Last updated: 2025-05-22

29 Financial Services Sales And Management jobs in Seattle.

Hiring now: Client Service Spec Float @ Umpqua Ban, Relationship Banker @ First Tech, Registered Client Service @ Ameriprise, Cre Relationship Mgr Ii @ Banner Ban, Team Lead Na Bank Client @ Visa Direc, Treasury Prod Sales Mgr G @ Bank Of Am, Sr Mgr Credit Collections @ Funko, Registered Client Associa @ Da Davidso, Analystassociate Client S @ Blackrock, Debt Originator @ Marcus Mil.Explore more at at kaamvaam.com

🔥 Skills

customer service (5) relationship building (5) customer experience (5) financial transactions (4) cross-selling (4) client service (4) client relationship (4) relationship management (4) financial services (4) risk management (4)

📍 Locations

Bellevue (9) Seattle (8) Everett (4) Auburn (2) Kirkland (2) Issaquah (1) Lynnwood (1) Redmond (1) Sammamish (1)
🔍 Go to full job search

Umpqua Bank

Client Service Specialist - Float Home Opportunities Auburn
Skills & Focus: banking transactions, cash handling, customer service, risk mitigation, financial needs, relationship banking, cash drawer, bank regulations, teamwork, client experience
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They support thei…
Experience: 1 year of previous banking or customer service experience, preferred
Salary: $18.00 to $22.00 per hour
Type: Full-time
Benefits: Comprehensive healthcare (medical, dental, vision), 401(k) with employer match, employee assistance program, life insur…
Client Service Specialist - Float Home Opportunities Auburn
Skills & Focus: banking transactions, cash handling, client interaction, financial needs, risk mitigation, customer service, bank policies, relationship building, accuracy, bank products
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They support thei…
Experience: 1 year of banking or customer service experience (preferred)
Salary: $18.00 to $22.00 per hour
Type: Full-time
Benefits: Comprehensive healthcare plans, 401(k) retirement plan with employer match, employee assistance program, life insurance…
Senior Wealth Advisor Bellevue
Skills & Focus: Wealth Management, Financial Planning, Asset Management, Client Relationships, Business Development, Investment Strategies, Customer Satisfaction, Team Dynamics, Compliance, Coaching
About the Company: Umpqua Bank offers a unique brand of relationship banking and fosters a culture where associates thrive. They are dedicated to supporting their customers and c…
Experience: 5+ years
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan, employee assistance program, life insurance, disabil…

First Technology Federal Credit Union

Relationship Banker Bellevue
Skills & Focus: financial transactions, member service, sales targets, cross-selling, relationship building, customer service, compliance, account maintenance, communication skills, critical thinking
Experience: Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred.
Salary: $21.63 to $27.40 per hour + monthly incentive
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, accrual of up to 17 days of Pa…

Ameriprise Financial

Registered Client Service Associate Bellevue
Skills & Focus: client service, financial planning, investment research, administrative duties, portfolio materials, data entry, client interactions, event organization, compliance documentation, team collaboration
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3 - 5 years relevant experience required.
Salary: $30.19 - $40.77 / hour
Type: Full-time
Benefits: 401(k), health, dental and life insurances, vacation time, sick time.

Umpqua Bank

Commercial Client Services Representative Bellevue
Skills & Focus: client relationship, customer service, banking experience, Treasury Management, account operations, business analysis, communication skills, regulatory compliance, problem resolution, teamwork
About the Company: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. Following the recen…
Experience: 2-4 years of banking experience
Salary: $23.00-$28.00
Type: Full-time
Benefits: We offer a competitive total rewards package including comprehensive healthcare coverage, a 401(k)-retirement savings p…

Banner Bank

CRE Relationship Manager II Bellevue
Skills & Focus: CRE, relationship management, business development, commercial real estate, lending needs, portfolio management, income producing, construction loans, client relationships, financial services
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…
Type: Full-time
Treasury Management Product Manager Bellevue
Skills & Focus: Treasury Management, banking strategy, commercial banking, product manager, marketing oversight, customer adoption, product features, cross-functional teams, revenue objectives, profit objectives
About the Company: Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past …

Visa Direct

Team Lead, NA Bank Client Portfolio - Visa Direct Bellevue
Skills & Focus: payment, banking, client management, growth strategy, transaction volume, revenue targets, relationship management, cross-border payments, financial targets, program optimization
About the Company: Visa Direct is a payment service providing domestic and cross-border fund transfers and disbursements to accounts worldwide, including person-to-person transfe…

Bank Of America

Treasury Product Sales Manager - Global Payments Solutions Bellevue
Skills & Focus: payables, sales solutions, client relationships, industry conferences, product demonstrations, pricing strategy, client presentations, technology demonstrations, contract negotiations, financial institution
Experience: Minimum 3 years of experience in the payables marketplace
Salary: $125,000.00 - $225,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support

Ameriprise Financial

Financial Advisor Bellevue
Skills & Focus: financial planning, client service, entrepreneurial spirit, coaching, marketing, networking, relationship building, client prospects, financial goals, licenses
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience with a proven track record of success.
Salary: $54,100 - $76,190/ year
Type: Full-time
Benefits: Competitive base salary, uncapped monthly bonus opportunities, full employee benefits package including vacation time, …

Funko

Sr. Manager, Credit & Collections Everett
Skills & Focus: credit, collections, accounts receivable, customer, management, analysis, reporting, team, training, communication
About the Company: Funko offers a competitive compensation package with full benefits and a 401(K) plan with matching contributions from the company.
Experience: 10+ years of credit/collections/accounts receivable experience, 5+ years’ supervisor or management experience.
Salary: $121,500 - 151,500 annually
Type: Full-time
Benefits: Full benefits and a 401(K) plan with matching contributions.

Bank Of America

Merchant Consultant - Everett/Lynnwood Markets Everett
Skills & Focus: payment processing, merchant services, consultative sales, client relationship, industry knowledge, sales pipeline, financial solutions, client needs, risk management, customer experience
About the Company: Bank of America is a financial institution providing banking and financial services.
Experience: 2+ years of sales experience
Salary: $69,500.00 - $94,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support to employees

Banner Bank

Banker Everett
Skills & Focus: client experience, transactions, financial goals, referrals, products, services, in-person, telephone, reliability, team contributor
About the Company: Banner Bank is recognized for its financial strength and stability, with over $15 billion in assets and being named one of the Best 100 Banks in America for ei…

D.A. Davidson & Co.

Registered Client Associate Everett
Skills & Focus: client service, securities industry, SIE, FINRA, Series 7, Series 66, attention to detail, financial plans, regulatory environment, administrative support
About the Company: D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years, dedicated to conducting business with integr…
Experience: At least two years previous experience as a Registered Client Associate.
Salary: $28 - $30 an hour
Type: Full Time
Benefits: Medical, Dental and Vision, 401(k) contribution, sick and vacation leave, paid holidays, professional development oppor…

Banner Bank

Assistant Branch Manager Issaquah
Skills & Focus: operations, supervise, train, coach, sales performance, client support, Bank products, management, financial goals, branch
About the Company: With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and tak…

Bank Of America

Merchant Consultant - Everett/Lynnwood Markets Kirkland
Skills & Focus: payment processing, merchant services, consultative sales, client relationship, industry knowledge, sales pipeline, financial solutions, client needs, risk management, customer experience
About the Company: Bank of America is a financial institution providing banking and financial services.
Experience: 2+ years of sales experience
Salary: $69,500.00 - $94,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support to employees

First Technology Federal Credit Union

Relationship Banker Kirkland
Skills & Focus: financial transactions, member service, sales, consultative conversations, regulatory compliance, account maintenance, cross-selling, compliance training, customer service, financial products
Experience: Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
Salary: $21.63 to $27.40 per hour + monthly incentive
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, Accrue up to 17 days of Paid T…

Bank Of America

Merchant Consultant - Everett/Lynnwood Markets Lynnwood
Skills & Focus: payment processing, merchant services, consultative sales, client relationship, industry knowledge, sales pipeline, financial solutions, client needs, risk management, customer experience
About the Company: Bank of America is a financial institution providing banking and financial services.
Experience: 2+ years of sales experience
Salary: $69,500.00 - $94,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support to employees

First Technology Federal Credit Union

Premier Financial Representative Redmond
Skills & Focus: financial transactions, affluent members, accounts, wire transfers, loan payments, relationship building, cross-selling, referrals, campaigns, CRM systems
Experience: Minimum 2 years’ experience as a financial solutions representative and/or senior branch representative
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage; 401K matching; Paid Time Off; federal holidays; employee pricing on l…
Premier Financial Representative Sammamish
Skills & Focus: financial transactions, affluent members, accounts, wire transfers, loan payments, relationship building, cross-selling, referrals, campaigns, CRM systems
Experience: Minimum 2 years’ experience as a financial solutions representative and/or senior branch representative
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage; 401K matching; Paid Time Off; federal holidays; employee pricing on l…

Blackrock

Analyst/Associate Client Services Seattle
Skills & Focus: client onboarding, investor servicing, product lifecycle, capital activity, risk management, data integrity, regulatory reporting, financial services, operational processes, automation
About the Company: BlackRock is the world's largest asset manager, managing over USD $10 trillion of assets. The company aims to empower its employees and provide a positive work…
Experience: 3-5 years of experience for Associate role; 1-3 years of experience for Analyst role.
Salary: USD$85,500.00 - USD$105,000.00
Type: Full-time
Benefits: Comprehensive healthcare, retirement benefits, leave benefits, Flexible Time Off (FTO), tuition reimbursement.

Marcus & Millichap Capital Corporation

Debt Originator Seattle
Skills & Focus: Debt Originator, sourcing debt, permanent loans, bridge loans, construction loans, commercial banks, CMBS lenders, insurance companies, credit unions, high producing Originator
About the Company: Marcus & Millichap Capital Corporation is a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)
Salary: $77,968.80 plus commission

Lincoln Financial

Relationship Management Consultant Seattle
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
AVP, Group Benefits Sales Seattle
Skills & Focus: Group Benefits, Sales, Leadership, Training, Performance Management, Financial Security, Strategic Planning, Market Share, Sales Revenue, Customer Relationships
About the Company: Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…
Experience: 10+ Years’ experience in Group Insurance Sales including 3+ years of managerial experience
Salary: $125,800 - $229,100
Type: Hybrid
Benefits: Clearly defined career tracks, leadership development, PTO, competitive 401K, tuition assistance program, free financia…
Relationship Management Specialist, Local Market Account Management Seattle
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Pitchbook

Product Marketing Manager Seattle
Skills & Focus: product marketing, go-to-market, SaaS, marketing strategies, product launches, customer insights, collaboration, data-driven, messaging, financial services
About the Company: At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collabora…
Experience: 6+ years of B2B product marketing experience, preferably in SaaS, or relevant financial services experience

American First Finance

Regional Training Coach Seattle
Skills & Focus: sales coaching, training, CRM, financial services, mentoring, compliance, relationship development, tracking progress, merchant training, team meetings
About the Company: American First Finance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of an…
Experience: Minimum of 5 years relevant experience or 2 years relevant experience with bachelor's degree
Salary: Competitive Salary + Bonus
Type: Full-time
Benefits: Paid Time Off and Market Leading Benefits

D.A. Davidson & Co.

Client Associate Seattle
Skills & Focus: client service, financial plans, account maintenance, communication, problem-solving, attention to detail, Securities Industry Essentials, FINRA General Securities Representative, innovate processes, compliance policies
About the Company: D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business …
Experience: High school graduate or comparable work experience. Post-secondary education preferred.
Salary: $50,000 - $55,000 annually
Type: Full-time
Benefits: Medical, Dental and Vision; Company 401(k) and ESOP contribution; Generous sick, vacation, and maternity/parental leave…