Member Solutions Advisor - Financial Services & Cross-Sell
First Tech Federal Credit Union
First Tech Federal Credit Union in Bellevue, WA seeks a Relationship Banker to act as a frontline financial partner. You will process routine transactions in person, on the phone, and by email while building strong member relationships and offering tailored products. The role requires a high school diploma, 6 months of sales/customer service experience, and solid communication and listening skills. Location is RidgePointe Experience Center, with a competitive hourly target and monthly incentives. #J-18808-Ljbffr First Tech Federal 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... ...members on alternate ways to transact while cross-selling Verity products. This role combines teller...SuggestedFull time
$124k - $280k
...Finance Consulting services, will provide the... ...optimise and align financial planning,... ..., leveraging team member’s unique strengths... ...performance management solutions that help clients... ...serve as a trusted advisor across finance transformation... ...across cross-functional business...SuggestedFull timeH1b$22.55 - $26 per hour
...Banker is a frontline financial partner (financial MDs... ...supportive and dynamic member focused sales team. As... ...tailored products and services to help them reach... ...objectives (i.e. campaigns, cross-selling, and referrals),... ...belief that financial solutions should put people first...SuggestedHourly payFull timeWork at office$91.1k - $179.5k
...Summary Retirement & Wealth Provider Solutions ConsultantOur Human Capital practice is... ...leverage sector-specific insights and cross-domain perspectives to help... ...includes dedicated practitioners with deep financial services industry experience where we differentiate...SuggestedLocal area- LPL Financial collaborates with banks to provide a comprehensive... ...suite of financial services tailored to their... ...to join our employee advisor model as a Wealth... ...to financial solutions for an assigned book... ...products to support cross- selling opportunities and to...SuggestedFull timeWork at officeLocal area
- ...Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane... ...paths - whether shaped by military service, community college education, or a wide... ..., registered investment adviser, Member SIPC and a wholly owned subsidiary of...Temporary workWork at officeImmediate startFlexible hoursShift workDay shift
- Global Credit Union in Renton, WA is seeking a Financial Services Representative II to provide friendly, knowledgeable service to members in person and by phone. You will perform... ...collaborate with branch teams to reach cross-sell goals while supporting daily operations and...
- ...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Temporary workWork at officeImmediate startFlexible hours
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Hourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift- BECU in Kirkland, WA is seeking a Member Consultant II to deliver exceptional member experiences and drive sales across financial products. This role requires flexibility for travel between branches within the pod, a 1-year commitment, and participation in a 12-week training...
- ...insurance needs, recommend appropriate solutions, and turn opportunities into long-term... ...and ask for the business. Identify cross-sell opportunities to provide customers... ...based selling. Previous insurance, financial services, banking, automotive, business development...Base plus commissionFull timeFor contractorsWork at office
$22 - $25 per hour
...cycles due to our team members’ drive and optimism... ...difference in the financial future of our... ...operational support, cross‑selling bank products/services, and resolving customer... ...financial solutions and recommendations... ...appropriate (e.g. Financial Advisors, Mortgage Loan...Full timeWork experience placementFlexible hours$92.22k - $106.1k
...join our team. As a key member of the team, you will... ...for our Workday Financials Practice. You will be... ...implementing Workday solutions, working directly with... ...RequirementsWorkday Contracts to Cash Services CertificationMinimum 2... ...collaborate with cross-functional teams to...Full timeContract workLocal areaFlexible hours$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 of every... ...and in-depth knowledge of investment products and services. Three years experience working in the financial service...Work at officeImmediate startShift workDay shift$96k - $110k
...Associate Wealth Advisor Focus Partners is seeking... ...participation in the financial planning process. Responsibilities... .... Focus provides team members the flexibility to... ...platform Service as the day-to-day contact... ...highly personalized solutions tailored to their unique...Work at officeLocal areaRemote work2 days per week$124k
...company that is a leader in the financial service industry, New York Life will... ...content. Products and solutions - Together with its... ...arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed... ...as by becoming a financial advisor with Eagle Strategies LLC, our...Contract workWork at officeRemote work1 day per week- ...Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union!... ...annual corporate incentives for all team members! Discover the Centris Experience:... ...accomplish goals and seeks to provide creative solutions for members! Detail-oriented...Hourly payFull timeMonday to Friday
$104.1k - $139.97k
...in the commercial vehicle, financial, and customer service fields with... ...thinking skills. The team member will utilize his/her skill... ...implementing data-driven solutions that improve accuracy, efficiency... ...business outcomes. Partner with cross-functional teams to support...Temporary workWork experience placementFlexible hours- ...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...priorities and connecting clients to solutions that meet the financial goals... ...investment adviser, Member SIPC and a wholly owned subsidiary...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA...Work at officeMonday to Friday
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...grow, and make an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...or a minimum of one year of financial services industry or sales experience Skills...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ...referrals to appropriate internal service providers based on client needs and...Temporary workShift workDay shift- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver comprehensive investment and insurance solutions in a local branch network across Seattle, Lynnwood... ..., needs-based financial planning and cross-selling of products while maintaining...Local area
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads,... ...requests and makes referrals to appropriate internal service providers based on client needs and asset...Temporary workImmediate startMonday to FridayShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I in Seattle. This role involves obtaining necessary securities licenses and mastering... ...teams. A high school diploma and experience in financial services are preferred. The role provides flexible scheduling and...Hourly payFlexible hours
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$75k - $90k
Overview Team-Based Financial Advisor - Legacy West Financial Consultants Meaningful work. Rewarding... ...is an independent financial services practice of Thrivent in Bellevue, WA. We... ...relationships with existing and new clients/members Strong technical computer aptitude and...Full timeLocal area$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...specific considerations. As a Financial Solutions Advisor Stage I (FSA I) , you will begin by obtaining... ...or a minimum of one year of financial services industry or sales experience. Skills...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory... ...investment advisory solution, providing clients... ..., specialized service, and ongoing advice built... ...mentor junior SWA team members. If you are looking to... ...creating and customizing financial plans and portfolios for...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Member Solutions Advisor - Financial Services & Cross-Sell. Be the first to apply!
- associate corporate finance Bellevue, WA
- senior financial advisor Bellevue, WA
- estate planning consultant Bellevue, WA
- financial counselor Bellevue, WA
- financial advisor associate Bellevue, WA
- financial planning assistant Bellevue, WA
- financial advisor Bellevue, WA
- financial planner Bellevue, WA
- financial advisor training program Bellevue, WA
- jde finance consultant Bellevue, WA




