Finance service representative jobs in El Cajon, CA - 1,104 jobs
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Lori Long-State Farm Insurance Agent
Finance service representative job in San Diego, CA
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About the Company - Established State Farm Agent in Rancho Bernardo area looking for a licensed and experienced Part-Time Customer ServiceRepresentative to provide outstanding service to our customers. This is an in-office position.
Preferred Skills:
Property and Casualty Licensed
Experienced in the insurance industry
Strong communication skills
Friendly, reliable and smart
Detail oriented
Ability to work well in an office environment
Pay range and compensation package - Based on experience.
Equal Opportunity Statement: We are committed to diversity and inclusivity in our hiring practices.
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$31k-41k yearly est. 5d ago
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Service Sales Representative - First Aid and Safety
Cintas Corporation 4.4
Finance service representative job in San Diego, CA
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$55k-83k yearly est. 6d ago
Branch Relationship Banker - Golden Triangle - La Jolla, CA
Banktalent HQ
Finance service representative job in San Diego, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financialservices company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Golden Triangle, La Jolla, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed.
May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
Responsible to resolve customer service issues.
Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
May be responsible for processing cash transactions and other customer service duties within the branch.
Other duties as assigned.
Qualifications:
High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Previous experience in a financial sales representative-oriented role preferred.
Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services.
Basic knowledge of consumer lending applications.
Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills.
Solid mathematical, problem-solving and negotiation skills.
Solid interpersonal & relationship building skills.
Strong attention to detail and time management.
Proficient in basic computer skills.
Schedule: Monday - Friday, 8:30am - 5:30pm
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
$22-28 hourly 5d ago
Member Service Representative (Full-Time) - Southland Plaza
Navy Federal Credit Union 4.7
Finance service representative job in San Diego, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 555 Saturn Blvd Ste C, San Diego, California 92154
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
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. 2025
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$34k-43k yearly est. 4d ago
Personal Banker - Del Mar
First Bank 4.6
Finance service representative job in Del Mar, CA
Banking Specialist III -- Sales Focus
This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, FinancialServiceRepresentative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.
What You Will Be Doing
Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
Working towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
(In-Store branches) Should cultivate relationship with retail store associates.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
Assisting with wire transfers and other operational duties, as needed.
High School Diploma or Equivalent
Minimum of 24 months of sales and/or banking experience preferred
NMLS registry required
Proven sales skills
Good analytical skills
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule
$31k-36k yearly est. 5d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in San Diego, 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 in the heart of New York City's famed 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 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-113k yearly est. Easy Apply 60d+ ago
Mortgage Trader
Guild Holdings Company
Finance service representative job in San Diego, CA
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Mortgage Trader is responsible for managing interest rates risk for the organization through pricing and executing MBS and whole loan trades on multiple platforms, with limited direction, for the purpose of loan sales and pipeline hedging. This role will also be responsible for setting asset values, rate sheet generation, supporting Production via Lock Desk responsibilities and performing other duties as assigned.
Compensation
This role is an exempt position with a Targeted Salary Range of $99,000 - $150,000 annually.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Essential Functions
* Has functional knowledge to trade mortgage-backed securities, GSE cash whole loan commitments and other financial instruments in order to hedge interest rate risk of rate locks in the pipeline and closed loans.
* Execute electronic TBA trades through Bloomberg FIT Platform, GSE cash window and telephonically.
* Diligently observe market conditions including Intraday price changes of MBS, Treasury bonds, cash windows and private investor rate sheets.
* Applies developing knowledge to execute complex interest rate risk hedging and hedge related procedures.
* Assists in monitoring and hedging mortgage pipeline through use of MCT's hedging platform and the iSeries platform.
* Responsible for best execution analysis and allocations of loans sold as MBS, Cash Windows, or private correspondent buyers.
* Has functional knowledge to form and trade FNMA/FHLMC/GNMA pools.
* Identify opportunities and implement solutions to improve operational effectiveness.
* Manage BAM process to best execute and sell service released loans.
* Reconcile economics and issues related to service-released loans (Flow, Direct Trade, AOT, Pool).
* Work directly with trading team on building and enhancing relationships with Wall Street broker dealers.
* Assist in researching and onboarding new Wall Street broker dealers.
* Work directly with sales force on establishing pricing, locking, and policies related to mortgage loans.
* Build and maintain effective relationships with sales force by providing friendly and knowledgeable customer service.
* Maintain in-depth knowledge of loan programs and guidelines in order to assist teammates in the field, helping them operate within policies and guidelines.
* Collaborate with Production on individual loan scenarios; assist in assigning proper loan programs based on established pricing and guidelines.
* Use expertise to solve variance issues escalated by the Marketing Assistant and to respond to escalated inquiries and problems that cannot be solved by more junior teammates.
* Work to distribute technical knowledge throughout team.
* Review the output of junior-level teammates, and provide subsequent assessments and recommendations to Management.
* Provide analysis and work on special initiatives and projects from Management.
* Perform other duties as assigned.
Qualifications
* Bachelor's Degree in Finance or Accounting strongly preferred, or related field to the position, preferred.
* Minimum 4 years' experience in trading related role(s).
* Passion for delivering excellent customer service.
* Intermediate math skills required.
* Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required.
* Familiar with basic internet searches.
* Professional demeanor while under stress.
* Ability to meet deadlines while managing multiple tasks simultaneously.
* Excellent verbal and communication skills required.
* Strong attention to detail, with a focus on accuracy.
* Strong analytical and problem-solving skills.
* Excellent verbal and written communication skills required.
* Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
* Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
* Commitment to company values.
* Customer Service - Proactive attention to each person
* Integrity - Do and say what's right
* Respect - Treat others with dignity
* Collaboration - Listen and work together
* Learning - Seek knowledge and strive for improvement
* Excellence - Deliver the unexpected
Supervision
* Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances
* Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards
* Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect
* Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications
* Indirect Reports: 2
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation .Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - moderate noise, no substantial exposure to adverse environmental conditions.
Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
Schedules: Work is primarily performed during the business week, Monday - Friday.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
REQ#: MORTG017737
$99k-150k yearly 14d ago
Immigration Services Officer
Department of Homeland Security 4.5
Finance service representative job in San Diego, CA
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$80k-121k yearly est. 4d ago
Mortgage Trader
Guild Mortgage 4.3
Finance service representative job in San Diego, CA
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Mortgage Trader is responsible for managing interest rates risk for the organization through pricing and executing MBS and whole loan trades on multiple platforms, with limited direction, for the purpose of loan sales and pipeline hedging. This role will also be responsible for setting asset values, rate sheet generation, supporting Production via Lock Desk responsibilities and performing other duties as assigned.
Compensation
This role is an exempt position with a Targeted Salary Range of $99,000 - $150,000 annually.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Essential Functions
Has functional knowledge to trade mortgage-backed securities, GSE cash whole loan commitments and other financial instruments in order to hedge interest rate risk of rate locks in the pipeline and closed loans.
Execute electronic TBA trades through Bloomberg FIT Platform, GSE cash window and telephonically.
Diligently observe market conditions including Intraday price changes of MBS, Treasury bonds, cash windows and private investor rate sheets.
Applies developing knowledge to execute complex interest rate risk hedging and hedge related procedures.
Assists in monitoring and hedging mortgage pipeline through use of MCT's hedging platform and the iSeries platform.
Responsible for best execution analysis and allocations of loans sold as MBS, Cash Windows, or private correspondent buyers.
Has functional knowledge to form and trade FNMA/FHLMC/GNMA pools.
Identify opportunities and implement solutions to improve operational effectiveness.
Manage BAM process to best execute and sell service released loans.
Reconcile economics and issues related to service-released loans (Flow, Direct Trade, AOT, Pool).
Work directly with trading team on building and enhancing relationships with Wall Street broker dealers.
Assist in researching and onboarding new Wall Street broker dealers.
Work directly with sales force on establishing pricing, locking, and policies related to mortgage loans.
Build and maintain effective relationships with sales force by providing friendly and knowledgeable customer service.
Maintain in-depth knowledge of loan programs and guidelines in order to assist teammates in the field, helping them operate within policies and guidelines.
Collaborate with Production on individual loan scenarios; assist in assigning proper loan programs based on established pricing and guidelines.
Use expertise to solve variance issues escalated by the Marketing Assistant and to respond to escalated inquiries and problems that cannot be solved by more junior teammates.
Work to distribute technical knowledge throughout team.
Review the output of junior-level teammates, and provide subsequent assessments and recommendations to Management.
Provide analysis and work on special initiatives and projects from Management.
Perform other duties as assigned.
Qualifications
Bachelor's Degree in Finance or Accounting strongly preferred, or related field to the position, preferred.
Minimum 4 years' experience in trading related role(s).
Passion for delivering excellent customer service.
Intermediate math skills required.
Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required.
Familiar with basic internet searches.
Professional demeanor while under stress.
Ability to meet deadlines while managing multiple tasks simultaneously.
Excellent verbal and communication skills required.
Strong attention to detail, with a focus on accuracy.
Strong analytical and problem-solving skills.
Excellent verbal and written communication skills required.
Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
Commitment to company values.
Customer Service - Proactive attention to each person
Integrity - Do and say what's right
Respect - Treat others with dignity
Collaboration - Listen and work together
Learning - Seek knowledge and strive for improvement
Excellence - Deliver the unexpected
Supervision
Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances
Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards
Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect
Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications
Indirect Reports: 2
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation .Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - moderate noise, no substantial exposure to adverse environmental conditions.
Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
Schedules: Work is primarily performed during the business week, Monday - Friday.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
REQ#: MORTG017737
$99k-150k yearly 12d ago
Part Time Associate Banker Southeast San Diego (30 Hours)
JPMC
Finance service representative job in El Cajon, 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.
$52k-102k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Garage Door Medics 3.6
Finance service representative job in San Diego, CA
Job Description
⭐ Customer ServiceRepresentative Garage Door Medics - San Diego, CA Pay: $20-$25/hour (DOE)
🚀 Want a Job Where You're Valued, Supported, and Part of a Growing Team? Your next career move starts here.
At Garage Door Medics, we're more than just a garage door company-we're a trusted local service provider known for professionalism, integrity, and exceptional customer care. When customers reach out to us,
you
are the friendly, knowledgeable voice that sets the tone for their entire experience.
If you enjoy helping people, solving problems, and being part of a collaborative, supportive team, you'll feel right at home with us.
📞 What You'll Do
As a Customer ServiceRepresentative, you'll be at the center of our daily operations and customer experience. You will:
Answer incoming calls, emails, and messages with professionalism and positivity
Schedule service appointments and coordinate with field technicians
Provide clear updates, answer questions, and guide customers through next steps
Troubleshoot concerns and deliver helpful, solutions-focused responses
Accurately document customer interactions and service details
Identify opportunities to recommend services that genuinely help the customer
Learn our services inside and out to become a trusted resource for homeowners
🎯 What We're Looking For
You're a great fit if you bring:
1+ year of customer service experience (home services experience is a plus!)
Excellent communication and active listening skills
Strong organization and multitasking abilities
A calm, friendly, customer-first mindset-even on busy days
Comfort using computers and scheduling software (ServiceTitan experience is a plus)
Reliability, teamwork, and a desire to grow
High school diploma or equivalent
💙 Why You'll Love Working at Garage Door Medics
We believe taking care of our team leads to better service for our customers. You'll enjoy:
✔ Competitive hourly pay: $20-$25/hr (DOE)
✔ A supportive, team-oriented work environment
✔ Opportunities for growth and advancement
✔ Hands-on training and ongoing support
✔ A stable, respected local company with a strong reputation
✔ A culture built on trust, teamwork, and doing the right thing
🎁 Benefits & Perks
Health, Dental & Vision Insurance
PTO + Paid Holidays
401(k) with Company Match
Employee Discounts
Employee Referral Bonuses
Career development within a growing, nationwide home-services network
A workplace that truly invests in your future
📍 Location
This position is based in San Diego, CA, supporting our local operations and customers throughout the area.
If you're ready to join a company that values your voice, supports your growth, and treats people right-we'd love to meet you.
👉 Apply today and start building your career with Garage Door Medics!
Guild Garage Group LLC is an Equal Opportunity Employer AA/EOE/M/F/V/D. In compliance with the Americans with Disabilities Act, Garage Door Medics may provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
All candidates are required to undergo pre-employment Background and Drug Screenings, as well as a Motor Vehicle Record Check.
*This posting provides details on potential commissioned compensation ranges and possibilities. These amounts are not guaranteed and should in no way be construed as a salary offer.
Pay Range$20-$25 USD
By submitting your application, you consent to receive text messages, emails, and phone calls from Guild Garage Group and/or our coalition of partnered brands regarding job opportunities, application status, and recruiting-related communications. Message and data rates may apply. You may opt out of receiving text messages at any time by replying STOP. All messages are related to employment opportunities and recruiting activities.
$20-25 hourly 5d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Encinitas, CA
Fastsigns of Encinitas is hiring for a Customer ServiceRepresentative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Customer ServiceRepresentative Will:
Be the initial contact with current as well as prospective customers in our FASTSIGNS Center
Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders
Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center
Work with customers in numerous ways such as email, telephone, in-person and at their place of business
Build long-lasting relationships by turning prospects into long term clients.
Ideal Qualifications for FASTSIGNS Customer ServiceRepresentative:
2-3 years of retail or counter sales experience preferred
High school diploma or equivalent
Outgoing, responsive, eager to learn and has the ability to build relationships
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Ability to work under pressure to output high volume, high-quality work
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $21.00 - $23.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$21-23 hourly Auto-Apply 60d+ ago
Associate - Finance - Banking (Lender and Borrower Side)
The Practice Group 4.5
Finance service representative job in San Diego, CA
About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Banking & Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets.
Always Ahead of the Market
We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts.
Leveraged Finance Leader
Latham's deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking.
Prowess in Syndicated Lending
Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace.
Private Credit Pioneer
Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through:
First and second lien loans
Unitranche loans
Mezzanine loans
Asset-based loans, including first-in last-out (FILO) loans
Preferred equity and other junior capital transactions
Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters.
Excellence Across Syndicated and Private Markets
Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham's global private capital platform to deliver seamless services tailored to each client's strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties.
Built for Complexity
Our Banking & Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities. About the Role The Latham Banking Practice in San Diego is seeking associates with a minimum of two years of private credit, acquisition finance, or leveraged finance experience to join our cutting edge and growing team. Our practice includes financing and development in the gaming and hospitality space. Our clients are borrowers, arrangers, and direct lenders. This is a high growth practice with a supportive, collegial culture that continues to expand every year. Main Contact Details Lateral Recruiting - Finance
******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future.
Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.
Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.
Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance.
San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance.
Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range
Associate Base Salary
Discretionary bonuses may be available depending on application circumstances and position.
Class of
US Payroll
2026
$225,000
2025
$225,000
2024
$235,000
2023
$260,000
2022
$310,000
2021
$365,000
2020
$390,000
2019
$420,000
2018
$435,000
$33k-78k yearly est. Auto-Apply 12d ago
Customer Service Representative
Amerivet 3.6
Finance service representative job in Valley Center, CA
About us:
At AmeriVet, we believe that thriving teams build thriving communities. When you join us, you're stepping into a career with a mission and purpose - and not just a job. Whether you're in a hospital or part of our Support Center, your work helps deliver essential high-quality care for the pets and families who count on us.
As a veterinary professional at AmeriVet, you can expect the freedom to do your best work with the tools and resources to support your career growth. Plus, you'll have a full network of support-from local team leaders, veterinary experts, and a dedicated Support Center that's here to help.
Your voice matters here. Your work has a purpose, and we're here to help you grow in a way that feels meaningful for you, your team, and the pets and clients in the community around you.
Job Summary:
As our clients' first and last point of contact, the Client ServiceRepresentative (CSR) is vital in consistently delivering an exceptional client experience. To provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. Through our tech systems, you'll help streamline processes, enhance client access to care, and create a welcoming environment for pets and their owners.
Key Responsibilities:
Client Communication & Scheduling:
· Answer calls and emails promptly with professional, friendly service
· Schedule appointments based on client needs and veterinarian availability, including forward booking
· Use technology to send appointment reminders, confirmations, and follow-up messages to keep clients informed and their pets' care on track
· Make outbound calls to re-engage lapsed clients and encourage them to schedule appointments
Client Relations & Service:
· Greet clients warmly and ensure a positive experience throughout their visit
· Use active listening to gather important medical information and triage inquiries, directing more complex questions to the medical team
· Demonstrate empathy in all interactions, especially when dealing with upset or emotional clients, while maintaining a calm and professional demeanor
· Promote current promotions and campaigns, keeping clients informed about special offers, services, and initiatives
Managing Patient Information & Technology:
· Update client and patient records in our practice management system with accuracy and efficiency
· Process billing transactions, including credit card payments, digital payments, financing options, and insurance claims
· Maintain organized records of client communications and appointments to streamline operations
Support the Medical Team & Practice Operations
· Provide clients with accurate post-visit instructions, including medication schedules and follow-up care
· Help maintain a clean, organized reception area and assist with daily practice operations as needed
· Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store
Qualifications:
· High school diploma or equivalent work experience required
· Excellent communication skills and a strong desire to provide compassionate, client-focused service
· Prior customer service experience, preferably in a veterinary or healthcare setting
· Basic proficiency with technology, including scheduling software and online communication platforms
· Strong organizational skills and the ability to handle multiple tasks efficiently, even during busy periods.
Working Conditions:
· Must be able to work in a fast-paced, dynamic environment.
· Occasional lifting up to 40 pounds independently and physical tasks may be required
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
$32k-41k yearly est. Auto-Apply 7d ago
Investment Real Estate Rep
Vertigo Real Estate Ventures
Finance service representative job in San Diego, CA
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
$40k-81k yearly est. Auto-Apply 60d+ ago
Personal Financial Rep I,II,III
Aalusion
Finance service representative job in San Diego, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit unions policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE:
Meets/exceeds established monthly/annual sales and service goals.
Follows quality service standards to ensure exceptional quality service is provided.
Maintains a thorough knowledge of all products and services, policies and procedures.
Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
Processes consumer and real estate loans.
Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
Addresses difficult member situations and resolves in a positive manner.
Serves as a backup to Personal Financial Assistant or Teller.
May be required to maintain a cash drawer.
May serve as a notary.
Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under ones control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the companys success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
o PFR I: 1 year experience in a financial institution or other related field
o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
Excellent communication skills; sound judgment, and attention to detail.
Previous experience with Microsoft Windows applications is preferred.
Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
Ensure sales and service goals are met.
Process new accounts and/or loans accurately and completely.
Adhere to cash, key and dual control policies and procedures.
Adhere to security and robbery procedures.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range:
Personal Financial Rep I:
$37,432.928 (min) - $56,149.184 (max)
Personal Financial Rep II:
$41,058.992 (min) - $61,588.592 (max)
Personal Financial Rep III:
$45,875.02 (min) - $68,812.64 (max)
$37.4k-68.8k yearly 60d+ ago
Service Associate - Night
EŌS Fitness 3.9
Finance service representative job in San Diego, CA
EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness' Core Purpose is to create loyal, lifelong fans and exercise practitioners. To achieve this purpose, our Core Values are: Take Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win.
Core Purpose: To create loyal, lifelong fans and exercise practitioners.
Our Overnight Service Associate reports directly to the Operations Manager and is responsible for providing a welcoming, professional, and helpful experience to all members. Beyond greeting and directing members, guests, and staff upon entry, they serve as representatives of our gym's commitment to exceptional service. The Overnight Service Associate will handle member inquiries and requests, offering knowledgeable assistance, and ensuring every individual feels valued and supported in their fitness journey. While these responsibilities encompass a broad spectrum, our Overnight Associate's remains flexible and adaptive to the evolving needs of our gym, with duties subject to change under the discretion of management.
Position Purpose: Be a great host, the members best source of information and create a fun atmosphere for members, guests and staff.
Core Purpose: To create loyal, lifelong fans and exercise practitioners.
Responsibilities:
Greet members and guests with a friendly and professional attitude
Provide information about gym services, programs, and membership options.
Address member inquiries, concerns, and complaints promptly and professionally.
Check-in members and guests using the gym's management system.
Oversee and manage check-in alerts and notifications.
Ensure the front desk area is clean, organized, and stocked with necessary supplies.
Process payments for memberships, classes, and retail items.
Follow safety protocols and procedures to ensure the well-being of all gym members and staff.
Monitor and manage inventory levels for coolers, beverages, and bar items, as well as track sales performance.
Complete gym walks to rack weights, pick up trash, and complete bathroom and locker room checks.
Qualifications:
Previous experience in customer service or front desk role.
Experience or strong interest in the fitness industry is a plus
Excellent interpersonal skills with a customer-focused attitude.
Ability to multitask and handle a fast-paced environment.
Proficiency in MS Office and familiarity with gym management software.
Strong organizational and problem-solving skills.
Must be able to work overnight hours - 10pm - 6am but may vary on business needs.
And, of course, someone who embraces our Core Values!
Requirements:
CPR certification required within 30 days of hire.
Must attend all mandatory company trainings withing 30 days of employment.
Follow all current company policies and standard operating procedures, which may be updated or changed over time.
Ability to work in a gym setting; move about club floors and rooms; communicate with employees, members, and the public
Ability to bend routinely and repetitively to lift more than 40 lbs.
Ability to access and operate company computer systems in order to prepare documents, enter data, and read reports from database or email system.
California Pay Range
$17.50 - $19.50 USD
Benefits and Perks:
A highly energetic and collaborative team.
A management team that cares about your professional development.
Free membership for you and plus one family member.
Discounted Personal Training, and merchandise - including supplements.
Employee referral program.
Daily Pay offered - access your funds before payday.
Competitive pay plus vacation, holiday, and sick pay.*
Group Health, dental, vision, Supplemental Life, Employee Assistant Program and even Pet Insurance are offered!*
401(k) + Company matching!*
Personal education growth options with Sophia Learning.
* Based on eligibility of tenure and full-time vs. part-time employment.
EōS Fitness is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender identity, sexual orientation, national origin, age, disability, or any other legally protected status.
To view more information on our CCPA policy, click HERE.
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EōS Fitness participates in the government eVerify program.
Please review the details of this program by clicking here
.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the Recruiting Help Line at ********************************* or by calling ************. To check on the status of your application, please visit the Greenhouse Candidate Portal at my.greenhouse.com for updates.
$17.5-19.5 hourly Auto-Apply 12d ago
Private Bank Associate
Bank of America 4.7
Finance service representative job in San Diego, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Responsibilities:
• Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
• Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
Qualifications:
Minimum of 1 year of experience with a financial institution focusing on client service and sales
High net worth client service and sales experience desired
BS/BA degree in Business, Finance or Economics desired
Skills:
Account Management
Attention to Detail
Collaboration
Recording/Organizing Information
Written Communications
Active Listening
Adaptability
Customer and Client Focus
Issue Management
Prioritization
Critical Thinking
Customer Experience Improvement
Decision Making
Pipeline 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, Safe Act/Loan Originators and FINRA.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819) Pay and benefits information Pay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$28.5-40.3 hourly Auto-Apply 5d ago
Part Time (30 Hours) Associate Banker, College Grove Branch, San Diego, CA Bilingual Spanish Required
Jpmorgan Chase 4.8
Finance service representative job in San Diego, 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.
+ Reading and speaking in both English and Spanish fluently is required for this role.
**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.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
San Diego,CA $25.00 - $30.48 / hour
$25-30.5 hourly 3d ago
Client Services Officer
Calprivate Bank
Finance service representative job in Coronado, CA
The Role: Client Services Officer
Reports To: Client Services Manager
Make a Difference Where It Matters Most
At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it's trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.
We're looking for leaders who want more than a title. We're looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.
Your Opportunity: Client Services Officer
The Client Services Officer serves as a primary relationship and service liaison for clients, managing a diverse range of daily banking needs, account servicing requests, and complex problem resolution. This role partners closely with Relationship Managers and internal departments to ensure clients receive responsive, accurate, and highly personalized support. The CSO is responsible for understanding client profiles, anticipating service needs, and delivering proactive solutions that align with the Bank's service excellence standards.
By consistently providing seamless and exceptional client support, the Client Services Officer materially enhances departmental capacity and service consistency. Their attention to detail, responsiveness, and commitment to client satisfaction play a crucial role in strengthening client relationships, improving retention, and supporting business development efforts. This role helps create a service environment that reflects the Bank's mission, strengthens internal collaboration, and reinforces the organization's reputation for providing distinctly different, high-touch financialservices.
What You'll Do
Assist in directing all activities of the staff and branch operations area in compliance with bank and regulatory policies.
Maintain a high level of service to Bank Customers.
Ensure the Bank's safety and security policies and procedures are adhered to in assigned areas regarding branch cash, teller cash limits, cash drawers, keys and cabinets.
Approve transactions within delegated approval authority.
Proficient in all teller, new account, safe deposit, ATM balancing and all related systems platforms.
Assist in opening new accounts in the absence of a Client Service Specialist.
Assist in auditing accounts and the completion of certifications to ensure compliance by staff with all branch related procedures and practices.
May conduct staff meetings for all operations staff to discuss policy and procedure updates, bank focus, training, etc.
Assist in conducting performance appraisals for non-exempt operations staff in the banking office.
Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention.
Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
Interacts with all levels of management, staff, existing and potential customers, Board of Directors and vendors.
Responsible for identifying cross-sell opportunities and acting on them as appropriate.
Serves as backup in a variety of operations functions.
Perform other duties as assigned or needed.
AML/CFT/Compliance Responsibilities
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.
Who You Are
Experience & Expertise
Minimum 3-5 years banking experience.
Minimum 2 years lead or supervisory experience.
Strong knowledge of Bank policies and procedures and regulatory compliance.
Cash handling experience required.
Experience in Commercial Banking preferred
Mindset & Values
You lead with accountability, integrity, and consistency.
You thrive in a collaborative environment where transparency and follow-through matter.
You model professionalism, calm under pressure, and a solutions-oriented mindset.
You embrace data-driven decision-making while maintaining a client-first perspective.
You embody CalPrivate's culture, heart for client, excellence in service, and deep commitment to the Bank and its people.
Physical Demands
Ability to sit or stand for extended periods of time.
Ability to physically use a keyboard/mouse
Ability to walk to and from workstations
Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision and ability to adjust focus
Why CalPrivate Bank?
This isn't just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don't just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we're building a team of people who reflect those values in everything they do.
If you're looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?
$45k-73k yearly est. Auto-Apply 37d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in El Cajon, CA?
The average finance service representative in El Cajon, CA earns between $27,000 and $62,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in El Cajon, CA