Top 61 Financial professional Jobs in Bellevue Wa

Financial Service Representative I-II
Washington Trust Bank —Bellevue, WA
- $24.47 - $39.93 an hour
- Office
- Computer skills
- Communication skills
Quick Apply
14d
Financial Advisor Trainee (Kirkland, WA)
Raymond James Financial, Inc. —Kirkland, WA
- $80,168.40 - $85,000.00 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
4d
Financial Advisor
Mass Mutual NW —Bellevue, WA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development
- Financial services
Quick Apply
Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills
Bank of America —Renton, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
3d
Financial Advisor Career Changer Opportunity
Northwestern Mutual - Puget Sound —Bellevue, WA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 8 years
- Health insurance
- Dental insurance
Quick Apply
Personal Financial Representative / Universal Banker
Salal Credit Union —Tukwila, WA
- $21.15 - $29.62 an hour
- Full-time
- No experience needed
- Office
- Communication skills
- Health savings account
- AD&D insurance
Quick Apply
Financial Representative - Seattle, WA
Fidelity Investments —Seattle, WA
- $45,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Loan repayment program
- Tuition reimbursement
2d
Financial Advisor
Ameriprise Financial —Bellevue, WA
- $53,000 - $83,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Bellevue, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor - EASTSIDE Market
Bank of America —Redmond, WA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Solutions Advisor Registration Candidate- Seattle Market
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Financial Solutions Advisor Registration Candidate- Columbia South Basin
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Kent, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor - Ballard Financial Center
Bank of America —Seattle, WA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Mortgage Advisor - Tukwila Financial Center
BECU —Tukwila, WA
- $21.65 an hour
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Experienced Financial Advisor - Confidential Move Conversation
WealthBridge Financial Group —Bellevue, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - Northgate, WA Market
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market
Bank of America —Bainbridge Island, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Financial Services Representative - State Farm Agent Team Member
Claude Bullock - State Farm Agent —Tukwila, WA
- $50,000 - $70,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
14d

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financial professional jobs near bellevue wa

Financial Service Representative I-II

Washington Trust Bank -
Bellevue, WA

Quick Apply

Job Details

$24.47 - $39.93 an hour
14 days ago

Qualifications

Financial sales
Confidential information handling
Financial transaction processing
Processing cash transactions
Financial product expertise
Computer skills
Certified Notary Public

Full Job Description

Location: Bellevue Financial Center - 10500 NE 8th Street, Suite 1100, Bellevue, WA 98004

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 customer service skills.
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 benefits HERE (https://www.watrust.com/assets/files/qFqeTTn6) 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 (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

financial professional jobs in bellevue wa

Financial Service Representative I-II

Financial Advisor Trainee (Kirkland, WA)

Financial Advisor

Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills

Financial Advisor Career Changer Opportunity

Personal Financial Representative / Universal Banker

Financial Representative - Seattle, WA

Financial Advisor

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

Financial Solutions Advisor - EASTSIDE Market

Financial Solutions Advisor Registration Candidate- Seattle Market

Financial Solutions Advisor Registration Candidate- Columbia South Basin

Experienced Financial Advisor - Independent Platform, Full Book Portability

Financial Solutions Advisor - Ballard Financial Center

Mortgage Advisor - Tukwila Financial Center

Experienced Financial Advisor - Confidential Move Conversation

Financial Solutions Advisor Registration Candidate - Northgate, WA Market

Associate Financial Advisor

Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market

Financial Services Representative - State Farm Agent Team Member

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