Customer-Focused Financial Service Rep I-II
Watrust
Washington Trust Bank in Bellevue, WA is seeking a Financial Service Representative to engage clients, process transactions, and promote bank products. The role requires strong communication, sales ability, and 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. Notary certification is required, with opportunities to advance in a customer-facing banking environment. #J-18808-Ljbffr Watrust
- 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...Customer
$24.47 - $36.73 per hour
...position embodies the WTB culture by focusing on the customer experience in generating,... ...appropriate sales and customer service strategies. Provides professional financial advice, guidance and solutions... ...Financial Service Representative II - $26.59 - $39.93 The...CustomerLocal area$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... ...Advisor Stage II, where you will continue... ...interact with banking customers, small business owners... ...one year of financial services industry or sales experienceBilingual... ...• Customer and Client Focus• Oral Communications•...CustomerHourly payFull timeWork at officeImmediate startShift workDay shift- Thrivent Financial is seeking an Associate Financial Advisor in Seattle, WA, to support clients in their financial journeys. This... ...a Lead Advisor. The ideal candidate will have a strong focus on customer service, analytical skills, and experience in financial services....CustomerFull time
$70k - $80k
...clients to plan their short‑ and long‑term financial goals by building a financial plan... ...referrals to appropriate internal service providers based on client needs and asset... ...Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening...CustomerTemporary workShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... ...Advisor Stage II, where you will continue... ...interact with banking customers, small business owners... ...one year of financial services industry or sales experienceSkills... ...• Customer and Client Focus• Oral Communications•...CustomerHourly payFull timeWork at officeImmediate startShift workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial... ...Advisor Stage II, where you will further... ...interact with banking customers, small business owners,... ...one year of financial services industry or sales experience... ...Branding Customer and Client Focus Oral Communications...CustomerHourly payWork at officeImmediate startMonday to FridayShift workDay shift$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide... ...comprehensive suite of financial services tailored to their clients'... ...) and services to the branch customers and prospective customer base... ...paced environment, are client-focused, team oriented, and are able...CustomerWork at officeLocal area- ...the intersection of product strategy and financial analysis, giving you a unique vantage... ...streamline complex workflows, allowing you to focus less on manual data prep and more on... ...duties. It is every employee's duty to keep customer information secure and confidential....Customer
- ...common purpose to help make financial lives better through the power... ...conducting transactions through self-service resources, such as mobile... ...work ethic and intense focus on results, acting in the best... ...Adaptability Business Acumen Customer and Client Focus Oral...CustomerWork at officeShift workWeekend workDay shift
$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided... ...comprehensive advice and customized solutions to clients to help... ...referrals to appropriate internal service providers based on client... ...Branding Customer and Client Focus Oral Communications...CustomerTemporary workShift workDay shift$70k - $80k
Bank of America in Seattle is looking for a financial advisor to help clients achieve their financial goals. This position includes... .... Applicants should possess a high school diploma and strong customer focus, as well as excellent communication skills. The role is full-...CustomerFull time- ...Client is looking for talented Financial Advisors just like you! With... ...in you with key product and service offerings, sophisticated technology... ...dedicated relationships with customers by bringing them peace of... ...client base. Your keen focus, motivational skills and leadership...CustomerFull time
- ...management, maintenance, and customer service for an assigned portfolio of... ...including the preparation of financial spreads and projections in conformance... ....64 $45.18 per hour Level II: $36.44 - $45.55 $54.66 per... ...banking relationship with a focus on the credit aspects in...CustomerHourly payFull timePart timeWork experience placementFlexible hours
$28.85 - $33.65 per hour
Job Overview As a Financial Solutions Advisor Stage I (FSA I) in the Bank of America... ...investment solutions and core banking services. Responsibilities Obtain and... ...Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management...CustomerHourly payWork at officeImmediate startMonday to Friday- ...and trading tasks, ensuring a high-quality service experience. The ideal candidate will have 3-5 years of experience in financial services, familiarity with CRM platforms, and... ...client service. Join a collaborative team focused on professional growth and development...Remote job
- ...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...strong work ethic and intense focus on results, acting in the... ...Adaptability Business Acumen Customer and Client Focus Oral Communications...CustomerWork at officeFlexible hoursShift workWeekend workDay shift
$21.32 - $32.49 per hour
...Sr Financial Services Representative - Weekends Off! As a top-performing financial institution, Pacific Premier Bank is dedicated to taking care of our customers and employees and making all feel welcomed and valued through building long-lasting relationships, doing...CustomerMonday to FridayFlexible hours$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... ...Advisor Stage II, where you continue to... ...engaging with banking customers, small business owners,... ...one year of financial services industry or sales experience... ...Branding Customer and Client Focus Oral Communications...CustomerHourly payWork at officeImmediate startShift workDay shift$20.67 - $31.25 per hour
...solutions to assist in client's financial wellness both in person and... ...and provide effective and customized financial wellness... ...line of business partners – focusing on client acquisition and deepening... ...more important than financial services experience. KeyBank provides...CustomerHourly payWork experience placementFlexible hoursDay shift$40 - $45 per hour
Security Compliance Analyst II Remote Summary Data Center Security Engineer with experience in physical security operations, access... ...operational security requirements to inform and empower execution-focused teams and personnel Experience building relationships with cross...Hourly payLocal areaRemote work$49.28k - $73.39k
...experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform... ...activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute...Temporary workLocal areaFlexible hours$26 - $34.67 per hour
...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...client meetings and presenting customized solutions to clients to help... ...Customer and Client Focus Referral Identification Risk...CustomerHourly payWork at officeFlexible hoursShift workDay shift- ...and investment products and services for individuals, companies, and... ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...culture‑driven, resilient, results‑focused community. The Advisor... ...capitalizing on referrals, assessing customer needs, referring customers to...CustomerInterim roleWork at officeLocal areaImmediate startShift workDay shift
$40k - $80k
...conversations and remarkable customer experience. If you are a motivated... ...Use a customer-focused, needs-based review process to... ...market appropriate products and services. As an Agent Team Member,... ...about the role insurance and financial products play in helping people...CustomerFor contractorsWork at officeWork from homeFlexible hours$25 - $26.77 per hour
...individuals in Bellevue to engage clients and assist with financial transactions through self-service resources. Responsibilities include processing cash... ...to understand clients' financial needs. With a focus on customer service and adherence to banking regulations, candidates...CustomerHourly pay- ...Wallingford is seeking a Member Consultant II to enhance member experiences by... ...and cross-selling across financial products. The role emphasizes service excellence, accuracy in transactions... ...dynamic branch environment. A strong focus on communication, problem solving,...
$80.2k - $120.8k
...Account Growth Representative (AGR II) to accelerate the success of... ..., Deals, and other premium services• Analyze complex data sets to... ...using a consultative, solutions-focused approach or equivalent-... ...deliver the best results for our customers. If you have a disability and...CustomerFlexible hours$92.22k - $106.1k
...for an experienced and client-focused Workday Consultant to join... ...shape the vision for our Workday Financials Practice. You will be... ...RequirementsWorkday Contracts to Cash Services CertificationMinimum 2 years... ...a proven record of Workday Customer Accounts implementations (2+...CustomerFull timeContract workLocal areaFlexible hours$20 - $23 per hour
...Customer Support Specialist II – Sleep Doctor | Remote (Seattle, WA) Sleep Doctor is hiring a Customer... ...related to sleep health products and services. This fully remote role is ideal for... ...Sleep Doctor? Mission-driven company focused on sleep health and wellness...CustomerFull timeContract workWork at officeRemote workMonday to FridayFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer-Focused Financial Service Rep I-II. Be the first to apply!
- community service representative Bellevue, WA
- client service representative Bellevue, WA
- career services representative Bellevue, WA
- bilingual customer service representative spanish english Bellevue, WA
- customer experience agent Bellevue, WA
- customer account representative Bellevue, WA
- client solutions specialist Bellevue, WA
- customer experience associate Bellevue, WA
- part time customer representative Bellevue, WA
- participant services representative Bellevue, WA

