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Finance service representative jobs in Elk Grove, CA

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  • Customer Service Representative

    LHH 4.3company rating

    Finance service representative job in Sacramento, CA

    Customer Service Specialist Sacramento, CA (onsite) $20-22/hr Do you have at least one year of customer service experience either from a call center or in retail? Do you have excellent communication skills and able to work in a fast paced environment? We are looking for a customer service professional for a new job opportunity in Sacramento, CA. If you are looking to join a great team and learning opportunities we encourage you to apply today! Key Responsibilities Handle 30-50 calls per day in a timely and professional manner. Provide inbound telephone coverage and answer general product/service questions. Place outbound calls for scheduling, follow-ups, and lead generation. Accurately enter and update customer data in the system. Research and resolve service requests, warranty issues, and complaints. Promote company products/services and qualify leads. Maintain compliance with company policies and safety standards. Qualifications Education: High school diploma or equivalent required. Experience: Minimum 1 year of customer service experience; call center experience preferred. Strong communication and interpersonal skills. Computer proficiency with accurate data entry abilities. Ability to work in a fast-paced, results-driven environment. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance If you have the qualifications above and are interested in this opportunity - please apply today! If you are curious what else is available, please review the LHH website!
    $20-22 hourly 1d ago
  • Customer Service Representative 1

    Recology 4.5company rating

    Finance service representative job in Auburn, CA

    THE ROLE OF Customer Service Representative 1 Under close supervision, provides efficient and courteous customer service by telephone and/or personal contact for issues that are routine or straightforward in nature. ESSENTIAL RESPONSIBILITIES INCLUDE, AND ARE NOT LIMITED TO: * Answers telephone or greets customers at counter. * Provides information about collections, rates, billing, and account status promptly and correctly. * Addresses customer questions and resolves complaints through a combination of telephone service, computer data entry, billing, balancing and reconciling customer payments. * Maintains appropriate records, prepares requested reports and performs related word processing, data entry and/or clerical duties. * Expedites communications and services between customers and co-workers verbally or through written communications to coordinate services, records, and account status. * Participates in training related to customer service work processes, procedures, skills and safety to ensure optimum customer service. * Handles special calls including escrow, bankruptcies, delinquent accounts by telephone contact and monitoring delinquent accounts to point of resolution, as appropriate. QUALIFICATIONS Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is: * Six months related experience and/or training. * Computer programs, including Microsoft Office suite of applications. * High school diploma or GED required. * Bachelor's degree preferred. Skill and/or Ability to: * Promotes the WASTE ZERO philosophy by making the best and highest use of all resources as well as finding ways to use waste products in ways that benefit the environment. * Develops strategies to effectively manage current and future challenges and opportunities; develops recommendations and actionable plans. * Defines issues and focus on achieving workable solutions; generates innovative ideas to develop or improve existing systems. * Demonstrates ability to use computers and technology capabilities. * Demonstrates strong proficiency and knowledge in area(s) of expertise as well as company business and proficiency in strategic and financial processes. * Communicates well both verbally and in writing; listens to and understands various viewpoints; shares relevant information timely; provides constructive feedback; maintains professionalism. * Presents ideas effectively to individuals or groups and delivers presentations suited to the characteristics and needs of the audience. * Effectively and productively engages with others and establishes trust, credibility, and confidence. * Promotes collaboration and assists others with their initiatives and efforts. * Motivates and empowers others to achieve objectives and to develop a culture where employees feel ownership in what they do. * Attracts, develops and retains good people; allows opportunities for self and others to reach their full potential; builds and shares knowledge and expertise. * Listens to and builds customer relationships; increases customer satisfaction and ensures commitments are met. RECOLOGY OFFERS: * An ecologically innovative company that finds and mentors people committed to protecting the environment and sustaining our communities. * The largest employee owned resource recovery company in the industry with terrific benefits to help you prosper. * A creative and caring culture that values community, diversity, altruism, accountability, collaboration, and learning by doing. * An inspired company mission driven to use and return resources to their best and highest use through the practice of the 4R's: Reduce, Re-use, Recycle, and Recologize. * Distinct professional challenges to connect with, care for, and grow community that sees a world without waste. RECOLOGY BENEFITS MAY INCLUDE: * Paid time off and paid holidays. * Health and wellness benefits including medical, dental, and vision. * Retirement plans (Employee Stock Ownership Plan, 401(k) with match). * Annual wellness incentives. * Employee Assistance Program (EAP). * Educational assistance. * Commuting benefits. * Employee referral program. SUPPLEMENTAL INFORMATION Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job; and pursuant to applicable law, we will consider for employment qualified applicants with criminal records. It is important that you provide accurate information on the job application, inaccurate information may cause delays in the processing of your application and/or may disqualify you as a candidate. Recology is an equal opportunity employer committed to supporting an inclusive work environment where employees are valued, heard, and provided development opportunities. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship, disability, protected veteran status, or any other basis that is prohibited by law. This description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, effort, work conditions, and benefits associated with the job.
    $33k-38k yearly est. 22d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    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
  • Sales and Customer Service Representative

    Solstice 4.2company rating

    Finance service representative job in Sacramento, CA

    Join Our Team as a Sales and Customer Service Representative! Solstice Marketing, inc is one of the nation's fastest-growing firms in the industry. We are at the forefront of brand engagement and customer acquisition, consistently developing and implementing our clientele's latest and most advanced wireless technology by delivering and executing experiential customer service and sales campaigns. Our mission is to expand throughout the territory while simultaneously cultivating the next generation of leaders within our field. Solstice Marketing, inc is seeking a passionate and ambitious Sales and Customer Service Representative to join our team. As a Sales and Customer Service Representative, you will create positive interactions with customers when introducing premier telecommunications products and facilitating the sales process. You will play a key role in building strong, lasting relationships with clients, driving sales, and delivering outstanding results for our clients. What does a typical day look like for our Sales and Customer Service Representative? Let's break it down: Meet with new and existing customers to guide them through the sales process & ensure superior customer satisfaction Execute residential sales campaigns on behalf of our telecommunications client in an effort to drive sales and create exciting customer experiences that drive satisfaction and long-term retention Recommend telecommunications products and services to customers based on their needs, and focus on quality and transparency in pricing Build and nurture long-lasting client relationships to ensure their ongoing happiness and brand loyalty Stay informed about our client's initiatives and services to effectively communicate with customers, promote the brand effectively, and boost sales Accurately record and manage customer account details to ensure smooth service activations and installations Work together with top-performing Sales and Customer Service Representatives to deliver seamless service and quickly address customer concerns or inquiries Help achieve sales goals, identify new opportunities, and implement targeted outreach strategies to drive the business forward Qualifications of the Sales and Customer Service Representative: High School Diploma Previous customer service, account management, or relevant sales experience is a plus! Excellent communication, interpersonal, and problem-solving skills Ability to build rapport quickly and manage relationships effectively Self-motivated, goal-oriented, and passionate about driving sales results Ability to thrive in dynamic environments and quickly integrate new information about evolving technologies and services Although our Customer Sales Representative role is an entry-level position, our team needs career-focused individuals who want an opportunity for significant income and who desire to grow in their career and professional portfolio. This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role. If you are ready to put your team building, critical thinking, and sales knowledge to the test, then our Sales and Customer Service Representative role is for you!
    $31k-39k yearly est. Auto-Apply 16d ago
  • Flex Customer Service Officer- $31.00 (#726)

    Sunstates Security 3.8company rating

    Finance service representative job in Sacramento, CA

    Join one of the fastest-growing and largest privately held security companies in the U.S.! Since 1998, Sunstates Security has established a reputation for providing excellent customer service and quality work environments for its team across the country. We're committed to hiring, developing, and retaining a diverse and exceptionally qualified workforce. We reinvest in our employees by offering a benefits package that exceeds industry standards, career growth opportunities, extensive internal training, employee incentive programs, team recognition, and more. Employees are provided with the tools and knowledge they need to be successful and hands-on management support. Recent national awards received by Sunstates include Outstanding Contract Security Company in 2022 & 2023 and INC's America's Fastest Growing Private Companies list. Sunstates Security's mission and vision statement are at the heart of everything we do, focusing all efforts on honor, integrity, and trust. If you're searching for a career with challenging and rewarding opportunities, we invite you to explore the possibilities at Sunstates Security. As a proactive security partner for some of the country's leading companies and organizations, we provide careers for talented people to become part of a successful, growing company. Job Skills / Requirements Sunstates Security is hiring a Flex Customer Service Officers in the surroundings areas of Sacramento, CA area, with a pay rate of $31/hr, paid weekly. Must be available to work any shift/any day. 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. 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.
    $31 hourly 54d ago
  • Part Time Associate Banker Sacramento East (30 hours)

    JPMC

    Finance service representative job in Elk Grove, 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.
    $51k-105k yearly est. Auto-Apply 9d ago
  • Part Time Associate Banker Sacramento East (30 hours)

    Chase 4.4company rating

    Finance service representative job in Elk Grove, 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-96k yearly est. Auto-Apply 60d+ 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 3d ago
  • Service Desk Representative

    Active Wellness 4.2company rating

    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 Qualifications Qualifications and Education Requirements * Previous health club personal training experience is a plus. * Previous experience with Member Management Systems is a plus. * Basic accounting skills, customer service skills, results oriented, basic computer skills, ability to multitask, and commitment to the fitness industry * Minimum GED/High School Diploma or equivalent * Must be detail oriented, organized and highly responsive with a commitment to customer service * Strong verbal communication skills * Basic computer skills, customer service skills, results oriented, ability to multitask, and commitment to the fitness industry * AED/CPR/First Aid Certified * Proof of citizenship or legal status Physical and Working Conditions * Ability to take the responsibility for the health and safety of others * Ability to stand for several hours in a same shift; ability to lift 25 lbs * Fitness club environment * Must follow OSHA and Active Wellness safety standards This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department. Active Wellness LLC is an equal opportunity employer.
    $16.5-17 hourly 3d ago
  • New Accounts Representative- Roseville, CA Branch

    Oak Valley Community Bank 4.2company rating

    Finance service representative job in Roseville, CA

    Job Description New Accounts Representative - Roseville Branch Oak Valley Community Bank Roseville, CA | Full-Time | Retail Banking Group Salary Range: $41,000 - $55,000 annually- Non-exempt Schedule: Monday-Friday About the Role Are you ready to take the next step in your banking career? Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we're looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization. As a New Accounts Representative, you'll be the face of the bank for new customers, helping them open and manage accounts, cross-sell products, and build lasting relationships. You'll also perform teller transactions and support the branch team in delivering exceptional service. What You'll Do Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.) Interview customers to understand their financial needs and recommend appropriate services Cross-sell bank products and services, including safe deposit boxes Process check orders, verify customer information, and maintain accurate records Perform teller duties including cash handling, deposits, and withdrawals Ensure compliance with bank policies and federal regulations (including BSA) Provide excellent customer service and follow up on customer inquiries Maintain a positive, solutions-oriented attitude and take initiative daily Minimum Requirements High school diploma or GED 1+ year of experience in banking, or financial operations Basic knowledge of banking regulations and compliance Intermediate computer and typing skills Strong math and cash handling abilities Excellent verbal and written communication skills Ability to work independently and manage time effectively Preferred Qualifications Experience as a Teller or New Accounts Representative Familiarity with ChexSystems and online check ordering Proven ability to cross-sell financial products Knowledge of general office practices and banking software systems
    $41k-55k yearly 7d ago
  • PROCUREMENT AND SERVICES OFFICER II (CORRECTIONAL FACILITY)

    State of California 4.5company rating

    Finance service representative job in Vacaville, CA

    This is the first full supervisory level in the series; incumbents are responsible for directing the procurement and services operation in small correctional facilities. Typically, incumbents supervise a minimum of three civil service staff and three incarcerated persons/youthful offender workers. You will find additional information about the job in the Duty Statement. Minimum Requirements You will find the Minimum Requirements in the Class Specification. * PROCUREMENT AND SERVICES OFFICER II (CORRECTIONAL FACILITY) Additional Documents * Job Application Package Checklist * Duty Statement Position Details Job Code #: JC-500946 Position #(s): 076-261-4761-XXX Working Title: Procurement and Services Officer II (CF) Classification: PROCUREMENT AND SERVICES OFFICER II (CORRECTIONAL FACILITY) $6,523.00 - $8,106.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: 1 Work Location: Solano County Telework: In Office Job Type: Permanent, Full Time Department Information Vision We enhance public safety and promote successful community reintegration through education, treatment and active participation in rehabilitative and restorative justice programs. Mission To facilitate the successful reintegration of the individuals in our care back to their communities equipped with the tools to be drug-free, healthy, and employable members of society by providing education, treatment, rehabilitative, and restorative justice programs, all in a safe and humane environment. The California Department of Corrections and Rehabilitation (CDCR) and California Correctional Health Care Services (CCHCS) are committed to building an inclusive and culturally diverse workplace. We are determined to attract and hire more candidates from diverse communities and empower all employees from a variety of backgrounds, perspectives, and personal experiences. We are proud to foster inclusion and drive collaborative efforts to increase representation at all levels of the Department. CDCR and CCHCS strive to collaborate with the community to enhance public safety and promote successful community reintegration through education, treatment and active participation in rehabilitative and restorative justice programs. Incumbents establish and maintain cooperative working relationships within the department, other governmental agencies, health care partners, and communities. CDCR/CCHCS values all team members. We work cooperatively to provide the highest level of health care possible to a diverse correctional population, which includes medical, dental, nursing, mental health, and pharmacy. We encourage creativity and ingenuity while treating others fairly, honestly, and with respect, all of which are critical to the success of the CDCR/CCHCS mission Special Requirements Do not include any confidential information on any documents you submit for a job vacancy, such as your State application, resume, or educational transcripts. Confidential information that should be excluded or removed from these documents includes, but is not limited to, your Social Security Number (SSN), birthdate, student identification number, driver's license number (unless required), basis of eligibility, examination results, LEAP status, marital status, and age. Confidential information on the first page of applications submitted electronically online, such as Easy ID number, SSN, examination related information, and driver's license number will automatically be redacted upon submission. Possession of Minimum Qualifications will be verified prior to interview and/or appointment. If you are meeting Minimum Qualifications with education, you must include your unofficial transcripts/diploma for verification. Official transcripts may be required upon appointment. If it is determined an applicant does not meet the Minimum Qualifications, the candidate will be withheld from the eligibility list, rendering them inactive and ineligible to be hired for the position. Candidates who have been withheld may file an appeal with the State Personnel Board. Candidates new to CDCR are required to submit to a background investigation process utilizing Live Scan Fingerprinting, and Tuberculosis testing prior to appointment followed by department annual Tuberculosis testing/evaluation thereafter. Please note: Main communication for this position will be through email. Please ensure you have a valid email address on your application. It is the applicant's responsibility to check their email inbox, to include junk emails, for any correspondences regarding their application status. Applicants who completed their education outside of the US (with foreign degrees/transcripts) must obtain and submit verification of U.S. course/degree equivalency. Foreign education credential evaluation services can be found at NACES | National Association of Credential Evaluation Services. When submitting supporting documents, PDF file format is preferred. CDCR/CCHCS utilizes E-Verify to confirm candidate's identity and employment authorization. For more information about E-Verify, you may go to ***************** This advertisement may be used for other vacancies that occur during the life of this recruitment Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 12/19/2025 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: California Medical Facility Postal Attn: Personnel/M. McClellan P.O. Box 2237 Vacaville, CA 95696-2237 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: California Medical Facility Drop-Off Personnel/M. McClellan 1600 California Drive Vacaville, CA 95687 Please use Personnel Drop Box in the Front Entrance building (Accessible 24 hours) 08:00 AM - 04:30 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: * Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: Shall create and promote an equitable and inclusive workplace where diversity is celebrated and valued. Benefits Benefit information can be found on the California Department of Human Resources (CalHR) website, ***************** and the CalPERS website, ******************* Information on benefits afforded by membership in the California Public Employees' Retirement System can be found on the CalHR Salary and Benefits website at ********************************************************** Information on the benefits and protections provided to public employees by the State Civil Service Act can be found on the CalHR website at ******************************************************************************************* This webpage is intended to provide general information. Benefit eligibility may be based on job classification, bargaining unit, time base and length of appointment Contact Information The Human Resources Contact is available to answer questions regarding the position or application process. Human Resources Contact: Melanie McClellan ************** ***************************** Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: EEO Coordinator ************** ext: 6027 California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. Exam Information To obtain list eligibility for the Procurement and Services Officer II (Correctional Facility), before applying for the position(s), you must first take Procurement and Services Officer II (Correctional Facility) Exam and pass the examination. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
    $70k-117k yearly est. 5d ago
  • Financial Representative Trainee

    Life Insurance, Finance, Medicare From Mutual of Omaha

    Finance service representative job in Sacramento, CA

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. Requirements WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly Auto-Apply 59d ago
  • Administrative Services Officer I

    Vets Hired

    Finance service representative job in Sacramento, CA

    Job Description In a staff capacity within line departments, the Administrative Services Officer I performs a wide range of administrative support duties involving budgets, policies, procedures, organization, planning, contracts, facilities, systems, equipment, supplies, personnel, and special projects. Specific responsibilities vary depending on assignment, and positions may emphasize analytical, budgetary, or fiscal duties. While incumbents typically do not perform line functions of the department, they are expected to gain knowledge of departmental operations to effectively provide administrative support. The role may also include providing supervision or work direction to clerical or technical staff. Examples of Knowledge and Abilities Knowledge of: Principles of public administration, organization, and management. Budget preparation, analysis, and control. Accounting and statistical methods. Personnel administration and supervision. Analytical methods for evaluating administrative and management practices. Legislative processes at the county, state, and federal levels. Practical applications of computer systems and equipment. Inventory control and space management. Contract negotiation, preparation, and monitoring. Basic word processing and office procedures. English grammar, punctuation, spelling, and usage. Ability to: Perform budget analysis, preparation, and monitoring. Research, analyze, and recommend improvements to administrative or procedural operations. Prepare clear, logical, and concise reports and correspondence. Present findings and recommendations effectively. Establish and maintain cooperative working relationships. Acquire subject matter expertise related to departmental functions, laws, and procedures. Operate computer equipment and related applications. Prioritize and organize work efficiently. Analyze financial and statistical data accurately. Supervise and provide direction to clerical and technical staff. Train others in administrative procedures and best practices. Represent the department effectively to other agencies and public bodies. Employment Qualifications Minimum Qualifications Either: One year of full-time experience in a supervisory position involving personnel selection, counseling, discipline, budgeting, and policy/procedure development in Sacramento County service. Or: 2. A bachelors degree (or higher) from an accredited college or university in a field related to administration, management, or finance. Or: 3. One year of full-time experience in Sacramento County service in one of the following classifications: Accountant Auditor / Auditor-Appraiser Executive Secretary or Secretary to an elected official Legal Executive Secretary or Legal Research Assistant Personnel Technician (formerly Personnel Assistant) Public Information Officer (formerly Communication and Media Officer I or Public Information Specialist) Workers Compensation Assistant Or: 4. Two years of full-time experience in Sacramento County service performing lead, budgetary, administrative, or personnel duties at a level equivalent to: Senior Account Clerk (formerly Account Clerk III) Senior Court Process Clerk Senior Election Assistant Senior Office Assistant / Senior Office Specialist Senior Student Intern Or: 5. One year of full-time paid experience equivalent to an Administrative Services Officer I in Sacramento County, or as a Staff Services Analyst with the State of California or similar government agency, involving budget development, policy and procedure management, and/or personnel administration.
    $52k-87k yearly est. 9d ago
  • Part Time Associate Banker Sacramento East (30 hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Elk Grove, 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. Chase is a leading financial services 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** Elk Grove,CA $22.50 - $27.60 / hour
    $22.5-27.6 hourly 60d+ 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
    $50k-85k yearly est. 26d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Auburn, CA

    Application Deadline: 01/05/2026 Address: 13422 Lincoln Way Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50.5k yearly Auto-Apply 3d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Finance service representative job in Sacramento, CA

    Application Deadline: 01/05/2026 Address: 1651 Response Rd. Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $43,100.00 - $58,300.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $43.1k-58.3k yearly Auto-Apply 8d ago
  • Member Service Representative I - Part-Time

    Central State Credit Union 3.0company rating

    Finance service representative job in Stockton, CA

    Job DescriptionDescription: Member Service Representative 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 Service Representative 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 31d ago
  • Banker Position (Floater)

    Poppy Bank 4.1company rating

    Finance service representative job in Folsom, CA

    Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. This position will provide support to the following branches: San Francisco, Menlo Park, San Jose West, San Jose Downtown, Los Altos, San Mateo, and Millbrae. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Will be required to travel Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II (Floater): The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III (Floater): A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III (Floater): A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II (Floater): A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Essential Duties: New Accounts/CSR III (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Essential Duties: New Accounts/CSR II (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III (Floater): None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III (Floater): Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level. Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$28.60/hour DOE
    $20-28.6 hourly 8d ago
  • Personal Banker

    Sacramento Credit Union 3.9company rating

    Finance service representative job in Sacramento, CA

    TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER HOUR We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our H-Street branch. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment. Our FSS III work a fixed schedule, which allows you the work/life balance you need. The selected individual will be scheduled to work 40-hours a week as follows: Monday - Thursday: 8:20am-5:20pm Friday: 8:20am-5:20pm or 9:00 am to 6:00pm or 9:15am-6:15pm (rotating weekly) Saturday and Sunday: Off RESPONSIBILITIES INCLUDE: *Performs all the duties of a Financial Service Specialist I and II. Including conducting transactions, deposit, withdraws, cash exchange, ATM processing, TCR processing and overrides. *Serves as a primary source of information on new deposit accounts, financial services, and loan products. *Engages in consultative dialogue to identify current and future financial needs and guides selection to appropriate products and services (new accounts, consumer loans, business accounts, business loans, real estate referrals, and investment referrals). *Opens Business Accounts. *As a Mortgage Loan Originator, must register with NMLS Registry and keep registration information current. *Meets or exceeds established goals in product sales and service quality as assigned by the Branch Manager. *Submit, process and fund consumer loan applications including VISA, home equity, auto, and other loan applications. *Obtain and evaluate credit reports. Calculate debt-to-income ratios on consumer loan applicants and calculate how much of a loan applicant's debt is secured or unsecured. *Notify applicant of loan decision. Correspond with members/applicants to resolve questions regarding application information. *Ensure loan files contain documents with proper signatures, dates, and other relevant data. *Adhere to all Lending policies, procedures, and guidelines. *Refer member's mortgage and investment needs to the appropriate person/department. *Mentor and train branch staff in loan and deposit products and services. Assists with auditing New Account packets, Loan files and daily branch work. *Provides notary services to members. *Processes and approves medallion stamp requests. *Maintain knowledge and adhere to all SCU's policies and procedures, rules and regulations, including robbery, Bank Secrecy Act and Money Laundering policies and procedures *Assist at other branches, as needed. *Maintains effective communication and working relationships with all members and co-workers. Participates in external marketing events to gain new relationships and grow market share. Adheres to SCU Dress Guidelines. Maintains good attendance record. Performs other related duties. * Denotes Essential Job Function MINIMUM QUALIFICATIONS: Two to five years' teller experience in a credit union or bank. Working knowledge of financial services products and basic lending practices is desired. Demonstrated sales ability in either a financial institution or retail store is highly desirable. Demonstrated computer skills and familiarity with software programs such as Word, Excel and others such as MeridianLink Loans PQ. Demonstrated inter-personal communication and member contact skills, by email and telephone. PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods of time: Keyboarding, up to 80% of the time. Prolonged sitting or standing throughout the workday. View computer screen, up to 90% of the time. Use of telephone, up to 50% of the time. Bend/stoop to lift up to 30 pounds, up to 5% of the time. Our excellent benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees.
    $21.4-26.8 hourly Auto-Apply 16d ago

Learn more about finance service representative jobs

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

The average finance service representative in Elk Grove, CA earns between $26,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Elk Grove, CA

$41,000
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