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  • Customer Service Rep

    ASC Engineered Solutions, LLC

    Finance service representative job in Kent, WA

    Department: Distribution Center Operations Employment Type: Full Time Reporting To: Kimberly Bailey Compensation: $44,200 - $60,320 / year Description Seattle, WA The Customer Service Representative provides effective customer service for all internal and external customers. How You will Help Responsible for communicating with customers via phone, email, fax, etc. Provide timely and accurate information to incoming customer service orders, status, and product knowledge request Process customer orders, changes, and returns Resolve customer complaints by investigating problems, developing solutions, and making recommendations Work closely with the Operations Supervisor as directed Reviewsand maintain customer database to track information on account information, statuses, orders, and lead times Provide timely feedback regarding service failures or customer concerns Work closely with Sales Representatives on quotes, status of orders etc. Promote a safe workplace by performing all tasks in a safe and thoughtful manner in compliance with all rules, procedures, instructions, devices, equipment and use of appropriate personal protective equipment. Maintain vigilance for any hazardous conditions or practices in the workplace and immediately report any unsafe conditions or practice to your supervisor Perform other duties as directed What You Will Bring Strong communication and interpersonal skills Outstanding customer service skills Excellent time management ability Ability to handle adversity and conflict with successful outcomes Outstanding attention to detail and accuracy Possess strong commitment to team environment while working well with others Work systematically and logically to resolve problems Understanding of common business practices relating to pricing, terms, shipment, taxes and payment for products and services Knowledge of technical details of the company product Proficient in computer data entry Proficient in Microsoft Office and Microsoft CRM Dynamics Qualifications * Associates' Degree in Business and/or Related Field * 2 + years of Customer Service experience in the manufacturing or construction industry Job Benefits Medical, Dental, Vision, and FSA are available 30 days following your start date 401k with company match is available after 90 days of employment Company-provided Life Insurance and AD&D are provided 1st of the month after 90 days of employment at no cost to you 5 PTO days after 60 days of employment (hourly and non-exempt positions only) 2 weeks of vacation after 6 months of employment 10 paid holidays - including your birthday!
    $44.2k-60.3k yearly 7d ago
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  • Customer Service Representative - Mobile

    1St. Security Bank of Washington 4.5company rating

    Finance service representative job in Aberdeen, WA

    A GREAT PLACE TO WORK AND BANK Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams! If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. POSITION SUMMARY: Responsible for first line branch customer service by greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another team member. Responsible for cash drawer and vault operations, ATM and cash recycler operations, and daily proof and cash balancing. Consistently refers customers when appropriate sales opportunities present themselves and meets referral goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position Must understand and adhere to the Bank's Customer Service Protocols when greeting, meeting and interacting with customers Must follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers Takes ownership of the customer experience by being present and willing to help Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers Participates in customer calls for such tasks as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management. Required to be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit Processes monetary transactions and balances cashbox daily Receives and processes name and address changes and other account maintenance, as necessary Researches and resolves customer complaints when necessary and assists other employees and departments whenever possible Must know the features and benefits of 1st Security's products and services Must be able to multi-task and prioritize Participates in branch operational and audit activities as assigned Follows appropriate steps to ensure branch security Adheres to 1st Security Bank policies and procedures Supports management decisions and goals in a positive, professional manner and represents the bank with a high level of integrity Travels to assigned 1st Security Bank locations as business needs require Performs other duties as assigned BENEFITS AND PERKS Full medical, dental, and vision coverage for individual or family plan. Life insurance. Long- and short-term disability insurance. 401K matching program. Paid sick and vacation time. OUR CORE VALUES Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers. Ethical - fair, honest and act with integrity. Lead by Example - maintain a positive attitude, show respect for others, and have some fun! Accountable - we take our responsibilities seriously and we meet our commitments with urgency. Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank. Embrace Dreams - we encourage each other to reach for our dreams. Diversity - we celebrate diversity and support equality for all. Community Oriented - we actively support our communities and the Bank's CRA initiatives. Open and Honest Communication - always professional, responsive, and timely. EDUCATION and/or EXPERIENCE High school diploma or equivalent and at least one year experience within a financial institution. Requires a basic knowledge of all applicable regulations that pertain to this position Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs Must be bondable COMPUTER SKILLS To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies. As part of the daily work demands, occasional lifting and moving of objects up to 25 pound is required. The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $35k-40k yearly est. 4d ago
  • Customer Service Rep

    ASC Engineered Solutions-The Reliable Automatic Sprinkler Co., Inc.

    Finance service representative job in Kent, WA

    Customer Service Representative. Northwest Sales Seattle, WA The Customer Service Representative provides effective customer service for all internal and external customers. Responsible for communicating with customers via phone, email, fax, etc. P Customer Service, Operations Supervisor, Sales Representative, Service, Microsoft, Manufacturing, Retail, Customer
    $33k-43k yearly est. 6d ago
  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Finance service representative job in Tacoma, WA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Managemen Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $31k-36k yearly est. 5d ago
  • Customer Service Representative

    Yellowstone Local 3.9company rating

    Finance service representative job in Auburn, WA

    WASHINGTON HVAC SERVICES YOU CAN TRUSTYellowstone Local is proud to represent ALLRED, an industry leader in HVAC services. If you're the type who thrives in a fast-paced environment, enjoys solving problems, and takes pride in being the backbone of a team's success, this is your kind of role. With over 12 years of proven success, ALLRED has built a reputation for exceptional service and an employee-first culture. This isn't just another customer service job; it's your chance to step into a high-impact position where your coordination skills and attention to detail directly influence how smoothly our field operations run. What's in it for You? Pay Range: $18 - $25 per hour Schedule: Full-time with rotating Saturday shifts Benefits: Medical, dental, and vision coverage Career Path: Real advancement opportunities within the HVAC industry Tools for Success: Hands-on training, strong team support, and resources to help you excel Why You'll Love It Here A culture that genuinely values people and encourages teamwork A forward-thinking HVAC operation focused on quality and efficiency Clear opportunities to grow your skills and develop professionally A supportive environment built on trust, reliability, and collaboration Your New Role You'll be a key player in keeping daily operations running smoothly. Your coordination skills will help ensure technicians stay on schedule, parts reach the right locations, and customers feel supported from start to finish. Dispatch HVAC technicians to service locations Source and track OEM parts for ongoing jobs Coordinate deliveries to job sites with designated runners Manage scheduling for repairs and membership maintenance visits Maintain and organize the Membership Database Document project details and service updates with accuracy Location: Auburn, Washington Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. 1-2 years of experience in a call center or customer service role Strong verbal and written communication skills Excellent organizational and multitasking abilities Detail-oriented with a proactive, problem-solving approach Positive attitude and willingness to learn Coachable and adaptable in a fast-paced environment HVAC industry experience or dispatching experience is a strong plus Familiarity with ServiceTitan is a bonus Must be authorized to work in the U.S. Available for a rotating Saturday schedule ALLRED is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #red
    $18-25 hourly 60d+ ago
  • Junior Football Trader

    Betting Jobs

    Finance service representative job in Seattle, WA

    BettingJobs is currently seeking a Junior Football Trader for a leading sportsbook in their London office. The Junior Football Trader role is a unique opportunity to join a forward-thinking and progressive sportsbook during a period of rapid growth. This role would be well-suited to a recent graduate in Mathematics, Statistics or a related discipline with a passion for football and a strong knowledge of sports betting. Responsibilities: * Pricing and trading football matches. * Creating the best possible level of football trading service by releasing prices early and keeping in-play markets live wherever possible. * Creating the most accurate prices possible. * Monitoring liabilities and moving prices based on team news, customer activity and competitor market moves. * Assisting the Customer Services Team by dealing with escalated queries. * Accurately building and settling markets. Requirements: * Hold a strong degree in a quantitative subject. * Passionate about Football and possess an extensive knowledge in all aspects of the sport. * Work to a very high level and remain calm in a pressured environment. * Very numerate with a sharp betting/trading brain. * Have an interest in football betting markets. * Be prepared to work early/late/night shifts to tie in with when the live Football matches are taking place.
    $59k-97k yearly est. 2d ago
  • Customer Service Representative - Tacoma (Parkland)

    Car Wash Enterprises 3.8company rating

    Finance service representative job in Parkland, WA

    Brown Bear Car Wash seeks customer service representatives for our car wash at 13204 Pacific Ave in Parkland . We have full-time and part-time positions available. May be required to work weekends. The starting rate is $21 per hour. Must be 16 years or older. Current availability is from 7:30 AM to 2:00 PM. Benefits may include: Medical/Dental/Vision* 401(k)** Bonuses Accrued Paid Time Off (PTO) Holiday pay on 6 national holidays Tuition reimbursement up to $4,000 Employee wellness program - LifeCare Employee discount program - LifeMart Direct Deposit 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. *After 6 months of employment, averaging 30+ hours per week. **Eligible after 12 months of employment for all team members 18+ years of age.
    $21 hourly Auto-Apply 8d ago
  • New Accounts Representative

    Heritage Bank 4.4company rating

    Finance service representative job in Lacey, 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 Lacey 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 8:45 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Lacey, WA. The Lacey Branch is a designated travel team branch. Travel primarily supporting Pierce and Thurston counties; however, travel to other surrounding counties may be required. 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 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:4400 Pacific Ave SE## ##City:Lacey## ##State:WA## ##ZipCode:98503## ##Internal:false## *mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
    $20.5-25.6 hourly Auto-Apply 60d+ ago
  • Part Time (30 Hours) Associate Banker, Hawks Prairie, Lacey, WA

    JPMC

    Finance service representative job in Lacey, 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.
    $40k-77k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative (Part Time)

    Fastsigns 4.1company rating

    Finance service representative job in Seattle, WA

    Benefits: Bonus based on performance Competitive salary Opportunity for advancement FASTSIGNS #282101 is hiring for a part-time Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the first point of contact with current and prospective customers in our FASTSIGNS Center Learn to prepare estimates, and ensure timely delivery of finished orders Enjoy daily team meetings, and be intimately involved in the success of the FASTSIGNS Center Work with customers primarily via email and telephone, and occasionally in-person Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent An outgoing personality, someone who is eager to learn and has the ability to build relationships Great listening and organizational skills Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $22.00 - $25.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $22-25 hourly Auto-Apply 60d+ ago
  • Personal Financial Representative

    Salal Credit Union 4.0company rating

    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 Northgate 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! Location: 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:*******************.
    $20-28 hourly Easy Apply 60d+ ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    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
    $49.3k-73.4k yearly Auto-Apply 60d+ ago
  • Part Time Associate Banker Long Island Northwest (30 Hours)

    Chase 4.4company rating

    Finance service representative job in Porter, WA

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs 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 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $37k-71k yearly est. Auto-Apply 60d+ ago
  • Part Time Associate Banker Eastside South(30 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Renton, 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** Renton,WA $25.00 - $30.48 / hour
    $25-30.5 hourly 60d+ ago
  • Entry Level Banking Training Opportunity

    Year Up United 3.8company rating

    Finance service representative job in Kent, WA

    Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Microsoft, Accenture, Salesforce, or Seattle Children's Hospital among other leading organizations in the Seattle/Bellevue Washington area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree - You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development - Banking - Business Operations - IT Support - Project Management - Data Analytics - Network Security & Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:General, Location:Kent, WA-98030
    $34k-39k yearly est. 20h ago
  • Personal Financial Representative (Personal Banker)

    Gesa Credit Union

    Finance service representative job in Morton, 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. Qualifications What You Will Need: Education: High School Degree (or equivalent) required. Experience: Sales/relationship building experience required. Cash handling experience preferred. At least one year of customer service experience preferred. Demonstrate and support credit union values and service standards. Attend and engage in community events on behalf of the credit union. Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements. Demonstrate a high level of personal integrity and ethics. Report for work on time and maintain a schedule of regular attendance. Some travel may be required. Proficient with varying levels of technology. Notary Public. Our Team Member Value Proposition: In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer: Competitive Pay Medical, Dental, Vision, and Life Insurance 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays! 401(k) Match Incentive Program Tuition Assistance and Student Loan Repayment Commuter Benefits Paid Time Off to Volunteer in the Community Product discounts Engaging Work Environment Rewards and Recognition Programs Full Salary Range: $19.50-$28.23 *While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!" Get wise to what's possible with a career at Gesa. Join us! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation. Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment. Selected candidate(s) must be able to pass a pre-employment credit/background check. Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran. Equal Employment Opportunity (gesa.com)
    $19.5-28.2 hourly 17d ago
  • TAPCO Credit Union Member Service Representative

    Credit Unions In The State of Wa Tapco Creditunion 3.7company rating

    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
    $20-23.2 hourly Auto-Apply 60d+ ago
  • VETERANS SERVICE OFFICER - PROGRAM SPECIALIST - PART TIME

    Kitsap County, Wa 3.8company rating

    Finance service representative job in Port Orchard, WA

    This is an outstanding opportunity for a mission-driven professional to play a vital role in supporting veterans, service members, and their families by ensuring access to the benefits they have earned through service. Serving as a trusted advocate and liaison, this position directly impacts the quality of life for veterans by guiding them through complex federal, state, and local Veterans Affairs (VA) benefit systems. In this role, you will work at the intersection of public service, advocacy, and community partnership-collaborating with nonprofit organizations such as DAV, VFW, and the American Legion, as well as government entities. This position offers a meaningful career path for individuals passionate about service, social impact, and navigating complex regulatory systems while making a lasting difference in the veteran community. You will join a role that blends hands-on client interaction with technical expertise and advocacy, offering both professional growth and the opportunity to serve as a critical resource for veterans and their families across the community. As the Veterans Services Officer, you will: * Educate and guide veterans and their families on available federal, state, and local benefits, including healthcare, education, housing, employment, pensions, disability compensation, and burial benefits. * Lead claims assistance efforts by preparing, filing, monitoring, and tracking disability, pension, and survivor benefit claims with the Department of Veterans Affairs. * Gather and analyze evidence by collecting medical records, service documentation, and supporting materials required to substantiate claims. * Advocate on behalf of veterans by serving as a county liaison to the VA and representing clients throughout the claims and benefits process. * Navigate appeals processes by assisting veterans with denied claims and preparing documentation for appeals submissions. * Connect veterans to resources by linking individuals to community-based services, nonprofit organizations, job fairs, and support programs. * Conduct client interviews with veterans and family members to gather detailed information necessary for claims development and benefit eligibility. * Prepare and process claims by drafting and submitting benefits applications and disability rating claims in compliance with VA regulations. * Ensure compliance with organizational policies, standards, and applicable regulations while performing additional duties as assigned. What you bring: Professional and Education Credentials: Associate's degree in social service, human services, or closely related field AND two years of experience working with Veteran's to gather evidence and information in processing claims. Relevant work experience demonstrating required knowledge, skills, and abilities may substitute for educational requirements. Work experience is essential and cannot be replaced by additional education. Communication/Interpersonal Skills: * Strong Interviewing Skills: Ability to conduct compassionate, thorough interviews with veterans and family members to accurately gather sensitive personal, medical, and service-related information. * Clear Written Communication: Capable of drafting concise, accurate claim narratives, correspondence, and supporting statements for submission to the VA. * Advocacy and Trust-Building: Demonstrates empathy, professionalism, and cultural competence when working with veterans from diverse backgrounds, fostering trust during often complex and emotional processes. Technical / Industry Background * Knowledge of VA Systems and Regulations: Working understanding of VA disability compensation, pensions, education benefits, survivor benefits, and burial benefits is essential to ensure accurate guidance and claim preparation. * Experience with Electronic Claims Systems and Records Management: Ability to navigate VA portals, track claims, and maintain confidential records in compliance with privacy laws (HIPAA, VA standards). Additional Preferred Qualifications: * Military Service or Veteran Affiliation: Firsthand understanding of military culture enhances rapport and credibility when assisting veterans and service members. * Knowledge of Community Resources: Familiarity with local housing, employment services, healthcare providers, job fairs, and nonprofit resources to connect veterans with comprehensive support beyond VA benefits. * Bilingual Skills: Ability to communicate effectively with non-English-speaking veterans and families to improve access to benefits and services. For the complete job description: For more information about Human Services: *************************************************************** * Who May Apply: This position is open to the general public. Applications will be screened for qualifications and completion of all the required materials and forms. The most competitive applicants may be contacted for further steps in the selection process, which may include testing for office and computer skills. * This position is classified as eligible for overtime under the Fair Labor Standards Act (FLSA) * Non-represented and covered under the Kitsap County Personnel Manual. * Prior to employment, the successful candidate must: * Submit official transcripts from an accredited college or university or business school, if education is being used to meet the minimum qualifications. * Pass all job-related examinations/tests necessary to demonstrate required knowledge, skills and abilities, as determined by the hiring authority at time of job posting. * Authorize and complete a criminal background check. Information received is reviewed on a case-by-case basis and will not necessarily remove a candidate from consideration. * Criminal Conviction Standards: The successful incumbent will or may have unsupervised access to children under 18 years of age, a vulnerable adult, or a vulnerable person, or access to a secured/confidential facility or computer system(s). As a result, Kitsap County will be conducting an extensive criminal background check by law enforcement agencies, which may include fingerprinting. * Driving Requirements * The successful incumbent must meet the driving requirements of this position and submit a copy a current driving record/abstract (from state of residency) to review for eligibility to drive for Kitsap County prior to employment. The successful incumbent must obtain a valid Washington State Driver's License prior to hire and maintain a satisfactory driving record as outlined in the Kitsap County Vehicle Use Policy. This position is categorized as: * Category 2: Driver operates a personal vehicle as an essential function for official County business. * Kitsap County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or reasonable accommodation due to a disability during the application or the recruiting process, please contact our Human Resources Office. * Work hours for this position are M-F 8:00 am - 12:00 pm, however flexibility for the program is required. * This posting may be used to fill future openings. * Only authorized employees and hiring authorities have access to the application materials submitted. Per RCW 42.56.250, all applications for public employment, including the names of applicants, resumes, and other related materials submitted with respect to an applicant are exempt from public inspection.
    $50k-63k yearly est. 12d ago
  • Federal Way Universal Representative - Weekdays Only - New Accounts & Consumer Loans

    Qualstar Credit Union

    Finance service representative job in Federal Way, 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
    $37k-47k yearly est. 11d ago
  • Member Service Representative (Full-Time) - Tacoma

    Navy Federal 4.7company rating

    Finance service representative job in Tacoma, 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. 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. Location: 3407 South 23rd St, Tacoma, Washington 98405 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 ****************************. 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
    $34k-41k yearly est. Auto-Apply 23h ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Olympia, WA?

The average finance service representative in Olympia, WA earns between $23,000 and $49,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Olympia, WA

$33,000

What are the biggest employers of Finance Service Representatives in Olympia, WA?

The biggest employers of Finance Service Representatives in Olympia, WA are:
  1. Kevin Hayward-State Farm Agent
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