Customer Service Representative
Finance service representative job in Sacramento, CA
Customer Service Specialist
Sacramento, CA (onsite)
$20-22/hr
Do you have at least one year of customer service experience either from a call center or in retail? Do you have excellent communication skills and able to work in a fast paced environment? We are looking for a customer service professional for a new job opportunity in Sacramento, CA. If you are looking to join a great team and learning opportunities we encourage you to apply today!
Key Responsibilities
Handle 30-50 calls per day in a timely and professional manner.
Provide inbound telephone coverage and answer general product/service questions.
Place outbound calls for scheduling, follow-ups, and lead generation.
Accurately enter and update customer data in the system.
Research and resolve service requests, warranty issues, and complaints.
Promote company products/services and qualify leads.
Maintain compliance with company policies and safety standards.
Qualifications
Education: High school diploma or equivalent required.
Experience: Minimum 1 year of customer service experience; call center experience preferred.
Strong communication and interpersonal skills.
Computer proficiency with accurate data entry abilities.
Ability to work in a fast-paced, results-driven environment.
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
If you have the qualifications above and are interested in this opportunity - please apply today! If you are curious what else is available, please review the LHH website!
Customer Service Rep
Finance service representative job in Oakland, CA
Temporary Retail Sales Associate
every Saturday - Schedule: 10:30 a.m. - 5:00 p.m.
Salary = $29.91 per hour
Duties and Responsibilities
Greet and welcome visitors; offer helpful directions to a variety of offerings.
Match offerings to the interests and needs of our guests to sell admission and program tickets, memberships, and merchandise through multiple electronic point-of-sale systems.
Offer personalized welcoming experiences that promote belonging and empower participation and connection.
Provide accurate information and answers in a timely manner about exhibitions, programs, facility usage and events to all visitors, document visitor comments and inquiries in appropriate systems
Serve as an advocate for the visitor while simultaneously promoting the welfare of the museum; communicate with a variety of visitors with diverse interests and abilities to ensure a positive museum experience, resolve visitor complaints to the mutual satisfaction of the visitor and the museum
Serve as greeter, event check-in person, ticket-taker, and/or usher at museum-sponsored or private event programs
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Vitas Sales Representative
Finance service representative job in Fremont, CA
Responsible to become a subject matter expert on Medicare Hospice Benefit, VITAS service offerings, disease specific clinical criteria and evidence based medicine.
Accountable for set goals and results. Focuses on providing solutions and executing them.
Analyzes territory and develops call routing to establish correct targets, reach and frequency for maximal territory growth.
Develops sales messaging and strategies that align to the customers' needs to ensure hospice appropriate patients gain access to hospice services.
Maintains professional and technical knowledge by reviewing professional publications; establishing personal networks; remaining current with changes in healthcare field in order to understand customer industry.
Leverages provided resources and technology as a vehicle for success.
Daily use of CRM tool in order to capture needs of customers and strategy for continued hospice utilization. Synchronization of updates is required daily.
Leverages sales tools on provided devices as customer visual aids and learning tools to grow knowledge.
Effective in professional verbal, written, and electronic communication
Maintains professional relationships and collaborates with internal, clinical end of life care team. Attends team meetings on regular basis.
Resolves customer feedback by investigating opportunities for development; developing solutions; preparing reports; collaborates on resolutions with program management.
Able to apply training and leverage tools and resources when executing strategies with customers with a strong sense of urgency.
Open to and proactively applies coaching feedback from direct manager with the intentions on improvement of various skillsets.
Timely completion of administrative duties: expense reports, payroll entry, other administrative actions by required times.
Perform related duties as required. This position description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by their supervisor or management.
Works cohesively and leverages opportunities with VITAS internal customers: VITAS Medical Director & Team Physicians, Team Managers and overlapping team disciplines, PCAs, Admissions RNs, Sr. Leadership. Attends team meeting at least two times per quarter.
Perform related duties as required. This position description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by their supervisor or management.
QUALIFICATIONS
Minimum 2 years sales experience or in healthcare services preferred
Participated in competitive team environment that involved individual accountably and teamwork
Able to demonstrate examples on critical thinking and created solutions
Past military service a plus
Experience with volunteer organization a plus
Hospice experience preferred but, not required
Evidence of achieving sales goals within the market and/or demonstrates track record of consistently exceeding corporate goals
Strong customer service, sense of urgency and problem solving skills
Time Management and Organizational Skills
Demonstrated knowledge and successful application of a need satisfaction selling process
Ability to manage a territory, to conduct sales calls and to generate sales by building long term business partnerships
Strong interpersonal skills within all levels of an organization
Expectations:
Excellent presentation, negotiation and relationship-building skills
Excellent oral and written communication skill
Ability to work outside of normal business hours (8-5), evenings and weekends as needed.
Ability to navigate within a CRM tool and proficiency in Outlook, Word and Excel-PowerPoint, iOS devices
Ability to develop clinical knowledge base to support VITAS sales efforts
Integrity and customer focus: ethical, moral conduct, customer services
Reliable transportation
Able to expense minimal (i.e. lunches, snacks, breakfasts) customer education when approved with expectation of reimbursement from company
EDUCATION
Bachelor's degree from an accredited college or university or the international equivalent preferred.
Other acceptable licenses include: RN, LPN/LVN, SW
Superstar Sales Reps Only
Finance service representative job in Santa Clara, CA
California Deluxe Windows is a manufacturer and contractor in Southern California and we run a second office in Santa Clara. We are a direct manufacturer of windows and doors and have a long history of success in the California marketplace since 1999. We make a high-end vinyl product, unlike any others in the market. You will be amazed how easy it is to differentiate the value of our product relative to competitive products. We have a robust marketing engine, qualified leads are created for you, and your job will be to turn those leads into contracts.
Entire Bay Area is available for sales so there is driving and a solid efficient vehicle is required. We provide the training and tools needed for your success. Position reports to General Manager for your dept. This job is commission only with a monthly draw. We currently have individuals that make from $90,000 per year up to about $500,000. If you want to work hard and are a “go getter” closer, you have almost unlimited upside as we provide a bonus for any self generated business. Regardless of your experience, we can train you to be a success and provide a career path that is very lucrative.
Responsibilities: - Demonstrate our product to potential customers - Help facilitate the purchase of a home improvement contract after meeting a customer. - Provide an exceptional experience for our customers each and every time they interact with you. - Learn EVERY SINGLE DAY
What we will provide: - We will train and work with you until you get the hang of every task you are comfortable with completing. - We will provide all product knowledge, sales techniques and process, and demonstration/sales materials you will need.
If you feel this applies to you, please respond with 3 completions to the following sentence below and come build an empire with us! Your application is simply to finish the following sentence and e-mail your response to us along with the best number to contact you by phone. If you feel a resume will help us understand who you are more clearly, you are welcome to attach one to your response e-mail.
I am an excellent hire for this sales position because:
1.
2.
3.
Proprietary Equity Traders Wanted
Finance service representative job in Sacramento, CA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyTechnology Investment Banking - Vice President, Software (Menlo Park, CA)
Finance service representative job in Menlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
* 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
* Experience in the software industry is strongly preferred, but not required
* Strong written and verbal communication, client and interpersonal skills
* Commercial instinct and ability to perform under pressure and tight deadlines
* Bachelor's degree is required; an MBA and/or CFA designation would be an asset
* Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTechnology Investment Banking - Vice President, Software (Menlo Park, CA)
Finance service representative job in Menlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
Experience in the software industry is strongly preferred, but not required
Strong written and verbal communication, client and interpersonal skills
Commercial instinct and ability to perform under pressure and tight deadlines
Bachelor's degree is required; an MBA and/or CFA designation would be an asset
Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-Apply2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Finance service representative job in San Francisco, CA
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyJunior Trader
Finance service representative job in Alamo, CA
At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization.
This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role.
Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do.
This is an on premise position in Alamo, CA. Remote options for this role will not be considered.
Qualifications
Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field.
Experience or interest in programming (Excel, Python etc)
Strong interest in financial markets and trading.
Strong communication and interpersonal skills.
High level of attention to detail and accuracy.
Ability to work well in a team and under pressure.
Self-motivated with a strong desire to learn and succeed.
Benefits
Competitive salary with performance-based bonuses.
Comprehensive health insurance.
Paid time off and holidays.
Collaborative and innovative work environment.
Auto-ApplyInvestment Banker - Healthcare (MedTech) - Vice President
Finance service representative job in San Francisco, CA
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior VP level experience in Healthcare Investment Banking
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Auto-ApplyInterested in a future role?
Finance service representative job in Sunnyvale, CA
About the Team:
Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future.
Don't see a current role that is a fit? Please apply here.
Auto-ApplyAssociate Banker
Finance service representative job in Brentwood, CA
Application Deadline:
12/14/2025
Address:
4540 Balfour Rd.
Job Family Group:
Retail Banking Sales & Service
Part-time 25 hours per week.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$43,100.00 - $58,300.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyPersonal Banking Associate (Full time)- Sorel- Tracy
Finance service representative job in Tracy, CA
Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 43 900$/$43,900 - 58 600$/$58,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
:
Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
Job Description:
Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking aPersonal Banking Associatefor our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?
In this role, a typical day may look like:
* Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
* Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
* Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
* Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
* Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
* Participate in the timely and accurate completion of business processes and procedures
* Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
* Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives
Job Requirements:
* High School diploma and/or 1+ years of relevant experience
* Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months
* Post-Secondary or Undergraduate degree (in related field) preferred
* Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
* Knowledge of banking solutions and processes to advise customers
* A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
* A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
* A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
#LI-Retail
#IN-Retail
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet
Auto-ApplyAssociate Banker - SAN FRANCISCO, CA
Finance service representative job in San Francisco, CA
Company DescriptionJobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: YUPRO Placement
Job Description
Associate Banker - Consumer Banking
This is an apprenticeship opportunity.
This role is in San Francisco *Candidates must reside within a commutable distance to San Francisco, CA*
About this Position
Join our Consumer & Community Banking team, where you'll support customers through personal banking, credit cards, and financial solutions. As a Retail Banking Apprentice, you'll contribute to the success of the branch by creating exceptional customer experiences and learning the fundamentals of retail banking. You'll help clients manage their money confidently through relationship building, technology education, and teamwork while developing key skills for a long-term career in financial services.
Job Responsibilities
Create a welcoming environment by greeting clients, managing lobby traffic, and assisting with appointments.
Support client transactions and new account openings while maintaining compliance with all policies and regulations.
Educate clients on digital banking tools such as the mobile app, Chase.com, and ATMs.
Build lasting relationships by listening, understanding needs, and connecting clients to licensed bankers.
Assist with branch operations including cash handling and ATM management in line with bank procedures.
Job Skills/Requirements
Strong passion for providing outstanding customer service and exceeding client expectations.
Excellent communication and interpersonal skills; ability to engage clients and anticipate needs.
Quick learner with strong attention to detail and problem-solving abilities.
Team-oriented and reliable, with a focus on consistency and professionalism.
Prior client service or cash-handling experience preferred.
Program Details
Schedule: 30-37 hours per week Mon-Fri; Potential Saturday workdays may be required
Conversion Opportunity: Successful apprentices may be considered for Associate Banker roles post apprentices
Program Requirements
Completion of an Year Up United Program
6 months-2 years of relevant work, internship, or customer-facing experience.
Availability during standard business hours (Monday-Friday) with potential Saturday coverage.
Must reside within 30 minutes of the assigned branch.
Ability to work on-site and adhere to banking policies (no personal phone usage during work hours).
Apprenticeship Benefits
On-the-job learning and professional skill-building while earning a competitive wage.
Personalized coaching and mentorship throughout your internship.
Access to YUPRO Placement's career development and placement support for life.
Health and wellness programs, employee assistance program, and outplacement support.
Opportunity for full-time consideration based on performance and completion
Pay Range
Pay: $18-20/hr
YUPRO Placement is the nation's leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices. YUPRO Placement is an equal opportunity employer.
Financial Services Specialist II
Finance service representative job in Oakland, CA
Introduction
This is a reinstatement, transfer or voluntary demotion opportunity for current and former regularly appointed employees of Alameda County.
Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission. Appointments by reinstatement following resignation are subject to the probationary period established for the class. You must have been a classified County employee in the same job code or in a job code at the same salary maximum and left the County in good standing. In addition, you must meet the minimum and special qualifications of the specific position.
Transfer:
You must be a current County classified employee in the same job code or in a job code with the same salary maximum for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position.
Voluntary Demotion:
You must be a current County classified employee in a job code which is at a higher salary maximum than the vacancy for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position.
DESCRIPTION
THE AGENCY
Alameda County's Health Services Program is administered by the Alameda County Health and includes the following program areas: Behavioral Health Care, Public Health, Environmental Health, and Agency Administration/Indigent Health. The ultimate mission of the Health Care Services Agency is to provide fully integrated health care services through a comprehensive network of public and private partnerships that ensure optimal health and well-being and respect the diversity of all residents. Alameda County Health currently has multiple career opportunities for experienced professionals to become part of a service delivery team dedicated to the optimal health and well being of Alameda County residents.
THE POSITION
Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required.
DISTINGUISHING FEATURES
Financial Services Specialist I/II is a flexibly-staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and demonstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at the I level will not be extended beyond two years.
Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. In addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all positions are typically characterized by all of the following elements:
1. Independent decision-making.
2. Capacity to present clear oral and written reports to senior managers.
3. Knowledge of governmental financial processes and systems.
4. Ability to conduct financial analysis and formulate financial recommendations; and
5. Limited availability or nature of supervision.
This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary role in financial strategic planning and policy development.
MINIMUM QUALIFICATIONS
Either I
The equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service.
Or II
Education:
Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work. (Additional professional financial planning and support experience equivalent to the County's classification of Financial Services Specialist I may be substituted for the education on a year-for-year basis.)
And
Experience:
Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I.
Licenses: Specified positions may require possession of a valid California driver's license.
NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.
KNOWLEDGE AND SKILLS
NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the "Examples of Duties" section of this specification.
Knowledge of:
• Principles and practices of governmental budget development and administration.
• Principles and practices of contract and grant administration.
• Financial record-keeping and auditing practices.
• Practices and techniques of administrative analysis and report preparation.
• Applicable federal, state and local policies and regulations.
• Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook.
• Office administrative practices and procedures, including records management and the operation of standard office equipment.
Ability to:
• Develop and administer multiple budgets.
• Monitor fiscal transactions and audit fiscal records and documentation.
• Plan and conduct administrative and operational studies.
• Interpret, explain and apply financial regulations, policies and procedures.
• Direct the work of others on a project or day-to-day basis.
• Prepare clear and accurate reports, correspondence, procedures and other written materials.
• Represent the department and the County in meetings with others.
• Organize and prioritize work and meet critical deadlines.
• Maintain accurate financial records and audit data.
• Exercise sound independent judgment within established policies and guidelines.
• Establish and maintain effective working relationships with those contacted in the course of work.
• Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level.
• Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person.
BENEFITS
Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*:
For your Health & Well-Being
Medical - HMO & PPO Plans
Dental - HMO & PPO Plans
Vision or Vision Reimbursement
Share the Savings
Basic Life Insurance
Supplemental Life Insurance (with optional dependent coverage for eligible employees)
Accidental Death and Dismemberment Insurance
County Allowance Credit
Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
Short-Term Disability Insurance
Long-Term Disability Insurance
Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
Employee Assistance Program
For your Financial Future
Retirement Plan - (Defined Benefit Pension Plan)
Deferred Compensation Plan (457 Plan or Roth Plan)
For your Work/Life Balance
12 paid holidays
Floating Holidays
Vacation and sick leave accrual
Vacation purchase program
Management Paid Leave**
Catastrophic Sick Leave
Pet Insurance
Commuter Benefits Program
Guaranteed Ride Home
Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
Employee Discount Program (e.g. theme parks, cell phone, etc.)
Child Care Resources
1
st
United Services Credit Union
*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change.
** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.
Conclusion TO APPLY:
Please submit a PDF of your updated Alameda County application to Cindy Tern at ********************. Please be in contact if you have any questions.
You are encouraged to apply immediately as this posting is open until filled and may close at anytime.
Alameda County is an Equal Opportunity Employer
Easy ApplyPrivate Mortgage Banking Associate
Finance service representative job in San Rafael, CA
About this role:
Wells Fargo is seeking a...
In this role, you will:
Work under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage loans that meet Wells Fargo Home Mortgage guidelines
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
Understand real estate appraisals, title reports, and real estate transactions
Interact with customers to understand their needs and provide a high-quality loan service
Review low complexity financial and credit data, matching customer needs with an appropriate loan program and level of risk
Develop knowledge of company products, policies and procedures, and underwriting requirements
Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of generating loans
Provide information regarding the loans to consultants and functional colleagues
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Required Qualifications for Europe, Middle East & Africa only:
Experience in Private Mortgage Banking Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Job Expectations:
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE 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
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.
$0.00 - $0.00
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:
18 Dec 2025
*
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.
Auto-ApplyStudent Financial Services Specialist
Finance service representative job in Hillsborough, CA
: * Prepare and reconcile financial reports, including Student Involvement and Representation Fee (SIRF) submissions, cashiering deposits, student refunds, and student account transactions. * Post charges and payments, research discrepancies, and ensure the accuracy and integrity of student financial records.
* Support collection efforts, including Franchise Tax Board (FTB) submissions, collection agency referrals, and processing of write-offs.
* Review and apply Federal, State, CSU, and University regulations to ensure compliance in billing, refunds, and student account operations.
* Maintain and configure Transact eMarkets and assist in setting up tuition and fee payment plans.
* Collaborate with Financial Aid, Admissions, Outreach, and other campus partners to coordinate student service processes.
* Develop and document procedures, prepare training materials, and provide training to staff and campus users.
* Analyze student account activity and communicate financial information clearly and professionally to students and campus stakeholders.
* Perform monthly reconciliations with General Accounting and support financial audits as needed.
Minimum Qualifications:
* Education:
Any equivalent combination of education and experience that provides the required knowledge and abilities.
* Experience: Equivalent to three to four years of progressively responsible experience serving as a Student Financial Services representative; experience in providing outstanding customer service, performing complex activities associated with maintaining student accounts, and ensuring compliance with policy, procedures.
* Experience using PeopleSoft Student Financials and Transact functionality in a university environment.
Knowledge, Skills, and Abilities:
* Knowledge of financial recordkeeping, reconciliation practices, and accounts receivable processes.
* Ability to interpret and apply Federal, State, CSU, and University regulations related to student accounts and financial operations.
* Strong analytical and problem-solving skills with the ability to research and resolve account discrepancies.
* Proficiency with financial systems and software (e.g., PeopleSoft Student Financials, Transact) and strong Excel skills.
* Excellent written and verbal communication skills, with the ability to explain financial information clearly to students and staff.
* Ability to work independently, manage multiple priorities, and maintain accuracy in a fast-paced environment.
* Ability to build effective working relationships and collaborate with campus partners and external agencies.
Preferred Qualifications:
* Equivalent to four years of progressively responsible experience serving as a business analyst; experience in providing outstanding customer service, performing complex activities associated with maintaining student accounts, and in ensuring compliance with policy, procedures, and internal controls; demonstrated leadership skills; experience with computerized accounting software and Microsoft Office
products.
* Experience using PeopleSoft Student Financials and Transact functionality in a university environment.
* Functional experience in a Student Financials office at a university using a software package such as PeopleSoft handling: Accounts receivable; application of payment and other accounting issues; reconciliation of general ledger accounts; third party contracts, bad debt; Title V refunding; implementation of state and federal regulations; and maintenance of student financials set up tables.
To view the full position description, click "Position Description" above.
General Information:
* Satisfactory completion of a background check (including a criminal records check) is required for employment. Failure to satisfactorily complete the background check may affect the application status of applicants or the continued employment of current CSU employees who apply for the position. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Fair Chance Hiring Ordinance and State Law.
* In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California.
* The CSU system offers a competitive total compensation benefits package for employees and qualifying dependents, including medical, dental, vision, retirement, and tuition assistance. It is our goal to compensate employees equitably and fairly. You can access a full description of our benefits here.
* California State University Dominguez Hills is not currently sponsoring staff or management positions for H-1B employment visas.
Closing Statement
California State University, Dominguez Hills, is strongly committed to achieving excellence through a diverse workforce. Individuals with disabilities requesting accommodations under the Americans with Disabilities Act (ADA) may call the Human Resources Office at **************.
California State University Dominguez Hills is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.
Employees at California State University, Dominguez Hills shall abide by the Nondiscrimination Statement.
#LI-DNI
Advertised: Dec 09 2025 Pacific Standard Time
Applications close: Jan 05 2026 Pacific Standard Time
Investment Banking Vice President, Technology - San Francisco
Finance service representative job in San Francisco, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are seeking an experienced Vice President to join our Technology team in San Francisco.
Primary Responsibilities:
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000 USD
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyProprietary Equity Traders Wanted
Finance service representative job in San Francisco, CA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyInvestment Banking- United States - 2026 ReEntry Program
Finance service representative job in San Francisco, CA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
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