Financial Services Professional

6 days ago


Seattle, Washington, United States Bank of America Full time

Job Overview: As a Relationship Banker with Bank of America, you will play a vital role in providing exceptional client experiences and fostering long-term relationships. Our team is dedicated to helping individuals achieve their financial goals through tailored solutions and personalized support.

About the Role: In this dynamic position, you will be responsible for engaging clients in our lobby, educating them on self-service resources, and accurately processing cash transactions. You will also have the opportunity to build strong relationships with clients by gaining an understanding of their financial priorities and connecting them to relevant solutions.

Key Responsibilities:

  • Execute the bank's risk culture and strive for operational excellence
  • Build relationships with clients to meet their financial needs
  • Follow established processes and guidelines in daily activities to ensure the best interests of clients and the bank
  • Grow business knowledge and network by partnering with experts in small business, lending, and investments
  • Manage financial center traffic, appointments, and outbound calls effectively
  • Drive the client experience
  • Manage cash responsibilities

Skill Requirements:

  • 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 Management

Benefits:

This role is compensated with a base salary of $23.00 - $25.96 hourly pay, offers to be determined based on experience, education, and skill set. Additionally, this role is currently benefits eligible, offering industry-leading benefits, paid time off, and resources to support employees' growth and well-being.

Work Environment: Bank of America aims to create a workplace free from the dangers and consequences of illegal and illicit drug use and alcohol abuse. We are committed to being a diverse and inclusive workplace, promoting equality and respect for all employees.



  • Seattle, Washington, United States Edward Jones Full time

    OverviewWe are seeking a talented and motivated Financial Services Professional to join our team at Edward Jones. As a Branch Office Administrator, you will play a critical role in delivering exceptional client service and helping clients achieve their long-term financial goals.


  • Seattle, Washington, United States Ameriprise Financial Full time

    Overview of the RoleAmeriprise Financial is a leading financial services provider seeking a highly skilled and detail-oriented Senior Financial Services Coordinator to join their team. This key position will play a vital role in supporting high-producing advisors by preparing portfolio materials, leveraging analytical skills to build financial plans, and...


  • Seattle, Washington, United States LPL Financial Full time

    Your career growth starts with a strong foundationLPL Financial partners with credit unions to deliver a comprehensive suite of financial services to credit union clients. As a Financial Advisor associated with LPL Financial, you will join the Investment Program at Boeing Employee Credit Union in Seattle, WA. Under this model, Financial Advisors are not...


  • Seattle, Washington, United States Providence Service Full time

    About the Role:We are seeking an experienced Accounting Representative Hybrid to join our team at Providence Clinical Network. This role will be responsible for ensuring patient satisfaction through timely and effective processing of refund requests, responding to communication from third-party payors with requests for refunds, reviewing, auditing, and...


  • Seattle, Washington, United States Ameriprise Financial Full time

    About the Role: As a Registered Client Service Associate at Ameriprise Financial, you will play a vital role in providing dedicated support to high-producing advisors. Your analytical skills and attention to detail will be essential in preparing portfolio materials for client meetings and building financial plans. You will also lead client interactions to...


  • Seattle, Washington, United States Specialty Professional Services Full time

    Job Title: Physical Therapist Position in King City, CAAbout the Job: Our client is seeking a Physical Therapist for a Days shift in King City, CA. The ideal candidate will possess a current California license or Compact license depending on the state. A minimum of 1 year of recent experience as a Physical Therapist is required.Key Responsibilities:Current...


  • Seattle, Washington, United States Edward Jones Full time

    About Edward JonesEdward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 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.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues,...


  • Seattle, Washington, United States Cornish College of the Arts Full time

    Cornish College of the Arts seeks an experienced and detail-oriented Financial Aid Specialist to join their dynamic team. This role involves reviewing and awarding financial aid, providing counseling to current and prospective students and their families about financial aid and student accounts, and working closely with internal departments on broader goals...


  • Seattle, Washington, United States Creative Financial Staffing Full time

    Location: Downtown Seattle - On-site, with a salary range of $52,000 - $58,240 DOE.We are seeking an experienced Accounts Payable professional to join our client's team. This is an exciting opportunity to work with a dedicated group passionate about making a positive difference in the community.About the Role:The successful candidate will handle various...


  • Seattle, Washington, United States Creative Financial Staffing Full time

    Job Description:Job Summary:We are seeking an experienced Accounts Receivable Specialist to join our team in Downtown Seattle. As a key member of our financial operations team, you will be responsible for managing client payments, maintaining accurate records, and providing exceptional customer service.Key Responsibilities:Serve as the primary point of...


  • Seattle, Washington, United States Atria Wealth Solutions Full time

    Job OverviewAtria Wealth Solutions is seeking a highly skilled Financial Advisor to join our team in King, NC. As a key member of our investment group, you will be responsible for providing exceptional financial services to our clients and helping them achieve their long-term goals.


  • Seattle, Washington, United States Banner Bank Full time

    Benefits OverviewAt Banner Bank, we offer a comprehensive benefits package to support the well-being of our employees. This includes: Incentive and commission compensation for eligible roles A range of employee benefits, including medical, dental, vision, LTD, STD, and life insurance Paid time off, including vacation, sick time, personal days, and 11...


  • Seattle, Washington, United States Creative Financial Staffing Full time

    About the CompanyOur client is a privately held company in the construction industry with projects across most US states, specializing in environmental and marine construction.Job SummaryWe are seeking an experienced Financial Management Specialist to oversee projects and lead a team of accountants. This role offers a dynamic environment, working closely...


  • Seattle, Washington, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a skilled Lead Accounting Professional to join our finance team at Creative Financial Staffing in Washington. As a key member of our accounting team, you will be responsible for processing full cycle payroll for a large workforce, managing accounts payable functions, and performing grant preparation work and reconciliations.Key...


  • Seattle, Washington, United States GBC International Bank Full time

    Job OverviewWe are seeking an experienced Financial Services Representative to join our team at GBC International Bank. As a key member of our staff, you will be responsible for delivering exceptional customer service and ensuring seamless transactions.


  • Seattle, Washington, United States Creative Financial Staffing Full time

    Accounts Payable Specialist Opportunity in Downtown SeattleWe are seeking an experienced Accounts Payable professional to join our team at Creative Financial Staffing. As the successful candidate, you will handle a range of tasks vital to maintaining accurate financial records and supporting our client's financial goals.Key Responsibilities:Perform regular...


  • Seattle, Washington, United States Davies Risk Services Full time

    We are seeking a highly skilled Financial Operations Specialist to join our team at Davies Risk Services.This is an exciting opportunity for entrepreneurial-minded individuals who want to build a business and work independently. As a Financial Operations Specialist, you will meet with clients onsite, virtually or via phone to conduct premium audits and...


  • Seattle, Washington, United States Edward Jones Full time

    We're looking for a highly motivated and detail-oriented individual to join our team as a Branch Office Administrator. In this role, you'll have the opportunity to work closely with financial advisors to deliver exceptional personalized service to clients.Job OverviewThis is a full-time position at our Tukwila, WA location. As a Branch Office Administrator,...


  • Seattle, Washington, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is working with a leading financial services firm to find a skilled Transaction Coordinator. This is a temporary, remote opportunity that requires excellent organizational and communication skills.CompensationThe estimated salary for this position is $23.00 to $25.00 per hour.Job ResponsibilitiesThis role involves...


  • Seattle, Washington, United States Edward Jones Full time

    About the PositionAs a Branch Office Administrator at Edward Jones, you will play a vital role in helping clients achieve their long-term financial goals. This is an excellent opportunity for individuals who are passionate about delivering exceptional personalized service and building strong relationships with clients.The ideal candidate will be able to work...