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  • Route Service Representative - Medico Long Angeles

    American Textile Maintenance Co 3.5company rating

    Finance service representative job in Los Angeles, CA

    We are Southern California's leader in uniform and linen services - family owned and operated since 1932. Our proud heritage of quality service started 89 years ago, and the operation has remained in the family ever since for 4 generations. Medico Professional Linen Service is a uniform and linen service specializing in private practice and medical clinic businesses in the Southern California area. This operation is the largest linen and uniform service specializing in this niche in the United States and is now being mirrored by our industry peers in other regions of the country. Our values of team work, quality, and service have been at the heart of what we do and have strengthened our brands and business relationships. The Route Representative is responsible for servicing the accounts of Medico Professional Linen. Medico Professional Linen Service is a textile rental service organization. Primary responsibility is the customer service of existing and new accounts. If you are career minded and growth-oriented and have aspirations to work for a company that is the leader in quality and service in its industry, then this position is for you. This position is responsible for servicing a broad range of customer accounts. Skills and Abilities: Must have the ability to communicate effectively both verbally and in writing. Required to maintain an eligible driving record. Preferred knowledge and understanding of linen industry. Knowledge and understanding of maintaining route books, route billing and codes. Knowledge and understanding of operating a hand held device. Ability to work well with others and problem solving customer concerns onsite. Must have a professional manner and appearance. Must have exceptional organization and customer service abilities. Must have the ability to learn and participate in group training sessions. Computer literate. Position includes required ability to lift more than 30lbs and required ability to stand and walk for eight or more hours per day. Education: Must have a high school diploma or GED equivalent. Experience: Must have an eligible driving record with at least 5 years driving experience. Class A Drivers preferred. Benefits: Hourly Wage Pension Plan Comprehensive Insurance Program Paid Holidays and Vacation Serious Applicants only! Job Type: Full-time Salary: $23.00 - $26.00 per hour (Class C) $25.00 - $28.00 per hour - Class A Benefits: Dental insurance Health insurance Paid time off Vision insurance Schedule: 10 or 8 hour shift Monday to Friday Must be available weekends Work Location: In person American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $23-26 hourly 1d ago
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  • Customer Service Representative

    Appleone 4.3company rating

    Finance service representative job in Oxnard, CA

    We are seeking a Customer Service Representative (CSR) with strong experience handling high volumes of phone and email inquiries in a fast-paced, service-oriented environment. The ideal candidate is dependable, organized, and comfortable using multiple systems to support customer needs efficiently and professionally. Key Qualifications: Excellent work ethic and reliable attendance record Strong communication skills, both written and verbal Proficient in email correspondence, including grammar, formatting, and tone Ability to handle high volumes of emails and calls while maintaining attention to detail Comfortable working under deadlines and managing multiple priorities Receptive to feedback and able to make prompt adjustments Proficient in Outlook; able to manage inbox, calendar, and reminders Familiar with CRM systems and able to learn new platforms quickly Strong desire to learn, grow, and contribute to a team environment Responsibilities: Provide prompt, courteous, and accurate responses to customer inquiries by phone and email Support order processing, account maintenance, and issue resolution Maintain accurate and up-to-date customer records in CRM and related systems Troubleshoot and resolve product or service issues, escalating when necessary Assist with quoting and coordination of customer projects, including freight estimates Manage a designated customer base or region and maintain strong working relationships Work cross-functionally with internal departments to meet customer expectations Ensure timely follow-up and resolution of open customer service issues Maintain a professional and service-focused approach in all communications Contribute to team goals and support continuous process improvements Requirements: High school diploma or GED required Minimum 2 years of customer service experience, preferably in a high-volume setting Proficient in Microsoft Outlook and Office Suite (Word, Excel, Teams) Experience with CRM systems Excellent organizational and time management skills Strong written communication, spelling, and grammar To Apply: Submit your resume for immediate consideration. This is an excellent opportunity to join a reputable organization that values professionalism, teamwork, and customer satisfaction. Contact Claudia Scrofani with AppleOne Ventura for additional information. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: *********************************************************************************** The pay transparency policy is available here: ******************************************************************************************** For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
    $30k-37k yearly est. 2d ago
  • Loan Servicing Associate

    Royal Business Bank 4.1company rating

    Finance service representative job in Los Angeles, CA

    Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes; Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies; Assist customers and staff with loan-related inquiries; Perform loan account maintenance; Ensure compliance with all applicable government, investors, and bank regulations; Perform other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus SKILLS/ABILITES Strong interpersonal and customer service skills Positive attitude PC proficiency in Microsoft Office Detail-oriented and follow-through skills. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
    $36k-43k yearly est. 2d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Finance service representative job in Camarillo, CA

    Camarillo, California;Oxnard, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 4d ago
  • Leveraged Finance Associate - Los Angeles

    Sonder Consultants 4.4company rating

    Finance service representative job in Los Angeles, CA

    Leveraged Finance - Los Angeles The Firm & Opportunity An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation. Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion. Hiring Profile The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy. Additional qualifications include: Elite academic credentials; Juris Doctor from an ABA-accredited law school Training at a top-tier BigLaw platform California Bar admission preferred, or eligibility to sit for the California Bar Why This Role This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group. Why This Firm The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family. Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being. Interested? For a confidential discussion, please contact Cole Evarts at *********************************. About Sonder Consultants Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
    $46k-80k yearly est. 23h ago
  • Customer Service Representative

    Karen Kane 3.6company rating

    Finance service representative job in Vernon, CA

    We're looking for an Ecommerce Customer Service Representative to join our team by assisting customers placing online orders through inbound calls, outbound calls, and email correspondence. Do you have excellent communications skills and problem-solving skills? This may be the perfect job for you! This is an on-site position based in Los Angeles, CA. The ideal candidate for this job is engaging, client-centric, focused on finding solutions, and committed to providing A+ customer service. About the Role - Job Responsibilities Include: Respond, answer, and resolve any customer inquiries and concerns Help customers place orders over the phone; increase revenue through cross-selling and up-selling merchandise Communicate with customers who are experiencing various issues through emails, phone calls, and live chat Develop and maintain a strong knowledge of our clothing and other products, as well as our current promotions Help receive and prepare incoming ecommerce merchandise so that it is shipment-ready for our customers Provide product detail to our Ecommerce team to help improve online product descriptions Communicate clearly with all departments in writing and/or verbally regarding defective and unacceptable merchandise Offer suggestions as needed to improve team processes or efficiencies Respond promptly and accurately to customer inquiries and requests Assist customers with placing, tracking, and returning orders Work with Ecommerce team on related initiatives and activities as needed Qualifications - Candidate Requirements: High school diploma / GED Experience working with Gorgias, AirCall, Shopify and/or similar Ecommerce platforms systems preferred Ability to read, write, and speak in both English and Spanish (bilingual) Self-motivated with the ability to question and learn new tasks quickly Ability to empathize with and prioritize customer needs Ability to determine customer needs and provide appropriate solutions Highly motivated, energetic and upbeat personality Microsoft Office Knowledge - Outlook, Excel, and Word Ability to work independently and with a team Pay range and compensation package - Benefits: 401k plan with partial company match Comprehensive healthcare, dental, and vision plan Clothing discount Voluntary life insurance, as well as short-term and long-term disability policies Voluntary free annual biometric health test Early access to company sample sales Company-sponsored Wellness program Access to free monthly health & mindfulness webinars Seasonal monetary awards for participation in company Fitness Challenges Partial healthcare-subsidized fitness membership to 10,000 gym locations across the country Company-subsidized discounts to theme parks & local attractions, including Disneyland, Knotts Berry Farm, Universal Studios, Legoland, Six Flags, Sea World, and Southern California sports teams; discounts to brands including Vitamix, Sonos, and others
    $28k-35k yearly est. 1d ago
  • Financial Reporting Associate

    Dailylook 3.3company rating

    Finance service representative job in Los Angeles, CA

    Los Angeles, CA, USA (on-site, not hyrbid or remote) DailyLook, a subsidiary of Victoria's Secret & Co. (NYSE: VSCO) since being acquired in December 2022, is seeking a Financial Reporting Associate to join the finance and accounting team. Qualifications for the Position Bachelor's degree in Accounting, Finance, or a related field CPA preferred At least 2+ years of relevant experience is a must Knowledge of SOX 404 compliance & internal controls preferred Strong knowledge of GAAP and financial reporting. Experience with ERP systems (NetSuite preferred). Advanced proficiency in Microsoft Office and other financial tools. Excellent analytical, organizational, and leadership skills. Exemplary interpersonal communication skills both verbal and written Highly motivated, collaborative Experience in a Startup or Retail industry is an extra plus! An intellectually curious team player with a no-compromises approach to work quality, attention to detail, organization, and the ability to manage multiple priorities and projects in a fast-paced environment Self-motivated, detail-oriented, hands-on go-getter with the ability to build and overhaul processes, take initiative, work independently and proactively, multi-task, and remain flexible with changing priorities “I'll find a way!” mindset where you can leverage your autonomy within your role to think outside the box Demonstrated ability to communicate and collaborate effectively across global teams by adapting to diverse cultural norms, respecting time zone differences, and leveraging digital collaboration tools to maintain alignment and productivity Skilled in building trust and fostering inclusive communication styles that support clarity, empathy, and shared goals in international work environments Ability and willingness to work on-site at our office in Downtown LA office 5x a week. Responsibilities Play a key role in the month end financial statement close process by preparing month end journal entries and account reconciliations. Coordinate with internal & external auditors as needed Prepare the monthly, quarterly and annual financial statements and supporting financial reporting packages. Ensure compliance with GAAP and other financial regulations. Prepares the budgeting, forecasting, and variance analysis. Prepares various scenarios for forward looking finance requests as needed Implement and improve financial reporting processes and internal controls. Other responsibilities (i.e. special projects, ERP enhancements, system uplift procedures, internal controls, and ad hoc analyses as requested.) Collaborate with other departments and provide necessary financial information to help monitor KPI performance Prepare monthly KPI results Reports to Senior Accounting Manager Compensation & Benefits The base /pay for this position ranges from $85,000-$100,000. This is an exempt position. Pay is based on a number of factors including job-related knowledge, skills, and experience. In addition to base compensation, Adore Me offers employees the following benefits: 401(k) Access to virtual health and wellness support Medical, dental, and vision Paid holidays Sick time Paid parental leave for new parents Paid prenatal leave FSA Access to virtual family-building care platform Commuter Benefits Supplemental Life Insurance Voluntary Short & Long Term Disability Insurance DailyLook is proud to provide equal opportunity to all employees and qualified applicants without regard to race, color, religion, national origin or citizenship, age, sex, marital status, ancestry, legally protected physical or mental disability, veteran status, gender identity, sexual orientation or any other basis protected under applicable law. By applying for this position, the applicant authorizes DailyLook to check all references list on your application and/or resume.
    $85k-100k yearly 3d ago
  • Customer Service Representative

    Ultima 4.3company rating

    Finance service representative job in Culver City, CA

    Job Title: Customer Service Representative Job Type: Full Time About Us At Ultima, we're not just selling products-we're offering real solutions to real challenges. As a CSR, you'll be on the front lines of our growth strategy, connecting with prospective customers, understanding their needs, and delivering value that makes a measurable difference. We're building a team that values integrity, performance, and people-and we want you to be part of it. Job Summary As a CSR you'll be the key point of contact for customers. You'll answer any questions, queries and concerns all while being the face of the company! Your role ensures that all customers feel informed, supported, and excited while learning about our Client. Key Responsibilities • Engage with customers face to face providing friendly support • Proactively identify customer needs and recommend appropriate products, upgrades, or solutions • Handle inquiries related to pricing and general information • Achieve individual and team sales targets through excellent service and persuasive communication • Maintain up-to-date knowledge of our client's products and services Qualifications 1-3 years of experience in customer service, event coordination, or hospitality Excellent verbal and written communication skills Strong problem-solving skills and the ability to stay calm under pressure High attention to detail and exceptional organizational skills Positive, team-oriented attitude with a passion for creating memorable experiences What We Offer Competitive salary and benefits package Opportunity to travel to live events (as applicable) Fun, collaborative, and creative work environment Clear growth path in the customer experience and events space Exposure to exciting high-profile brands How to Apply: Submit your resume for consideration! Interviews will be held in person at our Culver City office beginning this week! If you're out of state we can arrange a virtual meeting. Looking forward to connecting with you!
    $32k-40k 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 23h ago
  • Floral Sales Representative

    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 2d ago
  • Trader - Investment Grade Credit

    Doubleline Group LP

    Finance service representative job in Los Angeles, CA

    The Trader will be responsible for the trading of investment grade corporate bonds on behalf of a diverse base of client investment vehicles including mutual funds, UCITs, ETFs, and separately managed institutional accounts. The Trader will work in close collaboration with Portfolio Managers and Credit Analysts to ensure alignment of trading strategies with portfolio objectives and credit views. Job Functions Trading Ensure best execution, routing, and fair allocation Ensure compliance with all portfolio guidelines Allocate and ticket all trades Maintain records (blotter & best execution) Work with settlement team on unresolved trade issues Collaboration with Portfolio Manager Track and manage cash positions across portfolios Deliver concise market intelligence updates to inform trading and portfolio decisions Identify/generate trade ideas Alert any changes in restricted trading lists Collaboration with Credit Analysts Track and manage primary calendar Provide information & recommendation on corporate actions Monitor/Alert market news and trends Monitor/Alert market movements, especially outliers External Relationships Develop and maintain formal, strategic relationships with broker-dealer trading, sales, and syndicate teams to enhance market access, liquidity, and trade execution quality. Undertake ad-hoc projects as necessary Qualifications Bachelor's Degree At least 2 years of investment grade bond trading experience required, preferably on the sell side Proficiency in Bloomberg Credit training is a plus Demonstrated attention to detail and collaborative Base Salary Range The estimated base salary range for this position is $100,000 - $150,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.
    $100k-150k yearly 13d ago
  • Part Time Associate Banker Simi Valley - Camarillo, Oxnard Area(30 hours)

    JPMC

    Finance service representative job in Oxnard, 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. 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.
    $53k-105k yearly est. Auto-Apply 60d+ ago
  • Trader

    Signature Estate & Investment Advisors, LLC

    Finance service representative job in Los Angeles, CA

    JOB TITLE: Trader EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Investment Services REPORTS TO: Managing Senior Partner SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills. DUTIES AND RESPONSIBILITIES: Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines. Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs. Monitor market conditions, trading workflows, and best execution practices. Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues. Maintain trading logs, compliance documentation, and detailed transaction records. Support the creation and maintenance of investment models and portfolio implementation processes. Communicate with the advisor team regarding trade status, timing, constraints, and market impacts. Performs other related duties as assigned by management. QUALIFICATIONS: Bachelor's degree in Finance, Economics, or a related field preferred. 1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage. Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows. Experience with RIA custodians (Schwab, Fidelity) preferred. Exceptional attention to detail, accuracy, and organizational skills. Ability to work collaboratively with advisors and internal teams. Strong ethical standards and commitment to a fiduciary environment. COMPETENCIES: Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
    $63k-105k yearly est. 3d ago
  • Bilingual Japanese Programmatic Trader

    MiQ Digital

    Finance service representative job in Los Angeles, CA

    Title: Bilingual Japanese Programmatic Trader THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our Trading Team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands. We are looking for a Bilingual Japanese Programmatic Trader - based in LA - amenable to work following Japan office hourse (GMT+9) - Fluent in Japanese (Native/N1/N2 levels) and also speaks English - Open to training in programmatic advertising WHO YOU ARE YOUR PERSONALITY We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below. Passion - We love and live what we do. Determination - We always find a way to ‘figure it out'. Unity - We hold each other accountable. We win and lose as a team. Agility - We anticipate the unexpected, embrace and adapt to change. Courage - We dare to think unconventionally. WHAT YOU'LL BE DOING Delivery: Accomplishing tasks on time and to a high quality, managing different deadlines and priorities Managing a portfolio of clients and ensuring that all are performing & pacing optimally. Setup campaigns to succeed from day 1. Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals . Troubleshoot campaign challenges. Implementing campaign optimizations within the DSPs. Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc. Client Reporting & optimization commentary. Delivery & incremental forecasting. Project Management: Staying focused and contributing to projects. Organizing stakeholders and multiple milestones Provide avails, pricing, and strategy recommendations for new campaigns. Partnering with the other members of the trading team to enhance internal tools & processes. Feedback & test new Trading products to help drive future enhancements Internal Collaboration: Working with internal stakeholders, building relationships, and working across differences to find solutions Building great relationships with the sales & account management team on your commercial pod Working with other commercial teams to deliver custom client solutions Communication: Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes Explaining strategy & optimizations to internal & external partners Articulating to clients how MiQ's Trading technology & expertise sets us apart. Innovation: Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working. Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals. Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms YOUR QUALIFICATIONS Hard skills Analytical skills are essential Experience with large datasets in Excel and BI tools Experience with Xandr, DV360, The Trade Desk, or any DSP preferred 1+ years' experience running programmatic campaigns preferred Soft skills A start-up mind-set Attention to detail Accomplished communicator Ability to work both independently and collaborate within a team environment Great time management skills Motivated - You bring an entrepreneurial mindset to the table Determined - You always find a way to ‘figure it out' A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions. Energetic - You enjoy building relationships and bring passion to whatever you do Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new. Alignment with MiQ's core values A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm A dream to grow your career as the company scales WHO WE ARE We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places. Our business keeps growing and our company keeps getting better because we keep hiring smart new people. People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us. If that sounds like you, we'd love to hear from you. WORKING AT MIQ OUR COMMITMENT TO INCLUSION AND DIVERSITY Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team. If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce. Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential. BENEFITS & PERKS - US MARKET Health benefits - covering medical, dental, vision with HSA and FSA options Company paid basic life, long-term disability plans and variable life insurance program 401k Matching Program An Employee Assistance Program (EAP) Paid maternity and paternity leave A Nursing Mother's Program Generous PTO policy in addition to paid holidays Tax Free Benefits (Commuter/Health/Dependent Care) Continuous education and training Flexible remote working policy with optional office use for those who need it during 2022 Apply Today Equal Opportunity Employer E-Verify Employer
    $63k-105k yearly est. Auto-Apply 12d ago
  • Bilingual Credit Risk Associate for Japanese Corporate Banking in Los Angeles, CA

    MUFG (DBA

    Finance service representative job in Los Angeles, CA

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Job Summary: Portfolio management for designated customers. Responsible for the underwriting and portfolio management of Japanese Corporate loan portfolio clients. As focusing on subsidiary lending, designated customers will be complex relationships focusing on non-investment grade clients, customers with a large credit exposure, structured finance transactions, and customers with complex corporate structures. Major Responsibilities: Portfolio Management & Underwriting * Perform due diligence and regularly scheduled credit reviews. * Analyze credit risk of the designated portfolio, determine accurate ratings and make recommendations of accurate and timely ratings to management; designated customers will be more complicated ones than those assigned to junior PMs, such as lower graded customers, customers with large credit exposure, customers with structured finance transactions, and customers with complex corporate structure. * Prepare detailed credit analysis and credit applications in accordance with Bank's credit policies and procedures such as Americas Credit Standards, Americas Credit-Related Procedures, Credit and JCB's internal operating manuals, evaluating the borrower's industry, business, legal and financial risks, and recommend extensions of credit. * Manage deadlines and workload in accordance with the schedule. * Function as a subject matter expert with regard to particular industries and industry subsectors. * Fully understand and be able to assess risk of standard bank products including loans, standby letter of credit, trade finance, foreign exchange, derivatives, securitization, and lease. * Interview the borrower's senior management to assess their business/financial risks/challenges. Maintain direct communication with assigned customers, if needed by RM (relationship manager). * Coordinate and communicate critical account information to various related parties throughout the bank. * Oversee covenants compliance, facility due date, condition/instruction/report required, and call memos. * Perform other risk related functions as needed. Deal Support * Work with business lines/product groups to identify prospective transactions. * Lead new deals with moderate complexity for both existing and new customers from the credit underwriting perspective with moderate supervision. Experienced associates can identify structural risks and mitigants in prospective transactions and recommend/enhance structuring of deals and covenant in line with policies and procedures. Manager will periodically check in, however, associates can also make appropriate judgement when to escalate/consult with the manager where necessary. * Advise account officers on credit risk issues, terms and conditions to craft the best possible deal with the goal of improving profit and minimizing credit cost. * While closely consulting with manager, communicate with credit division/administration with regard to rating rationale, facility structuring/exposures and ensure credit division provided with all credit related information and analysis pertinent to making a decision. Policy Compliance * Ensure compliance with external regulatory requirements (JFSA, BOJ, FRB, OCC and FDIC). * Ensure compliance with internal policy and procedures by understanding and adhering to Americas Credit Standards, Americas Credit-Related Procedures, Credit Rules, Procedures for Credit Ratings, JCB Operating Manual, and any other applicable pronouncements. Support Dept. managers in credit risk management process. * Support junior analysts on OJT basis as assigned by the manager (experienced associate). * Study, develop and improve analytical skills through close communication with related divisions, such as Americas Credit Rivew, Credit departments, Credit Policy Office and other Credit Divisions with support from managers. * Assist managers in the training efforts. * Maintain and monitor compliance reporting requirements. Qualifications Requirements include: * Ability to multi-task and work under high stress and time-sensitive work environment * Strong time management skills; attentive to details for accuracy and integrity * Strong organization skills and ability to manage multiple projects * Proficient in MS Office including Outlook, Word, Excel and PowerPoint. Knowledge in banking applications is a plus. * Sound knowledge in finance, accounting, legal, regulations for commercial banking products * Bachelor's degree in a related field such as accounting, finance. * MBA/ CFA, a plus * 3-5 years working experience in large financial institutions, credit and risk related function in equivalent organizations analyzing general corporate customers and making credit recommendations or other financial related roles such as M&A in accounting firms, business analysis in accounting/ consulting firms, analyzing subsidiaries performance in corporate finance function. * Previous experiences including handling a segment of an industry vertical or a primarily investment grade commercial loan portfolio and coordinating with execution team for proper booking of newly assigned accounts, preferred. * Japanese language skills * Demonstrate innovative and strategic thinking The typical base pay range for this role is between $103K - $125K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
    $103k-125k yearly Auto-Apply 3d ago
  • Programmatic Trader

    Daviselen Advertising 3.7company rating

    Finance service representative job in Los Angeles, CA

    This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients. Main Duties and Responsibilities Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients Implement best practices for bidding, budget management, and reporting Support the documentation of optimizations and learnings Collaborate with account and product personnel on programmatic media plans Educate internal and external teams Design and implement strategies to improve performance for clients, supporting recommendations with results data Work to establish and manage existing PG, PMP, or other inventory lines with vendors Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client Support planning and buying teams on invoice reconciliation and buy information entry into our financial system Requirements At least 2 year of hands-on programmatic buying experience Proven ability to drive programmatic performance Proven ability to thrive in highly collaborative work environments Advanced user of at least one DSP (TTD and Amazon preferred) Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)
    $57k-90k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    First Fertility

    Finance service representative job in Thousand Oaks, CA

    If you have a great personality, love talking to people, and are ready to kickstart a career that actually matters, this is your shot. We're not just looking for someone to process paperwork; we need a natural communicator who can bring clarity and compassion to one of life's biggest journeys: helping people build their families. At Fertility & Surgical Medical Associates of California, you will be the expert voice of calm and clarity for patients during a sensitive time. How You'll Shine (and Talk to People All Day!): This role is built for someone who thrives on interaction and problem-solving. You are the go-to person, the guide, the reassuring voice that our patients rely on. Be the Compassionate Voice: You'll be the primary point of contact for patients, spending your day demystifying the complex world of insurance coverage and payment plans. If you love connecting with people and explaining things clearly, you'll excel here. Master the Process: You'll quickly become the expert in insurance verification and prior authorizations, ensuring treatments stay on track. You'll use your organizational skills to remove financial hurdles. Drive Teamwork: You'll collaborate daily with doctors, nurses, and billing specialists. You're part of a dynamic team, ensuring everyone is on the same page for a seamless patient experience. Champion Integrity: You'll handle sensitive patient information, strictly adhering to HIPAA rules. Trust and privacy are everything here. Empower the Team: You'll help train new colleagues and ensure our high standards of care never drop. Your reliability keeps the whole operation running smoothly. Qualifications and Experience: Minimum of 2 years' experience in a medical setting preferred PPO & HMO Billing experience required Strong computer skills; Strong written and verbal (phone) communication skills Neat and professional appearance High School Diploma or higher education Why You Belong Here: You're a people person. You're organized. You understand that behind every phone call and financial form is a person reaching for a dream. We offer more than just a competitive wage. We offer you a seat at the table in a mission-driven organization where your ability to connect with people has a profound, life-changing impact every single day. If you're ready to launch your career, talk to people, and help turn dreams into reality, we want to meet you.
    $33k-53k yearly est. 17d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Oxnard, CA

    Application Deadline: 02/27/2026 Address: 371 W. Esplanade Dr. Job Family Group: Retail Banking Sales & Service 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: $41,714.00 - $50,500.00 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.
    $41.7k-50.5k yearly Auto-Apply 15d ago
  • Part Time Associate Banker Santa Barbara - Ventura Area (30 hours)

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Oxnard, CA

    JobID: 210629048 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Ventura,CA $22.50-$27.60 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. 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-52k yearly est. Auto-Apply 7d ago
  • Public Services Officer

    City of Santa Monica, Ca 4.1company rating

    Finance service representative job in Santa Monica, CA

    Join the Santa Monica Police Department as a Public Services Officer (PSO)! Looking for a meaningful career, great pay, and excellent benefits? The Santa Monica Police Department is hiring Public Services Officers. A key role supporting public safety and serving our community. Why Apply? * Make a difference through daily public interaction and community support * Work in Santa Monica, a vibrant, diverse coastal city * Competitive salary & benefits with long-term career growth * Be part of a respected, community-focused police department If you have recent paid experience involving public contact and enjoy helping people, this role may be a great fit. Below is what you can potentially be making annually at Step 1 and Step 5 of the Public Services Officer salary range. Salary and Benefits Breakdown Step (1) Top Step (5) Annual Base Salary $65,736 $81,156 Education $1,315/annual 2% - Bachelor's degree 1% - Associate's degree $1,623/annual 2% - Bachelor's degree 1% - Associate's degree Bilingual Pay $1,800/annual (for Spanish, $69.23 paid bi-weekly) $600/annual (for non-Spanish, $23.08 paid bi-weekly) $1,800/annual (for Spanish, $69.23 paid bi-weekly) $600/annual (for non-Spanish, $23.08 paid bi-weekly) Uniform Allowance $910/annual ($35 paid bi-weekly) $910/annual ($35 paid bi-weekly) Bio-Hazard & Safety Pay $1,950/annual ($75 paid bi-weekly) $1,950/annual ($75 paid bi-weekly) Total $71,711 $87,439 Additional Compensation Opportunities: Other incentives not included in total above: Fully-paid Medical Insurance Premiums, Wellness Benefit of $100 annual, Paid Winter Closure, Overtime, Shift Differentials, Call Back Pay, Filming Assignment, Cost of Living Adjustments (COLA), Holiday Pay (13 Holiday Pay plus 3 non-cashable), Military Leave, Paid Parental Leave, Personal Leave, Family Leave, Bereavement Leave, Sick Leave Buy Back, Vacation Cash-Out, Employee Parking, City Paid Deferred Compensation, Tuition Reimbursement, Training/Professional Development. PLEASE REVIEW THE IMPORTANT INFORMATION BELOW: The job posting will remain open on a continuous basis. However, the initial cutoff for screening applications is 11:59 PM on January 25, 2026. Applications received after this time will be reviewed in the next screening cycle. Please ensure your application is submitted by the 25th for consideration in this round. PLEASE NOTE TEST DATES: * Written Exam: February 18, 2026 (Application window: January 5 - January 25, 2026) * Performance Test (Bicycle Obstacle Course): March 12, 2026 Please ensure you are available on the respective dates. For more information about the Santa Monica Police Department, visit Join SMPD.com Job Summary: Patrols all areas of the City, including parks, airport, beach, downtown business district, alleys, parking structures, light rail, and other City facilities by foot, bicycle, and other vehicles to provide general security services, perform facility inspections, enforce park rules, City ordinances, laws, and regulations. Representative Duties Patrols all areas of the City, including parks, airport, beach, downtown business district, alleys, parking structures, light rail, and other City facilities by foot, bicycle, and other vehicles to provide general security services, perform facility inspections. Enforce City municipal codes, laws, rules and regulations of areas assigned. Conducts general crowd and traffic control, reviews permits, monitors park fields and other City facilities for irregularities or unauthorized use. Interacts with City staff regarding general operations at assigned areas, assisting with the securing of fields, parking lots, gates and unattended property, and other City facilities as designated. Monitors storage containers and releases property when properly identified. Monitors police radio calls and responds to situations as needed. Resolves non-violent disputes and minor disturbances. Performs general crowd and vehicle traffic control as directed. Issues notices of violation, parking citations and other applicable citations, including but not limited to administrative citations to individuals in violation of municipal codes and infractions on the beach, parks, parking structures, and other areas patrolled City-wide. Writes minor non-custody reports. Utilizes noise decibel meter to test noise level. Appears in court as needed. Follows applicable safety rules and regulations. Reports hazardous, unsafe or irregular conditions within the patrol area. Provides information, direction and assistance to the public and local merchants. Responds to medical aid calls as a first responder. Performs other related duties, as assigned. Requirements Knowledge, Abilities and Skills: Knowledge of: General security practices and patrol procedures. Resource and referral information. Effective customer service techniques. Ability to: Learn relevant park rules and regulations, municipal codes, air traffic codes, police policy and procedures, penal codes, vehicle codes, health and safety codes, and business and professional codes. Interact and provide information and direction and to assist the public and City staff. Learn about City attractions and services. Make and record accurate, detailed observations. Monitor and operate radio equipment, learn appropriate radio codes, procedures. Use good judgment, grasp information quickly, and take appropriate action. Work independently. Establish and maintain effective and cooperative working relationships with City employees and the public. Provide effective customer service. Skill in: Reading, writing and communicating at an appropriate level. The use of personal computers and applicable software applications. Working with various segments of the population in difficult situations. Determining priority calls to police. Determining when to elevate incident. Riding a bicycle and operating a motor vehicle. Performing mathematical calculations at an appropriate level. Education, Training and Experience: Graduation from high school or the equivalent. One year of recent, paid related work experience involving heavy public contact. Licenses and Certificates: Possession of a valid Class C driver license. Completion of a POST approved Bicycle Patrol course for non-sworn employees within six months from the date of hire. A standard first aid certificate, CPR and POST Penal Code 832 certificates must all be obtained within the first twelve months from date of hire. Supplemental Information HOW TO APPLY: An on-line City application and required supplemental questions must be completed for this position. All applicants will be reviewed and only those candidates determined to be most qualified for the position on the basis of experience, training and education, as submitted will be invited to participate further in the selection process. Resumes, CVs and cover letters are not reviewed as part of the application screening process. NOTE: Only permanent employees are eligible for a transfer. Employees submitting transfer applications must notify the recruitment analyst via email upon submission of their application. SELECTION PROCESS: All applicants will be reviewed and only those candidates determined to be most qualified on the basis of experience, training and education, as submitted, will be invited to participate further in the selection process. Testing will consist of the following: * Written Examination: 100% * Performance Examination (Bicycle Obstacle Course): Pass/Fail BACKGROUND INVESTIGATIONS: Candidates who have successfully completed all prior phases of the selection process will be subject to a thorough background investigation. Medical Examination: Prior to appointment, candidates must successfully complete a thorough examination, including a drug screen, to determine if they meet the City's medical standards. NOTE: If three or more qualified City employees apply and pass the examination, a promotional list will be established in addition to an open-competitive list. If fewer than three qualified City employees pass the examination, the appointing authority, in accordance with the City's civil service rules and regulations, can decline to use a promotional list, in which case a promotional list will not be established for this position. Equity & Inclusion Statement The City of Santa Monica is a progressive, inclusive and culturally-rich community. As leaders in public service, we strive to be an employer of choice by attracting and retaining a highly-talented workforce where people of diverse races, religions, cultures and lifestyles thrive. Our goal is to create a welcoming and inclusive environment where our staff are empowered to perform at their highest level and where their differences make a positive impact. The City is an equal opportunity employer and strives to build balanced teams from all walks of life without regard to race, color, ethnicity, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, disability, genetic information, veteran status, or any other status protected under federal, state and/or local law. We aim to create a workplace that celebrates and embraces the diversity of our employees. Join us! REQUESTS FOR ACCOMMODATIONS: Special assistance with the application and examination process is available, upon request, for persons with disabilities. Call ************** (Hearing Impaired Only). Please note the request for reasonable accommodations must be made to Human Resources at least three work days prior to the examination WORKING CONDITIONS: Work is generally performed inside and out in seasonal climate and weather conditions where noise, dust, dirt, vibrations, odors, and fuel fumes are generally encountered. Physical demands included walking, climbing, running, bending, riding a bicycle, standing for prolonged time periods and moving of objects requiring motions such as dragging, bending and carrying and lifting up to 25 lbs. May be required to work weekends, evenings, holidays, on-call and overtime. For more comprehensive information, click HERE to access the Essential Functions Job Analysis for this job classification. The City's liberal fringe benefits for full-time employment include sick leave, holiday and vacation pay, the Public Employees Retirement System, medical, dental and vision insurance, credit union, deferred compensation, tuition reimbursement, Dependent Care Assistance Plan and priority enrollment consideration at Hill & Dale Family Learning Center, Marine Park Child Development Center, and Santa Monica Early Childhood Lab School. 01 The position of Public Services Officer requires graduation from high school or the equivalent. Do you meet this requirement? * Yes * No 02 The position of Public Services Officer requires possession of a valid Class C driver license. Do you meet this requirement? * Yes * No 03 Describe your paid work experience involving heavy public contact and/or community involvement. Please be specific. If you do not possess this experience, please indicate N/A. 04 Describe any security or patrol paid experience you have. Include in your description whether your security/patrol work was conducted on foot, in a vehicle, and/or riding a bicycle. If you do not possess this experience, please indicate N/A. 05 Describe your work experience enforcing rules, regulations and/or safety codes. If you do not possess this experience, please indicate N/A. 06 IMPORTANT INFORMATION ABOUT THE POSITION (PLEASE READ) The following are the working conditions under which a Public Services Officer may work: a. Public Services Officers are assigned to work one of three shifts: Day Watch, Night Watch and Morning Watch, covering a twenty-four (24) hour period. b. Public Services Officers will be required to work weekends. c. Unless it is a scheduled day off, a Public Services Officer works on holidays, and are paid according to their Memorandum of Understanding. d. Public Services Officers may be called upon to work overtime to complete a daily work priority or to provide coverage during personnel changes. e. Employment with the Police Department is subject to completion of a thorough background investigation. f. There is a one year probationary period. I have read the description provided above and understand that if I am selected for this position these conditions will apply. (Please initial) Required Question Employer City of Santa Monica Address 1685 Main Street, Room 101 P.O. Box 2200 Santa Monica, California, 90401 Phone ************ Website *******************************************************
    $65.7k-81.2k yearly 22d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Camarillo, CA?

The average finance service representative in Camarillo, CA earns between $27,000 and $65,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Camarillo, CA

$42,000
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