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Salal Credit Union jobs in Seattle, WA

- 2306 jobs
  • Virtual Branch Representative

    Salal Credit Union 4.0company rating

    Salal Credit Union job in Seattle, WA

    Salal Credit Union is looking to add a Virtual Branch Representative to our call center team! Virtual Branch Representatives make money management easy for our members by eliminating the need for them to travel to the branch in person. Accurately completing member requests, processing transactions, and resolving inquiries on every call while providing an exceptional service experience is expected on a daily basis. Important Details: This role can be performed fully remotely, although local candidates are preferred for team-building and organizational events. The position requires the ability to work a schedule of 9:00am- 5:30pm Pacific Time. A rotating Saturday schedule of 10:00am- 2:00pm is required for all team members. Qualifications for a Virtual Branch Representative: 1-2 years of retail banking or call center experience. Ability to build sustainable relationships and trust with members through open and eager to assist communication. Excited to learn about Salal's products and services. Excellent customer service skills and a desire to make banking easier for our members. Day in the Life of a Virtual Branch Representative: Working in a call center environment to answer incoming calls from our members. Closely adhering to policy and procedures to protect our member's personal and account information. Providing exceptional customer service to our members and building trust with them to encourage a long-term relationship. Compensation and Benefits Offered: Competitive base salary of $20.81- $29.14 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 $23.75 - 25.80. Potential to earn additional compensation each month through a performance-based bonus program. 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. 1 floating holiday 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: ************************************************ ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally important to us, and we are dedicated to fostering a positive work environment where they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. 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. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify .
    $20.8-29.1 hourly Easy Apply 18d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Spokane, WA job

    This job posting is anticipated to remain open for 30 days, from 28-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Sedro-Woolley, WA job

    This job posting is anticipated to remain open for 30 days, from 23-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Peoplesoft Administrator

    Tata Consultancy Services 4.3company rating

    Seattle, WA job

    Understanding the Peoplesoft Finance Execute security related processes to update/maintain the PeopleSoft security structure. Create and maintain PeopleSoft dynamic security groups, user setup, and roles and dynamic queries. Responsible for synchronizing security roles and permissions to portal menu navigation, updating user profiles based on transactions processed, and processing approved system security access requests and changes. Maintain Query Access Manager and test potential security system changes before moving new methods to production. Evaluate PeopleSoft upgrades for impact on configuration and mitigates unintended consequences and maintains functional documentation for the PeopleSoft security configuration and processes. Respond to inquiries from internal and external auditors. Maintain and troubleshoot module related interfaces and maintain and update module foundation tables. Manage workflow and troubleshoot errors. Experience configuring and implementing Process Groups, Web Libraries, Web Services ; Experience with PeopleSoft reporting tools including Crystal, nVision, Query, and BI Publisher. Experience single signon configuration and LDAP/Active Directory integration; Experience working with Database and Network Administrators to ensure that security requirements are accurately enforced throughout the underlying infrastructure; Working knowledge of and experience with all aspects of the security audit process; Experience in Compare reports for upgrade and retro fit Custom Security roles and permission lists Base Salary Range: $120,000 - $170,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $120k-170k yearly 3d ago
  • Director, IT Operations

    Northwest Administrators, Inc. 3.2company rating

    Seattle, WA job

    If you value loyalty and integrity, are a results-oriented leader with a passion for excellence, a commitment to fostering a collaborative culture, and a desire to shape the future of a thriving organization, we invite you to explore this exciting opportunity! We are seeking a talented, dynamic leader to join our executive team in the role of Director, Technology Operations. This individual will oversee all aspects of the company's information technology, including network, cybersecurity, and related infrastructure operations. Reporting directly to the COO, the Director will collaborate with the executive team to define and execute a technology roadmap that supports the company's business goals. The successful candidate must align with our company's values and culture and demonstrate the leadership qualities to empower and inspire their teams. Key Qualifications: Cultural Fit: The most crucial aspect of this role is the ability to blend seamlessly into our company culture, which values collaboration, innovation, and integrity. The ideal candidate should be open to aligning with our established business model (i.e., learn and understand why we do things the way we do them before suggesting improvements). Intellectual Curiosity: You must genuinely desire to understand the finer details of the business. You should demonstrate an ability to dig deep into processes, strategies, and data, consistently seeking out opportunities for improvement and innovation. Intellectual curiosity drives your approach to problem-solving and strategic execution. Client-Facing Skills: You may have the opportunity to represent the company in external engagements, definitely on a daily basis and likely as a contributor in quarterly meetings with client representatives. Communicating effectively and developing long-term relationships built on trust and mutual respect is important. People and Management Skills: Leadership excellence is paramount. We are looking for an individual who can lead, manage, and develop high-performing operational teams. You should demonstrate empathy, adaptability, accountability and the ability to inspire and influence at all levels of the organization. A strong track record in managing diverse teams and driving results is required. Key Responsibilities: Working out of our Seattle office, your primary focus as the Director is overseeing and managing NWA's IT operations, ensuring efficiency, security, and alignment with business goals. Oversee and manage all IT operations, including network and data center security, data management, cybersecurity, and technical support areas Develop and implement IT operations policies and best practices Manage, lead, and provide guidance to the IT operations team Collaborate with stakeholders to define business and systems requirements for new technology implementations, using both waterfall and agile methodologies. Ensure effective and efficient delivery of IT operational services Facilitate the annual strategic IT planning process to include major priorities, risks, and budgetary considerations. Plan and manage budgets related to IT operations Ensure all IT operations activities are performed within the parameters of applicable laws, codes, and regulations Evaluate technology risks and ensure NWA's disaster recovery plan remains up to date Continually evaluate current company technology and infrastructure; and recommend changes as necessary Maintain a strong focus on cyber security to ensure our systems, network and processes are secure. Support critical systems and respond to operational needs outside of standard business hours, including evenings and weekends when necessary. Who you are: Ethical & Credible: You exemplify high ethical standards, trustworthiness, and honesty in your personal and professional life. Loyal & Committed: Your work history demonstrates stability, dedication, and reliability. Experienced. While specific industry experience is less critical, a minimum of 10 years' relevant experience (i.e., Manager, Director, Sr. Director, of IT operations, etc.) is required. A deep expertise in IT architecture, infrastructure management, cybersecurity, and emerging technologies. Educated. BS degree in Computer Science, Information Systems, or related field experience. MBA preferred. Successful. Proven history of driving digital transformation and implementing cloud-based solutions. Exceptional communication skills, with the ability to engage and align both technical and non-technical stakeholders. Strategic Leader. Ability to think both strategically and tactically, with a long-term vision for company success. Strong leadership and team-building skills, with a track record of developing and leading high-performing IT operations teams. Why join our leadership team: We offer a rare opportunity for an accomplished visionary executive to join a highly respected third-party benefits administrator with a 66-year legacy of delivering exceptional service. As we embark on the next phase and plan for our future, we are seeking dynamic leaders who are energized by strategic challenges and poised to drive transformative change. What We Offer: Competitive Salary & Benefits: Salary range $162,000 - $219,000. A comprehensive benefits package, including health, dental, vision, 401(k), and more. Professional Growth: Opportunities to lead transformative initiatives and work with a dedicated team of professionals. How to Apply: To apply for the Director, IT Operations position, please submit your resume, cover letter, and any relevant portfolio work to Kelly Johnson at *********************. We look forward to learning how your expertise can shape the future of NWA. NWA is proud to be an Equal Employment Opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, physical or mental disability, marital status, amnesty, veteran status, citizenship, family medical history or genetic information or any other characteristic protected by local, state, or federal laws. NWA prohibits any discrimination or harassment based on any of these characteristics. 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.
    $162k-219k yearly 3d ago
  • Aerospace PLM Business Analyst

    Tata Consultancy Services 4.3company rating

    Bellevue, WA job

    Technical/Functional Skills: Domain - Engineering • An Engineering Bachelor's Degree/Master's degree or similar. • Direct experience gained ideally within the manufacturing industry and / or a IT consulting firm • Understanding of Aerospace Product development, design and change management process • Deep understanding of Engineering IT applications across Aerospace Product Value chain (Doors, CATIA, 2D-3D Drawings, MBSE, etc.) • Good understanding of PLM system, associated process like BOM Management, Part Management, EBOM, MBOM, Configuration Management, Model based systems engineering, Requirements management, etc • Hands-on experience with PLM and Engineering IT applications and associated data • Part of large PLM implementation/ PLM transformation programs would be good to have skill • Technical skills on AWS Cloud preferred. Data Governance • Experience with Engineering data governance • Experience and knowledge of data policies around Engineering data • Experience with ITAR and Export Control domain • Experience with applying export control policies around Engineering data Communication • Excellent Communication Skills • Ability to engage with Senior management and executives • Ability to work with Engineering Teams and understand their requirements • Document detailed requirements • Create Art of possible and Status documentation • Presentations for the executive team Roles & Responsibilities Responsibilities: • Ability to understand the Aero Business process is critical. • Collect and analyze customer needs and requirements • Work with Aerospace business users to validate and accept requirements. • Conduct Requirement Analysis workshops • Propose solutions that meets the needs of our clients. Perform upgrading, debugging, testing and maintenance of software Generic Managerial Skills, If any • Flexible • Excellent communication skills • Continuous learning attitude • Coordinate with UX Designer • Coordinate with Developers • Assist in user testing • Coordinate with end users Base Salary Range: $110,000 - $150,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $110k-150k yearly 1d ago
  • SAP EAM Functional Consultant

    Tata Consultancy Services 4.3company rating

    Seattle, WA job

    Must Have Technical/Functional Skills: •Bachelor's degree •Minimum 8+ years of experience in configuring SAP EAM •Hands-on functional configuration and design experience with SAP EAM •System design: Leads the integrated system design enabling EAM processes across an SAP landscape,including GIS and scheduling solutions. •Proactively identify and propose business process and/or system enhancements. Act as a liaison between the client business functions and the technical team. Mentor and guide junior team members. Strong client handling and communication. •Knowledge on interfaces, cross module knowledge •Greenfield implementation Project (End-to-End Implementation) are preferable •Completed university degree •Excellent Business Communication Skill •Good cooperation skills and able to work cross-capability with a mix of internal and external consultants •Excellent problem-solving and analytical skills Roles & Responsibilities: •Implementation: Configuring, implementing, and maintaining the SAP EAM module •Integration with other modules •Testing: Creating test data, running tests, and creating and executing test scripts •Continuous improvement: Monitoring system performance, identifying opportunities for improvement, and recommending enhancements Base Salary Range: $150,000 - $165,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $150k-165k yearly 2d ago
  • Premier Financial Representative (Downtown Bellevue Experience Center)

    First Tech Federal Credit Union 4.5company rating

    Bellevue, WA job

    Description The Premier Financial Representative processes financial transactions and develops plans for assigned affluent members in the branch (Experience Center) as well as follow up activities by phone or email. The Representative is focused on building strong relationships with new and existing members.Here's what you can expect from the job and what you need to be successful:Job Duties Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities Assist members in their financial goals by offering multiple deposit & lending product options Partner with other business units in sales and service activities Mentor Financial Solutions Representatives on a day to day basis as a peer coach Essential Skills Minimum 2 years' experience as a financial solutions representative and/or senior branch representative, including deep experience with building relationships with customers, uncovering needs and offering solutions Experience in outbound sales and outbound calling Exceptional listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Ability to work in fast-paced environment and meet deadlines without sacrificing quality Ability to foster strong relationships with internal and external stakeholders Strong analytical and problem-solving skills with attention to detail Working knowledge of Microsoft Office Suite Minimum Education: High School Diploma Location: Downtown Bellevue Experience Center - Bellevue, WA 98004Target Compensation in Bellevue, WA: $30.77 to $37.98 per hour + quarterly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship for this position #FT123
    $27k-30k yearly est. Auto-Apply 60d+ ago
  • Controller, Vice President

    Salal Credit Union 4.0company rating

    Salal Credit Union job in Seattle, WA

    Job DescriptionWe're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role-it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications. This position qualifies for our profit-sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance. 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. Generous time off including 15 days of vacation, 12 days of sick time, and 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. And more! Expanded details about our benefit offerings can be found at: *********************** WHAT YOU'LL DO IN THIS ROLE Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement. Work closely with executive leadership and department heads to translate financial objectives into actionable priorities. Oversee accurate GAAP-compliant financial reporting, regulatory filings, audits, and internal controls. Spearhead digital transformation and enterprise-wide system updates to enhance efficiency and scalability. Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives. Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions. WHAT YOU BRING TO THE TABLE Experience: 10+ years of progressive accounting/finance leadership. 5+ years in a senior management role (Controller or Assistant Controller). Direct experience in banking, credit union, or financial services required. Education & Credentials: Bachelor's degree in Accounting or Finance. Active CPA or CMA certification. Skills & Attributes: Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards. Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators. Proven track record of leading and developing high-performing teams in a collaborative, results-driven environment. Advanced analytical and problem-solving skills with a focus on strategic planning and operational efficiency. High proficiency with accounting systems, financial modeling tools, and Microsoft Excel. Ability to interpret regulatory changes and translate them into actionable policies and strategies. Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. 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. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington98115 Job Posted by ApplicantPro
    $165k-215k yearly Easy Apply 13d ago
  • .NET Technical Lead

    Tata Consultancy Services 4.3company rating

    Seattle, WA job

    Must Have Technical/Functional Skills: C#(.NET), .NET Core, ASP.NET, ASP, SQL Server, Oracle, SSIS, VB Script, Java Script, jQuery, Windows component services and GIT Roles & Responsibilities: Meeting Contractual SLAs for production issue fixes. For Severity 1 tickets - SLA timelines can be as short as 4 hours. Production support can be needed at any time, any day, including night, weekend or holidays. Should have strong estimation skills to estimate the efforts needed to complete the planned changes. Take ownership of the existing system, ensuring its smooth operation and availability to end-users. Collaborate with stakeholders to gather requirements and understand business needs for change requests or enhancements. Analyze, design, and develop solutions to address change requests or enhancements, ensuring they align with business objectives and technical standards. Conduct thorough testing and debugging of applications to ensure high-quality deliverables. Provide technical support and troubleshooting assistance to end-users, resolving any issues or bugs that arise. Stay up to date with industry trends and best practices, continuously improving the system Base Salary Range: $120,000-$140,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $120k-140k yearly 4d ago
  • Bank Teller -Temporary

    Heritage Bank 4.4company rating

    Shelton, WA job

    Heritage Bank currently has an exciting temporary assignment opportunity within our organization! Our Shelton Branch , in Shelton, WA is seeking a full-time bank teller (December 2025 to June 2026) to help customers meet their financial goals by providing exceptional customer service while handling routine financial transactions. Typical full-time schedule is approximately 40 hours; Monday - Thursday 8:30 a.m. to 5:00 p.m. and Friday 8:45 a.m. to 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. Base Salary Range: $19.50 per hour Typical Duties: Performs routine paying / receiving duties. Maintains an accurate cash drawer in accordance with assigned Authority Limits. Maintains confidentiality when handling customer requests and transactions. Comply with all policies, procedures, security, and regulatory requirements. Skills and Qualifications: Demonstrated ability to provide an exceptional level of customer service. Detail-oriented with strong organizational and problem-solving skills. Basic math skills with an understanding of debit and credit relationships and negotiable instruments. Gains working knowledge of policies and procedures, and ensures job responsibilities are performed in compliance with, all state and federal banking laws and regulations. Ability to gain working knowledge of bank products and services. Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Ability to operate standard office equipment, proficient computer skills and ability to adapt to and learn new technologies quickly. 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. 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 Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. As a temporary employee, you will be eligible to participate in a 401(k) plan with company match, accrue sick time, and will have access to the Employee Assistance Program. ##JobCategory:Retail Banking## ##Street:301 E Wallace-Kneeland Blvd St## ##City:Shelton## ##State:WA## ##ZipCode:98584## ##Internal:false##
    $19.5 hourly Auto-Apply 24d ago
  • Teradata Development Lead Engineer

    Tata Consultancy Services 4.3company rating

    Seattle, WA job

    Technical/Functional Skills: • Design Scalable Data Warehousing Solutions using Teradata. • Develop and maintain normalized (3NF) and dimensional models. • Optimize physical models and fine tune queries for performance. • Design and develop Tera Data ETL jobs and data pipeline. • Design, Develop and support enterprise data warehouse solutions leveraging Teradata and Teradata tools and utilities. • Extracting data from various data sources, transforming, and loading it into target systems. • Ensuring data quality, integrity, and consistency across different systems. • Developing and maintaining data warehouses, data lakes and data mart architecture. • Optimizing ETL processes for performance, scalability and reliability. • SQL proficiency (intermediate skill level minimum) • Ability to manage Teradata/SQL Server/ Oracle database migration including code migration, data loads and server retirements. • Troubleshooting and resolving data integration issues • Solid skills with writing/translating SQL queries and SQL data validation. • Performance tuning of SQL queries. • Defining, managing, and monitoring job schedules, as well as troubleshooting issues within the Autosys environment • Understanding and implementing job schedules, dependencies, and workflows within Autosys • Analyzing and resolving issues with Autosys jobs and processes Roles & Responsibilities • Optimizing Database jobs for performance by collaborating with DBAs and implementing SQL coding and design changes within the job structure. • Actively participated in troubleshooting and resolving issues related to data loading delays and database server outages, ensuring minimal disruption to data flow and system operations. • Engaged in periodic reviews of job logs and performance metrics to identify trends, proactively addressing potential issues. • Troubleshooting production issues through meticulous job log reviews, implementing necessary design changes via change management and adhering to the code promotion process. • Contributed to the development and maintenance of documentation for troubleshooting procedures, best practices, and system configurations, facilitating knowledge sharing within the team and managing Change Requests • Resolving data issues arising from load delays or database server downtimes, with a focus on ensuring customer satisfaction. • Collaborated with stakeholders to understand business requirements, providing valuable insights and recommendations for optimizing data processing workflows. Base Salary Range: $120,000 - $140,000 per an num TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $120k-140k yearly 1d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Walla Walla, WA job

    This job posting is anticipated to remain open for 30 days, from 29-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Client Services Specialist

    First Technology Federal Credit Union 4.5company rating

    Bellevue, WA job

    Description The Client Services Specialist supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties: Oversee and manage new client onboarding process, including facilitating the client onboarding process for high net-worth clients, which may involve more complex financial situations while meeting compliance standards Prepare key documents and presentations for client meetings Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM Utilize workflows to coordinate service activities and delegate appropriate tasks to team members Perform trades for client requests and advisor instructed portfolio management Discuss investment related products in alignment with advisor's recommendation/strategy for clients in accordance with risk tolerance, time horizon and investment goals Data input into Financial Planning Software and ongoing maintenance of clients short- and long-term goals, budgeting, investment and savings strategies Maintain and organize client files and records to comply with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulator. Generate and manage Client Experience Plan via Touchpoint Management Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Pla. Organize and attend all appreciation and education events Support Financial Advisors activities to provide education and appreciation to Experience Center partners Track and contact new leads from referrals or educational opportunities Providing occasional mentorship and support to less experienced associates, including training and new hire onboarding support Execute administrative & operational tasks, as assigned Essential Skills: Minimum three years' experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company Experience completing work/tasks in accordance with specific processes and procedures Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines Proven skills and commitment in meeting or exceeding member expectations and requirements Demonstrated ability to establish credibility and rapport with internal and external stakeholders Ability to problem solve effectively, with strong critical thinking skills Ability to work autonomously with proven decision-making skills and sound judgment Expert knowledge of Microsoft Office Suite Advanced experience with CRM and financial planning software preferred Expert knowledge of investment products and services Certification/License: Series 7 + Series 63 or 66 (or equivalent) required Minimum Education: Associate's level degree or equivalent relevant work experience required Location: Downtown Bellevue Experience Center - Bellevue WA 98004 Target Compensation in Washington: $92,000 to 96,800 (This range reflects reasonable earnings potential which includes a base salary of $80,168 and annual incentive pay between $12,000 to $18,000 based on current production) Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position Registered Address: 555 108 th Ave NE Suite 110 Bellevue WA 98004 Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. #FT123 #LI-MG1
    $31k-35k yearly est. Auto-Apply 53d ago
  • Assistant Branch Manager (Sammamish Experience Center) (Full Time On-Site)

    First Tech Federal Credit Union 4.5company rating

    Sammamish, WA job

    Description The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded.Primary Responsibilities: Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiable items, audits) Partner with Manager in leading a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development Maintain and enforce systems, policies, procedures and productivity standards Partner with Manager in effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve Ensure member service projects (change initiatives) meet objectives on time and on budget Partner with other business units to resolve member issues or grow member relationships; actively participate in cross-functional meetings Research, resolve and communicate operational issues and potential problems to leader and/or other business units Identify, manage and mitigate risk within XC (including identify theft, overdrafts, etc) Manage vendor relationships to support operational excellence and member service levels Experience and Education Requirement: Minimum Education: Bachelor's degree is preferred Minimum one year experience in retail financial services with a proven successful track record in deepening and acquiring member relationships Minimum 6 months' experience leading people or teams Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees to achieve department goals Ability to use data and analytic information to gain insights and drive strategic direction Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences Familiarity with CRM software is preferred Working knowledge of Microsoft Office Suite Certification/License: N/A Location: Sammamish, WA 98074 (FULL TIME ON-SITE) Target Compensation: $78,000 to $86,000 annually + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position
    $78k-86k yearly Auto-Apply 60d+ ago
  • Managing Consultant, Services - Acquiring Business Development

    Mastercard 4.7company rating

    Seattle, WA job

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services - Acquiring Business Development Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly Auto-Apply 41d ago
  • Data Engineer

    Tata Consultancy Services 4.3company rating

    Seattle, WA job

    Extensive knowledge on various Azure services. Strong Knowledge of Dara Warehouse Concepts. Extensive hands-on experience working with data using SQL. Abilities to write complex queries in line with the business requirements. Experience developing data pipelines in Databricks. Prior experience of programming language (Preferred Python). Hands on experience using version control systems like GIT. Experience with creating project plans, technical design documents, training documents and presenting solutions to the end users. Base Salary Range: $100,000 - $130,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $100k-130k yearly 1d ago
  • Relationship Banker (South Lake Union Experience Center) (FULL TIME ON-SITE)

    First Tech Federal Credit Union 4.5company rating

    Seattle, WA job

    Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Primary Responsibilities: Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Experience and Education Requirement: Minimum Education: High School Diploma or equivalent Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Possesses critical thinking and decision-making skills with attention to detail Working knowledge of Microsoft Office Suite Certification/License: Notary preferred Location: South Lake Union Experience Center - Seattle, WA 98121 Target Compensation in Seattle, WA: $22.55 to $26.00 per hour + quarterly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position
    $22.6-26 hourly Auto-Apply 60d+ ago
  • Sr. Associate Financial Advisor

    First Tech Credit Union 4.5company rating

    Sammamish, WA job

    The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor's existing book of business. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice's strategic plans and assist in the day-to-day management of the office. Here's what you can expect from the job and what you need to be successful: Job Duties: Strategic Integration: * Collaborate with the Senior Advisor to implement business development, client service, and operational strategies * Track progress on key initiatives and ensure alignment with long-term practice goals * Oversee daily office operations, including workflow coordination, resource allocation, and vendor relationships Financial Planning & Advice: * Take an active role in portfolio research and asset allocation design * Conduct financial planning reviews and update financial plans as needed * Provide investment advice and recommendations based on clients' risk tolerance and objectives Client Relationship Management: * Assist the senior advisor in managing all client relationships * Manage assigned households and provide ongoing service and planning updates * Develop deep relationships with clients and their families to understand their financial goals and needs Operational Support: * Collaborate with the assistant to ensure smooth operations and client satisfaction * Maintain and document client activity in CRM system * Ensure compliance with regulatory requirements and internal policies Business Development: * Design and manage client "touchpoints" strategy to deliver timely information and resources to clients throughout the year * Attend and facilitate Experience Center ("XC") partner meetings to build XC engagement as needed, cultivating COIs * Build relationships with prospects and convert them to clients, providing ongoing service through the lifetime of the client relationship Essential Skills: * Minimum 3 years' client-facing experience in the investment or wealth management field, including experience in a consultative service role * Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. * Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion * Ability to assess individual client needs and foster strong relationships * Exceptional interpersonal skills to engage with internal and external business partners * Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies * Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.) * Exposure to a CRM such as Salesforce is preferred * Minimum Education: High School Diploma; Bachelor's degree is preferred or equivalent work experience * Certification/License: Series 7, 63 & 65 or 66 FINRA licenses required, Life & Disability Insurance License * Certified Financial Planner certification preferred Location: Sammamish Experience Center - Sammamish WA 98074 Target Compensation in Washington: $90,000 to $120,000 (This range reflects reasonable earnings potential which includes a base salary of $80,000-$90,000 plus quarterly incentive pay tied to production growth) Benefits options include: * Traditional medical, dental, and vision coverage * 401K matching up to 5% per pay period * Accrue up to 17 days of Paid Time Off your first year of employment * 11 paid federal holidays * Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) Registered address: 22620 SE 4th St Suite 100 Sammamish WA 98074 What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer/ sponsorship for this position
    $90k-120k yearly Auto-Apply 18d ago
  • Part Time Associate Banker Long Island Northwest (30 Hours)

    Jpmorganchase 4.8company rating

    Porter, WA job

    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.
    $25k-44k yearly est. Auto-Apply 60d+ ago

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