Finance service representative jobs in Bakersfield, CA - 94 jobs
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(8237) Bakersfield: Customer Service Rep
Domino's Franchise
Finance service representative job in Bakersfield, CA
No one likes being bored at work, which is why a Domino's job is all about having fun! We live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time.
Come join the #1 Pizza Company in the world!
Job Description
As a Customer ServiceRepresentative (CSR), you are the first and sometimes the only impression of us. Your contact with every Customer plays an essential key role that helps us create smiles by making lives easier. You are the face of Domino's.
What are some things a CSR does?!
Provide a fun, happy, and exciting environment for our customers while taking orders.
Uphold and represent a rock-solid brand image.
Get into the action and make the perfect product all the time.
Multitask in a competitive, fun, and fast-paced work environment.
ADVANCEMENT
Many of our team members began their careers as CSRs and delivery drivers and today are successful Domino's franchise owners. From customer servicerepresentative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity.
Our company prides itself in promoting to management and above store roles from within. What does that mean for you? You can start as a CSR and move up the ranks to management. Who knows? Maybe you are the next Domino's franchisee!
Qualifications
Must be 16 years or older. To enter into management you must be 18 years or older.
Additional Information
California Pay Disclosure: The rate of pay is the applicable minimum wage rate with potential $0.25 to $1.50 per hour depending upon experience and longevity with the employer.
All your information will be kept confidential according to EEO guidelines.
$32k-41k yearly est. 60d+ ago
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Customer Service Representative- Bakersfield 1.2
Universal Healthcare MSO
Finance service representative job in Bakersfield, CA
Employment Details:
Classification: Full-Time
is non-exempt and will be paid on an hourly basis.
Schedule: Monday-Friday 8am-5pm
Benefits:
· Medical
· Dental
· Vision
· Paid Time Off (PTO)
· Floating Holiday
· Simple IRA Plan with a 3% Employer Contribution
· Employer Paid Life Insurance
· Employee Assistance Program
Compensation: The initial pay range for this position upon commencement of employment is projected to fall between $20.00 and $24.99. However, the offered base pay may be subject to adjustments based on various individualized factors, such as the candidate's relevant knowledge, skills, and experience. We believe that exceptional talent deserves exceptional rewards. As a committed and forward-thinking organization, we offer competitive compensation packages designed to attract and retain top candidates like you.
Position Summary:
The Customer ServiceRepresentative is tasked with handling incoming calls from various stakeholders, including health plan members, employers, providers, and health plans, regarding inquiries related to benefits, authorizations, claim resolution, and eligibility. They are responsible for assessing the purpose of each call and delivering accurate and relevant information to callers,
even when dealing with complex inquiries.
Requirements
Job Duties and Responsibilities:
• Handle telephone inquiries from members, employers, providers, and health plan coordinators with professionalism and efficiency.
• Exhibit a courteous, professional, and helpful demeanor to all callers, ensuring a positive customer experience.
• Maintain composure and professionalism when addressing difficult or upset callers, employing de-escalation techniques as needed.
• Promptly address caller needs by providing accurate information or efficiently transferring the call to the appropriate party or department.
• Adhere to call center standards, including answering calls within established timeframes, managing the number of rings, minimizing on-hold time, and reducing call abandonment rates.
• Consistently provide accurate, detailed, and thorough information to callers, ensuring understanding and resolution.
• Utilize available tools, resources, and systems to research and resolve moderately complex issues effectively.
• Escalate complex or significant issues to the supervisor or appropriate department, ensuring timely resolution and communication of potential impacts on other areas.
• Maintain accurate records of interactions and resolutions in the designated system to ensure seamless follow-up and reporting.
• Stay informed of organizational updates, policies, and changes that may affect call
handling or customer interactions.
• Demonstrate a commitment to continuous improvement by participating in training sessions, quality monitoring feedback, and team initiatives.
• Perform any other duties as assigned.
Qualifications:
• High school diploma or GED required.
• Proficiency in principles and processes for delivering excellent customer service.
• Familiarity with medical insurance, basic medical terminology, and experience in a managed care environment preferred.
• Strong organizational skills with the ability to manage multiple priorities and projects effectively.
• Competence in using various general Office equipment such as desktop computers, copy machines, scanners, facsimile machines, and telephone equipment safely and accurately.
• Typing speed of 45 words per minute or higher.
• Bilingual proficiency in English and Spanish preferred.
$32k-41k yearly est. 9d ago
Customer Service Representative
Knight's Site Services, Inc.
Finance service representative job in Bakersfield, CA
Job DescriptionDescription:
Under the general supervision of the Sales and Marketing Supervisor, the Customer ServiceRepresentatives are responsible for overseeing and effectively assisting new and existing customers with orders and addressing concerns relating to accounts.
Shift/Hours:
Monday - Thursday; 8:00 AM - 5:00 PM; Friday 7:00 AM - 4:00 PM.
Hours may vary based on departmental requirements.
Duties and Responsibilities:
Answer incoming calls and emails to assist customers by handling inquiries including services, delivery, pick up, relocation and repair of equipment, installation/pick up for fence.
Coordinate with other members of the team to ensure proper coverage for lunch and break periods.
Input and validate all work orders and service tickets for accurate information.
Work closely with all other departments to ensure customer needs are met.
Send quotes to customers and help the sales team with overflow quotes and/or order entry when necessary.
Coordinate with billing team on payments to specific accounts via check, ACH, or other means.
Follow-up quotes to ensure delivery of materials in a timely manner.
Prioritize daily tasks and complete all order entries by specified deadlines.
Communicate regularly with Supervisor on accounts, quotes or items that require additional attention.
Act as a liaison between customers, sales, field operations, and office personnel to resolve complaints.
Requirements:
Qualifications:
High School diploma/GED or equivalent experience.
Strong communication skills.
Detail oriented.
Reliability and trustworthiness.
Able to handle large tasks and prioritize the importance of each project.
Ability to handle high volume of phone calls.
Team Player.
Focus on quality customer service.
Knowledge of Microsoft products (Excel, Word, and others).
Ability to multi-task and keep a positive attitude in a fast-paced environment.
Prior experience with Tower/AMCS highly recommended but not required.
Skills:
Language skills:
Ability to e?ectively communicate information in one-on-one conversation to customers, and other employees of the organization.
Mathematical skills:
Ability to perform simple arithmetic (add, subtract, multiply, and divide).
Reasoning ability:
Ability to de?ne problems, collect data, establish facts, and draw valid conclusions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
$32k-41k yearly est. 20d ago
Customer Service Representative
Lytegen
Finance service representative job in Bakersfield, CA
We are hiring high-performance Energy Consultants to consult homeowners on solar and energy storage solutions. This is a customer-facing sales role focused on educating homeowners, presenting tailored solutions, and closing deals with professionalism and urgency.
This is not a retail sales job. This is a consultative, numbers-driven role for individuals who can build trust quickly, control the conversation, and close.
You will meet with qualified homeowners and guide them through a solar and energy solution that fits their home and financial goals.
Your responsibilities include:
• Conducting in-home or virtual consultations with pre-qualified homeowners
• Analyzing utility bills, home energy usage, and roof layouts
• Presenting customized solar and battery solutions clearly and confidently
• Explaining financing options and long-term savings
• Handling objections and closing contracts
• Accurately documenting customer information and agreements
• Coordinating with internal teams to ensure a smooth handoff post-sale
Requirements
This role is for closers with presence.
You should have:
• Strong communication skills and confidence on camera and in person
• Experience in sales, consulting, or customer-facing roles
• Ability to handle objections without getting defensive
• High self-accountability and strong follow-through
• Comfort working in a performance-driven environment
• Ability to learn technical concepts and explain them simply
Solar experience is a plus, but not required. We train the right people.
Benefits
• Competitive commission structure
• Performance-based incentives
• Fast advancement opportunities for top performers
Your income is directly tied to your execution.
$32k-41k yearly est. Auto-Apply 18d ago
Customer Service Representative - State Farm Agent Team Member
Darlene Denison-State Farm Agent
Finance service representative job in Bakersfield, CA
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financialservice products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to develop and maintain a digital marketing system to promote the office.
As an Agent Team Member, you will receive...
Simple IRA
Group Life Insurance Benefits
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my agency
Hiring Bonus up to $
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$32k-41k yearly est. 22d ago
Customer Service Representative - State Farm Agent Team Member
Isaias Ruiz-State Farm Agent
Finance service representative job in Bakersfield, CA
Job DescriptionBenefits:
Bonus based on performance
Paid time off
Wellness resources
State Farm Insurance Agent located in Bakersfield, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Isaias Ruiz - State Farm Agent, you will build and develop customer relationships to service our products including auto and life insurance.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
As a Full Time Agent Team Member, you will receive...
Group Life Insurance Benefits
Retirement Plan with Employer Match
Hourly pay plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Excellent communication skills - written, verbal and listening
Detail oriented
Proactive in problem solving
Dedicated to customer service
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to effectively relate to a customer
Bilingual - Spanish preferred
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Must be available to work the following schedule: Monday - Friday 830a-530p
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$32k-41k yearly est. 18d ago
Youth Services Officer - Shift
Kern County, Ca 3.7
Finance service representative job in Bakersfield, CA
Salary: $2,280.95 - $2,725.95, paid bi-weekly Shift Pay: 5% additional pay for evening shift work; 7.5% additional pay for night shift work. Applicants must be able and willing to work any shift of a 24-hour period and any 5 of 7 days. Applicants must be willing to work in any outlying county area, as assigned.
EXAMINATION SCHEDULE:
* Written Exam (In-person): qualified candidates will be notified five days prior to examination
* Physical Agility (In-person): qualified candidates will be notified five days prior to examination
Examinations:
* Written Exam (Weighted 100%): May include questions regarding language skills, reading comprehension, writing skills, problem solving skills, reasoning ability and accuracy with names and numbers.
* A Candidate Orientation Booklet is available on-line.
Applicants must attain at least a 70% score on each phase of the examination process.
* Physical Ability Exam (Qualifying Only): Physical Requirements: Applicants must have the ability to run a distance of 200 yards within 50 seconds, drag a weight of 100 pounds 22 yards within 20 seconds, and push a 75 pound sled continuously for 30 seconds.
Background / Pre-Employment Evaluations (Qualifying Only): An extensive background investigation will be conducted to assess each candidates' overall suitability for employment only as a Youth Services Officer. This evaluation may not indicate present suitability for other safety positions or future suitability as a Youth Services Officer. Candidates must be found satisfactory on all respects on the background evaluation.
This position works within the Kern County Probation Department for more information about the department, please view their website here.
Minimum Qualifications / Employment Standards:
* Completion of 60 semester units or 90 quarter units of college course work from an accredited college or university or any equivalent combination of education and experience. Qualifying experience must be comparable to an entry level youth corrections officer classification in a California Probation Department operated youth facility. The experience may be substituted for education on a ratio of one and one-half years' experience to one year of college;
* A valid California Class C driver's license is required at time of appointment. Specialized licenses may be required depending upon assignment. For those positions requiring the use of a firearm while on duty, successful completion of firearms qualification exams are required.
Applicants must be citizens of the United States or a permanent resident alien who is eligible for and has applied for citizenship.
Applicants must have a reputation of honesty and trustworthiness. A felony conviction will be disqualifying and convictions for misdemeanors and traffic offenses will be assessed on a case-by-case basis.
Appointees will be fingerprinted and will be required to pass an extensive background investigation.
* Applicants must attach a copy of their transcripts/degree verifying the completion of 60 semester units or 90 quarter units of college coursework, to this application no later than the submission end date listed above. If you are unable to attach your transcripts/degree to this application, you may e-mail them to Tiffany Nacke *********************
Physical Requirements
Applicants must have the ability to run a distance of 200 yards within 50 seconds, drag a weight of 100 pounds 22 yards within 20 seconds and push a 75 pound sled continuously for 30 seconds.
Medical Examination
A thorough physical and psychological evaluation is required. Applicant's state of health must be consistent with the ability to perform the duties of the position as demonstrated by meeting the Board of State and Community Corrections guidelines for vision, hearing and medical screening. Applicants must be free from conditions which would prevent them from performing work required of a Youth Services Officer.
Full Job Description: Youth Services Officer
Kern County employees provide opportunities that are purposeful to our community. Every employee and every action contributes to the improvement and strengthening of our county.
To learn more about Kern County, click here or follow us:
Growth Mindset
We always encourage our employees to grow and develop. Kern County has a culture of innovation that allows employees to explore creative and more efficient ways to accomplish their work. We provide access to training and continued professional development in an effort to ensure that our employees have opportunities for career growth.
Admittance to the examination will require a valid government issued photograph identification. Applicants who are unable to present proper identification must make arrangements with the Human Resources Division prior to the test date.
A background check may be conducted for this classification.
Following an offer of employment, you may be required to submit to post offer medical and drug screening tests at County expense.
This examination will establish an eligible list from which appointments will be made at the Kern County Probation Department. Other permanent and temporary appointments will be made as needed. Successful candidates will remain on the eligible list for a period of twelve-months, unless specified otherwise by the Civil Service Commission.
For more information regarding Kern County's recruitment process, please see our FAQ page.
Kern County is an ADA compliant and an equal opportunity employer and encourages all qualified individuals from diverse backgrounds to apply.
$2.3k-2.7k monthly Easy Apply 15d ago
Member Services Representative
Garlan
Finance service representative job in Bakersfield, CA
Replies within 24 hours
The Member ServicesRepresentative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occassionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$32k-46k yearly est. Auto-Apply 60d+ ago
Customer Service Representative - State Farm Agent Team Member
Julie Franks-State Farm Agent
Finance service representative job in Taft, CA
Job DescriptionBenefits:
Disability insurance
Life insurance
Licensing paid by agency
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Julie Franks - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist clients with policy changes and updates.
Process insurance claims and follow up with clients.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Bilingual Spanish preferred.
$32k-42k yearly est. 6d ago
Relationship Banker - Central Valley South
Bank of America 4.7
Finance service representative job in Bakersfield, CA
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!
**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.**
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.
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
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financialservices and knowledge of financialservices 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
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 Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Bakersfield - 3800 Ming Ave - MING PLAZA BC (CA0178) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-27.9 hourly Auto-Apply 1d ago
Customer Service Representative - State Farm Agent Team Member
Isaac Martinez-State Farm Agent
Finance service representative job in Porterville, CA
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Isaac Martinez - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$32k-41k yearly est. 5d ago
Member Experience Representative I - Tehachapi only
Valley Strong Credit Union
Finance service representative job in Tehachapi, CA
Our Core Values
The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper.
1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.
2. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.
3. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity.
4. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right.
Position Summary
Department
Retail Branches
Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.”
Essential Duties
Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer.
Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns.
Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions.
Maintains responsibility for all cash controls and follows proper balancing procedures.
Identifies Members' needs, cross-sells and refers Members to appropriate business partners.
Recommends alternative channels such as online, mobile, and digital solutions.
Identifies and reports fraudulent activity to prevent potential loss to credit union.
Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
Checks acceptance approval within assigned limits.
Ensures confidentiality of all Member and credit union information.
Efficiently and accurately processes all Member transactions on multiple systems.
Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance.
Understands the role in sales growth and meets branch-assigned and individual goals.
Performs other duties as assigned.
Supervisory Responsibilities
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education
Min/Preferred
Education Level
Description
Minimum
High School or GED
related experience and/or training; or equivalent combination of education and experience.
Experience
Minimum Years of Experience
Comments
Language Skills
Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.
Physical Demands
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Skills and Abilities
Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner.
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
Checks acceptance approval within assigned limits.
Ensures confidentiality of all Member and credit union information.
Efficiently and accurately processes all Member transactions on multiple systems.
Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance.
Understands the role in sales growth and meets branch-assigned and individual goals.
Performs other duties as assigned.
Supervisory Responsibilities
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education
Min/Preferred
Education Level
Description
Minimum
High School or GED
related experience and/or training; or equivalent combination of education and experience.
Experience
Minimum Years of Experience
Comments
Language Skills
Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.
Physical Demands
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Skills and Abilities
Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner.
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
$32k-46k yearly est. Auto-Apply 5d ago
Relationship Banker - Porter Ranch - Porter Ranch, CA
Jpmorgan Chase 4.8
Finance service representative job in Porterville, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
**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.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Porter Ranch,CA $22.50 - $30.29 / hour
$22.5-30.3 hourly 4d ago
Relationship Banker - Porter Ranch - Porter Ranch, CA
JPMC
Finance service representative job in Porterville, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
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.
$33k-44k yearly est. Auto-Apply 6d ago
SPECIALTY BANKER
Seminole Hard Rock Hotel & Casino 4.0
Finance service representative job in Bakersfield, CA
Responsibilities The Specialty Banker is responsible for the controlling and accounting transactions for the main bank and other duties as assigned by management. Main Bankers provide excellent customer service to team members and vendors in all situations.
Essential Duties & Responsibiltiies:
* Opens check-cashing cards (requires making credit inquiries).
* Cashes checks, cashier checks, coins, and vouchers for guests and team members.
* Handles large amounts of money, accounting for total funds received throughout the day and at the end of each day.
* Exchanges foreign currency, cash coin, exchanges coin or tokens for customers.
* Maintains accountability over a cashier drawer.
* Performs all duties in a confidential manner.
* Responsible for the impress bank issued. Perform guest and in-house monetary transactions.
* Balance and issue impress bank to Floor Attendants, F&B, and team members.
* Enter guest transactions into the computer system accurately.
* Prepare paperwork, balance sheets and documents in accordance with Company policy and procedures, and within the guidelines of the Finance Dept.
* Signs all documents legibly.
* Transfer cash, coins and checks between cages and/or departments in an accurate and efficient manner.
* Strictly adhere to department policies and procedures in order to maintain integrity of the Cage operation. Apply accurate transaction and balancing practices.
* Participate in the daily cage reconciliation process.
* Comply with Federal Title 31 procedures.
* Demonstrate a commitment to ensuring responsible gaming and responsible alcohol service by discreetly notifying appropriate managers of concerns and observations.
* Ensure prompt and discreet notification to supervisors and/or the Ethics Hotline of any observation of illegal acts or internal ethics violations.
* Other duties as assigned.
* Attend and participate in meetings, completing follow-up as assigned;
* Perform work regularly and predictably.
* Perform other duties as assigned.
Qualifications
* High school diploma or equivalent required, along with a minimum of one (1) year of related experience or an equivalent combination of education and/or experience.
* Must have one (1) year of cage, banking and/or cashiering experience.
SKILLS
* Strong leadership and interpersonal skills
* Excellent interpersonal, oral and written communication skills.
* Meticulous, organized and accurate
* Extreme confidentiality.
* Familiarity with a variety of computer systems and applications.
* Be flexible to work varying shifts and time schedules as needed.
* Communicate effectively with all levels of employees and guests.
* Manage multiple details and tasks concurrently in a changing environment.
* Able to work effectively in a team environment.
* Analyze and think about how possible solutions impact on the entire operation.
PHYSICAL DEMANDS
* Ability to stand and sit for extended periods of time.
* Ability to walk distances.
* Ability to lift 30 to 40 lbs.
* While performing the duties of this job, the employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms, talk or hear; and taste or smell. Specific vision abilities required by this job include close, distance, color, and peripheral vision, depth perception and ability to adjust focus.
* The Casino environment is hectic, fast-paced and often crowded and noisy. May be exposed to casino related environmental factors including, but not limited to excessive noise and constant exposure to general public.
$34k-41k yearly est. Auto-Apply 27d ago
(7493) Wasco: Customer Service Rep
Domino's Franchise
Finance service representative job in Wasco, CA
No one likes being bored at work, which is why a Domino's job is all about having fun! We live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time.
Come join the #1 Pizza Company in the world!
Job Description
As a Customer ServiceRepresentative (CSR), you are the first and sometimes the only impression of us. Your contact with every Customer plays an essential key role that helps us create smiles by making lives easier. You are the face of Domino's.
What are some things a CSR does?!
Provide a fun, happy, and exciting environment for our customers while taking orders.
Uphold and represent a rock-solid brand image.
Get into the action and make the perfect product all the time.
Multitask in a competitive, fun, and fast-paced work environment.
ADVANCEMENT
Many of our team members began their careers as CSRs and delivery drivers and today are successful Domino's franchise owners. From customer servicerepresentative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity.
Our company prides itself in promoting to management and above store roles from within. What does that mean for you? You can start as a CSR and move up the ranks to management. Who knows? Maybe you are the next Domino's franchisee!
Qualifications
Must be 16 years or older. To enter into management you must be 18 years or older.
Additional Information
California Pay Disclosure: The rate of pay is the applicable minimum wage rate with potential $0.25 to $1.50 per hour depending upon experience and longevity with the employer.
All your information will be kept confidential according to EEO guidelines.
$32k-42k yearly est. 4d ago
Relationship Banker - Porter Ranch - Porter Ranch, CA
Jpmorganchase 4.8
Finance service representative job in Porterville, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
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.
$33k-48k yearly est. Auto-Apply 6d ago
Member Experience Representative
Valley Strong Credit Union
Finance service representative job in Delano, CA
Job Description
OUR CORE VALUES
Valley Strong Credit Union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission:
We help people and communities prosper.
Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.
Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.
Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity.
Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right.
POSITION SUMMARY
Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.”
ESSENTIAL DUTIES
Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer.
Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns.
Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions.
Maintains responsibility for all cash controls and follows proper balancing procedures.
Identifies Members' needs, cross-sells and refers Members to appropriate business partners.
Recommends alternative channels such as online, mobile, and digital solutions.
Identifies and reports fraudulent activity to prevent potential loss to credit union.
Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
Checks acceptance approval within assigned limits.
Ensures confidentiality of all Member and credit union information.
Efficiently and accurately processes all Member transactions on multiple systems.
Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance.
Understands the role in sales growth and meets branch-assigned and individual goals.
Performs other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
OTHER SKILLS AND ABILITIES
Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner.
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
$32k-46k yearly est. 9d ago
Relationship Banker - Central Valley South
Bank of America 4.7
Finance service representative job in Porterville, CA
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!
**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.**
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.
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
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financialservices and knowledge of financialservices 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
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 Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Porterville - 345 N Main St - PORTERVILLE BC (CA1151) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-27.9 hourly Auto-Apply 1d ago
Member Services Representative
Garlan
Finance service representative job in Delano, CA
Replies within 24 hours Job SummaryThe Member ServicesRepresentative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occassionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
Compensation: $16.50 per hour
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$16.5 hourly Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Bakersfield, CA?
The average finance service representative in Bakersfield, CA earns between $27,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Bakersfield, CA