Finance associate jobs in Perris, CA - 823 jobs

Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr

RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives. Responsibilities Analyze markets and identify development and acquisition opportunities Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios) Support due diligence efforts and assist with PSA and legal document review Prepare investment committee materials, business plans, and presentations Assist with lease structuring, construction financing, joint ventures, and capital raises Track budgets, proformas, and development costs; analyze forecast vs. actual results Participate in entitlement processes and construction coordination Maintain regional market data and provide insights on market conditions Collaborate cross-functionally with design, construction, accounting, legal, and finance teams Qualifications Bachelor's degree required; Master's or MBA preferred 2-3 years of experience in real estate development, finance, capital markets, or brokerage Strong financial modeling and analytical skills Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge Detail-oriented, adaptable, and effective in a fast-paced environment Willing to travel up to 25%

NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU. At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty. Role Description We are seeking a skilled Multifamily Commercial Real Estate Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners. Responsibilities: - Evaluate financial performance of multifamily real estate assets - Collaborate with the team to assess potential real estate acquisitions and dispositions - Analyze loan processing and underwriting procedures - Utilize financial acumen to interpret and present data effectively - Collect, organize, and maintain data related to real estate investments - Generate reports and presentations on financial analysis findings Experience: The ideal candidate must possess the following skills: - 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical) - Experience valuating market rate deals with some affordable knowledge a plus - Strong mathematical and Excel skills - Proficiency in quantitative research techniques - Familiarity with underwriting processes from the brokerage side - Solid financial acumen and understanding of financial concepts - Ability to collect and analyze data for informed decision-making Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus! Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed. Benefits: 401(k) Health, dental and vision insurance 15 days paid time off, 10 holidays observed Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA

Chino, California;Fontana, California; Riverside, California; Chino Hills, California; Riverside, California; Eastvale, California; Corona, California; Riverside, California; Corona, California; Fontana, California; Corona, California; Eastvale, California; Riverside, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description** : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance - Bilingual in Spanish Preferred **Skills:** - 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 **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. Excellent communication, collaboration, and decision-making skills. Upholds the highest standards of ethics and integrity. Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Job Description Direct Counsel is representing an AmLaw 100 firm in its search for a skilled Finance Associate to join its Banking and Lender-Side Finance Practice. This is an outstanding opportunity for a motivated attorney with at least 2 years of experience in private credit, leveraged finance, or acquisition finance to join a top-ranked team working with major arrangers and direct lenders. This high-growth practice offers not only sophisticated work but also a supportive, collaborative environment where associates can thrive and advance quickly. Key Responsibilities: Structure and negotiate complex finance transactions on behalf of leading financial institutions and direct lenders Draft credit agreements, term sheets, and related documentation Collaborate closely with senior attorneys and clients across a variety of industries Manage deal flow from inception through closing Participate in cross-border transactions and multi-practice collaborations Qualifications: 2+ years of relevant law firm experience in private credit, acquisition finance, or leveraged finance Strong academic credentials from an accredited law school Excellent drafting, analytical, and client communication skills Licensed and in good standing in the relevant jurisdiction or eligible to waive in Team-oriented mindset with a desire to learn and grow in a fast-paced environment What's in It for You: Work at a prestigious AmLaw 100 firm with top-tier clients Join a rapidly growing practice with clear paths for advancement Collaborate with market-leading attorneys in a team-oriented culture Competitive Cravath-scale compensation and comprehensive benefits Multiple office location options to suit your lifestyle If you're ready to take your finance career to the next level and work with one of the best in the business, apply today through Direct Counsel. Let us help you land your next great role.

Job Description Join the BenQ Team! Are you ready to be a part of a globally trusted brand, where cutting-edge technology meets exceptional talent? BenQ is an award-winning display solutions provider for lifestyle and business including; gaming monitors, projectors, and even interactive displays like BenQ Board for education. Our core values focus on “Bringing Enjoyment ‘N' Quality to Life”. We are hiring a Finance Specialist to work with our Accounts Receivable Collections team. Duties & Responsibilities: • Conduct collection calls to resolve outstanding balances • Manage and update collection efforts for a high-volume portfolio of past due accounts • Monitor aging reports and maintain accurate records of collection activities • Research and resolve customer discrepancies, deductions, and short payments • Perform other related duties as assigned Qualifications: • Proven experience in Collections or a similar role • Resolution-minded with effective negotiation skills • Relationship builder with effective oral and written communication • Excellent time management, with a strong attention to detail, and a high level of accuracy • Proficient business software skills (Microsoft Suite, Outlook, SharePoint, and OneDrive) and Power Automate • Intermediate to advanced-level mastery of Excel Education: Bachelor's degree in Finance, Accounting, or Business Administration Compensation: Based on experience Position Type: • Full-Time • Office-Based

Our client is a Growing Investment Firm in Orange County and this is a newly created role reporting to the CIO. We are looking for an ambitious Accountant, Auditor or Analyst with 3-5 years of professional experience. This is a great opportunity to expand your experience and take on special projects. The successful candidate will possess strong attention to detail and organization skills with excellent communication and technical skills. This individual must have the ability to work well under pressure and balance multiple priorities and assignments to meet deadlines. Essential Duties and Responsibilities Assist with monthly financial reporting and quarterly investor reporting Assist with credit analysis Assist with balance sheet reconciliations Prepare variance analysis Assist in the preparation of the annual budget. Prepare annual reporting for third party entities and yearly tax compliance. Knowledge/Experience 3-5 years of general accounting or finance experience including financial reporting, budgeting, balance sheet reconciliations and credit. Degree in Accounting, Economics or Finance Knowledge of MS Office Suite, including Word, Excel, and Outlook Industry experience is a plus ( investment, real estate, outsourced accounting, family office). Solid Excel

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs. Join the team fully onsite at our stunning campus in Redlands, CA. Responsibilities Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis Prepare presentations, reports, and documentation for department and corporate management Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems Maintain and update systems used to track acquisition activity and key information Requirements 2+ years of prior experience or relevant experience Experience with budgeting and planning methodologies and tools Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines Familiarity with accounting financial statements Ability to work independently Analytical and problem-solving skills Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's degree in Accounting, Finance, or in a related field Recommended Qualifications Experience working with SAP or other large ERP systems Experience working with advanced reporting tools such as Power BI Familiar with SQL and relational databases #LI-JH2

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Seeking Financial Analyst for strong, stable, growing organization Summary We are seeking a detail-oriented and forward-thinking Financial Analyst to support critical financial operations within our manufacturing environment. The ideal candidate brings strong analytical capability, excels in Excel-based financial modeling, and has the ability to communicate insights clearly across departments. This Financial Analyst must demonstrate diligence, approachability, and a proactive mindset in driving continuous improvement. Preferred Qualifications of the Financial Analyst Bachelor's degree in Finance, Accounting, Economics, or related field Advanced degree (MBA, MSF, MAcc) is highly preferred Minimum 2+ years of financial analysis experience Prior experience in a manufacturing environment (required) Highly proficient in Microsoft Excel (advanced formulas, modeling, analysis) Strong communication skills and ability to present insights to multiple departments Demonstrated forward-thinking mindset with a diligent, approachable working style Financial Analyst's Primary Responsibilities Lead costing activities, including monitoring, analyzing, and reporting material and production cost trends Manage inventory reporting, ensuring accuracy, timeliness, and alignment with operational data Serve as backup for month-end close processes, including journal entries, accruals, and financial support Perform detailed account reconciliations and ensure compliance with internal controls Prepare and deliver reports and dashboards across departments; present findings clearly and concisely Collaborate with cross-functional teams to understand operational impacts and financial performance Make recommendations for process improvements, cost efficiencies, and performance optimization Support ad hoc financial analysis to guide strategic decision-making Key Attributes for the next Financial Analyst Forward-thinking and proactive Approachable and collaborative Highly diligent with strong attention to detail Clear, articulate communicator capable of partnering with all levels of the business Apply today and let's chat about your next great opportunity! Location: 100% on-site available to candidates within a commutable distance to company headquarters. Salary: $80,000 - $90,000 with bonus potential #LI-KE1 #INJAN2026 Click here to apply online

Job Title: Analyst - Financial Classification: Full Time, Exempt Salary Range: $65,000 - $100,000 NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule. Summary: NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services. Essential functions: Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary. Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables. Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives. Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution. Knowledge/Skills/Abilities: Ability to learn how to analyze and interpret statutes and regulatory codes. Establish and maintain effective client relationships. Possess excellent organization skills and time management skills. Advanced proficiency in Microsoft Office, specifically Excel. Ability to analyze complex sets of data within various program platforms. Excellent written and verbal communication skills. Ability to identify and escalate issues beyond the current level of expertise. Must display attention to detail and to be meticulous and accurate in handling large data sets. Ability to adjust and manage competing priorities. Education may vary; a degree in business, public administration, finance, or IT is preferred. NBS Benefits: We offer a full line of benefits including the following: Employee Stock Ownership Program - 100% Employee Owned 401k Plan with a generous employer match Medical and Dental Insurance coverage is paid in full for the employee. Paid Vacation, Sick, Holidays, and Volunteer time. Life insurance covering the employee in the sum of $100,000, is paid in full by NBS. Short- and long-term disability insurance for the employee is paid in full by NBS. About NBS: NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.

Job Description Don't stay stuck in the same place, continue to grow with us! Joseph McCain Farmers Insurance in Newport Beach, California, is looking for a dedicated, driven individual to join our growing team as a Full-Time Financial Services Agent. If you are determined and have amazing relationship-building skills, then this is your opportunity for a rewarding career with excellent income and growth potential . As a Financial Services Agent, you will be giving back to your community every day by assisting customers with the coverage to fit their unique needs. Whether you are experienced in sales, or just looking to begin your career in our amazing industry, we can help you launch your career to new heights. No previous experience? No problem! If you have proven experience selling in another industry, plus great customer service skills, and are ready to learn and grow, we can teach you everything you need to know about the industry. If you are looking for the chance to learn new skills and grow your career, this may be the role for you. Entry-level applicants will begin with a base salary and an opportunity to earn additional compensation during their first year. Are you an experienced Financial Services Agent? Amazing! Experienced applicants start with a base salary and top performers benefit from a competitive commission structure. You will also benefit from additional training and development opportunities, making this a great opportunity to transfer your skills and grow your career. If you're interested in taking your skills to the next level in a constantly evolving industry, apply today! Benefits Annual Base Salary + Commission + Bonus Opportunities Flexible Schedule Career Growth Opportunities Paid Time Off (PTO) Responsibilities Meet new business production goals and objectives as established. Develop insurance quotes, make sales presentations, and close sales. Develop new Financial Services opportunities. Treat each customer contact as a cross and up-sell opportunity including financial products. Contact businesses and private individuals by telephone to promote products, services and/or referral programs. Work independently and as part of a team. Requirements Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Be a great self-starter with a sense of urgency. Career minded vision. Great Customer Service Skills. Successful sales background. Bilingual, fluent in both English and Spanish is beneficial.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full benefits package: health, dental, vision, 401(k), pension, life insurance. • Training stipend and performance-based bonuses. • Company-sponsored travel and professional development programs. •Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Participate in structured coaching and mentorship programs. Offer solutions in insurance, asset accumulation, and retirement planning. Leverage company-provided marketing tools and industry resources. Develop client relationships and provide tailored financial strategies. Follow a leadership advancement track with career growth opportunities. Qualifications: Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. Self-motivated, coachable, and driven to succeed. Excellent communication and relationship-building abilities. No prior experience in finance is required-comprehensive training is provided. Bilingual in English and Chinese is a plus About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of in-branch business banking experience 1+ year of experience managing a dedicated book of small business customers across assigned territory Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Experience using strong business acumen to provide financial services consultation to business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products High motivation with ability to successfully meet team objectives while maintaining individual performance Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Customer service focus with experience handling complex transactions across multiple systems Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Experience mentoring and peer-coaching others Job Expectations: This position is not eligible for Visa sponsorship. This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: 1000 W San Marcos Blvd., SAN MARCOS, CA 92069 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $30.77 - $45.67 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Title: Community Banker Division: 06 - Retail Banking Branch: RBC 13 - Orangecrest Located at: 19348 Van Buren Blvd, Suite 119, Riverside, CA 92508 Job Type: Non-Exempt/Prime-Time (32-38/hours/week) Hourly Range: $19.00- $22.00per hour About Provident Savings Bank Founded in 1956 by Gordon Blunden, Provident Savings Bank was built on the vision of creating a lasting business that would serve the community for generations. Our mission is to empower and support our community by offering exceptional financial services with integrity and a personalized touch. We foster a positive, supportive work environment for our employees, providing opportunities for professional growth, competitive benefits, and a culture of respect and collaboration. By investing in our team, we ensure they can deliver the best service to our customers. Together, we focus on building enduring relationships, supporting local growth, and contributing to the overall prosperity of our community. Overview: The Community Banker is responsible for providing superior customer service at the retail banking center, receiving and processing funds as required, balancing out all daily transactions, and successfully cross-selling services and products of the Bank. This is a prime-time position, which typically involves working between 35 and 38 hours per week. The role is also eligible for a comprehensive benefits package, including medical, dental, and vision insurance, as well as accrued vacation, sick leave, and personal time. Your potential work schedule will be as follows: Monday through Thursday: Approximately 8:30 a.m. to 5:30 p.m. Friday: Approximately 8:30 a.m. to 6:30 p.m. Saturday: Approximately 9:30 a.m. to 2:30 p.m. (half-day shift) The hourly pay for this position is $20.00 Reports to / Supervision Received Manager: Branch Service/Operations Manager Next-Level Manager: Community Banking Manager Senior Manager: Senior Vice President, Retail Banking Essential Functions: Will meet or exceed all established goals and objectives for this position. Performs all tasks in full compliance with established policies and procedures; such tasks to include posting deposit and withdrawal transactions, and handling all check-cashing requests in full compliance with Regulation CC. Maintain and ensure that approved cash drawer limits are adhered to as outlined in the cash control procedure, and maintains proper records of all transactions; balancing of cash drawer on a daily basis in a timely manner; when required, may assist in proofing daily transactions. Responsible for designated duties, which may include completion of money order, or cashier checks, and processing of loan payments; ensuring proper identification of customer is received and collects service fees, as applicable; and merchant transactions as required. Professionally and effectively maintain a level of communication throughout all customer interaction including the need to explain various decisions made on transactions. Ensures that all security procedures are adhered to. These procedures include opening and closing procedures, cash drawer limits, dual control functions, elder abuse reporting, and compliance with BSA regulations. Actively generates new business relationships and participates in outside sales activities including: cold calling, prospecting, community events, telemarketing, Bank-At-Work events, etc. Must possess strong presentation skills and the ability to creatively develop new business relationships inside and outside of the branches. Requires flexibility to participate in offsite business development endeavors and will maintain a business pipeline. Arranges for transfers between accounts; and handles loan payment transactions. Accurately prepares documents, i.e., allotment visa debit card applications, visa debit card lost/stolen, as well as filing of various records relating to accounts. Assists in the handling of daily mail, including the processing of deposits and loan payments, Responsible for the proper control of cash, as well as protection of confidential financial information, to include non-disclosure of password and teller number, and control of teller keys/combos at all times. Protects the confidentiality of all financial data relating to bank operations and its customers. Maintains inventory of supplies, forms and equipment at the banking center at a satisfactory level; makes recommendations for additions and/or deletions to the Community Banking Manager. Establishes and maintains the necessary records and files for the banking operation; records and directs pick-up, opening, delivery and depositing of mail for the Center, as necessary. Ensures that all credit card cash advance transactions are handled in accordance with established policies and procedures with proper identification and approval. Confidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service. Maintains a prospect log and follows up with potential relationships and responds to customer inquiries in a professional, courteous, and timely manner. Responsible for maintaining high level of job performance to meet and/or exceed the standard for this position in order to ensure achievement of the Department's goals. Supervisory Responsibility This position generally does not supervise other staff members. Required Education and/or Experience High school diploma or equivalent. Successful completion of in-house training program or other approved training program. Skills Must maintain working knowledge of all federal and state banking regulations as they relate to tasks being performed. Must have ability to work well with customers and staff, both in person and by telephone; good interpersonal skills. Sales skills a plus. Certificates, Licenses, Registrations Must have a valid California driver's license and carry current auto insurance that meets or exceeds the minimum requirements of the California DMV.

Job Summary: The Financial Analyst supports the Accounting and Finance functions through a combination of general accounting activities, financial data entry, and financial analysis. This role is responsible for maintaining accurate financial records, supporting the monthly close process, and preparing reports and analyses to assist management in understanding business performance. The ideal candidate has a strong attention to detail, a solid accounting foundation, and the ability to work with financial data. About Bal Seal: Bal Seal Engineering delivers advanced sealing, connecting, and contact solutions that serve medical, aerospace, energy, and industrial markets. Our proprietary spring-energized seals and electrical contacts help customers achieve precision, efficiency, and reliability. Employees thrive in a culture that values craftsmanship, technical mastery, and close partnership with customers solving complex challenges Essential Duties and Responsibilities: General Accounting & Data Entry Enter financial transactions accurately into the accounting system, including journal entries and adjustments Maintain and update general ledger accounts and supporting schedules Assist with accounts payable and accounts receivable data entry and reconciliations as needed Prepare and maintain balance sheet and income statement account reconciliations Review transactions for accuracy, completeness, and proper classification Organize, file, and maintain accounting records and documentation Close & Accounting Support Support monthly, quarterly, and annual close processes Assist with audit requests by gathering schedules and supporting documentation Investigate and resolve discrepancies in accounting records Work closely with the Accounting team to ensure timely and accurate financial reporting Financial Analysis & Reporting Prepare routine financial reports for internal management Perform basic variance analysis comparing actual results to budget and prior periods Compile and analyze financial data to identify trends and anomalies Maintain Excel-based reports, schedules, and tracking tools Process & Team Support Respond to internal financial and accounting inquiries Assist with process improvements related to data accuracy and reporting efficiency Provide general administrative and clerical support to the Accounting and Finance teams as needed Education: Bachelor's degree in Accounting, Finance, or a related field preferred Experience: 2-5 years of experience in accounting, bookkeeping, or financial analysis Knowledge, Skills and Abilities: Strong understanding of basic accounting principles and financial statements High level of accuracy and attention to detail Strong data entry and organizational skills Analytical mindset with the ability to work with financial data Ability to manage routine tasks while meeting deadlines Clear written and verbal communication skills Ability to work independently and as part of a team Proficiency with Microsoft Excel and accounting software ERP system experience preferred, specifically JDE Physical Requirements: Employee is occasionally required to stand While performing the duties of this job, the employee is regularly required to walk throughout the facility This position is occasionally sedentary; Therefore, required to sit Occasionally will need to bend, stoop and squat Frequent lifting and/or moving up to 10 pounds and occasionally lift and/or move up to 25 pounds Required to reach with hands and arms to handle documents and products Must be able to enter data into a computer by use of a key board and mouse and be able to sit for long periods at his/her desk as well as occasionally visit employees throughout the building to gather data and clarify information Work Environment: The work environment conditions are typical of a manufacturing environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the basic functions. The noise level in the work environment ranges from quiet to moderate, however, hearing protection may be required if employee enters high noise areas as a part of their normal job duties. Benefits: At Bal Seal Engineering, we recognize how important your career and benefits are to you and your family. We offer a full suite of benefits, including medical, dental, vision, short and long-term disability coverage, accident insurance, critical illness insurance, basic and supplemental life insurance, employee assistance plan, retirement savings and matching, and other developmental opportunities. We are committed to supporting the way you live and work. Bal Seal Engineering is an Equal Opportunity Employer Veterans/Disabled - Affirmative Action Employer. This position requires using information subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee.

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer California Consumer Privacy Act Notice