Member Financial Wellness Advisor
Global Credit Union
Global Credit Union is seeking a Financial Services Representative II to deliver exceptional member service in person and over the phone. You will perform transactions, recommend financial products, and help members reach their financial goals through a trusted, empathetic approach. This role emphasizes relationship-building, knowledge of credit union products, and cross-sale activities within a collaborative team, with responsibilities spanning inbound/outbound calls, branch promotions, and #J-18808-Ljbffr Global Credit Union
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Member Financial Wellness Advisor in Spokane, WA vacancy
$17.13 - $25.99 per hour
...PT Member Service Associate (PT Teller)Spokane Newport Hwy - Spokane, WA 99218OverviewSalary Range $17.13 - $25.99 Hourly Level Entry... ...of products and services, banking policies and procedures, and financial literacy, to serve as a resource to members. The MSA performs routine...SuggestedHourly payPart timeShift workGesa Credit Union
Spokane, WA2 days ago- ...assisting our clients in every aspect of their financial lives. Our focus centers on our clients’... ...REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that... ...Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd...Suggested
WestPac Wealth Partners
Spokane, WA4 days ago $61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...), a registered investment adviser, broker‑dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management...SuggestedFull timeContract workFor contractorsWork at office- ...want more than just a job. Backed by CNO Financial Group and recognized by Forbes, Newsweek... ...the Role As an entry level financial advisor on our team, you'll work one-on-one with... ...offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL...Suggested
- Thrivent is a different kind of financial services firm, one that puts... ..., grow and protect financial well-being through purpose-based... ...adding an Associate Financial Advisor to our team. Pacific... ...sensitive communications with members/customers, which may include...SuggestedFull timeRemote work
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses. You will receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams...Hourly payWork at officeImmediate startMonday to FridayShift workDay shiftBank of America
Spokane, WA4 days ago- ...at Modern Woodmen of America Launch your financial services career with an organization that... ...families throughout life. Together with our members across the country, we pioneer bright... ...the latest industry resources, you'll be well‑equipped to succeed in your new role. Our...Local area
Modern Woodmen
Spokane, WA5 days ago - ...guided by a common purpose to help make financial lives better through the power of every... ...teammates’ physical, emotional, and financial wellness through affordable, competitive and... ...dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Spokane, WA3 days ago $61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Responsibilities SUMMARY STATEMENT & PURPOSE The Financial Counselor promotes positive customer... ..., Utilization Review, and Clinical Team Members. All employees are expected to be... ...staff, and visitors of the Hospital, as well as being a positive representative of INBH...Contract workWork at officeLocal area
$80.97k - $103.91k
...The Commercial Credit Analyst is a key member of the Credit Administration team, responsible... ...borrowing relationships, assessing financial performance, identifying risk factors, and... ...~ Prepare clear, concise, accurate, and well-supported credit memorandums, analytical...RiverBank
Spokane, WA27 days ago- ...empathetic clinical team. While each individual clinician has their own interests, expertise, and style, we require all team members to be well versed in a variety of modalities. Our clients are struggling to cope with underlying mental health issues and benefit from therapists...Full timePart timeWork experience placementLocal areaRemote workAfternoon shiftWeekday work
Charlie Health
Spokane, WAa month ago $20.19 per hour
...community! In this role, you'll build and cultivate a strong network of referral partners, develop new business opportunities, and guide members through the home financing process with confidence and care. You'll own your production through proactive outreach and a strategic...Hourly payFull timePart timeLocal areaMonday to FridayWashington State Employees Credit Union
Spokane, WA1 day ago$18 - $20 per hour
...staying current on changes.Discussing and uncovering customer's financial needs to identify and offer appropriate products and services.... ...employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team....Columbia Bank (WA, OR & ID)
Spokane, WA4 days ago- ...and who want to make a difference in our members' lives. We love people who share our core... ...community, while helping members achieve their financial goals and dreams.STCU offers excellent... ...credit union policies and procedures as well as adhering to STCU's balancing standards...
STCU
Spokane, WA7 hours ago $20 - $22 per hour
...and stays current on changes. Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.... ...such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. #J-18808-LjbffrNight shiftColumbia Bank (WA, OR & ID)
Spokane, WA3 days ago$19 per hour
...learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of... ...this role you’ll contribute positively as a collaborative team member across all assignments. In this role you’ll maintain strong...Flexible hoursBanner Bank
Spokane, WA7 hours ago$18 - $20 per hour
...stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services.... ...employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.Night shiftColumbia Banking System, Inc.
Spokane, WA5 days ago- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...beginning on January 1 of each year, as well as sick time, personal days, and a paid day...Full timeTemporary workFlexible hours
$23.75 - $29.03 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and...Temporary work$23.75 - $29.03 per hour
...outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions... ...transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and...Temporary work$35.63k - $200k
...prospective borrowers in order to analyze financial and credit data Marketing, promoting,... ...Life, and Paid Parental Leave benefits, as well as the opportunity for a performance based... ...to match), we invite you to become a member of our winning team! And remember, once you...Temporary workShift work- ...Washington Trust Bank is looking for a dynamic candidate for our Senior Financial Analyst role. Reporting to the FP&A Manager, the Sr. Financial... ...not afraid to ask questions Collaborative and accountable team member Clear communicator Out of the box thinker able to articulate...Work experience placementWork at office
Washington Trust Bank Careers
Spokane, WA4 days ago $21.96 - $31.84 per hour
...part-time) Paid Birthday Holiday Paid Wellness Days Up to 24 hours of Paid Volunteer Time... ...required; Two-years related lending, financial institution, cash handling, and customer... ...preferred. Demonstrated ability to identify member needs, build relationships, and...Hourly payFull timePart time- ...opportunities that enhance the overall member experience. This position requires mastery... .... The Sales Coach is a trusted advisor to retail leadership, regularly presenting... ...experience in high-performance retail or financial services considered. 8+ Years of Retail...Work at officeNight shift
$18.49 - $27.73 per hour
About The Role Our growing financial institution is seeking a Loan Servicing Specialist to be an integral part of our Spokane loan team.... ...great with customers, this may be the opportunity for you! As a member of the Wheatland Bank team, you will work with colleagues who...Hourly payFull timeContract workTemporary workPart timeBank staffWork at officeLocal areaVisa sponsorshipWork visa- ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State... ..., Ferry, and Pend Oreille Counties, as well as portions of Lincoln County. Both colleges... ...mission success. ProSidian Team Members work to provide Strategic Plan Facilitation...Full timeContract workWork at office
$80.97k - $103.91k
...area. Summary This role serves as a key member of the credit team and is responsible for... ...lending professionals to deliver timely, well-supported credit decisions while supporting... .... Analyze business and personal financial statements, tax returns, borrowing base reports...Work at office$17 - $20 per hour
...to individual and branch sales goals as well as customer expectations Develop new relationships... ...loan process and loan life cycle Present financial solutions, based on customer needs, that... ...and opportunities to advance. Other team member benefits include: Health and wellbeing...Full timePart timeWork experience placementLocal area$17 - $20 per hour
...life's expenses. In this role, our team members thrive in a competitive atmosphere where... ...prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime... ...is dedicated to improving the financial well-being of hardworking Americans. Since 191...Work experience placementLocal areaMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Member Financial Wellness Advisor. Be the first to apply!
Related searches
- associate corporate finance Spokane, WA
- financial associate Spokane, WA
- estate planning consultant Spokane, WA
- financial advisor Spokane, WA
- financial planner Spokane, WA
- financial counselor Spokane, WA
- financial planning assistant Spokane, WA
- financial consultant Spokane, WA
- financial planning administrator Spokane, WA
- wealth advisor Spokane, WA