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Finance service representative jobs in California

- 6,638 jobs
  • Customer Service Rep

    Ultimate Staffing 3.6company rating

    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.
    $29.9 hourly 3d ago
  • Customer Service Representative

    Azazie, Inc.

    Finance service representative job in San Jose, CA

    About Us: AZAZIE stands as the leading direct-to-consumer (DTC) e-tailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options. Job Summary: Azazie is looking for a self motivated and driven Customer Service Representative to join our growing team! In this role you will be responsible for providing a positive and efficient customer experience by educating customers on product knowledge, policies and services. We are seeking out top talent candidates that are highly engaged with our customers by productively providing the solutions in response to questions, concerns, and complaints through our chat, phone and email channels. * Please note: We are only recruiting local candidates at this time to accommodate an in person schedule. The employee will come into San Jose location 4 times a week. Schedule: Monday - Friday, 7:30AM- 4:30PM Responsibilities: Proactively monitor and de-escalate situations involving unhappy customers by clarifying the information, communicating best next steps and providing solutions within 24-48 hours. Responding efficiently and accurately to customers through showing Azazie cares, listening to their concerns and ensuring they have a memorable experience shopping with us. Navigate knowledge based platforms within: AI Intercom, Company Website, Content Management System, ERP and Happy Returns. Strong attention to detail with ensuring accuracy in information provided and in recording customer details in order to maintain customer satisfaction and resolve issues effectively. Competency and initiative to meet and exceed the department metrics and individual performance goals. Implementation of utilizing software, databases, and tools appropriately to provide exceptional customer service within our DTC industry. Skills/Talents you have: Analytical, problem solver and critical thinker. Ability to manage multiple channels of communication, tickets and customer conversations leading with Azazie cares and empathy. Team player that is willing to take initiative to support customers, other agents and supervisors. Adaptability to thrive in a fast-paced ever changing work environment. Aptitude in maintaining comprehensive knowledge of the AZ CS policies, procedures and SOPs for our customers. Positive attitude with a desire to learn and share ideas in a collaborative work environment. Clear and concise communicator within customer interactions and across different departments. Ability to build positive and long term customer relationships that reflect in positive customer satisfaction survey results. Excellent time management skills. Customer-focused with strong interpersonal and tech savvy skills. Qualifications: Customer Service Experience: 1 year (Preferred) Fluency in English. Additional languages a bonus, but not required (please note if you have skills in Spanish, Mandarin, or French in your application) Experience with AI Intercom, Slack or other CRM software is a plus. Experience navigating websites/browsers and using chat software (ex./ Slack); quickly navigating. between chat and other company tools such as our CRM and phone software. Excellent written and oral communication skills. Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) as well as Google Docs. Customer-focused and can demonstrate mastery of customer service skills. Ability to maneuver between multiple tasks. Benefits: 100% Medical, Dental, Vision, Life insurance offered after a 60-day probationary period Paid vacation days and sick leave Paid Holidays + Floating Holidays 401k Free snacks and drinks in office Employee discount Company engagement events Monthly departmental CS appreciation lunches Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance and color vision. Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $32k-42k yearly est. 22h ago
  • Customer Service Sales Representative

    Neilmed Pharmaceuticals 4.0company rating

    Finance service representative job in Santa Rosa, CA

    Summary of Responsibilities: NeilMed Pharmaceuticals, Inc. is looking for an experienced Customer Service Representative to join our team. This role is based in our Santa Rosa, CA office. This is a fantastic opportunity for a customer-oriented, highly motivated individual who is interested in joining the # 1 brand of over-the-counter saline applications for nasal and sinus care in the US and worldwide. The Customer Service/Inside Sales Representative will maintain a high level of professionalism while providing support for the Company's sales growth through timely and accurate responses to customer orders, requests and inquiries over the phone and via e-mail. The Customer Service/Inside Representative will ensure that orders are entered, tracked, fulfilled and delivered in a timely manner. In addition, the Customer Service/Inside Sales Representative will place outbound sales calls to existing clients and cold call new clients. Key Responsibilities: Respond to customer requests and questions regarding service, products and account information Respond to customers via phone, fax, mail, and e-mail in a timely and courteous manner Analyze and rectify customer concerns using established procedures and medical device regulations Provide appropriate technical and/or product-related information Place outbound sales calls to new and existing clients Effectively communicate customer issues and concerns to all applicable internal staff members Document all contacts, actions, and responses in customer database Organize and maintain file system; files correspondence and other records Maintain a current working knowledge of products and/or services Prepare reports and correspondence as needed Perform other duties as assigned by supervisor KNOWLEDGE/EDUCATION Minimum High School or GED diploma. Bachelor's degree preferred. JOB EXPERIENCE Minimum 3 years of related experience Experience in regulated industry preferred SKILLS/COMPETENCIES Courteous and professional manner Excellent customer service skills Excellent verbal and written communication skills; ability to effectively communicate with people at all levels and from various backgrounds Proficient on Microsoft Word and Excel Commitment to excellence and high standards Strong organizational skills; able to manage priorities and workflow Ability to work independently and as a member of a team Ability to understand and follow written and verbal instructions Accurate attention to detail Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm Solid understanding of company products and services Benefits Medical, Dental, and Vision 401k All California Law PTO 50k Life Insurance (paid by NeilMed)
    $32k-42k yearly est. 1d ago
  • Veterinary Sales Representative -Flex Time (12 days/mo)

    Promoveo Health 3.0company rating

    Finance service representative job in Riverside, CA

    Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo) Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field. This is a position where you will be a W2 employee of Promoveo Health. The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company. The ideal candidate will have: · 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side · Clinical experience calling on Veterinary Practices in this market · Experience calling on and existing relationships with Vets in the area · Excellent interpersonal, communication, teaching and negotiation skills · BS Degree in related discipline Job Expectations: ·Part time position with high management visibility and performance expectations. · Travel - You will be home every night- no overnight travel is required! EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
    $54k-100k yearly est. 2d ago
  • Customer Service Representative

    Insight Global

    Finance service representative job in Beverly Hills, CA

    An employer is looking for a Patient Access Representative within a call center environment in the Beverly Hills, CA area. This person will be responsible for handling about 50+ calls per day for multiple primary care offices across Southern California. The job responsibilities include but are not limited to: answering phones, triaging patients, providing directions/parking instructions, contacting clinic facility to notify if a patient is running late, scheduling and rescheduling patients' appointments, verifying insurances, and assisting with referrals/follow up care. This position is fully on-site until fully trained and passing multiple assessments (typically around 2-3 months of working - depending on performance) where it will then go remote. Must be able to work any/all shifts between 7am-7pm Monday-Friday. MUST HAVES: HS Diploma 2+ years healthcare call center experience OR front desk experience at doctor's office with multiple physicians Proficient in EHR/EMR software 2+ years experience scheduling patient appointments for multiple physicians 40+ WPM typing speed PLUSES: Proficient in Epic software Experience verifying insurances Basic experience with Excel and standard workbooks Experience with Genesis phone system Compensation: $24/hr Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
    $24 hourly 3d ago
  • Wholesale Customer Service Representative

    Rails 3.8company rating

    Finance service representative job in Los Angeles, CA

    Founded in 2008 by Los Angeles native Jeff Abrams, Rails has grown from a small label - started with just a single hat - into a full collection of women's and men's apparel. Sold at top international retailers and worn by a loyal following of celebrities and tastemakers, the brand has come to define a new classic heritage and relaxed sensibility. Rails is sold in 30 countries by more than 1000 retailers, including its own flagship stores in New York, San Francisco, Newport Beach, Paris, London and Amsterdam. Summary: Rails is looking for a Wholesale Customer Service Representative with a proven ability to consistently deliver excellent customer service to boutique clients and find creative solutions to all customer issues. Key Responsibilities: Managing customer inquiries, primarily from RAILS' boutique clients Contacting domestic accounts for shipping approvals, order statuses, and adjustments Tracking inventory for OTS orders and allocating inventory to accounts Building and maintaining strong relationships with RAILS' wholesale accounts and account executives Consistently providing excellent customer service Troubleshooting and resolving problems in a timely manner Reviewing return and exchange requests Working cross functionally with other departments across the organization as needed to resolve client issues Additional responsibilities as required Requirements: Minimum 1 year of experience providing customer service, primarily for wholesale customers Apparel industry experience Experience with NetSuite a plus Excellent verbal and written communication skills - must be able to maintain consistent and organized communication with customers and sales staff Strong computer skills - intermediate Microsoft Office and Google experience at a minimum; must be able to work in an ERP system, and export/create/manipulate data in Excel formats Customer centric with positive attitude at all times Independent and driven for personal and professional success Ability to work successfully in both a group setting and independently Creative thinker who is organized and efficient
    $32k-41k yearly est. 2d ago
  • Wholesale Sales Representative

    Shy Creation Fine Jewelry

    Finance service representative job in Los Angeles, CA

    Ideal role for reps with experience in fashion-forward fine jewelry or luxury fashion jewelry, based in the greater Los Angeles area. SHY CREATION, an award-winning fine jewelry brand experiencing rapid expansion, is seeking a dynamic and relationship-driven Wholesale Sales Representative to join our Los Angeles team. This is an extraordinary opportunity for a motivated professional who thrives in a fast-moving environment, values independence, and is passionate about building long-term retail partnerships. About SHY CREATION SHY CREATION is a leader in modern fine jewelry, known for craftsmanship, innovation, and a culture built on integrity, creativity, and collaboration. We are scaling quickly-and looking for the right talent to grow with us. Role Description The Wholesale Sales Representative will be responsible for managing and expanding relationships with jewelry retailers across the country, growing sales, and representing the SHY CREATION brand with professionalism and enthusiasm. This role offers top-tier compensation, autonomy, and the chance to make a major impact in a high-growth environment. Key Responsibilities • Build, manage, and deepen relationships with current and prospective jewelry retail partners. • Drive growth by expanding existing accounts and identifying new wholesale opportunities. • Represent the SHY CREATION brand at appointments, trade shows, events, and in-store visits. • Develop strategic sales plans and execute with discipline and follow-through. • Provide exceptional customer service and support to retail partners, ensuring strong sell-through and long-term retention. • Collaborate with internal teams to relay market feedback, inventory needs, and opportunities. • Maintain accurate sales reporting, forecasting, and account records. • Travel as necessary. Qualifications • Wholesale jewelry sales experience strongly preferred (fine jewelry or luxury goods). • Established relationships or experience working with jewelry retailers is a major advantage. • Proven ability to drive revenue growth and manage a sales territory. • Highly self-motivated with strong organizational skills and an entrepreneurial mindset. • Excellent communication, presentation, and follow-through abilities. • Passion for fine jewelry, style, and craftsmanship. • Valid driver's license and ability to travel. What We Offer • Top compensation - range $70K to $100K++ • A fast-growing, modern, supportive company culture where great people thrive. • Independence, trust, and the opportunity to shape your own success. • A brand with exceptional product, a powerful reputation, and enthusiastic retail partners. • The chance to join a winning team and grow your career with a leader in fine jewelry. Join Us If you're ready for a high-energy, high-reward role with a company that values relationships, excellence, and growth, we'd love to meet you. Come join SHY CREATION.
    $70k-100k yearly 1d ago
  • Customer Service Representative

    Windsor Fashions 4.6company rating

    Finance service representative job in Santa Fe Springs, CA

    As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments. Essential Job Functions: Provide amazing (above and beyond) service across multiple channels Provides exceptional customer service leveraging strong problem solving and professional communication skills Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction Adheres to Customer Service procedures to handle escalation process for tier 2/3 Works as a team member and reports issues to management that are important to area/process improvement. Uses appropriate judgment in upward communication regarding department or employee concerns. Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…) Continuously adhering to our Quality Assurance standards Contributes to team effort to help achieve department objectives Provide knowledgeable answers to questions about products, pricing and availability. Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service. Job Qualifications/Requirements: Knowledge of Zendesk is a plus Available during business hours, including evenings and weekends. Be a creative problem solver Comfortable working in a high stress fast changing environment Polite, friendly attitude to deal pleasantly with customers and agents Cheerful, engaged, and uplifting tone during customer interactions Reliable in Attendance & Punctuality Ability to work under deadlines Strong multi-tasking skills Type 45 WPM Clear and articulate speaking voice Command of the English language Bilingual in Spanish a plus Computer/Internet skills/Word/Excel Mathematical skills Organizational Skills HS Diploma Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply. WINDSOR EQUAL OPPORTUNITY EMPLOYER
    $27k-36k yearly est. 1d ago
  • External Sales Representative | Southern CA (Inland Empire)

    Seller's Advantage 3.9company rating

    Finance service representative job in Riverside, CA

    Schedule: Full-time | Flexible | Travel Required Compensation: First 3 months: Base salary of $125K per year After initial period: 100% commission-based earnings On-Target Earnings: $150K - $250K NO CAP We're seeking a top‑tier, self‑driven External Sales Representative who thrives on face‑to‑face interaction, builds rapport quickly, and knows how to close. Why This Role Stands Out We provide pre‑qualified leads-you take ownership of building relationships, presenting our solutions, and closing deals. You'll work face‑to‑face with clients while being supported by a collaborative team that believes in shared success, positivity, and mentorship. About Us Seller's Advantage is a leading real estate investment company with 30+ years of experience helping homeowners sell properties quickly and hassle-free. We specialize in buying homes for cash with no fees or commissions. Our high-energy, sales-driven team thrives in a fast-paced, results-oriented environment where success is rewarded. We're expanding our External Sales team in Southern California and are looking for a high-performing, self-motivated professional who excels in face-to-face sales, relationship-building, and closing deals. Why This Opportunity Stands Out This isn't a typical remote sales role. We provide high-quality leads-you take ownership of building relationships, presenting our solutions, and closing deals. You will work face-to-face with clients while being supported by a collaborative team that values shared success, positivity, and mentorship. Who We're Looking For We need a driven sales professional who thrives on face-to-face interactions, relationship-building, and closing deals. Qualifications: 5+ years of successful sales experience (face-to-face, direct sales, financial services, mortgage, or real estate industries preferred) A strong ability to build relationships and close deals Real estate or mortgage experience is a plus, but not required Excellent communication, negotiation, and presentation skills Experience using Salesforce, RingCentral, and Microsoft Teams to track and manage sales pipelines Self-motivated, reliable work ethic-comfortable working independently while staying accountable Professional presence and strong LinkedIn profile-you understand the importance of personal branding Reliable car and willingness to travel extensively throughout Southern California (North LA to San Diego, Palmdale, Big Bear, Hesperia) Strong problem-solving skills and the ability to adapt in any situation Ability to meet deadlines, manage multiple projects, and work effectively in a fast-paced environment What You'll Be Doing Developing and executing a strategic sales plan to meet or exceed sales goals Meeting with potential clients in person, building relationships, and closing deals Leveraging Salesforce to track sales progress and manage the sales pipeline Utilizing RingCentral and Teams for daily collaboration and virtual meetings Independently scheduling appointments, travel, and follow-ups Providing top-tier customer service to maintain and grow client relationships Collaborating with the sales team to share insights, strategies, and lead opportunities Why Join Us? Compensation & Growth: First 3 months: Base salary of $125K per year After 3 months: 100% commission-based earnings On-Target Earnings: $150K - $250K NO CAP Performance-based incentives and bonuses Career growth opportunities within a rapidly growing company Work Environment & Support: Morning huddles and strong team collaboration Supportive, positive culture-team members help each other succeed Comprehensive training program (45 days) to ensure success Ongoing mentorship and sales coaching Top-Tier Benefits: Health, dental, and vision insurance (after 30 days) 401(k) Life insurance and disability coverage Ready to Take Your Sales Career to the Next Level? Apply Today! If you are a high-performing sales closer who thrives in face-to-face interactions and wants to take control of your income and career growth, apply now to join our team.
    $54k-100k yearly est. 4d ago
  • Customer Service Rep

    Mi Windows and Doors 4.4company rating

    Finance service representative job in Simi Valley, CA

    Join Milgard Windows and Doors as a Customer Service Representative, in Temecula, CA Are you passionate about delivering exceptional customer experiences? In this role, you'll be the frontline support for builders, remodelers, contractors, and homeowners, ensuring every interaction reflects our commitment to quality and service. In addition, you'll play a key role in validating warranty claims, coordinating technician visits, and ensuring timely delivery of replacement parts. Compensation starts at $ Schedule: Monday-Friday, 8:00 to 5:00 About MITER Brands MITER Brands, home to trusted names like Milgard Windows & Doors, MI Windows & Doors, and PGT Innovations, is one of the nation's largest suppliers of high-quality vinyl windows and patio doors. With manufacturing facilities across the , we're proud to serve our customers with integrity, innovation, and excellence. Responsibilities Provide top-tier support via phone and email for warranty-related inquiries. Reviewing and processing customer requests with accuracy and efficiency. Scheduling field technicians for warranty repairs within your assigned region. Managing customer accounts and ensuring satisfaction through proactive communication. Handling payment transactions securely and professionally. Collaborating with internal teams-field service, sales, plant management, and engineering-to resolve issues. Prioritizing and expediting special requests to meet customer deadlines. Maintaining a positive and flexible attitude in a fast-paced environment. Performing clerical and administrative tasks as needed. Qualifications A high school diploma or equivalent (some college coursework preferred). 1-2 years of experience in customer service, preferably in manufacturing or building materials. Experience in window sales or millwork is a strong plus. Excellent communication and multitasking skills. Strong attention to detail and organizational abilities. A collaborative mindset and ability to work across departments. What We Offer Our benefits package includes coverage of your health, wealth, and wellness for you and your eligible spouse/dependents. We offer a competitive salary and benefits package, including a 401k with company match and generous paid time off to help you balance your life. Below is a list of benefits you will enjoy while working with our company. - Three comprehensive Medical plan options Prescription Dental Vision - Company Paid Life Insurance - Voluntary Life Insurance - Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance - Company-paid Short-Term Disability - Company-paid Long-Term Disability - Paid time off (PTO) and paid Holidays - 401k retirement plan with company match - Employee Assistance Program - Teladoc - Legal Insurance - Identity Theft Protection - Pet Insurance - Team Member Discount Program - Tuition Reimbursement - Yearly Wellness Clinic MITER Brands, also known as MI Windows and Doors, Milgard and PGT Industries are an equal-opportunity employer. The company does not discriminate based on religion, race, creed, color, national origin, sex, age, disability, handicap, veteran status, sexual orientation, genetic information, or any other applicable legally protected category.
    $33k-38k yearly est. 1d ago
  • Superstar Sales Reps Only

    California Deluxe Windows

    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.
    $43k-80k yearly est. 4d ago
  • Sales Representative

    California Mantel & Fireplace, Inc.

    Finance service representative job in Anaheim, CA

    California Mantel & Fireplace, Inc. has been a trusted whole hearth supplier for 30 years, manufacturing and installing mantels and leading fireplace brands, Heatilator and Heat & Glo. Our goal is to provide a centerpiece of warmth and class for every home, creating the desired look and feel for our customers. We are recognized by the building industry as setting the highest standard in value, quality, and customer service. Based in Sacramento, CA with a division in Anaheim, CA, we service the nation's largest developers, custom homeowners, and homebuilders. Our extensive selection of styles, finishes, and colors ensures an elegant fireplace mantel that is custom-fitted and installed with precision and care by trained professionals. Role Description This is a full-time, on-site role for a Sales Representative located in Anaheim, CA. The Sales Representative will be responsible for building and maintaining relationships with customers, identifying sales opportunities, presenting and explaining the features and benefits of our products, and completing sales transactions. The Sales Representative will also provide exceptional customer service, follow up on leads, and stay up-to-date with industry trends and product knowledge to address customer inquiries effectively. Qualifications Proven experience in sales, preferably in a related industry Strong communication and interpersonal skills Ability to build and maintain relationships with customers Excellent customer service skills Knowledge of fireplace mantels and hearth products is a plus Self-motivated, goal-oriented, and able to work independently Familiarity with CRM software and sales processes High school diploma or equivalent; bachelor's degree preferred Ability to work on-site in Anaheim, CA
    $42k-79k yearly est. 22h ago
  • Floral Sales Represenative

    Mellano & Company

    Finance service representative job in Los Angeles, CA

    Mellano & Company is a leading floral grower and distributor committed to quality products and exceptional customer service. We are seeking a motivated Floral Sales Representative to join our Los Angeles team and play a key role in expanding our customer base and driving revenue growth. Position Summary The Floral Sales Representative is responsible for building and maintaining strong customer relationships through product expertise, consultative selling, and outstanding service. This role manages the full sales cycle, including prospecting, order entry, account management, and ongoing client engagement, while consistently meeting or exceeding sales goals. Key Responsibilities Provide exceptional service to existing and prospective customers by understanding needs and delivering tailored floral solutions. Plan and prioritize daily sales activities to maximize customer satisfaction and sales results. Develop and execute a territory sales plan aligned with company objectives. Build a new book of business with a target value of $1 million within the first year of employment. Maintain and grow customer accounts by selling products and services and ensuring accurate account setup and order processing. Enter sales orders into the POS system and manage account information accurately. Conduct daily outbound sales calls and cold calls to generate new business. Manage sales activities and customer interactions using CRM tools. Conduct client visits and periodic business reviews. Resolve customer issues professionally, including product credits and service concerns. Partner with the Receivables Department to ensure customer accounts remain current. Participate in weekly sales team meetings, management updates, and ongoing sales and customer service training. Collaborate effectively with team members while also working independently to achieve results. Perform additional duties as assigned to support business needs. Qualifications and Experience Floral sales experience required. Proven track record of meeting or exceeding sales and profit goals. Strong goal orientation with the ability to manage and achieve sales targets. Solid product knowledge and a customer-focused approach. Proficiency with computers and business software, including POS systems and CRM tools. Ability to work collaboratively in a team-oriented sales environment. Bilingual in English and Spanish preferred. What We Offer Competitive compensation and performance-based incentives. $20 - $25 per hour plus commission. Ongoing sales and customer service training. Opportunities for professional growth within a respected organization in the floral industry. Mellano & Company is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. Principals only. Recruiters, please don't contact this job poster. Please do NOT contact us with unsolicited services or offer
    $20-25 hourly 3d ago
  • Entry Level Sales Representative

    Apex Marketing Solutions

    Finance service representative job in Torrance, CA

    Apex Marketing Solutions is looking for a motivated and detail-oriented Entry Level Sales Representative to join our team in Torrance. In this role, you will interact directly with customers to promote telecom products and services on behalf of our client, helping them find the right solutions while driving results and delivering great service. This is a great opportunity for someone with a background in sales, retail, or hospitality who is looking to take the next step in a fast-paced, people-focused environment. We are looking for sharp, energetic Entry Level Sales Representatives who are ready to build a career in sales. As an Entry Level Sales Representative, you'll gain hands-on experience with customer engagement, sales strategy, and brand support, with opportunities to grow into leadership positions. What You'll Do As An Entry Level Sales Representative: Engage directly with customers to identify their needs and recommend telecom products and services Walk new customers through the sales process and provide clear, helpful information along the way Offer additional services and upgrades tailored to the customer's goals to increase overall sales value Keep detailed records of customer interactions and follow up to build long-term relationships Share insights and best practices with the Entry Level Sales Representative team to strengthen results and hit sales goals What We're Looking For In An Entry Level Sales Representative: 0-2 years of experience in sales, retail, hospitality, or another customer-facing role Strong communication and problem-solving skills A positive, professional attitude and the ability to adapt quickly Interest in growing within a sales-driven team environment High school diploma or equivalent At Apex Marketing Solutions, we believe your career should move forward with every step. We provide the tools, mentorship, and support to help you thrive in entry level sales and beyond. Ready to start your next chapter in sales? Apply today for our Entry Level Sales Representative opening!
    $42k-79k yearly est. 60d+ ago
  • Investment Banker - Healthcare (MedTech) - Vice President

    JPMC

    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
    $121k-221k yearly est. Auto-Apply 60d+ ago
  • Interested in a future role?

    Taara

    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.
    $71k-120k yearly est. Auto-Apply 60d+ ago
  • Associate Banker Government -Middle Market Banking & Specialized Industries

    Jpmorganchase 4.8company rating

    Finance service representative job in Los Angeles, CA

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Associate Banker is for you. In this role you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue. As a Banker Associate in the Government - Middle Market Banking team, you will play a crucial role in complementing your banking team, while also operating semi-independently to introduce our comprehensive solutions to government clients and prospects. You will support bankers and treasury management officers in expanding and nurturing state and local governments within the Middle Market Banking & Specialized Industries target space. Your systematic approach to relationship management and prospecting will be instrumental in identifying needs and suggesting the suitable banking services. Your extensive local connections and market knowledge will be invaluable in this role. Job Responsibilities: Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills: 3+ years with above average performance results in a similar banking role or related experience. Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to work independently and develop and maintain internal and external relationships Demonstrated ability to present to clients and prospects to create and retain new and profitable relationships in a highly competitive environment Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills: Bachelors degree preferred Excellent problem solving, oral, and written communication skills Superior knowledge of the market dynamics and its business environment preferred 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.
    $27k-51k yearly est. Auto-Apply 52d ago
  • Customer Service Representative

    Azazie, Inc.

    Finance service representative job in San Jose, CA

    About Us: AZAZIE stands as the leading direct-to-consumer (DTC) e-tailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options. Job Overview: Azazie's Design team is the driving force behind our brand's commitment to beautiful, authentic designs with quality materials and construction. We are seeking an entry level Associate Designer to join our growing design team! This position reports directly to Azazie's Lead Designer and will be a key voice in assisting the creative process. Responsibilities and Duties: Reports to Lead Designer and provides vital support during the development stage. Research market trends, inspirations and new colors Sketch initial concepts/flats (digital or illustrator) for the design team. Assist is the development of tech-packs (with detailed instruction) for all categories. Correspond with factory throughout development (update sketches, provide corrective instruction) Organize development charts and monthly line sheets (Writing product descriptions, web info and input styles submitted per monthly development). Maintain a deep understanding of Azazie products, including all categories. Aid Lead Designer with fabric, lab dip approvals and source locally and with overseas vendors to collect new fabric qualities. Collaborate with the design team in fabric research to provide samples. Organize shipment of fabric and samples to our sample room. Document monthly audit style reports and create presentations to target findings. Attend line review meetings with the Creative Director, Lead designer to review products from the sample room and vendors. Assist Lead designer with regular scheduled projects including development cycles, Special projects, New colors, Fabric Development, New Collection Developments/ Launches, etc. Assist with interdepartmental projects as needed. Travel to the overseas locations for development and execution as needed. Qualifications: Must be located in Los Angeles Bachelor's Degree in Fashion Design or related field 2+ years of relevant fashion experience Must present an online portfolio of design work, showcasing your proven track record of successfully launching products from concept to launch, detailing your role in each. An acute eye for style, color, fabrication and construction Experience with Adobe Creative Cloud programs, Microsoft Office and Excel Strong communication skills (email and personal) Ability to adapt and work in a fast-paced, structured environment Benefits: 100% Medical, Dental, Vision, Life insurance offered after a 60-day probationary period Paid vacation days and sick leave Paid Holidays + Floating Holidays 401k Free snacks and drinks in office Employee discount Company engagement events Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close, distance and color vision. Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $32k-42k yearly est. 1d ago
  • Investment Banker - Pharma/BioTech - Vice President

    JPMC

    Finance service representative job in San Francisco, CA

    We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients. Job Responsibilities Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants Providing timely market information Participating in business and company events to identify new business opportunities and pitch for new clients Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require Required qualifications, capabilities, and skills 6 years prior work experience in an investment banking front office role Bachelor's degree in Finance, Accounting, Business Administration, or other related field 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
    $121k-221k yearly est. Auto-Apply 60d+ ago
  • Part Time Associate Banker San Gabriel English and Mandarin Required(30 Hours)

    Jpmorganchase 4.8company rating

    Finance service representative job in San Gabriel, 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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. English and Mandarin required Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. 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.
    $27k-51k yearly est. Auto-Apply 6d ago

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Top 10 Finance Service Representative companies in CA

  1. Travis Credit Union

  2. First Foundation

  3. What's In The Icebox

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  5. San Diego County Credit Union

  6. Hanmi Financial

  7. Educational Employees Credit Union

  8. Enterprise Bank

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