Member Service & Financial Solutions Consultant I
Verity Credit Union
Verity Credit Union is hiring a Full-Time Member Consultant I at our Beacon Hill/Rainier Branch to enhance members' financial lives and support community goals. You will handle transactions, open deposits and consumer loans, and educate members on alternate ways to transact while cross-selling Verity products. This role combines teller work with platform desk duties for a seamless experience. #J-18808-Ljbffr Verity Credit Union
$77k - $202k
...SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy.... ...needs, develop financial solutions, and offer guidance and support... ..., mentor junior team members, and build strong client relationships...SuggestedFull timeH1b$124k - $280k
...Management practice, within Finance Consulting services, will provide the... ...clients optimise and align financial planning, consolidation, reporting... ...coaching, leveraging team member’s unique strengths, and... ...performance management solutions that help clients modernize...SuggestedFull timeH1b$20 - $25 per hour
Sound Credit Union in Key Center, WA seeks a Part-Time Teller / Member Service Representative. This role involves assisting members with transactions, providing information, and delivering exceptional service. Ideal candidates will have customer service experience and...SuggestedHourly payPart time- ...The Financial Advisor plays a key role in delivering comprehensive,... ...clients. This role is centered on service, planning, operational... ...implemented, and support internal team members while maintaining adherence... ...-protection needs Recommend solutions related to life insurance,...SuggestedApprenticeship
- ...Financial Solutions Advisor Registration Candidate- Columbia South Basin... ...knowledge by using a defined consultative approach with clients to systematically... ...of one year of financial services industry or sales... ...registered investment adviser, Member SIPC and a wholly owned...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor Registration Candidate - Northgate, WA Market... ...knowledge by using a defined consultative approach with clients to... ...minimum of one year of financial services industry or sales... ...registered investment adviser, Member SIPC and a wholly owned subsidiary...Work at officeImmediate startMonday to FridayShift workDay shift
- ...through calls, networking, social media, and warm referrals Convert prospects into loyal clients by delivering tailored insurance solutions that protect what matters most Build deep, trust-based relationships that generate referrals and repeat business Stay sharp...Base plus commission
$80k - $100k
...The Senior Associate Financial Advisor serves as a transitional... ...This role will assist members and prospects with... ...development, client service, and operational... ...including experience in a consultative service role Ability... ...belief that financial solutions should put people first...Work experience placementWork at office- ...with their customers to find creative financial solutions that work. In order to achieve that... ...supports Relationship Managers (RMs) as a member of the client-facing production team.... ...designated Relationship Manager (RM) to service existing clients and business development...Full timeTemporary workWork experience placement
$60k - $120k
...oriented professional to join their team. As a State Farm team member for Chris Jones - State Farm Agent, you will build and develop... ...Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding...For contractorsWork from homeFlexible hours$102.5k - $139.7k
...requirements gathering, solution design, configuration,... ...contributor and team member, collaborating with... ...and supporting junior consultants.Partner with client finance... ...core accounting and financial processes such as... ...provide professional services in an alternative practice...Full timeContract workLocal areaFlexible hours$72k - $90k
...cutting-edge technology solutions for our clients.... ...What is the Solutions Consulting & Engineering (SC&E) Team... ...management in a professional services or consulting... ...manage budgets, analyze financial reports, and track profitability... ...respect for all team members, ensuring that WWT...Full timeRemote workShift work$56.12k
...opportunity for multiple Shared Services Analysts. After resumes have... ...team is to standardize financial processes to ensure compliance... ...knowledge and contribute to solution design. Collaborate with supervisors... ...Resources - Finance team members. Prepare and deliver compliance...Full timeTemporary workWork experience placementWork at officeLocal areaShift workDay shift$1,000 per month
...business partners through superior service, simple processes, and... ...superior performance and innovative solutions, by promoting teamwork and... ...calls on real estate agents, financial advisors and other potential... ...program to support our team members Newrez NOW: ~ Our...$100k - $110k
...with the issues plaguing the financial services industry and set out on a... ...are looking for a new team member who can complement our team... ...schedule initial discovery or consultation meetings. Conduct initial... ...Present tailored financial solutions, products, and services...Monday to Friday- Job Description Advise on security, architecture, and solution risks across network, OS, hardware, applications, software, and coding... ...disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by...
- ...Role The Business Central Consultant will play a key role in... ...responsible for leading solution design, configuration, and... ...distribution, and professional services industries and within Financial module. Reports to: BC... .... Our Culture Team Members: We take care of our own....Permanent employmentWork at officeRemote workFlexible hours
- ...AITransPerfect is the leading solution provider of AI, Technology,... ..., and generative AI services—to Fortune 500 leaders.TransPerfect... ...TransPerfect’s AI footprint.Consultative Leadership: Act as a subject... ...and differing perspectivesBe financially responsible and make sound...Full time
- Verity Credit Union in Wallingford is seeking a Member Consultant II to enhance member experiences by building trusted relationships... ...facilitating onboarding and cross-selling across financial products. The role emphasizes service excellence, accuracy in transactions, and teamwork...
$92.22k - $106.1k
...client-focused Workday Consultant to join our team. As a key member of the team, you will have... ...vision for our Workday Financials Practice. You will be responsible... ...implementing Workday solutions, working directly with... ...Contracts to Cash Services CertificationMinimum 2 years...Full timeContract workLocal areaFlexible hours- ...and deliver innovative solutions. Empowered with... ...reality. You are…As a member of one of the world’s... ...payroll, cloud-based HR and financial management solutions that... ...WSS/CLM/Evisort Consultant, your primary responsibilities... ...global professional services company that helps the...Full timeWork experience placementLive inWork at officeLocal area
$82.6k - $162.8k
...businesses grow. As a NetSuite Consultant at Deloitte, you will... ...implementation of NetSuite solutions that help clients meet their... ...alongside experienced team members to build your consulting and... ...fits professionals across core financial accounting, procure-to-pay,...Local areaVisa sponsorship$110.7k - $218.3k
...grow. As a NetSuite Senior Consultant at Deloitte, you will help clients... ...and implement NetSuite solutions that align with their business... ...professionals across core financial accounting, procure-to-pay,... ...development of junior team members The team Our NetSuite practice...Local areaVisa sponsorship$35 - $38.54 per hour
...global leader in protective services, delivering specialized guarding, advanced technology solutions, and comprehensive risk management... ...support to help ensure financial goals are met on time and according... ...may be different for union members. About The Team Our Company...Hourly payLocal area$28.85 - $33.65 per hour
Bank of America is seeking a professional to provide comprehensive financial advice to clients in Washington. This role focuses on meeting client financial goals through strategic product recommendations and building lasting relationships. Candidates should be skilled in...Hourly pay- ...advancement ~ Profit sharing ~ Signing bonus ~ Tuition assistance ROLE DESCRIPTION: As a Financial Services Administrator – State Farm Agent Team Member forChris Jones - State Farm Agent, your creativity, and strategy promote the continued growth of our agency...Work at officeLocal areaWork from homeRelocation packageFlexible hours
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Overview As a Financial Solutions Advisor Stage I (FSA I) , your... ...knowledge by using a defined consultative approach with clients to... ...minimum of one year of financial services industry or sales experience...Hourly payWork at officeImmediate startShift workDay shift- ...and non-discretionary investment advisory solution. You will provide clients with a personal relationship, specialized service, and ongoing advice based on Schwab’s approach... ..., including creating and customizing financial plans and portfolios for clients Five or more...
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power... ...training and in-depth knowledge of investment products and services. Three years experience working in the financial service...Work at officeImmediate startShift workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your... ...business knowledge by using a defined consultative approach with clients to identify... ...or a minimum of one year of financial services industry or sales experience. Skills Advisory...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift
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