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Top Tech Jobs & Startup Jobs in Seattle, WA
Fintech
Provides branch-based client service, processes financial transactions, handles cash, resolves servicing issues, and identifies opportunities to deepen client relationships. Recommends suitable financial products and wellness solutions, educates clients on digital banking, conducts proactive outreach, meets sales and activity goals, and follows compliance, audit, security, and attendance requirements. May work Saturdays and drive between branch locations.
Top Skills:
AtmMobile ApplicationsOnline BankingTelephone BankingWeb BrowsersWindows
Fintech
Provides branch-based client service and transaction support while identifying financial wellness needs and recommending suitable banking products. Processes transactions, handles cash, resolves servicing issues, builds client relationships, makes proactive calls, supports sales goals, and educates clients on digital banking tools. Maintains compliance, audit, security, and cash-balancing standards while collaborating with branch teammates and occasionally traveling between locations.
Top Skills:
AtmMobile ApplicationsOnline BankingTelephone BankingWeb-Based ApplicationsWindows
Fintech
Provides branch-based financial service transactions, cash handling, client support, and financial wellness guidance. Builds and deepens client relationships through personalized conversations, proactive calling, referrals, product education, and customized recommendations. Resolves complex servicing issues, supports branch goals, maintains compliance and security procedures, balances cash, and educates clients on digital banking tools. The role requires Saturday availability and may involve driving between locations.
Top Skills:
AtmMobile ApplicationsOnline BankingPcTelephone BankingWeb-Based BrowsingWindows
Fintech
Serves bank clients through transaction processing, cash handling, problem resolution, financial wellness guidance, and proactive relationship-building. Identifies client needs, recommends suitable financial products and digital banking solutions, supports sales and referral goals, maintains compliance and security procedures, and collaborates with branch teammates. The role requires Saturday availability and may involve driving between multiple branch locations.
Top Skills:
AtmsMobile ApplicationsOnline BankingTelephone BankingWeb BrowsersWindows
Fintech
The Commercial Analyst supports sales and credit functions, creates client pitch materials, manages loan processes, and ensures data integrity in documentation. Responsibilities include working with teams on credit approvals and conducting client due diligence.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft WordNcinoSalesforceSharepoint
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Fintech
The Private Client Advisor focuses on the Mass Affluent client base, providing investment services and comprehensive financial planning to grow client relationships and referrals.
Top Skills:
Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
Fintech
The Private Client Advisor will provide financial wellness and investment solutions to Mass Affluent clients while expanding client relationships through comprehensive financial planning and sales processes.
Top Skills:
Finra License 65Finra License S63Finra License S66Finra License S7Finra Security Industry Essentials
Fintech
Leads wealth-market sales growth and asset expansion across a defined territory through Private Client Advisors and licensed branch employees. Responsibilities include recruiting, training, coaching, developing, and retaining sales staff; managing sales goals; building retail banking and internal partner relationships; coaching investment planning, referrals, cross-selling, and book-of-business growth; and maintaining knowledge of investment products, markets, and industry trends.
Top Skills:
Life And Health Insurance LicensesMS OfficeProprietary Financial Services SystemsSeries 24Series 66Series 7
Fintech
Provides branch-based financial services, processes cash and other transactions, resolves client issues, and identifies opportunities to deepen client relationships. Recommends financial products and wellness solutions, educates clients on digital banking, conducts proactive outreach, meets sales and activity goals, maintains compliance and cash-balancing standards, and collaborates with branch teammates. The role requires Saturday availability and may involve driving between locations.
Top Skills:
AtmCalculatorMobile ApplicationsOnline BankingPcTelephone BankingWeb-Based BrowsingWindows
Fintech
Serve branch clients by processing transactions, handling cash, and resolving service issues (70%), while conducting financial wellness conversations, recommending products, and pursuing sales and referral opportunities (30%). Maintain compliance, partner with branch teammates, educate clients on digital channels, and meet activity and outcome goals. On-site role with occasional driving and Saturday work.
Top Skills:
AtmCalculatorMobile AppsOnline BankingTelephone BankingWeb BrowsersWindows
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