Financial Service Representative I-II
$24.47 - $36.73 per hourWatrust
Bellevue Commercial Offic 10500 NE 8th St, Suite 1100 Bellevue, WA 98004, USA Description This position embodies the WTB culture by focusing on the customer experience in generating, retaining and expanding customer relationships using appropriate sales and customer service strategies. Provides professional financial advice, guidance and solutions to customer inquiries and problems along with proficiency in the regulatory issues as they apply to this position. Accurately and efficiently opens all branch related products for customers. Responsibilities may include administrative duties, maintenance of accounts, branch audits and teller duties. Must be proficient in bank products, sales and service skills, and regulatory issues as they apply to this position. Regular, reliable attendance required. Essential Functions: Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs. Perform transactions, new account and lending responsibilities to best serve the needs of the client. Maintains accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results. Daily reporting. Participates in Branch audits. Notary certificate will be required. Qualifications: Excellent written and verbal communication and interpersonal skills. Advanced cash handling skills. Demonstrated ability to consistently sell appropriate products and services outside the branch environment Related retail or sales experience. Strong ability to prioritize & handle multiple tasks with accurate attention to detail. Strong problem solving and decision making skills. Proficient with computer applications and financial calculations. Required to maintain the security and confidentiality of Bank and customer information. Completion of appropriate training. Works with other bank personnel to proactively meet customer needs in an efficient manner across department lines. May perform teller duties to support the needs of the branch. Maintain a positive attitude while assisting and achieving service expectations. Pay Range: Financial Service Representative I - $24.47 - $36.73 Financial Service Representative II - $26.59 - $39.93 The compensation range represents the low and high end of the base compensation range for this position located in Bellevue, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan. What Our Culture Can Offer You : Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefitsHERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Watrust
$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...SuggestedTemporary workLocal areaFlexible hours$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...SuggestedMonday to FridayFlexible hours- 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...Suggested
- 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...Suggested
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$40 - $45 per hour
Security Compliance Analyst II Remote Summary Data Center Security Engineer with experience in physical security operations, access management systems, and third-party risk oversight. Our company is seeking a highly skilled and experienced Security Engineer to join our...Hourly payLocal areaRemote work- ...Credit Union in Wallingford is seeking a Member Consultant II to enhance member experiences by building trusted... ...and facilitating onboarding and cross-selling across financial products. The role emphasizes service excellence, accuracy in transactions, and teamwork within...
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...role, Financial Solutions Advisor Stage II, where you will continue to practice the... .../or a minimum of one year of financial services industry or sales experienceBilingual...Hourly payFull timeWork at officeImmediate startShift workDay shift$40k - $80k
...needs, and market appropriate products and services. As an Agent Team Member, you will... ...(outside sales or inside sales representative, retail sales associate, or telemarketing... ...Enthusiastic about the role insurance and financial products play in helping people manage...For contractorsWork at officeWork from homeFlexible hours- Global Credit Union in Washington state seeks a Financial Services Representative II to deliver consultative, empathetic member service both in person and over the phone. You will process transactions, advise on products, and pursue cross-sell opportunities to meet branch...
$113.76k - $170.65k
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- ...Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Full timeLocal area
- ...) provides program management, acquisition, logistics, field service representative, explosive ordnance disposal, and personnel support services... ...FirstDiv team! We are seeking a highly motivated Security Analyst II to support the Washington Headquarters Services (WHS)...Civilian ContractorContract workFor contractorsWork at officeLocal area
- ...Management and Operations Consulting Services Firm focusing on providing... ...value.ProSidian clients represent a broad spectrum of industries... ..., Pharmaceuticals, Banking & Financial Services, Transportation,... ...Investment Controls Analyst II to support an engagement for...Full timeTemporary workFor contractorsWork experience placementWork at officeFlexible hours
$70k - $80k
Responsibilities Works with clients to plan their short‑ and long‑term financial goals by building a financial plan with brokerage products,... ...client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workShift workDay shift$18k
...Finance/Accounting Specialist II - WA ProSidian is a... ...Management and Operations Consulting Services Firm focusing on providing... ...delivering value. ProSidian clients represent a broad spectrum of... ..., Pharmaceuticals, Banking & Financial Services, Transportation, Federal...For contractorsWork experience placementWork at officeImmediate start- A financial services firm is seeking a Financial Advisor in Bellevue, WA, to develop and grow their own practice. The advisor will build relationships with clients, utilize extensive support and resources, and enjoy a flexible schedule. Ideal candidates possess strong...Flexible hours
- ...management, maintenance, and customer service for an assigned portfolio of... ...including the preparation of financial spreads and projections in... ....64 $45.18 per hour Level II: $36.44 - $45.55 $54.66 per... ...The base salary range represents the min, mid and max of Heritage...Hourly payFull timePart timeWork experience placementFlexible hours
- ...Product, Engineering, and Sales.ABOUT THE ROLE:This is a high-visibility role that sits at the intersection of product strategy and financial analysis, giving you a unique vantage point to influence how we scale our business. We aren't looking for someone to just execute...
- ...Credit Union is seeking a Member Consultant II at the Wallingford Branch. You will... ...members, and cross-sell products to empower financial lives. You will support in-branch transactions... ...and problem-solving. The role emphasizes service excellence, teamwork, and meeting...
$150k - $300k
DESCRIPTION: Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client... ...borrower experience from application through closing Represent Generations Home Loans as a trusted home financing consultant...$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...role, Financial Solutions Advisor Stage II, where you will continue to practice the... .../or a minimum of one year of financial services industry or sales experienceSkills: •...Hourly payFull timeWork at officeImmediate startShift workDay shift- ...needs, and market appropriate products and services. As an Agent Team Member, you will... ...(outside sales or inside sales representative, retail sales associate, or telemarketing... ...Enthusiastic about the role insurance and financial products play in helping people manage...For contractorsWork from homeRelocation packageFlexible hours
- ...Investment Controls Analyst II - WA ProSidian is a Management... ...and Operations Consulting Services Firm focusing on providing value... ...value. ProSidian clients represent a broad spectrum of industries... ..., Pharmaceuticals, Banking & Financial Services, Transportation, Federal...Full timeWork experience placementWork at office
$100k - $120k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...with Branch Leader.Weekly to bi-weekly 1:1s with Level II+ advisors.Bi-weekly results review with branch managers....Full timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week$85.05k - $119.07k
...Finance team, you will serve as an embedded financial partner for the BE-3U program -... ...forward-thinking Financial Analyst (Level II) who combines rigorous financial fundamentals... ...reports that give program leadership self-service visibility into financial performance, reduce...Permanent employmentFull timeTemporary workLocal areaRelocation package$85.05k - $119.07k
...Finance team, you will serve as the embedded financial partner for an engineering or operations... ...We are seeking an Analyst - Financial II who combines rigorous financial fundamentals... ...that give program leadership self-service visibility into financial performance - reduce...Permanent employmentFull timeTemporary workLocal areaRelocation package$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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