Senior Member Advisor: Financial Wellness & Banking
Seattle Credit Union
Seattle Credit Union is seeking a Senior Member Consultant in the Greater Seattle area to drive the member experience with strategic, action-oriented leadership. You will apply comprehensive knowledge of products and services to deliver beneficial solutions, mentor teammates, and collaborate across branches to achieve goals.
Ideal candidates bring 2+ years in retail banking, a track record in financial sales, and strong communication skills.
#J-18808-Ljbffr$180.27k - $220.33k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...to make better and smarter financial decisions and enabling the... ...service unique clients' needs - Well-developed analytical and problem... ...rewards considers our team members’ whole selves and what may be...SeniorFull timeWork experience placementLocal area$19.23 - $28.37 per hour
...Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA’s split their... ...to assist in client’s financial wellness, both in person and through proactive... ...coordination among team members to ensure time is spent in alignment...SuggestedHourly payWork experience placementWork at officeDay shift- ...Seattle, WA seeks a full-time Personal Financial Representative at our Bellevue... ...’ll act as a teller with personal banking skills, selling products to meet members’ financial goals while processing... ...service mindset and ability to work well with colleagues and the public are...SuggestedFull time
- ...and employee experience. As well, our financial strength and stability are key... ...us one of the Best 100 Banks in America for the ninth consecutive... ...organizations.As a Senior Credit Analyst, you'll play... ...the development of new team members.Maintain compliance with company...SeniorFull time
$82.4k - $123.6k
...0.00/Yr.Job SummaryThe Senior Credit Analyst is responsible... ...and Managers as well as Regional Directors in... ...promote business for the Bank by maintaining good... ...qualification assessment, financial spreads and analysis of... ..., customers and members of the general public.Experience...SeniorWork at office$129k - $238k
...portfolios to meet complex client financial needs. This position requires... ...spectrum of needs of Private Bank target clients and provide... ...small and large audiences of senior and executive level professionals... ...unless requested directly by a member of the Talent Acquisition team...SeniorFull timeImmediate start$116k - $216k
...WashingtonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized... ..., acting as the primary client advisor, developing and implementing... ...in their existing book as well as collaborating with internal and...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$26 - $29 per hour
...Introduction Since 1973, East West Bank has served as a pathway to... ...and Asia, we are the premier financial bridge between the East and... ...guide businesses and community members on both sides of the Pacific... ...Being the next generation Senior Relationship Banker at East West...Senior$77k - $202k
...Transformation - Anaplan Consultant, Senior Associate, you will... ...support clients by aligning financial planning, consolidation, reporting... ...- Guiding junior team members in the application of financial... ...or sector experience (i.e., Banking & Capital Markets, Industrials...SeniorFull timeH1b$75k - $83k
...Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized... ...on people and their financial well-being. We're committed to... ...capital markets, asset management, banking and other services to...SeniorTemporary workFor contractorsWork experience placementWork at office- ...Washington State Employees Credit Union is seeking Member Consultants in Bellevue to perform branch duties, open new accounts, and provide teller services. You will strive to meet sales and service goals while keeping members' best interests at heart and building lasting...Hourly pay
$104.7k - $154k
...the RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes... ...reporting, investment banking, or a similar analytical... ...you and your overall well-being. That’s why we... ...economies shapes how our team members move quickly, learn, and...SeniorHourly payWork at officeLocal areaRemote workFlexible hours$92.22k - $106.1k
...Consultant to join our team. As a key member of the team, you will have an... ...the vision for our Workday Financials Practice. You will be... ...as FDM, Business Assets, or Banking"Armanino" is the brand name under... ...401K with Profit Sharing Wellness program Generous parental leave...Full timeContract workLocal areaFlexible hours- KeyBank is seeking a Financial Wellness Advisor to partner with clients in our Mercer Island branch. The role blends client servicing and transaction support, with a focus on uncovering needs and guiding clients toward financial wellness through proactive conversations...
$260k - $390k
...Overview A law firm seeks a Banking and Finance Associate with... ...Provide liquidity solutions to financially distressed companies.... ...superior client service skills. Member of the Bar in a U.S. State.... ...dental, and vision. ~ Mental well-being programs and family care...Permanent employmentFull timeTemporary workFlexible hours$157.23k - $192.17k
At U.S. Bank, we’re on a journey to do our best. Helping... ...better and smarter financial decisions and enabling... ...planning. The Private Wealth Advisor (PWA) is responsible... ...role is hybrid. Team members who are in a hybrid... ...California Fair Chance Act as well as the San Francisco...Full timeWork experience placementLocal area3 days per week- U.S. Bank in Seattle seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships... ...management, the NMLS registration considerations, and the ability to advise on complex financial strategies. #J-18808-Ljbffr U.S. BankSenior
- U.S. Bank in Bellevue, WA seeks a seasoned wealth management leader to retain and grow high net worth client relationships, building a team of banking, trust and investment professionals around each client. You will provide expert counsel across wealth-management disciplines...Senior
$1,000 per month
...calls on real estate agents, financial advisors and other potential referral... ...in the mortgage or banking industry required. 2+ years’... ...program to support our team members Newrez NOW: Our Corporate Social... ...innovative, as financially solid, as well managed and on track to...Senior$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive... ...of Merrill coupled with the banking convenience of Bank of America.Merrill... ..., risk profile, and preferences as well as servicing client accountsDocuments...Interim roleWork at officeLocal areaImmediate startShift workDay shift- East West Bank is seeking a Senior Relationship Banker in Seattle to manage customer relationships and drive sales in various banking products. This role emphasizes high-quality service and leveraging technology to meet customer needs. Ideal candidates possess strong customer...Senior
$19.98 - $27.97 per hour
...Personal Financial Representative Salal Credit Union of Seattle,... ...quality customer service to our members at our Bellevue Branch.... ...customer service, finance or banking? Would you like to work for an... ...products and services to members as well as complete account...Hourly payFull timeImmediate startMonday to Friday- East West Bank is seeking a Senior Relationship Banker in Seattle to manage and grow client relationships, assess financial needs, and promote a range of banking products and services. You will leverage digital tools to enhance the client experience and collaborate across...Senior
$65k - $225k
...Introduction Since 1973, East West Bank has served as a pathway to... ...and Asia, we are the premier financial bridge between the East and... ...guide businesses and community members on both sides of the Pacific... ...underwriting and origination skills as well as have an established network...Full time$168k - $200k
...transform lives with trusted financial services that transcend borders... ...Role:Remitly is looking for a Senior Enterprise Risk Management Manager... ...service providers, or banking counterparties.3+ years of direct... ...medical benefits offered, as well as other financial benefits and...SeniorFull timeWork at officeWorldwideFlexible hours$185k - $250k
The Role We're looking for a Senior Family Advisor (7+ years of experience) to lead a portfolio of UHNW... ...an RIA, multi-family office, private bank, or broker dealer, with experience... ...coaching and ongoing development programs Wellness reimbursement Parking provided Team off...SeniorFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Teller Position at Wells FargoWells Fargo is seeking a Teller in... ...our Consumer, Small & Business Banking division, as a part of our... ...community, helping provide the financial service backbone for its... ...transitioning military service member, reserve military service member...Part timeWork experience placementLocal area
- ...Attachments Heritage Bank currently has an... ...including the preparation of financial spreads and projections... ...5 – $54.66 per hour Senior level: $91,707.00 - $11... ...and understand English well. Working knowledge of... ...policy. Full-time team members receive a minimum of 10...Hourly payFull timePart timeWork experience placementFlexible hours
$157.23k - $192.17k
...Wealth Management (PWM) Private Banking Private Wealth Management... ...customer service to meet the financial needs of clients. Supports... ...service unique customer needs - Well-developed analytical and... ...total rewards considers our team members' whole selves and what may be...Temporary workWork experience placement$22 - $25 per hour
...join our team! At Cathay Bank - we strive to provide... ...cycles due to our team members’ drive and optimism.... ...make a difference in the financial future of our communities... ...protect customers as well as minimize risk to the... ...appropriate (e.g. Financial Advisors, Mortgage Loan...Full timeWork experience placementFlexible hours
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