Top 72 Financial services Jobs in Tri Cities, Wa

Financial Services Officer (Spanish Required) - Kennewick
Idaho Central Credit Union —Kennewick, WA
- $23 an hour
- Spanish
- Basic math
- Research
- Wellness program
- Paid holidays
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Financial Services Professional - Hybrid Remote (WA)
Bankers Life —Kennewick, WA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Wealth Management Trainee (WA)
Bankers Life —Kennewick, WA
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Financial Consultant
WealthBridge Financial Group —Richland, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
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Financial Advisor - Kennewick, WA
COUNTRY Financial —Kennewick, WA
- Full-time
- CPA
- Mid-level
- Office
10d
Financial Education Outreach Specialist
GF Group —Pasco, WA
- $52,656.72 - $75,457.56 a year
- Contract
- Hybrid work
- Background check
- US work authorization
- Financial services
- Paid training
- Professional development assistance
Quick Apply
Associate Financial Advisor
Epic Private Wealth —Richland, WA
- $75,000 - $115,000 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Mortgage Loan Officer | National Lender - WA
Leadling —Kennewick, WA
- $75,000 - $200,000 a year
- Full-time
- Remote
- Senior level
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Financial Services Officer- Richland (Spanish Required)
Idaho Central Credit Union —Richland, WA
- $23 an hour
- Spanish
- Basic math
- Research
- Wellness program
- Paid holidays
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11d
BCS Business Card Consultant - Gresham, OR
U.S. Bank National Association —Washington State
- $105,400 - $136,400 a year
- Full-time
- 7 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
5d
Accelerated Path to Management Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Kennewick, WA
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- US work authorization
- AD&D insurance
- Disability insurance
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8d
Office Administrator – Financial Services Firm
Epic Private Wealth —Richland, WA
- From $19 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
3d
Personal Financial Representative (Personal Banker)
GESA CREDIT UNION —Richland, WA
- $20.00 - $29.86 an hour
- Full-time
- Background check
- Office
- High school diploma or GED
- Commuter assistance
- Paid holidays
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Pasco, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington
CliftonLarsonAllen —Tri-Cities, WA
- $123,000 - $242,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
New Mortgage Loan Officer Turn Your Network Into Real Income
Satori Mortgage —Kennewick, WA
- $50,000 - $250,000 a year
- Full-time
- Google Workspace
- Sales
- Entry level
- Opportunities for advancement
- Flexible schedule
Quick Apply
Small Business Consultant
Banner Bank —Kennewick, WA
- $27.09 - $36.65 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Health insurance
Relationship Banker - Bilingual Spanish Language Required
Bank of America —Kennewick, WA
- $25.00 - $26.77 an hour
- Extended hours
- Spanish
- Office
- Finance
Experienced Financial Advisor - Confidential Move Conversation
WealthBridge Financial Group —Richland, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Richland, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply

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financial services jobs near tri cities, wa

Financial Services Officer (Spanish Required) - Kennewick

Idaho Central Credit Union -
Kennewick, WA

Quick Apply

Job Details

$23 an hour

Benefits

Wellness program
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Spanish
Customer communication
Compliance with loan regulations
Employee relationship building
Typing
10 key typing

Full Job Description

Responsible for interviewing and qualifying members for loans of all types within the requirements of the loan policies established by the Credit Union. Assist members and businesses with opening new accounts. Promote and cross sell Credit Union Services. Ensure member satisfaction through courteous, accurate, and efficient service.

Duties and Responsibilities:

Maintains a strong focus on helping each member achieve financial success.
Ensure member experiences are always at or above our Eagle Service Standards.
Behaves consistently with ICCU’s Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times.
Be a positive influence on creating an upbeat and energetic team Culture.
Effectively communicate in a professional, accurate, and timely manner with members by setting clear expectations throughout the account and/or loan process.
Interview members, gather data for complete and accurate loan applications, make loan recommendations to Underwriting, and manage all communication throughout the process.
Sign loan documents with members and disburse loan funds once completed
Ability to review members’ full financial picture, along with their personal financial goals, and make recommendations.
Interview and review mortgage applicants and manage all communication during the mortgage process.
Gather needed verification documents from members and real estate partners.
Open new accounts, certificates, IRA’s, etc.
Open business accounts. Pull credit reports and analyze eligibility for various business accounts and address any/all applicable cross-sell opportunities.
Maintain in-depth product knowledge on all deposit account products, loan products, mortgage products, and business products.
Pull credit reports and analyze eligibility for checking accounts and any/all applicable cross-sell opportunities.
Research and make appropriate corrections for members with account problems.
Handle deceased account until the account is closed or owner roles are changed.
Handle direct deposit and payroll setup and problems.
Notarize documents as determined by branch requirements.
Certify in the Medallion Signature Guarantee.
Cross sell Credit Union products and services, and maintain acceptable levels of Game of Work Sales goals and insurance penetration
Close Member Contact Center and Member Relationship Agent loans.
Handle forgery claims, levies, and garnishments.
Keep your manager informed of member needs or desires regarding products, services, suggestions, and/or escalations.
Work weekly and monthly bad data reports with an emphasis on accuracy first.
Back up the teller line, as necessary.
Other duties as assigned.

Qualifications:

Bachelor’s Degree or equivalent experience is preferred. One to two years of sales or customer service experience is preferred. Knowledge of federal regulations and general lending policies. Ability in math, ten key calculator, typewriter, and computer. Excellent communication and people skills. Ability to always maintain the confidentiality of Credit Union and member records. Good knowledge of Credit Union services.

Performance Standard:

Good interpersonal relations and a cooperative and positive attitude towards members and staff. Ability to determine member needs and cross sell Credit Union services. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union.

Physical Requirements:

Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).
Sit for extended periods of time.
Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.
Repetitive motion using wrists, hands, and fingers.
Reach keyboards.
Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).

This role offers benefits, including:

Competitive Pay
Medical, Dental, & Vision Insurance
Generous Paid Time Off
11 Paid Holidays
Matching 401K AND Pension
Tuition Reimbursement
Employee Assistance Program
Employee Wellness Program
Paid Group Life and Disability Insurance
Awesome Culture
Business Discounts
And More

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.

Must be eligible for membership at ICCU to obtain employment.

ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

The hourly pay for this position starts at $23.00/ hour
#ICCUTOPPRIORITY

Equal Opportunity Employer
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 (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

financial services jobs in tri cities, wa

Financial Services Officer (Spanish Required) - Kennewick

Financial Services Professional - Hybrid Remote (WA)

Wealth Management Trainee (WA)

Financial Consultant

Financial Advisor - Kennewick, WA

Financial Education Outreach Specialist

Associate Financial Advisor

Mortgage Loan Officer | National Lender - WA

Financial Services Officer- Richland (Spanish Required)

BCS Business Card Consultant - Gresham, OR

Accelerated Path to Management Program

Office Administrator – Financial Services Firm

Personal Financial Representative (Personal Banker)

Financial Advisor - Washington (Career Changer / New to Industry)

Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington

New Mortgage Loan Officer Turn Your Network Into Real Income

Small Business Consultant

Relationship Banker - Bilingual Spanish Language Required

Experienced Financial Advisor - Confidential Move Conversation

Career-Transition Partnership - For Advisors Approaching Reduced Production

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