - $232k
...insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a...PersonalFull timeH1b- ...JCW Group in Bellevue, WA is seeking an experienced financial advisor to grow a client book through new acquisitions while delivering... ...management. You will meet prospects through firm referrals, COIs, and personal networks, convert them to clients, and mentor junior advisors...Personal
- ...benefits Paid time off (vacation and personal/sick days) Valuable experience... ...experience (outside sales or inside sales representative, retail sales associate, or telemarketing... ...Enthusiastic about the role insurance and financial products play in helping people manage...PersonalFor contractorsWork from homeRelocation packageFlexible hours
$100k - $120k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and... ...-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture...PersonalFull timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week- ...heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...the ideal wealth and long-term investment strategies for their personal situation ~ Desire to provide an outstanding investor experience...PersonalPart timeWork at officeImmediate start
- ...investment advisory solution. You will provide clients with a personal relationship, specialized service, and ongoing advice based on... ...years of advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the...Personal
- ...through firm referral network, COIs, and personal relationships Convert prospects into... ..., and other COIs in the Eastside market Represent the firm at community and industry events... ...point of contact Deliver comprehensive financial planning: retirement, tax planning coordination...PersonalLocal area
- ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team committed... ...and clients. Our Wealth Management team represents an array of different backgrounds and...Personal
$20 per hour
...and individuals reach their goals. Our financial strength and stability are key reasons Forbes... ...to offering a source of capital to personal banking clients and businesses of all sizes... ...an exceptional client experience and represent the Bank with professionalism and care....PersonalFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first.... ...needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals...PersonalWork at officeWork from homeHome officeFlexible hours$88k - $150k
...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,... ...satisfaction Exhibits exceptionally high emotional intelligence, personal integrity, and accountability Approaches every challenge...PersonalFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy... ...business mathematical skills and keen attention to detail. Personal integrity and ability to discreetly handle confidential data....PersonalWork at officeLocal areaNight shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...pursue the life they envision through a personal relationship with their advisory team... ...and clients. Our Wealth Management team represents an array of different backgrounds and...PersonalWork at officeShift workDay shift
$129k - $238k
...management portfolios to meet complex client financial needs. This position requires expertise... ...from clients and Center of Influences, personal community involvement and from internal... ...or make a mortgage for another person, represent to the public (through advertising or...PersonalFull timeImmediate start- ...Financial Aid Counselor As a UW employee, you have a unique opportunity to change lives... ...understanding of regulatory as well as personal issues involved. In many cases, the... ...interpersonal communication skills. Experience representing department as knowledgeable and...PersonalWork at officeWeekend workAfternoon shift
- ...challenges and work with some of the best Come join a team that feels personal even though it's over 54,000 strong. As a Global Cloud Elite... ...to understand Record to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding of business...PersonalFull timeWork experience placementLive inWork at officeLocal area
$100k - $130k
...connection between clients, support team, and Wealth Managers. This person is a great communicator, influencer, and enthusiastic person... ...clients. Job Responsibilities Provides comprehensive technical financial planning and investment management work, either under the...PersonalFull timeWork at office$10k - $49.99k
...Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth... ...(OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including... ...transparency disclosure for new associates; it represents an earnings estimate (not a salary) for...PersonalContract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$22 - $27 per hour
...A regional financial institution based in Seattle is seeking a dedicated professional to provide excellent client service while handling consumer and business account openings. Candidates should have a High School Diploma and banking experience is preferred. The role emphasizes...Personal- ...Qualifications & Requirements**4-8 years' experienceAdvanced knowledge of financial planning concepts and processesExperience with the following... ..., and non-disclosure.At Corient, we combine the personal service, creativity and objective advice of a boutique with the...PersonalPermanent employmentWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Representative. Be the first to apply!
- personal training part time Tukwila, WA
- entry level personal training Tukwila, WA
- personal training Tukwila, WA
- financial sales Tukwila, WA
- financial institutions Tukwila, WA
- financial Tukwila, WA
- financial banking Tukwila, WA
- finance financial Tukwila, WA
- workday financials Tukwila, WA
- senior financial analyst fp&a Tukwila, WA



