399 Results for

Financial Representative Jobs in Washington

Jobs

Everett, WA8 days ago

$23.84–$28.61 Per Hour

The Everett Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. 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.

Spokane, WA7 days ago

$62,200–$101,000

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you’ll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

Bellevue, WA30+ days ago

Full-time
Employee

This position embodies the WTB culture by focusing on the customer experience in generating, retaining and expanding customer relationships using appropriate sales and customer service strategies. Essential Functions: Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs.

Centralia, WA28 days ago

$20–$28.23 Per Hour
Full-time
Employee

The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.

Seattle, WA30+ days ago

Full-time
Employee

Identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals and other client activity. Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.

Spangle, WA30+ days ago

Full-time
Employee

Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity. Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.

Olympic View, WA30+ days ago

$100,000–$120,000 Per Year
Full-time
Employee

This role is ideal for an advisor who thrives on building long-term relationships, delivering exceptional service, and helping clients stay aligned with their financial goals. You will serve as a trusted resource, ensuring clients receive proactive communication, thoughtful guidance, and a high level of ongoing care.

New!

Seattle, WAToday

Full-time
Employee

It is comprised of eight hospital campuses (Ballard, Edmonds, Everett, Centralia, Cherry Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and specialty centers in Redmond (East King County) and the Mill Creek area in Everett; and Providence Swedish Medical Group, a network of 190+ primary care and specialty care locations throughout the Puget Sound. We are seeking a leader with strong expertise in Accounts Receivable (AR) and Accounts Payable (AP) processes, who can successfully manage the full lifecycle of physician billing-improving cash flow, reducing denials, and strengthening financial controls.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.

Spokane, WA30+ days ago

Full-time
Employee

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

New!

Spokane, WA1 day ago

$62,200–$101,000 Per Year
Full-time
Employee

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you'll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

Ione, WA30+ days ago

Full-time
Employee

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.

New!

Holden Village, WA1 day ago

Full-time
Employee

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. Assists customers with account inquiries, stop payments, contact information changes, check orders, debit card maintenance, and other general banking inquiries.

Seattle, WA30+ days ago

Full-time
Employee

This individual would be responsible for conducting sales calls with eye care professionals (ECPs) such as optometrists, ophthalmologists, opticians and other optical specialists to promote our ZEISS products, services and practice-based solutions using both consultative and conceptual selling approaches and then documenting customer records and activity within Customer Relationship Management (CRM) system. Under general direction from the Regional Business Development Manager, the Business Development Representative (BDR) is responsible for the overall management, objectives, and plans for the assigned territory within the U.S. Independent Eye Care Professional (ECP) Channel.

Spokane, WA30+ days ago

$17.66–$26.48 Per Hour
Full-time
Employee

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Deliver Sales & Retention Results through Providing Exceptional Customer Service: Exceed or Meet Monthly Sales Goals of Strategic Products such as but not limited to, Voice, High Speed Data, TV , Mobile, and Internet Content Product Offerings through face to face and over the phone interactions.

West Wenatchee, WA30+ days ago

$19.50–$30.20 Per Hour
Full-time
Employee

Accurately complete requests from customers including cashiers checks, money orders, check orders, account closures, address changes, wires, Directos, ACH, AFT, debit cards, stop payments, online banking, etc. Cashmere Valley Bank's work environment is generally considered low risk in environmental conditions such as extreme noise, heat, cold or atmospheric exposures.

Times Square, WA30+ days ago

$21.75–$26.92 Per Hour
Full-time
Employee

As a CSR you serve a valuable role in our branch by providing a positive first impression through friendly and courteous service while performing efficient and accurate banking transactions. Consider joining our team if you want: An opportunity to work for an employer of choice that provides a highly engaged work environment where value is placed on simply being kind to our clients and one another.

Odessa, WA30+ days ago

$18–$21.03 Per Hour
Part-time
Employee

As a CSR you serve a valuable role in our branch by providing a positive first impression through friendly and courteous service while performing efficient and accurate banking transactions. Reflect the corporate values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service.

Seattle, WA30+ days ago

$21.75–$26.92 Per Hour
Full-time
Employee

As a CSR you serve a valuable role in our branch by providing a positive first impression through friendly and courteous service while performing efficient and accurate banking transactions. Reflect the corporate values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service.

Tacoma, WA30+ days ago

Full-time
Employee

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

Seattle, WA30+ days ago

Full-time
Employee

Primary Job Responsibilities: Drive outbound prospecting and manage inbound account leads to create qualified opportunities for Account Managers and Business Development Representatives, ensuring a steady flow of high-quality pipeline that supports sales goals. Account Development Representatives work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.

Seattle, WA30+ days ago

Full-time
Employee

Yakima, WA30+ days ago

$17.97–$23.45 Per Hour
Full-time
Employee

Employment is contingent upon successfully completing and passing a Pre-employment Drug Screen and a Washington State Patrol Background Check and/or National Background Check, Reference Checks, Credit Check if applicable, and other required documents. The CSR determines eligibility for transportation and other related services for the designated service areas in Washington State utilizing PFP’s custom transportation and brokering software.

BELLEVUE, WA27 days ago

$23–$30 Per Hour
Full-time
Employee

We’re partnering with a healthcare organization seeking a Patient Intake Specialist to support patient registration and front-end intake within the Urgent Care Imaging department. This role is ideal for someone who brings strong customer service skills, attention to detail, and the ability to work efficiently in a fast-paced clinical environment.

Sequim, WA22 days ago

$18–$30.60 Per Hour
Full-time
Employee

CSR III – Typically requires two and a half (2.5) or more years of teller experience in a financial institution environment, to include commercial bank, savings bank, credit union, or prior experience in a centralized vault type of environment which requires the use of math skills to pay and receive cash to customers. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest, Best Banker in Readers’ Choice by Cascadia Daily News, and Peninsula Daily News named us Best Bank on the Olympic Peninsula.

Spokane, WA30+ days ago

Full-time
Employee

Well-developed written and oral communication skills; highly organized and show an attention to detail; ability to prioritize work assignments and multitask; display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Spokane, WA30+ days ago

Full-time
Employee

Maintain broad knowledge of Operations department functions and specific knowledge of Deposit Support and Research functions in order to facilitate follow-up research for customers. The job: Provide courteous service to customers, co-workers and other bank employees through prompt response to requests, a willingness to help and friendly service exceeding customer expectations.

Tacoma, WA30+ days ago

Full-time
Employee

During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Activities include explaining our value proposition and demonstrating our cloud based Point of Sale solution, upselling current clients on other Global Payments products and services, and maintaining regular communication with the Point of Sale District Manager.

Olympia, WA30+ days ago

Full-time
Employee

As a Koch company and leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. This isn't a sit-back-and-maintain role, we're looking for someone who thrives on generating leads, creating opportunities, and closing new business, all while delivering best-in-class service that builds long-term customer relationships.

Woodmont Beach, WA30+ days ago

Full-time
Employee

Drive net-new business and predictable revenue growth through core product wallet share expansion in existing accounts, new logos, and converting transactional customers into formalized partnerships within manufacturing environments. This role is explicitly focused on winning and expanding Direct Bill of Materials (BOM) business through technical anchor products such as adhesives, tapes, sealants, labels, abrasives, and related industrial solutions.

Renton, WA30+ days ago

Full-time
Employee

The Retail Sales Representative (RSR) delivers a competitive advantage for General Mills with the core mission of maximizing incremental sales and profitability. Prepare for retail sales calls by gathering relevant store, product, and market data to create effective selling presentations for key decision makers .

Seattle, WA30+ days ago

$20–$27 Per Hour
Full-time
Employee

In this remote Intake Representative role, you will work in a fully electronic environment, reviewing incoming requests for utilization review and other medical management services, verifying that documentation is complete and accurate, and ensuring cases are ready for clinical review. Process requests after physician review, evaluating language and working with physician reviewers, clinical reviewers, or managers to ensure language and determination information is complete before sending letters to providers.

Pasco, WA15 days ago

Full-time
Employee

The Sales Representative is a trusted consultant to our valued customers when making equipment-buying decisions and responsible for selling Caterpillar Equipment, technology, and/or services value while driving market share growth and maintaining Western States' top quartile rankings with Caterpillar. This position will build and maintain customer relationships with owners, principals, and stakeholders in order to provide solutions in initial investment and continued usage of Caterpillar Equipment and the products and services of Western States Equipment.

Port Townsend, WA30+ days ago

$20–$20 Per Hour
Intern
Full-time

1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you.

Woodinville, WA30+ days ago

Temporary
Contractor
Part-time

Manage and support proper execution of all aspects of Wine Club operations, including customer engagement experiences, opening/closing procedures, inventory management, financial accountability and personnel management. Michelle, 14 Hands, Columbia Crest, Erath, A to Z Wineworks, REX HILL, Intrinsic, Liquid Light, Northstar, and Spring Valley Vineyard, are enjoyed across the U.S. and distributed in over 100 countries.

Olympia, WA30+ days ago

Full-time
Employee

Recognized for excellence in patient safety, the hospital offers more than 20 specialties including emergency services, surgical care and a dedicated birth center - all delivered with compassion and integrity. The Patient Support Representative performs multiple tasks in a busy atmosphere and follows all federal and state laws regarding the Health Insurance Portability and Accountability Act (HIPAA) with special regards to patient privacy.

Pullman, WA30+ days ago

$3,417–$4,542 Per Month
Full-time
Employee

Background Check: This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. To request disability accommodation in the application process, contact Human Resource Services: 509-335-4521 (v), Washington State TDD Relay Service: Voice Callers: 1-800-833-6384; TDD Callers: 1-800-833-6388, 509-335-1259(f), or https://hrs@wsu.edu.

Seattle, WA30+ days ago

Full-time
Employee

This is a highly visible team that makes a direct and significant impact on our business by working closely with clients to position our products and services in a way that helps them achieve their goals. Our Market Development Representatives are the first point of contact for most of our new business opportunities and begin the full-funnel sales cycle that culminates in contract execution facilitated by our business development representatives.

Seattle, WA30+ days ago

Full-time
Employee

Pullman, WA28 days ago

$3,417–$4,542 Per Month
Full-time
Employee

Lynnwood, WA30+ days ago

Full-time
Employee

Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. The Customer Service Representative III provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.

Federal Way, WA30+ days ago

Full-time
Employee

To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank.

Seattle, WA28 days ago

Part-time
Employee

Spokane, WA14 days ago

Full-time
Employee

One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. * Provides a courteous and professional relationship with all customers, cities, subordinates, co-workers and managers "Treat others as you would want to be treated".

Vancouver, WA7 days ago

$22.32–$31.90 Per Hour
Full-time
Employee

As a Patient Access Representative, you’ll use your strong communication and interpersonal skills to collect insurance and other essential information, assist patients and families in understanding their financial responsibilities, collect co-payments, and ensure required legal documentation is obtained for state and federal compliance. We feature innovations in joint replacement, robotic surgery, pelvic health for women, cancer care, intensive care for newborns, neurosurgery, medical care for children and more.

Port Townsend, WA30+ days ago

$20–$23 Per Hour
Full-time
Employee

South Hill, WA30+ days ago

$20–$23 Per Hour
Full-time
Employee

Ocosta, WA30+ days ago

$20–$22 Per Hour
Full-time
Employee

1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. This role will be part of the initial contact team for customer’s inquiries which includes interest in our products and services, assisting with consumer digital products, lending questions and help to provide solutions for any customer dissatisfaction.

Liberty Park, WA16 days ago

$19–$20 Per Hour
Full-time
Employee

Education and/or Experience: High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Communicate with caseworkers and financial workers to schedule appointments, track checks, distribute medical coupons and problem solve payee situations.

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Outside Sales Representative - Software Global Payment Holding Company

Outside Sales Representative (Account Manager) Georgia-Pacific

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Retail Sales Representative - Renton, WA General Mills

Intake Representative Qualis Health

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Seasonal Wine Club Representative Lead Ste Michelle Wine Estates

Patient Support Representative MultiCare Health System

Patient Services Representative Washington State University

Market Development Representative (Early Career, Inbound Sales) PitchBook Data

Market Development Representative PitchBook Data

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