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Senior IG Credit Trader - Insurance ALM Focus
Pacific Asset Management, LLC
Finance service representative job in Newport Beach, CA
A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one.
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$68k-116k yearly est. 5d ago
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Ace Parking Management, Inc. 4.2
Finance service representative job in Irvine, CA
Compensation Range: $19.00 - $20.00 per hour
About Us:
One of the reasons why we are the nation's leading parking management expert is because we recognize that "people" are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to earn "Every Thank You," which is treating our clients, partners, guests, and team members with utmost respect and courtesy. As one of the largest privately held management companies, we have the experience, passion, and the know-how to withstand the test of time and to disrupt the new marketplace with exploding new technologies. (About Us. Our Legacy)
Culture:
We have a strong, distinctive culture - a culture that is heavily influenced by a shared vision, style, and values. Our company values are the glue that binds our business, clients, and team members. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely.
Accountability:
Assist with office duties, including answering phones and emails.
Assisting customers' with using pay stations or automated ticketing equipment, including obtaining receipts, and credit card payment.
Assisting customers with locating vehicles.
Directing customers to parking areas or parking spaces, using hand signals or flashlights as necessary.
Resolving customer requests, questions, and complaints.
Patrolling parking areas on a golfcart in order to prevent vehicle damage and vehicle or property thefts.
Actively look for ways to assist customers.
What we are looking for:
A valid CA Driver's License
Must be able to stand and walk up to 8 hours per shift.
Must be able to speak clearly, distinctly, and effectively using tact and diplomacy.
Experience dealing with irate customers and resolving customer issues and/or complaints.
An outgoing and enthusiastic personality.
Willingness to do whatever it takes to earn a "Thank You."
What We Can Offer You for All Your Hard Work:
$19 - $20 Per Hour
Medical, dental, vision, life insurance coverage for full-time, eligible employees.
Flexible Spending Accounts for full-time, eligible employees
401k
Vacation/Sick for full-time and part-time employees
Holiday for full-time and part-time employees
Discount programs
Ace Parking is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, Ace Parking will ensure that persons with disabilities are provided reasonable accommodation. If reasonable accommodation is needed, please email: ***************************** describing the accommodation.
$19-20 hourly 2d ago
Client Services Representative
Venbrook 3.3
Finance service representative job in Irvine, CA
JOB TITLE: Client ServicesRepresentative (CSR) - Employee Benefits
DEPARTMENT: Employee Benefits
CLASSIFICATION: Non-Exempt
LANGUAGE REQUIREMENT: Bilingual English and Spanish
COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience
COMPANY OVERVIEW:
Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines.
Our teams support clients through direct service, accountability, and clear communication.
Our culture emphasizes ownership, collaboration, and trust.
We offer a comprehensive benefits package:
401k with employer match
Medical, dental, vision, life, and disability insurance
Paid Time Off
Paid holidays
Paid sick leave
Professional development opportunities
Flexible work arrangements
JOB SUMMARY:
The Client ServicesRepresentative supports employees and HR contacts with day-to-day benefit inquiries.
You operate in a high-volume, member-facing environment.
You resolve routine issues and escalate complex matters following defined guidelines.
Your work supports a consistent member experience and reduces service interruptions for Account Management teams.
DUTIES/RESPONSIBILITIES:
Employee and Member Support
Serve as the primary contact for benefit inquiries via phone and email
Explain coverage, eligibility, and benefit usage in clear terms
Guide members through carrier portals, mobile applications, and ID card access
Support employees during open enrollment
Provide bilingual support in English and Spanish
Routine Benefits and Claims Support
Process ID card requests and replacements
Confirm provider network participation
Respond to basic claim status inquiries
Verify eligibility and enrollment changes
Add or remove dependents
Provide prescription refill guidance
Address standard open enrollment questions
Issue Identification and Escalation
Identify issues requiring escalation
Route cases to Account Management per internal guidelines
Ensure complete documentation prior to escalation
Maintain ownership until successful handoff is confirmed
Documentation and Collaboration
Document all interactions and outcomes in the CRM system
Track open items through resolution
Partner with Account Managers and Advocacy teams
Identify recurring issues and share trends with leadership
EDUCATION & EXPERIENCE:
Required Skills & Qualifications
· One to three years of experience in employee benefits, insurance
· Bilingual English and Spanish
· Clear written and verbal communication skills
· Ability to manage high call and email volume
· Strong organization and follow-through
· Professional and composed in time-sensitive situations
Preferred Qualifications
· Experience in an employee benefits brokerage or consulting environment
· Knowledge of health and welfare benefit plans
· Experience with CRM or benefits administration platforms
· Working knowledge of Outlook, Word, and Excel
Measures of Success
Timely resolution of routine member issues
Clear and complete escalation documentation
Positive member experience feedback
Reduced disruption to Account Management workflows
$28.9-33.7 hourly 4d ago
Route Service Representative (Class A) - RMC Long Beach
American Textile Maintenance Co 3.5
Finance service representative job in Long Beach, CA
About us: We are professional, agile, innovative and our goal is to put our independent, family-owned reputation on the line every day. For 80 years we have served the hospitality and restaurant industries in Southern California. We have earned our reputation for having simply the most professional customer service in textile rentals. Whether it's table linens, uniforms, towels, sheets, or mats, Republic Master Chefs will deliver what you need, when you need it. We understand how busy you are, and that you don't want to worry about your uniform and linen service. We are proud of our role as the best textile service in the southland. And our customers appreciate our high standards of personal, professional service. OUR MISSION STATEMENT To safely and sustainably provide our customers industry leading services through a combination of extraordinary customer service and high-quality, innovative products. Republic Master Chefs has been proudly serving Restaurant Linen & Uniform needs in the Los Angeles Greater Area since 1932.
Our work environment includes:
Growth opportunities
On-the-job training
Safe work environment
Job Description:
The Route Sales position is primarily responsible for customer service as a Route ServiceRepresentatives of ATM (Republic), a textile rental service organization focused on hospitality, food & beverage and healthcare related offices and clinics. Utility driver will be driving standard trucks. Continuous training and accountability of the respective route are the key result areas for success. Other responsibilities include resolving issues with customers, offering new product and services promotions, service methods development, assuring effective customer service is provided and participate in the overall development of the Customer Service Team. Works directly with the supervision of the Service Team Leaders and the Customer Service Manager.
Requirements:
• Understand the products, processes, and capabilities of ATM.
• Continuous training programs for all service team members in the following areas:
• Communicate efficiently with all pertinent departments.
• Be a good listener to the customer and work team.
• Flexible to the ever-changing market climate
• Understand new products, pricing strategies, and other processes when appropriate.
• Maintains and reviews service effectiveness records.
• Assures that good housekeeping practices are maintained in service office area and vehicles.
• Works with other Team Members to solve mutual problems.
• Keep updated Route Notes (Route Notes should be updated every couple of months)
• Renew all accounts where agreements are expired (If applicable).
• Look for opportunities to grow routes (internally & externally).
• Understand and know how to operate vehicle, hand-held device, hand-truck, and other tools for work day
• Understand and know how to write an Addendum to Service correctly/Pink Form/Agreement and any other pertaining paperwork to take care of the route.
• Responsible and Respectable behaviors to customer and service team since you are a reflection of ATM.
• Maintain good housekeeping practices in company vehicles and work area.
• Maintain good appearance. For example, grooming habits. Clean shaven or neat facial hair, hats should be worn correctly, black shoes, black socks, and shirts tucked in etc.
• Work well with others and have a Teamwork approach.
• Maintain a good standing driving record.
• Maintain a learning desire on a daily basis.
• Must be able to problem solve while at accounts.
Education:
• High school diploma or equivalent (Preferred)
Job Type:
Full-time
Salary:
Starting at $25.00 an hour
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid training
Referral program
Retirement plan
Vision insurance
Schedule:
10 Hour Shift / 8 Hour Shift
Day shift
Evening shift
Weekends
Supplemental pay types:
Commission pay
Ability to commute/relocate:
Long Beach 90804 : Reliably commute or planning to relocate before starting work (Required)
Experience:
Sales: 1 year (Preferred)
Customer service: 1 year (Preferred)
License/Certification:
Class A License
Work Location:
In person
American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$25 hourly 4d ago
Customer Service Representative
Kellyconnect | Contact Center Solutions
Finance service representative job in Irvine, CA
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer servicerepresentative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds
Office Rotation: Tuesday/Thursday & every other Friday
Must live in commutable distance to Irvine, California
Work from Home Rotation: Monday/Wednesday & every other Friday
Competitive pay rate- $26
Why should you apply:Medical and dental benefits
Opportunity to gain valuable experience.
Enjoy a positive and supportive work environment.
Paid training to ensure you have the skills & knowledge to succeed.
What's a typical day as a Customer ServiceRepresentative? You'll be:
Processing product complaints through queues and other communication channels.
Maintaining a positive experience while investigating complaints in a timely and courteous manner.
Accurately updating databases with pertinent details & product information.
Escalating issues based on severity to appropriate levels as needed.
Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints.
This job might be an outstanding fit if you:
Have a high school diploma or equivalent.
Have at least 3 years of customer service experience and call center experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer ServiceRepresentative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquà en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orÃgenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
$26 hourly 4d ago
Customer Service Representative
Vaco By Highspring
Finance service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to serve as a key point of contact for customers. This role is ideal for someone who enjoys helping others, solving problems, and providing a positive experience while working in a fast-paced, team-oriented environment.
Key Responsibilities
Respond to customer inquiries via phone, email, and/or chat in a professional and timely manner
Resolve customer questions, concerns, and issues while ensuring a high level of satisfaction
Document customer interactions accurately in internal systems
Process orders, returns, account updates, or service requests as needed
Collaborate with internal teams (sales, operations, billing, etc.) to resolve escalated issues
Follow established processes, policies, and service standards
Identify opportunities to improve the customer experience
Qualifications
1-3+ years of experience in customer service, call center, or client support roles
Strong communication and interpersonal skills
Ability to remain calm, professional, and solution-oriented
Basic computer proficiency and ability to learn new systems quickly
Strong attention to detail and follow-through
Nice to Have
Experience in a high-volume or phone-based support environment
Familiarity with CRM or ticketing systems (Salesforce, Zendesk, etc.)
Bilingual skills a plus
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 1d ago
Veterinary Sales Representative -Flex Time (12 days/mo)
Promoveo Health 3.0
Finance service representative job in Riverside, CA
Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo)
Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field.
This is a position where you will be a W2 employee of Promoveo Health.
The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company.
The ideal candidate will have:
· 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side
· Clinical experience calling on Veterinary Practices in this market
· Experience calling on and existing relationships with Vets in the area
· Excellent interpersonal, communication, teaching and negotiation skills
· BS Degree in related discipline
Job Expectations:
·Part time position with high management visibility and performance expectations.
· Travel - You will be home every night- no overnight travel is required!
EOE STATEMENT
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
$54k-100k yearly est. 3d ago
Customer Service Representative
Partners In Diversity, Inc. 3.3
Finance service representative job in Torrance, CA
NEXT CLASS STARTING IN February 2026
We are seeking highly skilled Call Center Customer ServiceRepresentatives to join our client's team located in the Torrance area. This position is responsible for delivering excellent customer care and creating sustainable value for customers via phone, email, chat, and correspondence. The "CSR's" will handle service and information requests, billing, cost savings advice, and explain company policies and procedures along with terms and conditions.
Essential Job Functions:
• Providing efficient and effective service to customers and prospects on all patron-based services to a variety of inquiries and customer needs.
• Maintains sincere interest in providing stellar customer care
• Understands customer needs, determines the appropriate course of action to meet those needs and completes and initiates the transaction
• Exercises independent thinking in meeting customer expectations
• Combines knowledge of product, good work ethic, effective time management skills, and human relations skills to meet performance standards and positively influence the client's image
Must Possess the Ability to:
• Process information quickly and accurately
• Work under time constraints
• Understand and apply new concepts
• Analyze Information and evaluate results
• Effectively deal with complex customers
• Create positive customer relationships by defusing angry and upset customers
• Demonstrate commitment to learning quickly and effectively applying knowledge
• Attention to detail and follow-up
Minimum Requirements:
• High School Diploma or equivalent
• Minimum 1 year of call center experience
• Minimum 1 year of customer service experience
• Knowledge of computer (PC) and internet applications
• Excellent Telephone etiquette
• Excellent communication skills written, verbal, and interpersonal
• Proficiency in keyboarding/data entry (At least 35wpm) - Typing Test given
• Excellent oral and written skills: Grammar and terminology
• Time management skills
• Ability to pass a background check and drug screen upon offer of employment
Required Qualifications:
• 6 months- 1 year of Call Center Experience
Shift Times:
1. Mon - Fri: 8:00 am - 6:00 pm (MUST have flexibility to work during these hours)ô€€€
2. Must attend ALL training assigned days (First 30 days)
$32k-41k yearly est. 3d ago
Relationship Banker - Claremont, CA
Banktalent HQ
Finance service representative job in Claremont, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financialservices company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Relationship Banker (Commercial Lending) in Claremont, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions:
Proven experience in commercial and business lending, including credit analysis and loan structuring
Responsible for acquiring, analyzing and maintaining client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to meet clients' needs.
Develops and implements marketing plans for expanding business.
Negotiates loan terms and conditions.
Remains well versed in industrial, economic and financial situations relating to assigned clients.
May be assigned specialized industry or market segments.
Other duties as assigned.
Qualifications:
Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience.
A combination of education and experience may meet requirements.
Basic knowledge of bank products, credit and commercial lending techniques and procedures.
Ability to expand loans, client relationships and bank products.
Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients.
Good analytical and negotiation skills.
Limited use and/or application of basic lending principles, theories, and concepts.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $75,000 to $95,000 hourly depending on job-related factors such as level of experience.
$75k-95k yearly 5d ago
Client Service Officer III
United Business Bank 4.2
Finance service representative job in Irvine, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities.
The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO III answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financialservices industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
$40k-54k yearly est. 4d ago
Inbound Customer Service Representative - 20$/Hr
Teksystems 4.4
Finance service representative job in Chino, CA
* Manage a large amount of Inbound calls, in a timely matter, while delivering great customer service. * Assist scheduling customers with appointments for Airbag recalls and provide dealership information. * Handle 30-40 Inbound calls per shift and support with questions on recalls, warranties, troubleshooting malfunctioning radio codes
* Capture concerns of the customer and properly document calls to create a case.
* Provide accurate information to customers, close cases and/or dispatch to the proper department for additional assistance.
* Work fluidly with team for clear feedback and growth opportunities.
* Handled high-volume inbound settlement calls, ensuring customer satisfaction and timely resolution of issues.
* Provided detailed claim information and support to customers, maintaining a high level of accuracy and professionalism.
* Demonstrated technical proficiency in using call center software and tools to manage customer interactions and data.
* Consistently met or exceeded performance targets, including call handling time, customer satisfaction scores, and claim resolution rates
* Will use multiple screens, soft wares, and processes to assist customer.
*Must be available Monday-Friday from 6 am - 5 pm as there are various agents scheduled within this timeframe*
*Skills*
Call center, Customer service, computer navigation, outbound
*Top Skills Details*
Call center,Customer service,computer navigation,outbound
*Additional Skills & Qualifications*
Must be able to work with a team and on their own
Must be able to type 35WPM minimum
Computer skills - able to navigate multiple screens, tabs, software, etc.
Previous customer service experience
Education: College Degree preferred but equivalent work experience is sufficient Good decision making skills - must be able to work independently with little supervision. Automotive or dealer experience is a HUGE PLUS, but it is preferred not required.
*Experience Level*
Expert Level
*Job Type & Location*This is a Contract to Hire position based out of Chino, CA.
*Pay and Benefits*The pay range for this position is $20.00 - $20.50/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Chino,CA.
*Application Deadline*This position is anticipated to close on Jan 30, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$20-20.5 hourly 2d ago
Member Service Representative (Full-Time) - Rancho del Oro
Navy Federal Credit Union 4.7
Finance service representative job in Oceanside, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 4180 Avenida de La Plata, Oceanside, California 92056
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
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. 2025
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Media IP Limited. All rights reserved. Used under license.
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and
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$34k-43k yearly est. 4d ago
Relationship Banker II
Cathay Bank-Headquarters 4.4
Finance service representative job in Irvine, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
New Accounts
Perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
Proactively support branch new business promotions.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required
1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.
Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.
Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS).
Able and willing to commute as required for business needs.
OTHER DETAILS
$22.00 - $25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$22-25 hourly 5d ago
Personal Banker - Del Mar
First Bank 4.6
Finance service representative job in Del Mar, CA
Banking Specialist III -- Sales Focus
This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, FinancialServiceRepresentative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.
What You Will Be Doing
Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
Working towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
(In-Store branches) Should cultivate relationship with retail store associates.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
Assisting with wire transfers and other operational duties, as needed.
High School Diploma or Equivalent
Minimum of 24 months of sales and/or banking experience preferred
NMLS registry required
Proven sales skills
Good analytical skills
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule
$31k-36k yearly est. 5d ago
Investment Grade Credit Trader
Pacific Asset Management, LLC
Finance service representative job in Newport Beach, CA
Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
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$62k-103k yearly est. 5d ago
Route Service Representative - Medico South Gate
American Textile Maintenance Co 3.5
Finance service representative job in South Gate, CA
We are Southern California's leader in uniform and linen services - family owned and operated since 1932. Our proud heritage of quality service started 89 years ago, and the operation has remained in the family ever since for 4 generations. Medico Professional Linen Service is a uniform and linen service specializing in private practice and medical clinic businesses in the Southern California area. This operation is the largest linen and uniform service specializing in this niche in the United States and is now being mirrored by our industry peers in other regions of the country. Our values of team work, quality, and service have been at the heart of what we do and have strengthened our brands and business relationships.
The Route Representative is responsible for servicing the accounts of Medico Professional Linen. Medico Professional Linen Service is a textile rental service organization. Primary responsibility is the customer service of existing and new accounts.
If you are career minded and growth-oriented and have aspirations to work for a company that is the leader in quality and service in its industry, then this position is for you.
This position is responsible for servicing a broad range of customer accounts.
Skills and Abilities:
Must have the ability to communicate effectively both verbally and in writing.
Required to maintain an eligible driving record.
Preferred knowledge and understanding of linen industry.
Knowledge and understanding of maintaining route books, route billing and codes.
Knowledge and understanding of operating a hand held device.
Ability to work well with others and problem solving customer concerns onsite.
Must have a professional manner and appearance.
Must have exceptional organization and customer service abilities.
Must have the ability to learn and participate in group training sessions.
Computer literate.
Position includes required ability to lift more than 30lbs and required ability to stand and walk for eight or more hours per day.
Education:
Must have a high school diploma or GED equivalent.
Experience:
Must have an eligible driving record with at least 5 years driving experience. Class A Drivers preferred.
Benefits:
Hourly Wage
Pension Plan
Comprehensive Insurance Program
Paid Holidays and Vacation
Serious Applicants only!
Job Type:
Full-time
Salary:
$23.00 - $26.00 per hour (Class C)
$25.00 - $28.00 per hour - Class A
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
10 hour shift
Monday to Friday
Must be available weekends
Work Location:
In person
American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$23-26 hourly 7d ago
Customer Service Representative
Vaco By Highspring
Finance service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to support daily operations and deliver a high level of service to customers. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Provide professional and courteous customer support via phone and email
Respond to customer inquiries, service requests, and issues in a timely manner
Maintain accurate records and documentation related to customer interactions
Coordinate and communicate effectively with internal teams to ensure customer needs are met
Follow established policies and procedures to maintain service quality and consistency
Track open items and ensure timely follow-up and resolution
Assist with administrative tasks as needed to support daily operations
Qualifications
Positive, professional, and customer-focused attitude
Strong interpersonal and communication skills (verbal and written)
Ability to multitask and manage changing priorities
Ability to remain calm and effective in a fast-paced or high-pressure environment
Strong organizational skills and attention to detail
Reliable follow-through and time management skills
Proficiency in Microsoft Word, Excel, and Outlook
Preferred Skills
Prior customer service or administrative experience
Experience working in a team-oriented environment
Ability to quickly learn new systems and processes
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 3d ago
Customer Service Representative
Teksystems 4.4
Finance service representative job in Santa Fe Springs, CA
Performs quotation processing over the phone, email and fax. Enter orders into the system and confirm orders to customer via email/fax. Process shipping instructions and packing lists to warehouse. Filing orders and checking customer's open orders. Perform Physical Inventory when necessary.
Back up billing role for the office and other branches when necessary.
Support outside sales inquiry needs. (Stock and price check, open orders)
Process quotation for outside sales.
Process internal transfers
*Skills*
Customer service, Customer support, Call center, Technical support, microsoft office
*Top Skills Details*
Customer service, Customer support, Call center
*Additional Skills & Qualifications*
1-2 years of experience
*Experience Level*
Entry Level
*Job Type & Location*This is a Contract to Hire position based out of Santa Fe Springs, CA.
*Pay and Benefits*The pay range for this position is $21.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Santa Fe Springs,CA.
*Application Deadline*This position is anticipated to close on Jan 21, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$21-23 hourly 2d ago
Client Service Officer I/Floater
United Business Bank 4.2
Finance service representative job in Buena Park, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer I/Floater (CSO I/Floater) is an onsite position and does not have remote opportunities.
The Client Service Officer I/Floater (CSO I/Floater) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems. The CSO I/Floater is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO I/Floater answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I/Floater will travel to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence. The CSO I/Floater will also back up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence. The CSO I/Floater performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financialservices industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), adding machine, calculator, copy machine, and telephone.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
$40k-53k yearly est. 4d ago
Branch Relationship Banker - Orange, CA
Banktalent HQ
Finance service representative job in Orange, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financialservices company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Orange, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed.
May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
Responsible to resolve customer service issues.
Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
May be responsible for processing cash transactions and other customer service duties within the branch.
Other duties as assigned.
Qualifications:
High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Previous experience in a financial sales representative-oriented role preferred.
Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services.
Basic knowledge of consumer lending applications.
Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills.
Solid mathematical, problem-solving and negotiation skills.
Solid interpersonal & relationship building skills.
Strong attention to detail and time management.
Proficient in basic computer skills.
Schedule: Monday - Friday
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
$22-28 hourly 5d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Laguna Niguel, CA?
The average finance service representative in Laguna Niguel, CA earns between $27,000 and $63,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Laguna Niguel, CA
$41,000
What are the biggest employers of Finance Service Representatives in Laguna Niguel, CA?
The biggest employers of Finance Service Representatives in Laguna Niguel, CA are: