Customer Service Representative
Finance service representative job in Kirkland, WA
Customer service
📍
Onsite | Full-Time | Permanent Role
💰 $45,0000-$54,000 + Commission (depending on experience)
✨ Great Benefits
FULLY ON-SITE
About the Role:
Join a dynamic, people-first team where every day brings new opportunities to connect, learn, and grow! An ideal candidate will be a friendly voice of our contact center.. This is a professional, customer-focused role (not your typical call center) where your goal is to turn incoming calls and chats into scheduled property tours or virtual appointments.
What You'll Do:
Handle 50-60 incoming prospect calls per day with warmth and enthusiasm
Schedule and host virtual tours or set up in-person appointments
Answer live chats, texts, and follow-ups to support the leasing process
Provide excellent customer service and build rapport with prospects
Keep accurate records and notes in our CRM
Stay up-to-date on property details, amenities, and specials
Collaborate closely with teammates and property managers
What We're Looking For:
Strong customer service experience (required)
Call center, customer service, or leasing experience a plus
Friendly, positive communicator with great multitasking skills
Organized, detail-oriented, and tech-savvy
Reliable, punctual, and team-oriented
Why You'll Love It Here:
Competitive pay + monthly commission
Supportive, inclusive team environment
Architectural Sales Representative- Windows & Doors
Finance service representative job in Olympia, WA
Total Compensation: $110K - $130K, including base of $80K and commission.
Territory: The assigned territory includes key markets throughout the Pacific Northwest including OR, WA, ID, Mountain States and surrounding areas. This position requires extensive travel, including overnight stays, up to 75% of the time.
MITER BrandsTM is a residential window and door manufacturer that provides a leading portfolio of window and door brands for the new construction and replacement segments. MITER Brands, also known as Milgard, MI Windows & Doors and Western Window Systems is one of the nation's largest suppliers of vinyl windows and patio doors and aluminum windows and doors with plants across the country.
An architectural products sales representative is responsible for selling products to architects, general contractors, designers, and developers. An integral part of their job is building long-term relationships with clients and customers. This job typically requires a bachelor's degree. Additionally, architectural or construction industries experience, as well as sales experience, is highly recommended. This career field might appeal to individuals with interests in construction, sales, and communications.
Responsibilities
Architectural products sales representatives sell products such as windows, doors, and movable walls.
Main goals are to strategically generate sales leads and increase product sales for their company.
Will lead architectural design, guide product selection, and ensure that project specifications align with our offerings.
Involves frequent travel, meeting with clients and attending trade shows, such as the American Institute of Architects (AIA) and Construction Specifications Institute (CSI).
These shows offer presentations and seminars on existing products and promote new products.
Architectural products sales reps should have excellent customer service skills in order to build and maintain long-term relationships with clients.
Must follow up with clients and serve as technical consultants as needed to ensure customer satisfaction.
It is also important that architectural products sales reps know their clients' services to make appropriate product recommendations. For this reason, they often maintain a database of their customers and prospects. They may use the information in their databases as a guide to seek out new clientele.
Experienced architectural products sales reps may train new employees on their company's products and teach continuing education classes.
Qualifications
Bachelor's degree in a technical or business discipline or equivalent experience preferred
A minimum of two years in a sales or sales support role
Valid Class C Driver's License
This position requires frequent travel, more than 50% most travel is outside the local area and overnight. Some of the travel is international
What We Offer
Our benefits package includes coverage of your health, wealth, and wellness for you and your eligible spouse/dependents. We offer a competitive salary and benefits package, including a 401k with company match and generous paid time off to help you balance your life. Below is a list of benefits you will enjoy while working with our company.
- Three comprehensive Medical plan options
Prescription
Dental
Vision
- Company Paid Life Insurance
- Voluntary Life Insurance
- Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance
- Company-paid Short-Term Disability
- Company-paid Long-Term Disability
- Paid time off (PTO) and paid Holidays
- 401k retirement plan with company match
- Employee Assistance Program
- Teladoc
- Legal Insurance
- Identity Theft Protection
- Pet Insurance
- Team Member Discount Program
- Tuition Reimbursement
- Yearly Wellness Clinic
MITER Brands, also known as MI Windows and Doors, Milgard and PGT Industries are an equal-opportunity employer. The company does not discriminate based on religion, race, creed, color, national origin, sex, age, disability, handicap, veteran status, sexual orientation, genetic information, or any other applicable legally protected category.
Future Positions
Finance service representative job in Poulsbo, WA
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
Lake City - Customer Service Representative
Finance service representative job in Seattle, WA
Brown Bear Car Wash seeks customer service representatives for our car wash at 14312 Lake City Way in Seattle . Brown Bear is the place for you if you are a driven individual who works well in a team. With a starting pay of $21 per hour and bonus opportunities, join the Beary Best team in the Pacific Northwest! Must be 16 years or older. Open availability is preferred.
Benefits may include:
Medical/Dental/Vision*
401(k)**
Bonuses
PTO - Accrual starting day 1
Holiday pay on 6 major holidays
Employee Wellness Program - LifeCare
Employee Discount Program - LifeMart
Tuition reimbursement up to $4,000
And of course, free car washes!
Key things you should know about Brown Bear Car Wash:
We have an active, high-paced work environment. If you like working outdoors, you will love working here!
We promote from within. Wherever you start, there are opportunities to grow and advance.
We like friendly people. We serve our customers with a big smile and cheerful personality.
We value teamwork. We expect and foster cooperation with all team members, company personnel, and customers.
We grow and develop both car washes AND people . We will help you learn and enhance your skills in customer service, safety, mechanics, management, and administration as our company continues to expand as the Number One car wash in Washington.
We love clean. We expect and maintain clean sites, clean employees, clean cars, and clean standards.
Minors, those who are 16 or 17, will be required to complete a Parent School Authorization form before starting work. Speak with the manager for details.
*Eligible after 6 months of employment, averaging 30+ hours per week.
**Eligible after 12 months of employment for all team members 18+ years of age.
Auto-ApplyRegistered Representative - State Farm Agent Team Member
Finance service representative job in Bellevue, WA
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Registered Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Salary
Health benefits
Requirements
People-oriented
Organizational skills
Bilingual - Korean preferred OR
Bilingual - Spanish OR
Bilingual - Chinese / Mandrin
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: $45,000.00 - $110,000.00 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.
Auto-ApplyPersonal Financial Representative
Finance service representative job in Seattle, WA
Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our First Hill location. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
1+ years of successful sales and customer service experience is desired.
Ability to interact positively with co-workers, management, and the public.
Ability to pair sales skills with a service mindset.
Willingness to proactively sell our products and services.
Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
15 days of vacation.
12 days of sick time.
2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ************************************************
WORK SCHEDULE
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, 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 Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position 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 Credit Union. Information about NMLS and registration requirements of registration can be found at: ********************************************************************* - *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at ******************* - mailto:*******************.
Easy ApplyLumber Commodity Trader
Finance service representative job in Woodinville, WA
Lumber Commodity Trader Company Products / Services: Our client, a privately held organization, specializes in lumber and building material products such as joists, trusses, panels/siding. They operate branches and product divisions throughout the U.S, providing their services primarily to customers in multi-family, commercial and residential construction disciplines. They offer a comprehensive benefits package, including 401(k) matching, dental insurance, health insurance, health savings account, life insurance, paid time off, and vision insurance.
Role Overview: This full-time, salaried exempt position is based at our client's Woodinville Branch and reports to the CEO. The role involves improving the branch's gross profit margins by purchasing lumber on behalf of the Woodinville Sales Team. This includes cultivating relationships with suppliers, managing inventory, preparing weekly reports summarizing purchasing opportunities, and coordinating with other teams to ensure timely and accurate delivery of products. The successful candidate will also have a senior presence in the lumber buying space and will be expected to attend industry events and perform market research to inform buying activities.
Responsibilities:
Purchase lumber products and building materials supporting all sales efforts in the company's Branch operations.
Cultivate and develop new supplier relationships through physical site visits and strategic outreach.
Manage inventory and supervise periodic inventory counts at branch physical locations.
Prepare weekly reports summarizing purchasing opportunities and comparing product pricing for the sales team.
Communicate with dispatch, logistics, sales, and account management teams to ensure timely and accurate delivery of products ordered.
Prioritize workflow and customer needs in a fast-paced environment.
Provide responsive and friendly customer service to all stakeholders.
Keep abreast of market activities and pricing trends.
Communicate proactively with other purchasing groups to confirm demand side needs.
Qualifications:
7+ years of experience working at a lumber trading firm.
Existing book of lumber trading (“buying and selling”) accounts.
Long standing relationships with Mills and suppliers within a 250-mile radius of Seattle, Washington.
Strong data analysis, critical thinking, and problem-solving skills.
Self-starter with the ability to prioritize many urgent requests.
Excellent interpersonal and communication skills, including verbal and written.
Growth mindset and “grinder” orientation.
Proficiency with Microsoft Office, Teams and web-based software.
Experience with Wood Pro ERP software and Power BI, a plus.
Willingness to contribute to building an energetic and exciting organization.
Compensation: Our client offers a lucrative compensation package for an experienced and proven commodity trading specialist. The range depends on experience and qualifications. Benefits include health insurance, a 401(k)-employer match, and profit-sharing program.
If you are an experienced Lumber Commodity Trader looking for a new challenge in a fast-paced, energetic organization, we encourage you to apply.
Part Time Associate Banker Peninsula Poulsbo (30 hours)
Finance service representative job in Poulsbo, 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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyCustomer Financial Services Representative
Finance service representative job in Snohomish, WA
About the Role
Please be advised that any resumes submitted between December 22, 2025 and January 2, 2026 will not be actively reviewed until our regular operations resume on January 5, 2026. We sincerely appreciate your patience and understanding during this period. Rest assured that any resumes submitted during this time will be thoughtfully reviewed once our team is back in full operation.
Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits
Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules
Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly
Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
Knowledge of the Preliminary Notice and Lien Release process within various States.
Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.
Here's a Snapshot of How You'll Contribute to Our Team
Strong attention to detail with proven time management, planning & organisation skills
Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
Self-motivated, results driven and strong problem-solving skills
Great attention to detail with the ability to prioritise tasks and meet deadlines
Excellent interpersonal and communication skills - oral and written
Excellent multitasking and analytical skills
Who We're Looking For
Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.
2+ years related experience
Excellent computer skills for word processing and excel spreadsheet analysis
Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
Ability to work with difficult customers and resolve problems and issues
Occasional travel to the US may be required
Why Choose ICONIX?
This is a place where you will be empowered to do your best work.
We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered.
Base Pay: $29.75 - $34.50 per hour
Employee Incentive Plan (Annual Bonus)*
Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
Flexible health benefit plans (medical, dental, vision, ancillary)
401(k) plan with employer matching
Education assistance
Professional development
Scholarship program
Flexible work arrangements
Referral bonuses
Employee discount programs
Comprehensive employee assistance program
*For eligible employees.
Ready to build your career and realize your full potential? Apply now and join the flow! #IWW
ICONIX. Real People. Real Service. Real Solutions.
ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks.
Working at ICONIX Means Being Part of a Greater Organization
ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group.
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Auto-ApplyNew Accounts Representative
Finance service representative job in Kent, WA
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, WA. Base Salary Range:
Level I - $20.00 - $23.84 - $28.61 per hour
Level II - $20.50 - $25.62 - $30.75 per hour
Depending on qualifications and experience, New Accounts Representative I or II may be considered.
The Role at a Glance:
Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
Partner with other lines of business to meet customer needs and to achieve established production goals.
Develop and maintain an in-depth knowledge of current Bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Ensure compliance with applicable regulatory requirements and internal policies and procedures.
Participate in branch functions and community activities to promote the Bank's image and growth.
Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
Place holds on accounts as required and completes appropriate documentation for holds placed.
Core Skills and Qualifications:
Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required.
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.
Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.
Working Environment/Conditions:
Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Ability to stand or sit for extended periods of time and duration of shift.
Ability to occasionally kneel, reach, bend, push, pull and carry.
Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage Bank is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Retail Banking##
##Street:415 W James St##
##City:Kent##
##State:WA##
##ZipCode:98032##
##Internal:false##
*mon
Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Auto-ApplyPart Time Associate Banker Seattle Metro (30 hours)
Finance service representative job in Seattle, 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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Seattle,WA $25.00 - $30.48 / hour
Personal Banking Associate (Future opportunities) - Montreal West (part-time)
Finance service representative job in Kirkland, WA
Hours: 18.75 Line of Business: Personal & Commercial Banking Pay Details: 43 700$/$43,700 - 58 200$/$58,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
:
Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
Job Description:
Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?
In this role, a typical day may look like:
* Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
* Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
* Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
* Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
* Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
* Participate in the timely and accurate completion of business processes and procedures
* Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
* Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives
Job Requirements:
* High School diploma and/or 1+ years of relevant experience
* Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months
* Post-Secondary or Undergraduate degree (in related field) preferred
* Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
* Knowledge of banking solutions and processes to advise customers
* A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
* A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
* A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
* Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu'il servira à pourvoir de nombreux postes aux exigences comparables à l'avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu'un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d'une autre langue que le francais est exigée.
Auto-ApplyFinancial Services Representative I, II, Senior
Finance service representative job in Puyallup, 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
Auto-ApplyPrivate Bank Associate - Trust
Finance service representative job in Seattle, WA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Responsibilities:
Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
Works with Trust Officer(s), responsible for managing a book of fiduciary/trust relationships, to meet client needs and expectations
Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.
Required Qualifications:
Minimum of one year of experience with a financial institution focusing on client service and sales
Ability to obtain and maintain SAFE Act registration
Desired Qualifications:
Bachelor's Degree in Business, Finance, Economics or a related field
Skills:
Account Management
Attention to Detail
Collaboration
Recording/Organizing Information
Written Communications
Active Listening
Adaptability
Customer and Client Focus
Issue Management
Prioritization
Critical Thinking
Customer Experience Improvement
Decision Making
Pipeline Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and benefits information Pay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyCargo Services Officer
Finance service representative job in Seattle, WA
Cathay Pacific Airport & Cargo Operations Cargo Department Permanent Seattle, Washington, USA Application deadline: 26 Dec 2025 Cathay is a leading premium travel lifestyle brand based in Hong Kong, offering products and services across four lines of business - Premium Travel, Cargo, Low-Cost Travel and Lifestyle. The Cathay Group comprises premium full-service airline Cathay Pacific, cargo business Cathay Cargo, low-cost airline HK Express, express all-cargo carrier Air Hong Kong, and various other subsidiaries.
Cathay Pacific was founded in Hong Kong in 1946. The Group has been deeply committed to its home base, extending to the rest of Greater Bay Area, and making substantial investments to develop Hong Kong as one of the world's leading international aviation centres.
Role Introduction
Cathay Pacific Airways is looking for an enthusiastic, service-oriented individual to join the Cargo team in Seattle, WA. The successful candidate will assist with the operational and reservation functions for the port including oversight of suppliers to ensure compliance to Cathay Service levels and regulatory requirements. The candidate will also being providing support to port management to drive service excellence while also ensuring the highest standards of safety.
Customer Service
* Support cargo reservations and bookings whilst providing exemplary customer service
* Provide timely vendor notification for on time and delayed flights
* Provide timely shipment status updates to customers
* Help to manage Ground Handling Agent performance and provide guidelines and instructions
* Support the established performance targets through operational oversight and participation
Key Responsibilities
Administrative Support
* Prepare flight documentation for crew and Customs
* Check and review post flight documentation
* Prepare post flight reports in a timely and accurate manner
* Provide freighter catering uplift and last minute changes
* Coordinate effectively between engineering, airport operations, air traffic control and vendors to ensure smooth communication and service provision
* Coordinate cargo service activities between sales, operations and ground handling in order to ensure efficient handling of shipments
* Communicate effectively via various channels stakeholders including customers, airport and cargo operations, suppliers, flight crew etc.
* Assist with various administrative station tasks such as SAP
* Coordinate weather diversions at diversion sites
* Handle diversion of Cathay Pacific Flights when required
* Assist with crew administration and support matters at the port
* Support station training activities as required
* Support station management in supplier oversight including reporting Ground Handling Agent performance issues
* Any other reasonable task as requested
Ramp Coordinator (RCO) - note typically for Freighter ports so may not be applicable for every Cargo Services Officer role
* Monitor and ensure the required procedures are properly carried out by Ramp Handling Operator and the Cargo Terminal Operator particularly for special cargo, movement of in/out cargo and mail units on an ad-hoc basis, loading and unloading of freighter, etc.
* Monitor the optimization of space utilization for loaded Unit Load Devices and the belly of freighters
* Ensure aircraft searches required by the Security Program are conducted prior to loading
* Maintain good communications with captain-in-command, Ramp Handling Operator, Cargo Terminal Operator and the Cargo Office
* Liaise closely with the Cargo Office to provide up to date information of freighter positioning when there is disruption of schedule
* Quickly resolve issues on the ramp as required
* Ensure safe operations are maintained at times particularly during loading and unloading of freighters
* Assess the cause of any delay and provide recommendations to the immediate supervisor on accountability for the cause and solution
* Monitor the acceptance and release of such special cargo as animals, engine, vehicle, bulky shipment, and odd-sized items
* Coordinate the activities in the warehouse and conduct quality checks on cargo handling from the Cargo Terminal Operator and the Ramp Handling Operator
* Any other reasonable task as requested
Safety, Security and Compliance
* Help to ensure compliance and conformance to all regulatory and internal safety, security, quality, and procedural requirements
* Undertake quality check programs established by Head Office and participate in audits as required
E&A
* Emergency and Accident and Crisis Response responsibilities as required
Requirements
Academic Qualifications
* Completion of High School / GED or equivalent combination of education, training, and experience is required
Knowledge, Skills, Training and Experience
* Minimum 2 years' experience in the cargo industry is an advantage
* Strong communication skills
* Natural customer service orientation
* Attentive to detail
* Knowledge of MS Word, Excel and PowerPoint
Additional Requirements
* Fluency in English and Spanish is strongly preferred
* Must possess a valid state issued driver's license
* Must successfully pass all pre-screening clearances, including a background check and pre-employment drug screen upon contingent job offer
* Obtain and retain necessary credentials and clearances (CBP Customs Seal and Driving Icon) per local requirements
* Must successfully pass safety training examination and receive certification before starting operations
* Strong cognitive reasoning and mathematical skills are essential
* Ability to inspect and assist in manoeuvring loaded pallets up to 50 lbs frequently
* Ability to manage competing priorities in a fast-paced environment with tight deadlines
* Comfortable working at the warehouse, on aircraft, and outdoors on the tarmac in all weather conditions
* Must have the right to live and work in USA
Background & Security
* Certain Employees will be required to obtain a Security Identification Display Area, (SIDA) badge provided by the airport authority and maintain good standing to retain their SIDA badge.
* Employment will require successful completion of a 'Background Check' and 'Drug Free Workplace' test
Benefits
Cathay Pacific Airways is proud to offer eligible employees competitive Compensation & Benefits package, as varied by location, regularly scheduled hours worked, length of employment and employment status as highlighted below.
* Travel Privileges on Cathay Pacific Airways Global Network
* Extensive well-being programs including health, dental, prescription, vision, virtual doctor visits and flexible spending accounts and employee assistance program benefits to help you stay well.
* 401K Matching Program
* Paid Holiday & Vacation
* LTD & Basic Life Insurance
* If this position requires a uniform, a uniform allowance will be provided.
* To learn more about Cathay Pacific as a Certified Great Place Employer - Please Click Here'
Personal & Application Information
Cathay Pacific Airways is an Equal Opportunity (EOE) and Affirmative Action (AA) employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status and other protected status as required by applicable law and will not be discriminated against. Cathay Pacific Airways is an E-Verify participating employer.
If you require assistance or an accommodation in completing any aspect of the application process, please contact the Cathay Americas Recruiting team at: **********************.
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Tacoma Universal Representative - Weekdays Only - New Accounts & Consumer Loans
Finance service representative job in Tacoma, WA
About Qualstar: Qualstar Credit Union is a growing, well-established, and financially strong not-for-profit organization. We are 70,000 strong members headquartered in Bothell, WA, with 130 employees. We proudly specialize in providing financial services to hardworking union members through their labor union association. We have a history of valuing staff at all levels, and staff satisfaction scores that prove it!
About the Role:
We are excited to welcome an enthusiastic Member Relationship Representative (MRR) to our branch team! In this role, you'll provide personalized financial guidance to members, open new accounts, take loan applications, and troubleshoot member needs. You'll play a key role in identifying the right financial solutions for our members and building relationships that improve their financial lives.
What You'll Do:
As an MRR, you'll be a trusted partner for our members:
Educate and guide members on financial products tailored to their needs.
Open new accounts, process consumer loan applications, and assist with financial solutions.
Conduct new member onboarding, ensuring they feel supported through regular follow-ups.
Engage members in-person and by phone to provide exceptional service.
Support branch operations, handle teller transactions, and address inquiries with accuracy and professionalism.
Collaborate with team members and other departments to achieve shared goals.
Our Ideal Candidate:
You thrive on connecting with people, finding creative financial solutions, and contributing to a team. If you're confident in sales, excel in communication, and enjoy problem-solving, this could be the perfect fit for you!
Why Join Us? We offer an exceptional workplace with benefits designed for your growth and work-life balance:
A Purpose-Driven Organization: Be part of a financially strong, not-for-profit team focused on giving back to members.
Career Growth Opportunities: Advance at the pace you grow! With three levels of advancement, your progress depends on your skills-not someone else leaving.
A Team That Rewards Collaboration: Our monthly incentive bonuses, averaging $300-$500, are designed to reward individual contributions that support the success of the entire team. Your efforts will be recognized, and you'll be compensated beyond your base pay for helping us achieve our shared goals.
Comprehensive Benefits: Generous medical, dental, vision, and life insurance as well as paid federal holidays.
Retirement Security: 401K contributions made on your behalf, plus matching options.
Work-Life Balance: Set schedules with no Saturday work so you can enjoy stability and quality time outside of work.
Paid Leave: Vacation and sick leave to support your well-being.
Additional Perks: Employee loan discounts, free parking, a casual dress code (jeans and tennis shoes welcome), and we make sure your day-to-day experience is both comfortable and rewarding.
Hear From Our Members:
"The passion Qualstar staff show when helping members is why I keep coming back. My representative went above and beyond to help me with my car loan and provided solutions I didn't know were possible. You can tell they truly care about their members!"
Next Steps:
If you're ready to join a team where you can make a difference and grow your skills, apply today! Tell us about yourself and how you can contribute to improving our members' financial lives.
Qualstar Credit Union is an Equal Opportunity Employer
TAPCO Credit Union Member Service Representative
Finance service representative job in Tacoma, WA
Salary: $20.00 - $23.19/hr
Do you value trust and understanding, respect, integrity, cooperation, and accountability? Do you want to be a part of something BIG? Would you thrive in a place where you are empowered to improve lives by partnering with individuals and families to reach their goals and realize their full potential? Then look no further!
As a TAPCO Member Service Representative (teller), you will be the face of our credit union. You will be charged with providing excellent member service by going the extra mile to greet members, make them feel welcome and engage members to learn about their financial needs. You will be joining a team who enjoy coming to work to make a positive impact in their community.
What you will do:
Accurately process financial transactions in a timely manner.
Identify opportunities and refer products and services to TAPCO members.
Contribute to branch goals and support current business priorities and initiatives.
Accountable for achieving sales and service related goals and objectives.
Resolve member related issues and recommend solutions to best fit their needs.
Adhere to all policies, procedures, rules and regulations required for position.
Performs drive-up functions and night drop duties
May be required to work at other branch locations as needed.
Depending on experience will perform additional duties.
Opens accounts
Receive and process applications for consumer and mortgage loans. Meets with applicants, explains credit policies, provides guidance and verifies application data credit criteria.
Understand and sell GAP, mechanical breakdown warranties, and payment protection plans.
Responsible for branch opening and closing.
Registered as Mortgage Loan Originator with the Nationwide Mortgage Licensing System (NMLS).
Let's talk if you:
Will proactively build, develop, and maintain relationships with our Members.
Can be counted on to push self and others to exceed sales expectations.
Pursue all tasks with energy, drive, urgency, and the need to successfully finish.
Enjoy taking on challenges that may seem difficult as well as seizing opportunities as they come.
Are a team player that consistently aspires to grow and improve?
Have a minimum of 6 months retail sales and customer service experience.
TAPCO offers a comprehensive benefit package:
100% Employer-paid medical, vision, prescription, and dental insurance option for all full-time employees. 50% Employer-paid spouse coverage. 65% Employer-paid dependent children coverage
Flexible Spending Account (FSA)
Dependent Care FSA
Health Savings Account (HSA)
401(k) Plan with up to 7% match
100% Employer-Paid Life Insurance/AD&D package ($100,000)
Paid Vacation and Sick Time
11 Paid Holidays + 1 Floating Holiday
Optional Short and Long Term Disability
Employee Assistance Program
Auto-ApplyPersonal Financial Representative (Personal Banker)
Finance service representative job in Edgewood, 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 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.
Member Service Representative (Part-Time) - Lynnwood
Finance service representative job in Lynnwood, WA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
* Provide basic counseling on available products and services to meet member needs
* Assist members with opening and maintaining deposit accounts, loans, and other financial products
* Research and resolve basic account discrepancies and service requests
* Identify opportunities to cross-service products and enhance member relationships through education
* Understand and comply with all relevant federal and institutional regulations related to financial products and services
* Support team members by sharing knowledge and best practices as experience grows
* Ensure cash and other negotiable instruments are handled properly and securely
* Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
* Perform other duties as assigned
* Experience in building effective relationships through rapport, trust, diplomacy, and tact
* Effective research, analytical, and problem-solving skills
* Experience working independently and in a team environment
* Experience maintaining composure in a high-production and changing environment
* Experience navigating multiple systems efficiently and adapt to evolving technologies
* Effective skill exercising sound judgment and make informed decisions
* Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
* Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
* Working knowledge of deposit and loan products, services, and operational procedures
* Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 2701 184th Street SW Suite 100-A, Lynnwood, Washington 98037
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
* Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Auto-ApplyFuture Opening - In Person - WA Licensed
Finance service representative job in Bremerton, WA
Join our talent pool of qualified candidates for future openings. Applications will be reviewed on a rolling basis, and candidates may be contacted as positions become available. Company: Princeton Staffing Solutions
Contract Type: W2 - Local or Travel
Position Details:
Specialty: Speech-Language Pathologist (CCC SLP)
Clinical Fellowship Year (SLP CF/CFY) Accepted: YES
Facility Type: Public School District
Setting: School - Special Education - Related Therapy Services
Location: Kitsap County, Washington (WA)
Work Arrangement and Hours Per Week: In Person
Dates: Future Opening
Experience as a School Based SLP: prior school-based experience as a Speech-Language Pathologist (SLP) is strongly preferred
Speech-Language Pathologist (SLP) - School Based - Qualifications and Responsibilities
Experience and training in diagnosis and therapeutic intervention of articulation, expressive and receptive language, fluency, and voice.
Working knowledge of strategies and accommodations to support students in inclusion settings.
Ability to collaborate positively with general education and special education staff, parents and administrators.
Experience with a variety of diagnostic instruments appropriate for students.
Skill and experience working with students who use augmentative and adaptive communication strategies and devices.
Experience in writing Individual Education Programs (IEP), including working knowledge of social and behavioral language goals, specific task analysis skills, and ability to write measurable annual goals and objectives.
Participate as an effective member of the IEP team.
Completion and maintenance of CCCs in SLP is preferred.
Working knowledge of state and federal regulations for disabled students
License - Education - Certification Requirements:
Minimum of a master's degree in a field related to Speech-Language Pathology
State License as a Speech-Language Pathologist (SLP) through Department of Health
ESA Certification through OSPI (Active or Initial/Conditional)
Benefits of Working with Princeton Staffing Solutions:
Referral Bonus
Premium Pay Packages
(likely we can meet or beat any realistic offer you receive)
Weekly Direct Deposit
Medical, Dental, and Vision insurance
(PPO and HMO options with comprehensive coverage at a lower premium than many of the largest agencies)
401K
Licensure Reimbursement
CEU Reimbursement
Supervision for Clinical Fellows (CF-SLP)
(in accordance with ASHA and state guidelines)
Clinical Management Support
Full Time & Part Time Positions
Opportunities Available Nationwide for In-Person, Hybrid, or Tele
Recruiters with extensive industry experience, best in class training and dedication to finding a position that is the right fit for you
About Princeton Staffing Solutions
Established in 2016, Princeton Staffing Solutions (PSS) is a premier personnel services organization devoted to matching talented Special Education and Student Support professionals with rewarding Local or Travel contract (W2) opportunities in schools nationwide (Public, Charter, Special Schools). Princeton Staffing Solutions is grateful for the profound impact our providers have supporting children Birth to 21 years of age with Autism Spectrum Disorder, Intellectual Disability, Emotional/Behavioral, Orthopedic Impairment, Speech or Language Impairment, Developmental Delay, Specific Learning Disability, Traumatic Brain Injury, Visual Impairment, Deafness, Hearing Impairment and Multiple Disabilities.