Finance service representative jobs in Carmichael, CA - 1,117 jobs
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Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Sacramento, CA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$72k-121k yearly est. Easy Apply 60d+ ago
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Part Time Customer Service Officer- $22.66 (#726)
Sunstates Security 3.8
Finance service representative job in Sacramento, CA
Become part of one of the largest and fastest-growing privately held security companies in the U.S! Since 1998, Sunstates Security has built a national reputation for delivering exceptional services while fostering high-quality work environments for our team. We are dedicated to hiring, developing, and retaining a professional workforce that reflects our commitment to excellence.
We believe in strategic reinvestment in our people by offering a benefits package that exceeds industry standards, pathways for career advancement, extensive internal training, and employee recognition programs. Our team members are provided with the tools, knowledge, and hands-on management support necessary for long-term success.
Our commitment to a superior workplace culture is reflected in our most recent national accolades. Sunstates Security is proud to be recognized as a 2026 Forbes Dream Employer, an honor based on independent employee feedback and workplace excellence. Additionally, we have been named a 2026 Training MVP by Training Magazine, marking the third consecutive year we have accepted this prestigious recognition. We also continue to be celebrated for our steady growth and stability on the Inc. 5000 list of America's fastest-growing private companies.
At the heart of everything we do are our core values of honor, integrity, and trust. If you are searching for a rewarding career with a proactive security partner that protects some of the country's leading organizations, we invite you to explore the possibilities at Sunstates Security. Join a successful, growing team where your talent is appreciated and have opportunities to advance your professional career.
Job Skills / Requirements
HIRING IMMEDIATELY
Sunstates Security is hiring a Part Time Customer Service Officer in the surroundings areas of Sacramento, CA area. This position offers a pay rate of $22.66/hr, paid weekly.
Schedule:
Tuesday - 2:00 PM - 10:00 PM
Saturday - 2:00 PM - 10:00 PM
Includes a positive work environment with the following benefits:
Commute-friendly location.
Extensive industry training.
Advancement opportunities.
Requirements:
CA Guard Card/ 40-hour Certificate preferred.
CPR Card.
To be considered, only those applicants who have submitted their most recent applications/resumes will be reviewed.
Successfully complete Sunstates background check which includes a 10 Panel Drug Screen and the clients more extensive background check.
Must be 21 years of age or older with a valid driver's license, a clean driving record, and more than 3 years of driving experience.
Responsibilities:
Provide exceptional customer service by upholding our standards in a friendly, professional, and courteous manner.
Conduct exterior and interior patrols of multiples building at a given time.
Ability to answer questions in a timely and professional manner for corporate employees and visitors.
Natural composure and an infectious attitude towards arising issues with the ability to adapt quickly and develop practical solutions with minimal supervision.
Prepare all required written reports in an ongoing and timely manner, including but not limited to: Daily Activity Reports (DAR's) and Incident Reports.
Ability to use Technology in a proficient way using platforms like Slack, & Emails.
Operating phones, radios, and computer systems and applications such as MAC IOS, Microsoft Office 365, and Google Suites.
Monitoring Closed Circuit Television (CCTV) and alarm panels for emergencies and potential issues.
Following site specific post orders, pass down messages, and being in compliance with employee handbook guidelines at all times.
Conduct interior and exterior patrols within an office, and industrial complex.
A Security Officer may perform a multitude of duties as specified by the Post Orders and Standard Operating Procedures (SOP). The Security Officer will read and become extremely knowledgeable of Post Orders and SOP, and will be able to act quickly and efficiently according to such directives.
Education Requirements (All)
High School diploma or equivalent
Certification Requirements (All)
CA Guard Card
Additional Information / Benefits
The Sunstates customizable benefits package includes the following minimum components:
Affordable Care Act compliant Medical Benefits Program
Dental Insurance Program
Free Life Insurance
Disability Insurance
Paid Time Off & Bereavement Leave
Paid Holidays
Direct Deposit or Pay Cards
Employee Incentives
Referral Bonuses
Employee of the Month Award
Education Reimbursement
Service Awards
Employee Involvement Initiatives
Management Mentoring and Support
Career Advancement
401K program
Only candidates who meet our rigorous employment standards and who are excellent matches for open positions (as personally verified by Site Managers) are invited to join our security team. We are proud to be an Equal Opportunity Employer and supporter of our military veterans!
Benefits: 401K/403b Plan
This is a As Needed position 1st Shift, 2nd Shift, 3rd Shift, Weekends, Flex.
$22.7 hourly 60d+ ago
Packaged Gases Customer Service Representative - West Sacamento, CA
Matheson Tri-Gas, Inc. 4.6
Finance service representative job in West Sacramento, CA
Manages sales campaigns with the intent of either scheduling appointments for sales to improve sales productivity or by gaining business via direct quote/follow up. Assesses customer satisfaction with MTG products and services via conducting surveys and provides insights for addressing customer concerns. Works closely with SBU Sales Leaders, Sales, Corporate Marketing and Customer Service.
Position Accountabilities
1.Place outbound calls with the prime purpose of scheduling appointments for sales with new or existing customers, notifying sales of committed appointment times and then following up with a courtesy call to determine customer satisfaction/needs.
2.Provides quotes or completes the sale, if campaign appropriate to directly gain new business.
3.Probes and identifies problematic situations/opportunities that could protect or yield new business for MTG and communicates the information to the appropriate function for follow up.
4.Restocks store merchandise as needed. Arranges stock on shelves or racks in sales area and keeps merchandise in order. Marks or tickets merchandise.
5.Manages requests for products, price and technical information.
6.Assist in warehouse in shipping & receiving, inventory stocking, cleaning, labeling, or other tasks.
7.Maintains showroom cleanliness by procedures set forth by management.
8.Identifies sources of leads and manages the pre-qualification process in collaboration with sales and corporate marketing.
9.Tracks result of outbound campaign efforts.
10.Backs up inbound customer service, as needed.
11.Comply with all DOT and OSHA regulations.
12.Ensure all safety rules are strictly observed.
13.Perform other projects and duties as assigned.
Qualifications
* High School Graduate with diploma and/or prior experience in outbound calling/inside sales, outside sales or marketing desirable.
* Excellent customer service skills. Ability to establish and manage customer relationships
* Ability to work independently and under some pressure to meet deadlines.
* Demonstrates a clear and effective speaking manner for the purpose of explaining information to customers and employees.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to learn MTG's business/product types/organization/transaction systems
* Excellent Telephone Communications Skills
* Excellent Organizational Skills
* Intermediate level knowledge of Microsoft Office applications (Word, Excel, Outlook E-mail).
Pay Rate: $26.00 to $28.00 per hour DOE.
Physical Demands:
Stationary Position - Frequently
Move/Traverse - Frequently
Stationary Position/Seated - Occasionally
Transport/Lifting - Occasionally
Transport/Carrying - Occasionally
Exerting Force/Pushing - Occasionally
Exerting Force/Pulling - Occasionally
Ascend/Descend - NA
Balancing - NA
Position Self/Stooping - Occasionally
Position Self/Kneeling - Occasionally
Position Self/Crouching - NA
Position Self/Crawling - NA
Reaching - Frequently
Handling - Frequently
Grasping- NA
Feeling - NA
Communicate/Talking - Constantly
Communicate/Hearing - Constantly
Repetitive Motions- Occasionally
Coordination -Frequently
Matheson is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. EOE AA M/F/VET/Disability
$26-28 hourly 60d+ ago
Customer Service Representative
Villara 4.0
Finance service representative job in McClellan Park, CA
Shift: Day (8:00 a.m. - 5 p.m.) Schedule: Monday through Friday, with occasional weekends as workload dictates - remote work is not available. The Customer ServiceRepresentative (CSR) is the first point of contact for customers and builders, handling heavy telephone and email traffic with professionalism and urgency. This role ensures accurate scheduling, superior communication, and proactive customer engagement that reflects Villara's commitment to service excellence. A successful CSR is energetic, proactive, reliable, and passionate about creating outstanding customer experiences.
Technical Responsibilities of the Job
• Create, update, and manage customer and builder work orders in ServiceTitan with accuracy and attention to detail.
• Book, reschedule, and confirm appointments for service and installation with appropriate time allotments.
• Support field technicians and supervisors by ensuring up-to-date work order information and clear communication.
Handle a high volume of inbound and outbound calls, emails, and web inquiries.
• Provide consistent, professional communication with internal and external customers.
• Make outbound “happy calls” to confirm satisfaction and educate customers on available programs or promotions.
• Identify customer needs and proactively offer promotional items, extended warranties, or membership opportunities.
• Resolve customer issues to mutual satisfaction, escalating as needed while maintaining professionalism.
• Maintain Lean work area standards and contribute to process improvements.
• Other duties as assigned.
Behavioral Responsibilities of the Job
• Exhibit exceptional communication, empathy, and professionalism in all interactions.
• Demonstrate initiative and self-leadership - take ownership of results without waiting for direction.
• Manage multiple priorities efficiently while maintaining composure and accuracy.
• Maintain a positive, team-oriented mindset and contribute to a supportive work environment.
• Embrace feedback, learning, and growth opportunities.
• Show enthusiasm for promoting Villara's mission and representing the brand.
• Display resilience and confidence when handling customer rejections or difficult calls.
• Be punctual, reliable, and accountable for personal performance.
Leadership Responsibilities
• Lead by example through professionalism, integrity, and accountability.
• Support peers by sharing knowledge and best practices.
• Actively participate in continuous improvement and Lean initiatives.
• Seek to exceed expectations - go beyond what is asked to ensure team success.
Training/Certification
• Minimum of 1 year in a customer service or administrative role
• Typing 45+ WPM
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
• Familiarity with ServiceTitan or similar dispatch/scheduling software preferred
• Demonstrated customer service and persuasive communication skills
Education
High School Diploma or GED
Individuals must be able to physically:
All physical requirements are noted on the Physical Requirements document.
Working conditions and management style:
Self-management is critical to success - arriving on time, staying on task, asking for assistance when needed etc.
Performance Standards:
• Maintain a professional attitude and image in all interactions.
• Adhere to attendance, punctuality, and conduct standards.
• Meet or exceed department KPIs, including: - Call booking percentage - Customer satisfaction scores - Memberships sold/renewed - Schedule accuracy and call handling time
• Contribute to a positive, solution-oriented work environment.
$33k-42k yearly est. 8d ago
Commodity Trader
Taiga Building Prod
Finance service representative job in Rocklin, CA
Taiga Building Products has a full-time, permanent opportunity at our Rocklin branch for a Commodity Trader. As a key member of the Commodity team, the Trader will report directly to the Management Team. We are looking for a competitive, entrepreneurial, assertive, and professional team player to join our growing team.
OUR COMPANY:
We are an established international wholesale distributor of building products, with branches across Canada and the U.S. With over 50 years of reliable service, we are a publicly listed company on the TSX, offering competitive compensation and a full benefits package.
MAIN RESPONSIBILITIES & DUTIES:
* Being extremely competitive, a visionary in their select market and area of expertise
* Establish, grow and maintain close and effective relationships with key customers and suppliers.
* Market penetration through existing contacts and assertive and quickly develop new contacts
* Have the product / industry knowledge and ability to identify opportunities for customers, (alternative more economical / efficient products to suit their needs)
* Ability to work with branches and procurement to enhance synergies.
* Customer service with product information and after-sales service (shipping information/tally revisions/claim processing)
* Strong personality for dealing with difficult situation
* Nimble in the approach, "outside the box thinking"
* Prepare various internal paperwork and reports
* Proven track record of targeting and growing accounts
* Attend periodic meetings and trade shows as required.
SKILLS & QUALIFICATIONS:
* Preferred - 3-5 years Lumber trading and/or buying experience
* Proven record delivering superior customer service
* Strong relationship-building skills
* Able to meet and exceed performance targets
* Inventory - Ability to manage inventory turnover and aged inventory.
* Full Cycle Accountability - Responsible for the whole cycle of sales including claims and inventory management.
* Considerable experience making profit-based decisions based on the weight of all factors
* Microsoft Office proficiency
* Excellent verbal and written communication skills
* Professional and polished in appearance.
COMPENSATION:
* Annual Salary: $ 90K to $100K plus (based on experience and qualifications)
* Comprehensive benefits package including medical, dental, and company-matched 401(k)
* Paid time off and holidays
* Discretionary Bonus Program
* Opportunities for growth within a stable, growing company
HOW TO APPLY?
If you're eager to contribute to a growing team and ensure operational efficiency, we encourage you to apply with your resume, referencing " Commodity Trader - Rocklin " to ******************** . Only candidates selected for an interview will be contacted.
WHY WORK FOR TAIGA?
Equal opportunity employer, leading wholesale distributor of building products within North America! Check us out at **********************
Application Deadline:
Posting date: December 8, 2025
City: Rocklin
Prov/State: California
$90k-100k yearly Easy Apply 15d ago
Part Time Associate Banker Sierra Mountain Roseville (30 hours)
Chase 4.4
Finance service representative job in Roseville, CA
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs 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
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
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.
$46k-95k yearly est. Auto-Apply 60d+ ago
Resident Services Representative
Firstservice Corporation 3.9
Finance service representative job in El Dorado Hills, CA
The Resident ServicesRepresentative position is the first point of contact between Members and Serrano El Dorado Owners' Association. Knowledge of Excel and Word will aid in the completion of various administrative duties and reports. A professional appearance, and a friendly, helpful demeanor is required.
Compensation: $22-24/hr.
FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future.
Job Responsibilities: include the following. Other duties may be assigned.
* Take calls from homeowners and vendors and handle the matter or refer to the appropriate staff member.
* Consistent use and maintenance of information in Connect.
* Association holds a small number of social events for Members and their guests and staff may be required from time-to-time to assist with set-up, and other event preparations and/or to work the event as assigned.
* Open, review, separate, date-stamp and distribute mail received.
* Process and Federal Express or courier packages for Community Management staff.
* Support staff as requested to complete filing, typing, completion of letters, flyers, and other communications as requested.
* Operate and manage the office telephone system.
* Assist in the assembly/mailing/postage of mass mailings.
* Assist with light general maintenance and set-up may be required occasionally.
* General filing, copying, and other administrative duties as may be required.
* Maintain an organized and clean workspace according to the company procedures.
* Complete company training as assigned, attend all mandatory company functions, complete timecard as per policy and adhere to FirstService Standards of Operation.
* Attend all company mandatory functions.
* Comply with company policies and procedures.
* Other duties and assignments may be required.
Skills & Qualifications:
* Must be knowledgeable and adept with Microsoft Outlook, Word, and Excel
* Must have administrative background and be able to demonstrate organizational skills and the ability to prioritize
* Demonstrates effective oral and written communication skills
* Must be able to independently answer and place telephone calls
* Must have excellent customer service skills
* Must be able to handle multiple tasks concurrently
* Public charisma and ability to develop positive relationships
* Organizational and time management skills with demonstrated ability to multi-task
* Strong ethical practices
* Ability to think and work independently and as part of a team.
* Works effectively with co-workers, clients, customers, and others by sharing ideas in a constructive and positive manner
* Addresses problems and issues constructively to find mutually acceptable and practical business solutions
* Use of good judgement
Education & Experience:
* High School Graduate or equivalent
* Minimum of one-year (1) administrative assistance work, preferably in the public or private sector of property management.
* Proficient in English
* Excellent general math skills
* Serrano El Dorado Owners' Association is open Monday through Friday from 8:00 am to 5:00 pm
Physical Requirements and Working Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Must be able to lift 35 lbs.
* Must be able to sit for extended periods of time
* Must be mobile in order to move around the office to make copies and send mail/faxes
* Must be able to effectively receive telephone calls and voice mail messages
* Must be able to respond to requests and communicate with staff, co-workers, clients, and vendors
* Outdoor set-up work required for events
* Must have finger dexterity for typing/using a keyboard
* The work schedule of this position will require, from time-to-time, hours over the 4 or 5 hours, with breaks per labor standards
* Consistent and regular attendance required
Tools & Equipment Used:
* General office equipment
What We Offer:
* Medical, dental, and vision plans (full time and part time 30+ hours)
* Part time 20+ hours qualify for dental and vision
* 401K match
* Time off including vacation, sick, and company paid holidays
* Pet insurance available
* Tuition reimbursement
* Legal services
* Free emotional wellbeing and daily life assistance support for all associates
* Domestic partner coverage
* Health savings account
* Flexible spending account
About Us:
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.
Experience exceptional service with a fulfilling career in property management with FirstService Residential.
To learn more about our company and culture, please visit ********************************
Disclaimer
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.
FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.
Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.
Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.
Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************.
Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.
Finance service representative job in Sacramento, CA
About the Role
Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits
Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules
Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly
Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
Knowledge of the Preliminary Notice and Lien Release process within various States.
Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.
Here's a Snapshot of How You'll Contribute to Our Team
Strong attention to detail with proven time management, planning & organisation skills
Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
Self-motivated, results driven and strong problem-solving skills
Great attention to detail with the ability to prioritise tasks and meet deadlines
Excellent interpersonal and communication skills - oral and written
Excellent multitasking and analytical skills
Who We're Looking For
Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.
2+ years related experience
Excellent computer skills for word processing and excel spreadsheet analysis
Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
Ability to work with difficult customers and resolve problems and issues
Occasional travel to the US may be required
Why Choose ICONIX?
This is a place where you will be empowered to do your best work.
We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered.
Base Pay: $29.75 - $34.50 per hour
Employee Incentive Plan (Annual Bonus)*
Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
Flexible health benefit plans (medical, dental, vision, ancillary)
401(k) plan with employer matching
Education assistance
Professional development
Scholarship program
Flexible work arrangements
Referral bonuses
Employee discount programs
Comprehensive employee assistance program
*For eligible employees.
Ready to build your career and realize your full potential? Apply now and join the flow! #IWW
ICONIX. Real People. Real Service. Real Solutions.
ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks.
Working at ICONIX Means Being Part of a Greater Organization
ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group.
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$29.8-34.5 hourly Auto-Apply 4d ago
Part Time (30 hours) Associate Banker, Grass Valley Brunswick, Grass Valley, CA
JPMC
Finance service representative job in Grass Valley, 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.
$50k-103k yearly est. Auto-Apply 60d+ ago
Service Desk Representative
Active Wellness 4.2
Finance service representative job in Vacaville, CA
Pay Transparency: $16.50 - $17.00 per hour (DOE) Role and Responsibilities The Service Desk Representative is a high profile customer service position delivering beyond our member's expectations. They contribute to member retention, as well as new membership sales. This person has the responsibility of being responsive to members; checking members in and acting as a resource for members' needs of goods and services while in the club facilities. The Service Desk Representative acts as the clubs first line of communication with members and creates a friendly and welcoming environment.
Specific Responsibilities
Essential Functions
* Greet members/guests enthusiastically and efficiently handle the check-in process
* Answer telephone and field calls
* Schedule services appointments and take reservations either in person or by phone
* Assist members with purchases of retail goods and club services
* Present membership information to prospective members, as well as refer them to Member Sales Department
* Be knowledgeable about all programs and activities offered throughout the center
* Promote club services and activities
* Assist with keeping the club well stocked and clean
* Inventory of food items as well as locker and laundry service
* Maintain communication log and lost & found ledger
* Handle member injury and illness incident reporting
* Administer emergency care to members and guests in need of assistance
* Work as a TEAM with all other departments
* Other duties and responsibilities as assigned by supervisor
Other Functions
* Promote club services and activities
* Assist with keeping the club well stocked and clean
* Attend Active Wellness site meetings and trainings
* Handle injury and illness and security incident reporting
$16.5-17 hourly 35d ago
Dealer Automotive Sales Representative/Finance
Alpha Motorsports of Sacramento Inc.
Finance service representative job in Sacramento, CA
Job DescriptionBenefits/Perks
Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation
We are looking for a high-performing Dealer Automotive Sales Representative/Finance to join our successful dealership. If you have a proven track record of sales experience/Finance and fantastic communication skills, we want to hear from you. As an Dealer Automotive Sales Representative/Finance you will grow our customer base by identifying potential customers, keeping in touch with existing customers, and making sure that everyone has a positive purchasing experience. You will greet guests and build rapport, answer questions about vehicles, and facilitate test drives. Mentorship programs, ongoing education. This is a great opportunity for someone with strong interpersonal skills and sales experience.
Responsibilities
Greet customers as they arrive at the dealership
Create a professional environment that builds rapport and puts customers at ease
Answer customer questions about new and used cars, vehicle specifications, and the loan application process
Use CRM software to maintain a customer database you will use to drive automotive sales
Conduct test drives and demonstrate vehicle features
Use strong negotiation skills to complete the sales process while maintaining a high level of customer satisfaction
Qualifications
High school diploma or GED equivalent is required; a bachelors degree is preferred
Valid state-issued drivers license and clean driving record are required
Prior sales experience in a dealership or showroom setting is preferred
Excellent communication and negotiation skills
Ability to manage time and serve customers with little supervision
Benefits
. Medical
. Dental
. Vision
Finance service representative job in Sacramento, CA
TITLE: FINANCIAL ADVISOR STATUS: EXEMPTREPORTS TO: MANAGER - INVESTMENT SERVICESDEPARTMENT: INVESTMENT SERVICESJOB CODE: 3201 PAY RANGE: $68,640.00 ANNUALLY $90,000.00 during the Territory Building Period ((2) full production years) $68,640.00 following the Territory Building Period.
General Description:
Meet with Credit Union members to advise, develop, recommend, implement and monitor financial planning and investment products and services. The primary products utilized are mutual funds, annuities, 529 plans and life insurance.
Tasks, Duties and Functions:
Meet with members to mutually define their personal and financial goals, needs and priorities for the development of individual financial plans.
Introduce non-deposit investment and insurance products maintaining compliance standards set forth by the NASD, SEC and current broker dealer's compliance officer.
Maintain a thorough understanding of state and federal laws and regulations related to
credit union compliance including bank secrecy and anti money laundering laws appropriate to the position.
Develop, maintain and update member-client information and files in an accurate and compliant manner.
Conduct member-client portfolio reviews on a periodic basis.
Meet with assigned branch managers and staff on a regular basis to educate on referral opportunities and to encourage referral activity.
Work with the Education Department to conduct investment related workshops for management, staff, and/or members.
Keep up to date and knowledgeable of current investment products offered through our broker/dealer.
Complete and submit weekly activity reports, annual marketing and business plans, quarterly business plan reviews and other reports as assigned on a timely basis.
Answer general questions from members in regard to investment and credit union products and services.
When appropriate promote cross-referrals or cross-sales of credit union products.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OFTHESE TASKS:
Sufficient manual dexterity to skillfully operate an on-line computer terminal, financial calculator, and other standard office equipment, including, but not limited to an adding machine, facsimile machine, and telephone.
Effective oral and written communications skills to make presentations and discuss products and services.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
INTERNAL: Management group and staff.
EXTERNAL: Members, non-members, Securities Dealers, Insurance carriers, various vendors and Credit Union league personnel.
QUALIFICATIONS:
EDUCATION: Bachelors of Arts degree is desired or equivalent experience in the personal investment field.
EXPERIENCE: Three years of experience in the sales and delivery of personal investment products and services with at least one year experience in a financial institution.
KNOWLEDGE/SKILLS: Personal computer, oral and written communication skills, organizational skills, knowledge of credit union rules, regulations and policies, knowledge of Microsoft Outlook, Word, Excel, and Access, member relations skills, ten key, HP Calculator, and Facsimile machine skills.
PHYSICAL REQUIREMENTS:
Prolonged sitting throughout the workday.
Normal corrected vision and hearing range. A telephone device to enhance hearing will be provided if needed.
Frequent travel.
REQUIRED LICENSES/CERTIFICATIONS
California Insurance Licenses: Life & Disability.
FINRA license 7 and 66 registration
Long Term Care License
Financial Planning / Wealth Management Designation or obtained within two (2) years : CFP, CWS, ChFC, AIF, AAMS, CWM, WMS, CWMS, MFP, MCEP
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
REV. 1/9/2026
$68.6k-90k yearly 8d ago
Financial Services Representative - State Farm Agent Team Member
Aaron Williams-State Farm Agent
Finance service representative job in Folsom, CA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Paid time off
ROLE DESCRIPTION: As a life insurance sales representative with the Dr. Aaron Williams State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable customer resource and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice based on life insurance.
Assist clients with portfolio management and asset allocation in the category of life insurance.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with regulations.
QUALIFICATIONS:
1+ years of experience in life insurance sales
Strong analytical and communication skills.
Life Insurance licensed
$32k-51k yearly est. 9d ago
Financial Services Representative State Farm Agent Team Member
Shoua Lee-State Farm Agent
Finance service representative job in Folsom, CA
Job DescriptionBenefits:
Opportunity for advancement
Paid time off
Training & development
401(k)
ROLE DESCRIPTION: As an FinancialServicesRepresentative State Farm Agent Team Member for Shoua Lee - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Promote successful and long-lasting customer relations.
QUALIFICATIONS:
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Experience managing client relationships is preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
Dedicated to customer service
Able to anticipate customer needs
Able to effectively relate to a customer
BENEFITS:
Paid time off (holidays and personal/sick days)
Salary plus commission/bonus
Growth potential/opportunities for advancement within my agency
$32k-51k yearly est. 12d ago
Part Time Associate Banker North Sacramento (30 hours)
Jpmorganchase 4.8
Finance service representative job in Sacramento, 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.
$26k-49k yearly est. Auto-Apply 60d+ ago
Banker
Quality Talent Group
Finance service representative job in Sacramento, CA
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financialservices, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financialservices employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$40k-84k yearly est. 11d ago
Operational Branch Services Officer
Westamerica Ban 3.6
Finance service representative job in Sacramento, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals:
Delivering a wide variety of financialservices with a superior customer service guarantee.
Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products.
Weekly Working Hours: 40
Essential Functions:
Customer Service
Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference)
Adhere to QIS standards minimum 95%.
Actively contributes to team success through clear, effective communication with Co-workers.
Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
Sales Support
Meets goal of $110/FTE per month on average.
Assist CSM with internal sales activity for new product and service referrals.
Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
Cross sell appropriate products and services to clients and prospects.
Contributes to Key Initiatives.
Decision Making and Accountability
Exercise sound judgment to protect Bank assets and control losses.
Assist CSM with Audit readiness of branch.
Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
Coach / train staff.
Meet attendance guidelines.
Respond well to constructive feedback and work to correct any noted concerns.
Support CSM with teller line coverage and schedules.
Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
Security
Adhere to Control Consciousness policies and procedures.
Follow branch security procedures in opening, closing, and branch operations.
Transaction Accuracy
Meet established standards for accuracy and compliance with policies and procedures.
Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits
Compliance Responsibilities
Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
Answer regulatory questions correctly during Audit/Branch Review.
Promotional Guidelines:
BSO's are eligible for promotion based upon the following minimum criteria:
Must be in current position for six months.
Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria.
Must not have been on counseling for same six-month period.
Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category.
CSM may require additional training/classes based upon specific branch need.
Work Environment:
The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.
Equipment Used To Perform Functions:
10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment.
Decision Making: (Give examples of decisions and recommendations made by incumbent)
Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.
Requirements
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
Good customer relations and basic math skills required.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
MENTAL DEMANDS:
Accurately count and dispense funds to customer.
Recognize opportunities to cross-sell products.
Respond positively to challenging customers.
Maintain established service standards.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description $16.50 - $20.93
$41k-56k yearly est. 60d+ ago
Retail Relationship Banker
Bank of Montreal
Finance service representative job in El Dorado Hills, CA
Application Deadline:
01/19/2026
Address:
540 N. El Dorado St.
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.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
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 financialservices 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 and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financialservices is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our 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.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$45,900.00 - $75,900.00
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.
$45.9k-75.9k yearly Auto-Apply 60d+ ago
Member Services Representative
Crunch Norcal
Finance service representative job in Sacramento, CA
Crunch is a No Judgment Gym that believes in making serious exercise fun by fusing fitness and entertainment. Looking to combine work, fitness and fun? Working at Crunch is more than a job, it's an opportunity to inspire others to reach their fitness goals. Our ‘No Judgments' philosophy attracts a diverse and welcoming group of professionals and makes Crunch an amazing company to work for.
We are looking for energetic persons who want to work at a fun, high paced gym. If you are that person, then Crunch wants you!
Benefits/ Perks:
Great facilities with functional training areas, premier strength equipment, top-of-the-line cardio equipment and more
Complimentary CPR/AED Re-certifications
Benefits including group health insurance, disability insurance, life insurance, time-off benefits like vacation and holidays, and others. Must maintain full time status.
Complimentary Crunch gym membership
Discounts on services, products, and much more!
Front Desk Representative Responsibilities:
Greet all members & guests with a smile and wish them well as they exit the club.
Check in all members and guests in accordance with company procedures.
Facilitate any messages on club software at member check-in.
Answer phones in courteous, helpful, professional manner.
Communicate special events to members and guests.
Maintain an atmosphere which makes members feel welcome.
Facilitate all member requests or forward to a manager.
Maintain professional disposition at all times.
Understand and follow all policies, procedures and standards.
Sell retail products (if sold at the front desk).
Schedule member service needs
Assist in retail, childcare, etc. desks/areas as needed.
Facilitate payment of member services in accordance with company procedures.
Know club facility, services, and schedules.
Maintain a clean and organized work area.
Assist in all projects as delegated by club management.
Above position may report to Operations Manager where applicable.
Follow all policies and procedures in Employee Handbook.
Above description may be subject to change or alteration at any time.
Qualifications:
Fluent in English
Proficient reading and writing skills
Good communication skills
Strong customer service skills
18+ years of age
Experience in a fast-paced environment
Multitasking skills
High energy and patience required
Open availability
Crunch 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.
Crunch Fitness is looking for energetic, enthusiastic people that are passionate about health and fitness to join our team.
Looking to combine work, fitness and fun? Crunch Fitness is looking for energetic, enthusiastic people that are passionate about health and fitness to join our team. Working at Crunch is more than a job, it's an opportunity to inspire others to reach their fitness goals. Our ‘No Judgments' philosophy attracts a diverse and welcoming group of professionals and makes Crunch an amazing company to work for.
Crunch is a gym that believes in making serious exercise fun by fusing fitness and entertainment and pioneering a philosophy of No Judgments. Our gyms are packed with the latest state-of-the-art cardio and strength training equipment, weight room, full service locker rooms with showers, tanning booths, HydroMassage bed, and an extensive schedule of Crunch's signature classes including Zumba , BodyWeb with TRX , Yoga Body Sculpt, Belly Butt and Thighs Bootcamp, and more.
$33k-45k yearly est. Auto-Apply 60d+ ago
Member Service Representative I - Part-Time
Central State Credit Union 3.0
Finance service representative job in Stockton, CA
Job DescriptionDescription:
Member ServiceRepresentative I **
Department: Operations
Reports to: Branch Manager
FLSA Classification: Non-exempt
Compensation: $21.00 - $26.20 per hour
** This is a floating position, must be willing to travel to all branch locations (Stockton - 2, Lodi and San Andreas) when needed and provide own transportation. Part-time hours for this position are 16 hours per week with potential for additional hours.
Job Summary:
Member ServiceRepresentative I provides a broad range of services to the credit union membership conducting financial and other services in the branch while providing excellent customer service to all members.
Supervisory Responsibilities:
None
Duties/Responsibilities:
Receiving and disbursing cash and checks, posting deposits and loan payments. Cross sell products and services; accept loan requests and refer to the appropriate personnel for additional information as needed.
Assist members with home banking, electronic statements and stop payments.
May be required to assist and perform basic research on member disputes, questions, and/or concerns by telephone, written correspondence, or in-person.
Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA and other federal/state compliance regulations.
Gather information and report Elder Abuse and SAR (Suspicious Activity Reports) to proper departments and authorities.
Responsible for maintaining current knowledge of company policies, products, and services.
Performs other duties as assigned.
Requirements:
Required Skills/Abilities:
Excellent communication and interpersonal skills are required.
Strong attention to detail and excellent organizational skills.
Ability to work with minimal or no supervision.
Time management ability.
Strong math, communication, and keyboarding skills.
Ability to cross-sell credit union products/services.
Ability to prioritize and manage multifunctional tasks.
Ability to handle cash.
Education and Experience:
High School diploma or equivalent.
Minimum three to six months prior teller experience or equivalent is preferred.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
May require standing and walking 25% of the time, lifting up to a maximum of 50 pounds, and other physical actions that include stooping, kneeling, crouching, crawling, reaching, pulling and pushing.
May be required to work in an environment with high noise levels and unpredictable temperature and ventilation.
The above information on this position has been designed to indicate the general nature and level of work to be performed by employees designated for this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, or physical requirements.
Central State Credit Union is an equal opportunity employer.
$21-26.2 hourly 10d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Carmichael, CA?
The average finance service representative in Carmichael, CA earns between $26,000 and $63,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Carmichael, CA
$41,000
What are the biggest employers of Finance Service Representatives in Carmichael, CA?
The biggest employers of Finance Service Representatives in Carmichael, CA are: