Member Experience Consultant II — Financial Services & Sales
Socket.dev
BECU is seeking a Member Consultant II to deliver exceptional member experiences and sales consultations across our East District pods. You will use product knowledge to assist with consumer lending, deposits, IRAs, POA, and fiduciary accounts while ensuring accuracy in all outbound and inbound workflows. The role requires willingness to travel between Bellevue, Redmond, Sammamish and other nearby branches for training and coverage, with a 12-week in-house training program and flexible shifts #J-18808-Ljbffr Socket.dev
- BECU is looking for a Member Consultant II to deliver exceptional member experiences through knowledgeable product guidance and sales opportunities across consumer lending, deposits, and... ...communication, and a commitment to community financial wellness. Training is provided, with...Suggested
- BECU is seeking a Member Consultant II in Bellevue, WA to deliver... ...high‑quality member experience and apply product... ...knowledge across banking services. The role rotates... ...Downtown Bellevue, Eastside Financial Center, Redmond,... ...equivalent, two years in a sales/financial setting,...SuggestedFlexible hours
- Kitsap Credit Union is actively hiring for Member Associate I, II and III (Teller/Personal Banker)... ...responsible for creating exceptional member experience while processing transactions, as well... ...all-digital, remote and self-service options. As a not-for-profit, member-owned...SuggestedRemote work
- ...Credit Union (BECU) is hiring a Member Consultant II to deliver high-quality member experiences across branches in the Central... ...knowledge to meet member needs, guide financial solutions, and refer complex... ...while upholding exceptional service standards. The role includes...Suggested
- BECU is seeking a Member Consultant II in the Renton area to deliver an exceptional member experience and drive sales across our financial product suite. You’ll participate in a pod-based rotation... ...lending, deposits, and related services, and support the community with...Suggested
- ...Union (BECU) is hiring a Member Consultant II to deliver high-quality member experiences across products and services. You will contribute to a... ...Downtown Bellevue, Eastside Financial Center, Redmond, and Sammamish... ...interactions, driving sales while helping members achieve...
$22.55 - $26 per hour
...Banker is a frontline financial partner (financial... ...supportive and dynamic member focused sales team. As a... ...mail. You'll engage in consultative conversations with members... ...products and services to help them reach their... ...financial services experience preferred Ability to...Hourly payFull timeWork at office$22.55 - $26 per hour
...Banker is a frontline financial partner (financial... ...supportive and dynamic member focused sales team. As a... ...mail. You'll engage in consultative conversations with members... ...products and services to help them reach their... ...financial services experience preferred Ability to...Hourly payFull timeWork at office- BECU is seeking a skilled Member Consultant II to enhance the member experience across branches in the Central District. You will diagnose consumer financial needs, refer to specialized services, and resolve member inquiries with product knowledge. You will rotate across...Flexible hours
- ...Relationship Banker to act as a frontline financial partner. You will process routine... ...and by email while building strong member relationships and offering tailored... ...a high school diploma, 6 months of sales/customer service experience, and solid communication and listening...Hourly pay
$20 - $22.88 per hour
...delivering exceptional financial services to our customers. The... ...actively supporting branch sales efforts. Overview:... ...$22.88 per hour Level II - $20.00 - $24.84 per... ...on qualifications and experience, Bank Teller I or II may... .... Full-time team members receive a minimum of 1...Hourly payFull timePart timeWork at officeMonday to FridayFlexible hoursShift work$20.67 - $31.25 per hour
...to assist in client's financial wellness both in person... ...is a client first, sales-driven, self-motivated... ...FunctionsEmbodies a strong client experience culture, being present... ...than financial services experience. KeyBank... ...clients, including tele-consulting, outside calling,...Hourly payDay shift$25.5 - $36 per hour
...of the colleague experience at TD. Our... ...The Retail Banker II Float is a Customer... ...promise by utilizing financial expertise and consultative advice in... ...regarding all products, services, policies, and... ...outbound sales activities Evaluates... ...fully as a member of the team, supports...Work at officeLocal areaWork from homeFlexible hours$113.76k - $170.65k
...Relationship Manager II-IV Job Category : Professional... ...salary based on experience. As a member of our Private... ...client-focused, trusted financial partner to clients through... ...and depository services. This individual will... ...achieve established sales goals. They will provide...Full timeWork experience placementWork at officeLocal area$20 - $24 per hour
...At OneMain, Loan Sales Specialists empower customers... ...this role, our team members thrive in a competitive... ...timely and efficient service Exceed customer expectations... ...or Customer Service experience Bilingual - Spanish... ...) OneMain Financial (NYSE: OMF) is the...Full timeTraineeshipWork experience placementLocal areaMonday to Friday$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 273... ...time between client servicing and transaction... ...coordination among team members to ensure time is... ...a strong client experience culture, being... ..., achieving sales goals, and building... ...techniques such as tele-consulting, outside calling,...Hourly payWork experience placementWork at officeDay shift- Blue Origin in Seattle, WA is seeking a Financial Analyst II to support FP&A cycles for the New Glenn business area. You will turn operational... ...a Bachelor's in a analytical field and 3+ years FP&A experience, advanced Excel, SQL, and data visualization tools (Power BI...
$99.2k - $138.88k
...performance group, and we are looking for a Financial Analyst II with strong analytical depth to... ...recurring reporting that improve self-service, make key drivers visible, and reduce... ...highly analytical field. 3+ years of experience in FP&A, corporate finance, program finance...Permanent employmentFull timeTemporary workLocal areaRelocation package- Blue Origin in Seattle is seeking a Financial Analyst II to support planning, forecasting, and decision support for the New Glenn program.... ...requires a strong GAAP foundation, advanced Excel skills, and experience with SQL and BI tools (Power BI or Tableau). #J-18808-...
$80.48k - $120.68k
...proton therapy and related services, and network affiliations with... ..., patient, community member and supporter. Our commitment... ...problems. Clinical Trials Financial Analyst II role provides coverage analysis... ...of education and experience. Minimum of two years of experience...Contract workH1bWork at officeVisa sponsorshipFlexible hours$84k - $96k
...active participation in the financial planning process. Responsibilities... .... Focus provides team members the flexibility to work a hybrid... ...relationship management platform Service as the day-to-day contact for... ...+ years of financial service experience Strong interpersonal skills;...Work at officeLocal areaRemote work2 days per week- ...Company Description Ameriprise Financial Services, LLC has been helping... ...making, encouraging clients to consult financial advisors for personalized... ...investment adviser and a member of FINRA and SIPC, providing... ...appropriate solutions. Experience or aptitude in Financial Advisory...Full timeWork at officeWork from home
- ...Senior Financial Planner At Range, we're building towards a world where... ...for crafting financial plans for members and continuing to support them through... ...(ECA) or similar ~6-9+ years experience in a client-facing financial services roles ~ Experience with in...Work at officeRelocationMonday to Friday
- ...purpose to help make financial lives better through the... ...shaped by military service, community college education... ...of work and life experiences. These journeys foster... ...demonstrated successful sales experience in a salary... ...investment adviser, Member SIPC and a wholly owned...Work at officeFlexible hoursShift workWeekend workDay shift
$74k - $84.1k
...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...wide range of work and life experiences. These journeys foster resilience... ...Commercial Credit Analyst I, II, or III under the manager's...Full timeWork experience placementWork at officeFlexible hoursShift workDay shift$59.1k - $98.4k
...leading global professional services company that helps the world’... ...they operate, enhance customer experiences, and create sustainable value... ...The Work: As an Inside Sales Representative, you will support... ...and assets across Strategy & Consulting, Technology, Operations,...Full timeContract workWork experience placementLive inWork at officeLocal area$75k - $90k
Overview Team-Based Financial Advisor - Legacy West Financial Consultants Meaningful work.... ...independent financial services practice of... ...existing and new clients/members Strong technical... ...or equivalent experience. Military veterans... ...time Job function: Sales and Finance; Industries...Full timeLocal area- A financial technology company is looking for an experienced Financial Planner to craft financial plans and support members through an innovative platform. You will collaborate with... ...CFP certification and prior experience in financial services, providing a great...
- ...recently in 2024 in the Financial Services and Insurance... ...business. Perform sales activities including,... ...Support other Loan Consultants/ Officers as needed.... .... Provide a "WOW" experience and effectively communicate... ...changes while dealing with members. Work well with...Temporary workWork at officeImmediate startRemote workHome officeShift workWeekend work
- ...and take care of business. Our sales team is fueled by new ideas... ...approach to simplifying the financial industry by putting the relationship... ...You You have 2-5 years of experience as a loan officer assistant,... .... Provide excellent customer service to clients, loan officers,...Hourly payFull timeWork at officeLocal areaRemote work1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Member Experience Consultant II — Financial Services & Sales. Be the first to apply!
- associate corporate finance Bellevue, WA
- financial advisor development program Bellevue, WA
- financial planning assistant Bellevue, WA
- jde finance consultant Bellevue, WA
- financial advisor training program Bellevue, WA
- financial counselor Bellevue, WA
- financial planning administrator Bellevue, WA
- financial planner cfp Bellevue, WA
- financial planner Bellevue, WA
- financial advisor associate Bellevue, WA

