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Financial Services Consultant Bothell

2 months ago

Bothell, Washington, United States Restaurant Supply Chain Solutions LLC Full time

About Us:
Restaurant Supply Chain Solutions LLC is dedicated to being a leading partner in the food service industry.

Our ethos revolves around community and collaboration, forming the cornerstone of our operations. We strive to empower our clients to achieve their fullest potential.

Our vision is to foster a thriving ecosystem by addressing the unique needs of our clients.

We prioritize understanding the real-life challenges faced by our partners, ensuring that we provide tailored solutions that meet their operational requirements.


We are deeply committed to supporting local businesses, recognizing their vital role in economic development.

Our purpose is threefold: 1. Promote Financial Literacy, 2. Build Lasting Relationships, and 3. Integrate into local markets as a trusted partner.

The Position:


This role involves cultivating relationships with both new and existing clients through empathetic engagement and utilizing our proprietary tools to assess client needs, financial habits, and operational challenges.

You will proactively manage client relationships, placing their financial objectives at the forefront of every interaction.

As an advocate for financial empowerment, you will support clients in managing their resources effectively.

Engagement with clients will be facilitated through our comprehensive onboarding program, ensuring they maximize the benefits of our services.

You will contribute to our mission of community enhancement by promoting our offerings to both retail and business clients. A thorough understanding of our product suite, including those from third-party partners, is essential.


This position requires effective communication with clients through their preferred channels, whether in person, via phone, or through digital platforms.

Strong communication skills are necessary to reach out to clients regarding promotions and initiatives that enhance their financial wellbeing.

The role is dynamic and requires adept interviewing, listening, and advocacy skills, influenced by your unique strengths and personality.


The ideal candidate will be comfortable interacting in person and making outbound calls to foster client relationships and identify new opportunities.

You will manage a designated portfolio of clients, focusing on retention and growth by strengthening relationships and exploring solutions to expand their engagement with our services.


Maintaining alignment with our mission and values is crucial, as you will make informed recommendations regarding financial products and services that balance client needs with organizational goals.

Collaborating with management to devise strategies that enhance prosperity for clients and businesses in the local market is a key responsibility.

You will represent our organization at community events, enhancing our visibility and sharing our mission.


Compliance with legal and regulatory standards is essential, including adherence to security policies and procedures.

Participation in mandatory training and competency assessments is required to ensure ongoing professional development.

Building trust with clients and colleagues by embodying our core values (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity) is fundamental to this role.

Consistently advocating for our clients, you will provide opportunities for financial equity and prosperity, equipping them with the necessary tools to thrive.

Demonstrating our value by effectively communicating the benefits of our financial products and services is essential for client success.

Required Skills

The Candidate:

Required Qualifications:
Demonstrated passion for Financial Empowerment.

Professional demeanor and respect for all individuals.

Daily advocacy for clients and the cooperative model.

Empathetic approach to every interaction, prioritizing client needs.

Commitment to continuous learning and adaptability in a changing environment.


Support for team members through knowledge sharing and collaboration to meet organizational expectations.

Trust-building through accuracy and proactive efforts.

Basic understanding of technology, financial principles, and operational practices.


Ability to make informed decisions that balance client needs with organizational objectives.

Effective time management to achieve high productivity and results.

Ability to track activities and outcomes effectively.


Comprehensive understanding of everyday business challenges and the related financial implications.

Seek opportunities to cross-sell relevant products and services.


Stay informed about economic conditions to support client success.

Must be bondable.

Desired Qualifications:
Advanced knowledge of our organization and partner processes.

Intentional development of a growth mindset.


Ability to leverage personal strengths for cooperative success.


Understanding of our strategic plans and the necessary strategies for achieving successful outcomes.


Required Experience:


Any combination of education and experience that equips the candidate with the necessary knowledge and skills for the role.

Completion of internal training as required. High school diploma is essential.

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