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  • Entry Level Sales Representative

    TDS Telecom 4.3company rating

    Finance representative job in Airway Heights, WA

    Overview : Are you energized by the thrill of closing a deal? Are you looking for a flexible schedule?! Do you love meeting new people and having the freedom to control your own success? If so, this is your chance to turn ambition into action. At TDS Telecom , our Entry Level Sales Representatives are more than sellers-they're trusted advisors and community connectors. Every day, you'll be out in the field, meeting homeowners face-to-face, introducing them to cutting-edge fiber internet , TV, and phone services that make life better. You're not just selling-you're shaping how people experience technology. Want to see what a Day in the Life of a Sales Rep looks like?! Click on the link below! ******************************************* What you'll do: Connect with your community by knocking on 60 doors each day and sparking conversations with 15-20 people. Make an impact by helping 1-3 families daily upgrade to faster, more reliable internet that keeps them connected. Be the face of TDS -represent our brand with professionalism, enthusiasm, and a commitment to exceptional service. Why You'll Love It Unlimited Earning Potential: Base salary uncapped commissions . Performers can earn $70,000-$100,000 annually . ($70,000 is the minimum you should expect to make in this role!) Freedom & Flexibility: Manage your own 40-hour workweek with hours between 9 AM-9 PM, Monday-Saturday. Yes, you get to schedule your working hours around your personal life! Hybrid Perks: Spend 20-25% of your time on admin work from the comfort of home. Own Your Territory: Knock on doors, spark conversations, and showcase TDS's residential products and services. Be the Local Expert: Attend community events alongside our Marketing team, educating neighbors about the benefits of TDS Extra Benefits That Set Us Apart Day-one benefits package Monthly gas/mileage stipend phone allowance Ramp-up payments for your first two months Exclusive rewards: Top performers earn an all-expenses-paid tropical getaway! TDS Discounted Services available! 3 Weeks of Paid Vacation and 2 Weeks of Paid Sick time PER YEAR! If you're ready to take control of your career, earn what you deserve, and make a real impact in your community, apply today and start building your future with TDS Telecom! Responsibilities : Engage with potential customers : Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory. Conduct sales calls : Identify customer needs, provide relevant information, and sell TDS services to prospective customers to achieve your sales targets. Complete sales documentation : Accurately record and submit daily sales orders, agreements, third-party verifications, and reports to your supervisor, following company guidelines. Oversee customer accounts : Manage customer relationships from the initial sale through installation, conducting follow-up calls to ensure satisfaction post-installation. Create community buzz : Organize and participate in community events to create sales opportunities and increase brand awareness. What We're Looking For: Self-Motivated : You're driven, ambitious, and always looking for ways to improve. Charisma and Confidence : You're a people-person who loves talking to new people and making connections. Goal-Oriented : You thrive on hitting targets and love the thrill of closing a deal. Qualifications : Required Qualifications Must have access to reliable transportation Must be eligible for a seller's permit and/or solicitors license as required by market Please note : This position may require additional local background checks and permitting processes to obtain licenses to sell, as required by local municipalities and government. Any licenses or permits required will be company-paid and provided. Benefits We believe in taking care of our team, which is why we offer comprehensive benefits to support your health, financial well-being, and overall happiness. Join us and experience a work environment where your well-being is a top priority! Associates scheduled to work 20 or more hours per week have access to: Medical Coverage Dental Coverage Vision Coverage Life Insurance 401(k) Plan Generous Vacation & Paid Sick Leave Seven Paid National Holidays & One Floating Holiday Paid Parental Leave (6 weeks after 12 months of employment) Adoption & Surrogacy Assistance Employee Assistance & Wellness Programs Associates working 30 or more hours per week additionally have access to: Short-Term & Long-Term Disability TDS Service Discounts Education Assistance Paid Volunteer Time In addition to these benefits, all associates will have the opportunity to participate in our Associate Resource Groups, which are designed to encourage community and facilitate professional development. To learn more, click here . Who is TDS Telecom? TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Serving over 1 million connections, our mission is to create a better world by delivering innovative communication solutions that enhance the way people live, work, and connect. Visit tdstelecom.com to learn more! At TDS, we are committed to Equal Employment Opportunity (EEO) and value the difference of backgrounds, experiences and perspectives in our workforce. We consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.5c143e31-5e48-4549-b638-05792d185386
    $70k-100k yearly 2d ago
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  • Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

    Northwestern Mutual 4.5company rating

    Finance representative job in Seattle, WA

    About the Company Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. About the Role As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential. Responsibilities --- As a successful Financial Advisor, YOU are: Able to build strong relationships and develop a trustworthy network Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential Must be available to work in Seattle. This is an opportunity to Build a Business for Yourself, but Not by Yourself Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · 100% paid licensing, business coach, branding and marketing team · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Required Skills Strong relationship-building skills Willingness to learn and adapt Ability to present integrated financial plans Entrepreneurial mindset Accolades, Ratings and Assessments: Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine. Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best. Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”
    $55k-94k yearly est. 4d ago
  • Relationship Banker II (Studios West Experience Center)

    First Tech Federal Credit Union 4.5company rating

    Finance representative job in Redmond, WA

    The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.As an Relationship Banker II, you'll work in a fast-paced environment processingroutine and complex financial transactions for members in-person, over the phone, and by e-mail.You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.Here's what you can expect from the job and what you need to be successful:Job Duties: Quickly processroutine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to workin fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strongcritical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location: Studios West Experience Center - Redmond, WA 98052 (FULL TIME ON-SITE) Target Compensation:$25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Clickhereto learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail
    $25.9-31.4 hourly 3d ago
  • Sales Representative

    Bartlett Roofing

    Finance representative job in Otis Orchards-East Farms, WA

    Sales Representative / Project Manager Schedule: Hybrid (Field & Office Work) | Full-Time (40+ Hours Weekly) Compensation: Commission-Based + Paid Training Expected Earnings: $75,000 - $300,000+ Annually About Bartlett Roofing At Bartlett Roofing, we believe in continuous self-improvement. We provide high-quality roofing solutions while creating a work environment where every team member is inspired to grow both personally and professionally. That same mindset carries into how we serve our communities. When homeowners face uncertainty around their roof, our team steps in as a trusted resource - guiding them through the restoration process with ease, transparency, and genuine care. As we close out a strong year, we're gearing up for even more growth in 2026! New markets, new opportunities, and new leadership roles are opening as we continue building elite teams. If you're ready to start the new year with momentum, now's the time to join us. What Sets Us Apart Uncapped Commission - top reps earn $200K+ annually Paid Sales Training - get paid to learn Annual All-Inclusive Top Performers Trip - (Cancun, Cabo, Costa Rica, Jamaica) 401(k) with up to 3% match Medical, Dental & Vision Insurance Clear Path to Leadership in a company that's scaling fast A Winning Culture - supportive, competitive, and focused on growth What You'll Do Own the full sales cycle - from initial inspection to closing the deal Identify leads and generate new prospects (in-office & door-to-door) Knock on doors and offer free roof inspections Conduct roof inspections & represent clients at insurance adjuster meetings Educate homeowners about our services and the insurance claims process Thrive in a fast-paced, autonomous environment while maintaining clear, professional communication Accurately document all sales activities through our mobile tools and CRM Who Thrives Here 1-2 years of sales experience preferred Highly driven, confident, and self-motivated Great with people-able to build rapport quickly and communicate clearly Organized, detail-oriented, and tech-savvy Bilingual and/or insurance experience is a huge plus! We're Especially Interested If You've Worked In SDR, outside/inside sales, call centers, retail, customer service Construction, project management, former business owner/operator Solar sales, pest control, alarm sales, insurance, mortgage, real estate Apply Now! If you're ready to take control of your future, earn what you're worth, and grow with a company that rewards effort and ambition, we want to hear from you. #Spokane PandoLogic. Category:Sales, Keywords:Sales Representative, Location:SPOKANE VALLEY, WA-99027
    $44k-73k yearly est. 4d ago
  • Personal Banker

    Washington Trust Bank 4.7company rating

    Finance representative job in Spokane, WA

    Join a team that puts client experience at the heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending products. You'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients. "The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family-oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery Location: Airway Heights Branch - 10609 W State Route 2, Spokane, WA 99224 Schedule: Monday thru Friday, 8:15am to 6:15pm & Saturday 9:45am to 2:15pm. Schedule may vary, must be flexible. Regular, reliable attendance required. Essential Functions Client Relationships and Service Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information. Provides high quality service, retention, development and expansion of client relationships. Works with other bank personnel to proactively meet client needs in an efficient manner across all departments. Product Knowledge and Selling Provides product opportunities to clients using proactive selling techniques; efficiently and accurately opens all branch-related products. Maintains current knowledge of all Retail Banking products, to identify and resolve clients' needs. Introduce and cross-sell new and existing bank products by identifying client needs through thoughtful, needs-based conversations. Leverage strategic questioning to match products with client goals. Sales and Marketing 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. Responsible for marketing consumer and small business banking products including preparing for client calls, making sales calls, and call follow-up. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals. Participates in call plans tailored to increase the market penetration and client usage of bank services and identifies needs in prospects to establish them as clients. Uncovers clients' needs by asking the right questions; utilizes need-based selling. Reports on results will be recorded and reported on a regular basis. Additional Responsibilities 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. Meets with manager to discuss sales strategy calls and report results related to current branch focus. Participate in community affairs and activities where warranted for effective business development and community exposure. Sets and monitors proactive client contact standards for each individual client relationship they establish Proactively identifies and mitigates potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate. Administrative Complies with all Bank policies and procedures. Participate in branch audits. Maintains knowledge of compliance and regulatory issues as appropriate. Perform compliance and risk management duties as required or assigned. Regular, reliable attendance is required. Qualifications Excellent written and verbal communication and interpersonal skills with clients, co-workers and management, building appropriate rapport at all levels. Ability to listen and ask appropriate questions to best serve the client. Flexible and adaptable to change. Strong ability to prioritize and handle multiple tasks with accurate attention to detail. Strong problem solving and decision-making skills, using logic to solve problems with effective solutions. High degree of PC based technical skills, including proficiency with Microsoft Suite of products and other necessary applications. Required to maintain the security and confidentiality of Bank and client information. May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS). Join us in one of our 40+ Washington, Idaho, or Oregon branches as we work toward maintaining a strong, trust-based community in our branches, our bank, with our clients, and in our greater communities. Pay Range: Personal Banker I-II: $20.00 to $25.72 The compensation range represents the low and high end of the base compensation range for this position located in Airway Heights, WA. 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 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.
    $29k-35k yearly est. 3d ago
  • Dental Sales Representative -Flex Time -16 days

    Promoveo Health 3.0company rating

    Finance representative job in Spokane, WA

    Flex Time Dental Sales - Pharmaceutical Sales We are currently recruiting an experienced Dental or Pharmaceutical Sales person to fill a flex time (16 days/month) position. The ideal candidate will hold a Bachelor's degree from an accredited college or university in a Sales related field or be a licensed Dental Hygienist and have 2+ years of sales success in Dental or Pharmaceutical Sales. Our client has the #1 products in the dental market. They are a fortune 500 company that has great product for you to sample/sell and have wonderful marketing materials that we deploy via the iPad. Responsibilities of the Flex Time Dental Sales - Pharmaceutical Sales position Sell and detail products directly to dental professionals Dentists and Hygienists). Call on at least 8 dental offices each day and see the entire office. Deliver 12 or more face to face presentations/day to targeted dentists and hygienists. Conduct lunch and learn sessions with at least one office per day Conduct dental products presentations with a company iPad. Requirements of the Dental Sales - Pharmaceutical Sales position Job Requirements Bachelor's degree from an accredited college or university in Sales related field or Dental Hygiene 2+ years of sales success in Dental or Pharmaceutical Sales Ability to work on a flex time (16 days/month) basis Documented sales success Relationships with dentists in the local market. Compensation The starting annual salary for this position is $42,000.00 Annual performance bonus of $5000. You can make up to $10,500 Auto Allowance Medical, Dental and Vision insurance Company Paid Storage Area Company Paid Iphone and iPad Job Type: Part-time Seniority Level Entry level Industry Pharmaceuticals Employment Type Part-time Job Functions Business DevelopmentSales
    $42k yearly 4d ago
  • Banker

    Sound Credit Union 3.9company rating

    Finance representative job in Redmond, WA

    **$1,500 Sign-On Bonus!** Sound Credit Union is currently seeking a Banker / Universal Associate II to join the team at our Redmond Branch. If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Branch Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide for room for growth over time. The target salary range for this position is $22.50 - $25.00 depending on previous experience and education. The full salary range is $22.50 - $27.50. As a branch employee, you will also be eligible for a wide range of incentives tied to certain products and services, paid out quarterly. This plan is designed to incentivize team members to not only meet but surpass the production goals set forth by the Credit Union management. Moreover, when a branch successfully meets their quarterly goals and passes the quarterly branch audit, we express our appreciation by providing a monetary incentive to the branch team members. This position is eligible for a $1,500 Sign-On Bonus. $500 of the Sign-On Bonus will be paid out on your first paycheck and $1,000 will be paid on the check following your 6-month anniversary. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. And we pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture here! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Universal Associate II: Responsibilities: You will perform routine financial transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc. Open new consumer accounts including: savings, checking, money market, certificates of deposit, minor accounts, Individual Retirement Accounts (IRA's), Health Savings Accounts etc. Accept, review, and process consumer loans. Requirements: At least one year of experience as a teller or equivalent customer facing banking experience. Experience in opening new accounts and loans required. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires an in-person schedule. Shifts are typically Monday - Friday 8:45AM - 5:15PM or 9:15AM - 5:45PM, with rotating Saturdays 8:45 AM - 1:15PM, affording a day off during the week. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $22.5-25 hourly 3d ago
  • Future Positions

    Masterworks 3.5company rating

    Finance representative job in Poulsbo, WA

    Job DescriptionSalary: Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website. Questions can be sent to hr@masterworks.agency. Functional areas within Masterworks: Administration Data Analytics Data Production Client Services Creative Digital Media Digital & Print Production Finance Media Project Management Requirements: Varies by role
    $66k-109k yearly est. 21d ago
  • Trader-Capital Markets

    Newrez LLC

    Finance representative job in Washington

    Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. POSITION SUMMARY The Trader - Capital Markets is responsible for protecting base margin by mitigating the interest rate risk associated with the company's mortgage origination pipeline through the implementation of an effective hedge strategy. Trader will also ensure best execution on sales of funded loans via various execution strategies. Trader will work within the capital markets group and across the organization to ensure accurate reporting of risk, hedge positions, P&L, and counterparty exposure. DESCRIPTION Essential Functions, Duties, and Responsibilities Run analysis on risk position to most effectively hedge the pipeline of interest rate lock commitments. Facilitate daily dialogue between NewRez and our liquidity providers regarding market conditions, specific buy/sell axes, and investor sentiment. Responsible for monitoring and tracking all available executions, including MBS, Cash, and Whole Loan execution styles. Will work closely with the best execution, pooling, and delivery teams to ensure the monetization of the pipeline is maximized. Coordinate with pricing team on daily pricing for rate sheet, bulk bids, etc. Participate in reconciliation of daily trade entry and margin exchange, as well as monthly Reg. Class Settlements and wire transfers. Trader will be responsible for producing various risk and counterparty exposure reporting. Monitor and report on empirical and dealer durations to ensure model accuracy. Trader will be responsible for a full attribution of trading P&L. Performs related duties as assigned by supervisor. Qualifications and Education Requirements B.S. degree in Business or equivalent. Minimum at least 3 years mortgage experience with trading desk or back-office experience. Skills, Abilities, and Knowledge Strong verbal communication skills; strong writing and composition abilities. Strong interpersonal skills with the ability to develop and maintain effective and professional relationships across the organization and with customers. Strong influencing and negotiation skills; consultative and collaborative work style. High learning agility with the ability to learn and integrate business variables and learn new systems and platforms. Strong analytical skills & problem-solving abilities; solid decision-making abilities coupled with sound judgment. Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment. Strong project management and time management capability. Self-directed and comfortable working with ambiguity and uncertainty. High degree of professional maturity, integrity, ability to maintain confidential data and information. High degree of business acumen; strong technical aptitude. Strong Microsoft Office skills Strong analytical, quantitative, relationship development, and communication skills. Must be competent in Microsoft applications such as Word, Excel, Access, and PowerPoint as well as Bloomberg, TradeWeb. SQL a plus. Knowledge of industry standard hedging software (MIAC, Compass, QRM, etc.) preferred. Work Environment and Physical Requirements Working on-site at assigned office location. Regular and punctual attendance adhering to schedule established by leadership. Flexibility to work occasional adjusted work schedules Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations. Sedentary work in a stationary position at a cubicle for prolonged periods of time. Constant repetitive motions required for operating a computer, such as typing and managing phone calls. Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $59k-96k yearly est. Auto-Apply 11d ago
  • Personal Financial Representative (Personal Banker)

    Gesa Credit Union

    Finance representative job in West Richland, WA

    Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. What You Will Be Doing: * Provide exceptional member service to all whom we serve. * Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership. * Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. * Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. * Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. * Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. * Assist non-members with establishing membership. * Accurately take consumer lending applications. * Review credit reports for concerns and obtains approvals and submit loan documentation. * Close loans and effectively communicates with members regarding the next steps. * Discusses IRAs and HSAs with members and non-members and meets predetermined goals. * Process international and domestic wire requests. * Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. * Observe and monitor cash activity to ensure the branch and team members are following established cash limits. * Opens consumer deposit accounts and performs consumer account maintenance. * Places cash and supply orders, balances vault cash, and maintains ATMs. * Review and process overrides/approvals within authority while minimizing risk. * Mentor and help train new Member Service Associates (MSAs) * Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. * Fluidly transition between tasks as an MSA or Sr. MSA * Perform transactions and service requests on member accounts in an accurate and timely manner. * Accurately follow all cash handling procedures and balance your cash drawer at the end of every day. * Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act * Assist members with Digital Banking enrollment, navigation, resets, and maintenance. * Assist members with complex and sensitive fraud disputes. About You: * Professional written and verbal communication * Make sound decisions that minimizes risk in a timely manner. * Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. * Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. * Respect and support all areas of diversity in the workplace and our membership. * Complete assigned training programs in timely and accurate manner * Participate in and support a team environment. * Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. * Exercises the utmost discretion and sensitivity when assisting with member transactions.
    $26k-39k yearly est. 16d ago
  • Banker Part Time

    Banner Bank 4.7company rating

    Finance representative job in Sunnyside, WA

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. What you'll need 3 or more months of job-related experience including cash handling, client service and sales required Previous Teller experience preferred Strong organizational skills; basic skills in math, negotiation, and problem solving Effective verbal and written communication skills; proper phone and email etiquette Good interpersonal and relationship building skills; excellent customer service skills NOTE: higher levels of experience may be considered for a higher-level role in the same job. Our Process Complete a simple application and answer a few questions Take a quick assessment that gives us a little more insight on your work style Have a phone interview with the manager or recruiter Have an on-site interview with the manager and another key member or two of the team Get an offer if it's the right fit for you and Banner Start working after a background check and kick-off an amazing career Compensation and Benefits Targeted starting hourly range (based on experience): $18+/hour Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $18 hourly 3d ago
  • Entry Level Insurance Representative

    R.I.S.E. Financial

    Finance representative job in Wenatchee, WA

    Job Description Entry Level Insurance Representative Join a Purpose-Driven Team at R.I.S.E Financial If you find fulfillment in making a real difference in others' lives while striving for personal success and have a proven track record of achieving your goals, this is the role for you. At R.I.S.E Financial, we are looking for individuals who embody resilience and growth, and who are passionate about helping their community thrive. Our team believes in helping employees reach new heights while supporting businesses and individuals with the right health solutions. Your efforts will directly contribute to something much bigger than just your own success. If you're passionate about making an impact and achieving great things in the process, this role is an ideal fit. What We Offer: A Purpose-Driven Role: Your work will directly contribute to the well-being of businesses and individuals, providing the satisfaction of knowing you're making an impact every day. Growth & Development: We invest in your professional development and provide all the tools, training, and support you need to reach your personal and career goals. Collaborative Environment: Thrive in a team-oriented space where collaboration, accountability, and resilience lead to collective success. About Us: At R.I.S.E Financial, we are more than just a businesswe're a force for good in our communities, offering supplemental health insurance solutions designed to make a difference. Our core values are centered around growth, support, and service, and we believe our employees are the key to our success. If you're driven, passionate about helping others, and committed to achieving success, we want you on our team! Position Overview: As an Entry-Level Insurance Sales Representative at R.I.S.E Financial, you will play a crucial role in expanding our reach by introducing businesses to our valuable supplemental health insurance products. This role is designed for individuals who are eager to begin their sales career, learn from an experienced team, and most importantly, embrace the autonomy to shape their own success. You will be responsible for identifying new business opportunities, building meaningful relationships, and customizing solutions that meet clients' needs. With our supportive environment, you will be equipped with the training, guidance, and resources to grow and achieve your professional goals. Key Responsibilities: Identify and engage with potential business clients who would benefit from supplemental health insurance products. Build strong relationships with decision-makers by understanding their needs and presenting tailored solutions that effectively communicate the value of our products while addressing their pain points. Collaborate with a growth-focused team, actively participating in sales meetings, training, and team-building events, while consistently meeting and exceeding both individual and team sales goals. Qualifications: You should have over 4 years of professional experience (post-high school) with a proven history of consistently achieving goals and delivering results. Exceptional communication, interpersonal, and relationship-building skills. A strong desire to learn, grow, and improve, coupled with resilience, determination, and the ability to stay focused in a fast-paced, sales-driven environment. A passion for helping others and making a lasting impact on businesses and communities. Benefits: Competitive weekly draw pay with commission and bonuses from day one. Quarterly and annual incentives including cash bonuses, trips, and stock options. Short sales cycle, typically less than 3 business days, meaning quicker results and rewards. CRM and training provided, with licensing reimbursement for state fees. Supportive, inclusive, and growth-focused team environment. Job Details: Job Type: Full-Time Pay: $65,000 $85,000 per year (with commissions and bonuses) Schedule: Monday to Friday (weekends as needed) Location: In-person, business-to-business environment Apply Today: Join R.I.S.E Financial and take your first step toward a rewarding career in sales! We are excited to help you rise to your potential! To learn more about us, visit our website: *****************************************
    $65k yearly 10d ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    Finance representative job in Renton, WA

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $49.3k-73.4k yearly Auto-Apply 60d+ ago
  • Insurance Account Representative - State Farm Agent Team Member

    Shayne Sasseen-State Farm Agent

    Finance representative job in Wenatchee, WA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Position Overview State Farm Insurance Agent located in Wenatchee, WA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Shayne Sasseen - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... 401K Hourly pay plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Excellent communication skills - written, verbal and listening People-oriented Self-motivated Detail oriented Pride in getting work done accurately and timely Ability to multi-task Bilingual - Spanish preferred Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $45k-57k yearly est. 18d ago
  • Financial Representative - State Farm Agent Team Member

    Chris Jones

    Finance representative job in Kenmore, WA

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Salary Health benefits Requirements Interest in marketing products and services based on customer needs Organizational skills Proactive in problem solving Pride in getting work done accurately and timely Ability to effectively relate to a customer Bilingual - Korean required If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $55,000.00 - $115,000.00 per year Ready to Launch Your Career? We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent! About Our Agency Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award Additional languages spoken: Spanish and Mandarin If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $26k-39k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Epic Brokers 4.5company rating

    Finance representative job in Washington

    Entry-Level Opportunity in Business Development Treloar & Heisel - A Division of EPIC Brokers Future Opportunities: Available nationwide upon promotion About Us Treloar & Heisel is a premier financial services firm with a national footprint, specializing in serving dental and medical professionals. We offer a proven client acquisition system, strong support infrastructure, and a mission-driven culture focused on helping professionals secure their financial futures. Position Overview We're looking for energetic, outgoing, and motivated individuals to join our team as Financial Services Representatives. This entry-level role is ideal for those seeking to launch a career in brand awareness and business development. You'll be instrumental in expanding our reach by generating qualified leads and promoting our brand across key markets, working closely with regional teams and licensed advisors. Key Responsibilities Represent Treloar & Heisel at trade shows, vendor fairs, school events, and networking functions Conduct outreach via phone, email, and social media to generate qualified leads Coordinate and host local events and educational sessions Promote our brand to our network of applicants and clients Collaborate with regional teams on marketing campaigns and lead generation strategies Maintain accurate records of outreach activities and lead quality Travel independently and with advisors across a multi-state territory Create and share engaging social media content to promote events and brand initiatives Contribute field insights to support digital marketing strategy development What We Offer Compensation: $55,000 base salary + up to $10,000 year-end bonus Relocation Assistance: Provided for initial move to Pennsylvania and upon promotion Travel: ~15 weeks/year (3-5 days per trip), company-paid Training & Development: Comprehensive onboarding, mentorship, and career pathing Career Growth: Clear path to promotion into a licensed Financial Advisory roles Qualifications Bachelor's degree from a four-year college or university Strong interpersonal and communication skills Self-starter with a passion for networking and relationship-building Willingness to relocate to Pennsylvania Ability to travel as required Must obtain Life & Health license within 90 days and Property & Casualty license within 6 months Must pass a background check Success Metrics Number of qualified leads generated Event attendance and engagement Outreach activity (calls, emails, meetings set) Regional brand awareness and impressions Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-SG1
    $55k yearly Auto-Apply 60d+ ago
  • Patient Financial Services Representative

    Moses Lake Community Health Center 3.8company rating

    Finance representative job in Moses Lake, WA

    Patient Financial Services Representatives are responsible for reviewing and posting charges and or payments from insurance companies and patients. PFS Reps review patient accounts and transactions to ensure accuracy. They are also responsible for effectively and professionally corresponding with patients or third-party payors to facilitate timely and effective management of accounts receivable activity. Responsibilities * Processes third-party remittance advices ensuring accurate information is posted to patient accounts. * Follows internal procedure for outstanding claims review. * Reviews and processes self-pay accounts. * Consistently exhibits all Moses Lake Community Health Center's Service Standards with patients while responding to inquiries regarding accounts and statements. * Accurately performs the charge entry function as required by task assignment. Requirements * Possesses a basic level of written and verbal communications skills, computational and computer skills and mathematical knowledge typically acquired through completion of a high school program. * Ability to read and speak Spanish and/or Russian preferred but not required. Summary We are committed to providing high-quality, compassionate, and comprehensive primary health care services for the entire community. MLCHC continually transforms our health care delivery system to improve the health of the communities we serve. If you are searching for an opportunity to work in a collegial environment, serve others and learn new skills join us at Moses Lake Community Health Center where caring, welcoming, helpful, professional behaviors are the norm, not the exception. Benefits * 401(k) retirement program with employer contribution * Dental * Medical/Vision * Flexible Spending/Health Reimbursement * Life Insurance * Disability Insurance * 8.5 Paid holidays per year * Accrual based (PTO) paid time off per MLCHC policy EEOC For additional information contact: Human Resources *****************
    $28k-35k yearly est. Easy Apply 60d+ ago
  • Financial Service Representative | Clark County

    Columbia Credit Union 4.0company rating

    Finance representative job in Vancouver, WA

    Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2025 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role The Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm. RESPONSIBILITIES Financial Service Representative I Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience. Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership. Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience. Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products. Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services. Positive engagement and participation in cross-functional projects and branch promotions. Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work. Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members. Basic understanding of Business Service products and services. Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness. Exercise independent judgement within set authorizations. Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia's Bank Secrecy Act (BSA) compliance program. Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations. Performs additional tasks and duties assigned by Branch Leadership. Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings. Financial Service Representative II, Capable of handling all of the duties described in the Financial Services Representative I plus the following: Have the ability to train and sponsor new employees. Maintain a book of business to ensure members needs are being met. Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings. Ability to lead cross-functional branch projects, promotions and training. REQUIREMENTS FSR I - A minimum 1 year of financial industry experience or comparable experience. Must have experience with opening Consumer New Accounts & a basic understanding of credit. FSR II - A minimum 2 years of financial industry experience or comparable experience. Proficient with more complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products. Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals. Ability to attain Notary designation within 6 months of hire. Required current NMLS Number or ability to obtain upon hire. Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled. COMPENSATION $22-$25/ hour + DOE based on level hired and experience Eligible to earn performance incentives. Equal Opportunity Employer/AA Must be 18 or older to apply
    $22-25 hourly 28d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Shannon Gilbertson-State Farm Agent

    Finance representative job in Ellensburg, WA

    Job DescriptionBenefits: Paid time off Training & development Bonus based on performance About Us: Shannon Gilbertson State Farm is dedicated to providing personalized insurance and financial services that protect what matters most to our clients. As a trusted State Farm agency, we pride ourselves on delivering exceptional customer service and customized insurance solutions. We are currently seeking a motivated and customer-focused Insurance Sales Representative to join our team and help us continue to grow and serve our community. Job Summary: As an Insurance Sales Representative with Shannon Gilbertson State Farm, you will play a key role in building relationships with clients, assessing their insurance needs, and recommending tailored State Farm products to protect their homes, vehicles, businesses, and lives. You will be an ambassador of the State Farm brand, committed to providing outstanding service and fostering long-term client relationships. Key Responsibilities: Generate leads and build a strong client base through community outreach, networking, referrals, and proactive sales efforts. Conduct comprehensive assessments of clients insurance and financial needs. Present and explain State Farm Insurance products, including auto, home, renters, life, health, and commercial insurance. Develop customized insurance plans that provide optimal coverage and value for clients. Achieve sales goals and contribute to the overall growth of the agency. Provide ongoing support to clients, including policy reviews, renewals, and claims assistance. Maintain accurate and up-to-date client records using State Farms CRM and systems. Stay current on State Farm products, promotions, and industry regulations. Collaborate closely with Shannon Gilbertson and the agency team to deliver a seamless customer experience. Qualifications: Previous experience in insurance sales or a related customer service role preferred. Active State insurance license or willingness to obtain licensing promptly. Excellent communication and interpersonal skills with the ability to build trust and rapport. Self-motivated, goal-oriented, and comfortable working in a fast-paced environment. Strong organizational skills and attention to detail. Proficient with computers, including Microsoft Office and CRM software. Commitment to providing exceptional customer service aligned with State Farms values. High school diploma or equivalent required; college degree preferred. Benefits: Competitive salary with commission and bonus opportunities. Health and vision insurance. Paid time off and holidays. Ongoing training, development, and support from an established State Farm agency.
    $45k-57k yearly est. 10d ago
  • Relationship Banker - Ellensburg Fred Meyer Branch - Ellensburg, WA

    Jpmorganchase 4.8company rating

    Finance representative job in Ellensburg, WA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $31k-40k yearly est. Auto-Apply 11d ago

Learn more about finance representative jobs

How much does a finance representative earn in East Wenatchee, WA?

The average finance representative in East Wenatchee, WA earns between $22,000 and $47,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in East Wenatchee, WA

$32,000

What are the biggest employers of Finance Representatives in East Wenatchee, WA?

The biggest employers of Finance Representatives in East Wenatchee, WA are:
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